BBRE vs IVV
JPMorgan BetaBuilders MSCI US REIT ETF vs iShares Core S&P 500 ETF
Which is better, BBRE or IVV?
Mid Cap Value against Large Cap Blend.
IVV has a lower expense ratio. IVV led over 1Y, 3Y, 5Y and the full window. IVV is less concentrated, with 37.8% of the fund in its ten largest positions against 52.1%.
MarketXLS is not an investment adviser. This comparison is generated automatically from market data and is for information only. A Best mark means the better reading on that one measure, not a recommendation to buy.
Side-by-Side Comparison
| Metric | BBRE | IVV |
|---|---|---|
| Expense Ratio | 0.11% | 0.03%Best |
| AUM | $1.3B | $876.4B |
| Dividend Yield | 2.59% | 1.06% |
| Holdings | 106 | 508 |
| YTD Return | +10.94% | +12.39%Best |
| 1Y Return | +9.60% | +16.61%Best |
| 3Y Return (annualized) | +10.54% | +21.38%Best |
| 5Y Return (annualized) | +3.55% | +13.51%Best |
| Volatility (annualized) | 18.9% | 16.6%Best |
| Max Drawdown | -43.6% | -33.9%Best |
| $10,000 over 5 years | $11,906 | $18,844Best |
| Top 10 Weight | 52.1% | 37.8%Best |
| Fund Family | J.P. Morgan Asset Management | iShares by BlackRock (US) |
| Category | Equity | Equity |
| Style | Mid Cap Value | Large Cap Blend |
| Inception | Jun 15, 2018 | May 15, 2000 |
Volatility and max drawdown are measured over the window both funds cover: Jun 18, 2018 to Sep 18, 2026 (8.3 years).
BBRE vs IVV growth
Month-end closes. Both lines start at 0% in the first month shown, so the gap between them is the difference in growth across that window. The full view covers the 8.3 years both funds cover.
BBRE vs IVV Performance
JPMorgan BetaBuilders MSCI US REIT ETF (BBRE) is an ETF from J.P. Morgan Asset Management and iShares Core S&P 500 ETF (IVV) is an ETF from iShares by BlackRock (US). Over the past year BBRE returned +9.60% while IVV returned +16.61%. Year to date, BBRE is up 10.94% versus a gain of 12.39% for IVV.
Over three years, BBRE compounded at +10.54% per year against +21.38% for IVV; over five years the annualized figures are +3.55% and +13.51% respectively. Across the full 8-year window we track, IVV has the edge at +14.06% annualized vs +5.70%.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
BBRE has been the more volatile fund, with annualized monthly volatility of 18.9% compared with 16.6% for IVV. Lower volatility generally means a smoother ride, though it often comes with lower long-run returns.
The deepest peak-to-trough decline in our data was -43.6% for BBRE and -33.9% for IVV. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.80. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
BBRE charges 0.11% per year while IVV charges 0.03%. On a $10,000 position that is $11 vs $3 annually, a gap of $8 per year that compounds over a long holding period. On income, BBRE currently yields 2.59% against 1.06% for IVV.
Holdings Overlap
69.9% of BBRE's money is in holdings IVV also owns. 1.5% of IVV's money is in holdings BBRE also owns.
The two portfolios partly overlap.
24 positions in common, counted across the 103 positions we hold weights for in BBRE and 490 in IVV, against full books of 106 and 508.
What only one of them owns
Measured across the 103 and 490 positions we hold weights for.
IVV holds 458 positions BBRE does not, 97.2% of the fund.
Largest: NVDA 8.07%, AAPL 7.02%, MSFT 5.69%, AMZN 3.84%, GOOGL 3.00%
Top Shared Holdings
| Stock | Weight in BBRE | Weight in IVV | Difference |
|---|---|---|---|
| WELLWelltower, Inc. | 12.00% | 0.25% | 11.75% |
| PLDPrologis Inc | 9.40% | 0.20% | 9.20% |
| EQIXEquinix Inc. Real Estate Investment Trust | 4.42% | 0.16% | 4.26% |
| DLRDigital Realty Trust Inc. | 4.39% | 0.10% | 4.29% |
| SPGSimon Property Group Inc | 4.33% | 0.10% | 4.23% |
| PSAPublic Storage | 4.04% | 0.08% | 3.96% |
| ORealty Income Corp. | 3.97% | 0.09% | 3.88% |
| EQRVivmark Residential | 3.69% | 0.07% | 3.62% |
| VTRVentas Inc . | 3.12% | 0.07% | 3.05% |
| IRMIron Mtn Inc New Com Npv | 2.72% | 0.05% | 2.67% |
69.9% of BBRE is already inside IVV.
You probably hold more than these two. Add the rest and see how much of the whole book is the same companies twice.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, BBRE or IVV?
BBRE has an expense ratio of 0.11% while IVV charges 0.03%. IVV is the cheaper option, by $8 a year on a $10,000 investment.
Which performed better, BBRE or IVV?
Over the past year BBRE returned +9.60% vs +16.61% for IVV, so IVV leads on 1-year performance. Over the longest common window we track (8 years), BBRE annualized +5.70% vs +14.06% for IVV. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, BBRE or IVV?
BBRE has been the more volatile fund at 18.9% annualized versus 16.6% for IVV. Worst drawdown: BBRE -43.6% vs IVV -33.9%.
Should I hold both BBRE and IVV?
BBRE and IVV have a monthly-return correlation of 0.80, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.
What is the holdings overlap between BBRE and IVV?
69.9% of BBRE's money is in holdings IVV also owns. 1.5% of IVV's is in holdings BBRE also owns. They hold 24 positions in common, counted across the 103 positions we hold weights for in BBRE and 490 in IVV.
Which pays a higher dividend, BBRE or IVV?
BBRE yields 2.59% while IVV yields 1.06%, so BBRE currently pays the higher dividend yield.
Is IVV better than BBRE?
IVV has a lower expense ratio. IVV led over 1Y, 3Y, 5Y and the full window. IVV is less concentrated, with 37.8% of the fund in its ten largest positions against 52.1%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.