BBRE vs QQQ
JPMorgan BetaBuilders MSCI US REIT ETF vs Invesco QQQ Trust, Series 1
Quick Verdict
BBRE has a lower expense ratio. QQQ delivered stronger 1-year returns. BBRE offers more diversification with 107 holdings.
Side-by-Side Comparison
| Metric | BBRE | QQQ | Winner |
|---|---|---|---|
| Expense Ratio | 0.11% | 0.18% | |
| AUM | $1.3B | $455.8B | |
| Dividend Yield | 3.10% | 0.41% | |
| Holdings | 111 | 108 | |
| YTD Return | +16.37% | +18.31% | |
| 1Y Return | +20.37% | +25.37% | |
| 3Y Return (annualized) | +11.73% | +25.79% | |
| 5Y Return (annualized) | +4.42% | +15.20% | |
| Volatility (annualized) | 18.9% | 30.6% | |
| Max Drawdown | -43.6% | -83.0% | |
| Fund Family | J.P. Morgan Asset Management | Invesco (US) | |
| Category | Equity | Equity | |
| Inception | Jun 15, 2018 | Mar 10, 1999 |
BBRE vs QQQ Performance
JPMorgan BetaBuilders MSCI US REIT ETF (BBRE) is a ETF from J.P. Morgan Asset Management and Invesco QQQ Trust, Series 1 (QQQ) is a ETF from Invesco (US). Over the past year BBRE returned +20.37% while QQQ returned +25.37%. Year to date, BBRE is up 16.37% versus a gain of 18.31% for QQQ.
Over three years, BBRE compounded at +11.73% per year against +25.79% for QQQ; over five years the annualized figures are +4.42% and +15.20% respectively. Across the full 8-year window we track, QQQ has the edge at +13.10% annualized vs +6.40%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
QQQ has been the more volatile fund, with annualized monthly volatility of 30.6% compared with 18.9% for BBRE. 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 -83.0% for QQQ. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.
The two funds' monthly returns correlate at 0.66. They move independently enough that combining them can meaningfully diversify a portfolio.
Fees and Cost Over Time
BBRE charges 0.11% per year while QQQ charges 0.18%. On a $10,000 position that is $11 vs $18 annually, a gap of $7 per year that compounds over a long holding period. On income, BBRE currently yields 3.10% against 0.41% for QQQ.
Holdings Overlap
BBRE and QQQ share 0 holdings out of 210 unique holdings combined, representing a 0.0% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, BBRE or QQQ?
BBRE has an expense ratio of 0.11% while QQQ charges 0.18%. BBRE is the cheaper option. On a $10,000 investment, that is $7 per year of difference.
Which performed better, BBRE or QQQ?
Over the past year BBRE returned +20.37% vs +25.37% for QQQ, so QQQ leads on 1-year performance. Over the longest common window we track (8 years), BBRE annualized +6.40% vs +13.10% for QQQ. Past performance does not guarantee future results.
Which is riskier, BBRE or QQQ?
QQQ has been the more volatile fund at 30.6% annualized versus 18.9% for BBRE. Worst drawdown: BBRE -43.6% vs QQQ -83.0%.
Should I hold both BBRE and QQQ?
BBRE and QQQ have a monthly-return correlation of 0.66, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between BBRE and QQQ?
BBRE and QQQ share 0 common holdings with a 0.0% weight overlap. Combined, they hold 210 unique securities.
Which pays a higher dividend, BBRE or QQQ?
BBRE yields 3.10% while QQQ yields 0.41%, so BBRE currently pays the higher dividend yield.
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