BBRE vs VOO

Quick Verdict

VOO has a lower expense ratio. VOO delivered stronger 1-year returns. VOO offers more diversification with 505 holdings.

Lower Fees: VOOHigher Returns: VOOMore Diversified: VOO

Side-by-Side Comparison

MetricBBREVOOWinner
Expense Ratio0.11%0.03%
AUM$1.3B$979.0B
Dividend Yield3.10%1.09%
Holdings111509
YTD Return+15.13%+13.44%
1Y Return+20.05%+22.62%
3Y Return (annualized)+11.34%+21.47%
5Y Return (annualized)+4.23%+13.27%
Volatility (annualized)18.9%14.1%
Max Drawdown-43.6%-34.3%
Fund FamilyJ.P. Morgan Asset ManagementVanguard (US)
CategoryEquityEquity
InceptionJun 15, 2018Sep 7, 2010

BBRE vs VOO Performance

JPMorgan BetaBuilders MSCI US REIT ETF (BBRE) is a ETF from J.P. Morgan Asset Management and Vanguard S&P 500 ETF (VOO) is a ETF from Vanguard (US). Over the past year BBRE returned +20.05% while VOO returned +22.62%. Year to date, BBRE is up 15.13% versus a gain of 13.44% for VOO.

Over three years, BBRE compounded at +11.34% per year against +21.47% for VOO; over five years the annualized figures are +4.23% and +13.27% respectively. Across the full 8-year window we track, VOO has the edge at +13.55% annualized vs +6.26%. 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 14.1% for VOO. 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 -34.3% for VOO. 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 0.80. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

BBRE charges 0.11% per year while VOO 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 3.10% against 1.09% for VOO.

Holdings Overlap

1.6%overlap

BBRE and VOO share 25 holdings out of 587 unique holdings combined, representing a 1.6% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in BBREWeight in VOODifference
WELL10.95%0.25%10.70%
PLD9.50%0.20%9.30%
DLR4.58%0.09%4.49%
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Frequently Asked Questions

Which is cheaper, BBRE or VOO?

BBRE has an expense ratio of 0.11% while VOO charges 0.03%. VOO is the cheaper option. On a $10,000 investment, that is $8 per year of difference.

Which performed better, BBRE or VOO?

Over the past year BBRE returned +20.05% vs +22.62% for VOO, so VOO leads on 1-year performance. Over the longest common window we track (8 years), BBRE annualized +6.26% vs +13.55% for VOO. Past performance does not guarantee future results.

Which is riskier, BBRE or VOO?

BBRE has been the more volatile fund at 18.9% annualized versus 14.1% for VOO. Worst drawdown: BBRE -43.6% vs VOO -34.3%.

Should I hold both BBRE and VOO?

BBRE and VOO have a monthly-return correlation of 0.80, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between BBRE and VOO?

BBRE and VOO share 25 common holdings with a 1.6% weight overlap. Combined, they hold 587 unique securities.

Which pays a higher dividend, BBRE or VOO?

BBRE yields 3.10% while VOO yields 1.09%, so BBRE currently pays the higher dividend yield.

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