BBRE vs VOO
JPMorgan BetaBuilders MSCI US REIT ETF vs Vanguard S&P 500 ETF
Which is better, BBRE or VOO?
Mid Cap Value against Large Cap Blend.
VOO has a lower expense ratio. VOO led over 1Y, 3Y, 5Y and the full window. VOO is less concentrated, with 37.6% 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 | VOO |
|---|---|---|
| Expense Ratio | 0.11% | 0.03%Best |
| AUM | $1.3B | $997.4B |
| Dividend Yield | 2.59% | 1.04% |
| Holdings | 106 | 509 |
| YTD Return | +10.94% | +12.37%Best |
| 1Y Return | +9.60% | +16.61%Best |
| 3Y Return (annualized) | +10.54% | +21.37%Best |
| 5Y Return (annualized) | +3.55% | +13.49%Best |
| Volatility (annualized) | 18.9% | 16.6%Best |
| Max Drawdown | -43.6% | -34.3%Best |
| $10,000 over 5 years | $11,906 | $18,827Best |
| Top 10 Weight | 52.1% | 37.6%Best |
| Fund Family | J.P. Morgan Asset Management | Vanguard (US) |
| Category | Equity | Equity |
| Style | Mid Cap Value | Large Cap Blend |
| Inception | Jun 15, 2018 | Sep 7, 2010 |
Volatility and max drawdown are measured over the window both funds cover: Jun 18, 2018 to Sep 18, 2026 (8.3 years).
BBRE vs VOO 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 VOO Performance
JPMorgan BetaBuilders MSCI US REIT ETF (BBRE) is an ETF from J.P. Morgan Asset Management and Vanguard S&P 500 ETF (VOO) is an ETF from Vanguard (US). Over the past year BBRE returned +9.60% while VOO returned +16.61%. Year to date, BBRE is up 10.94% versus a gain of 12.37% for VOO.
Over three years, BBRE compounded at +10.54% per year against +21.37% for VOO; over five years the annualized figures are +3.55% and +13.49% respectively. Across the full 8-year window we track, VOO has the edge at +14.11% 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 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 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 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 2.59% against 1.04% for VOO.
Holdings Overlap
69.9% of BBRE's money is in holdings VOO also owns. 1.5% of VOO'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 494 in VOO, against full books of 106 and 509.
What only one of them owns
Measured across the 103 and 494 positions we hold weights for.
VOO holds 463 positions BBRE does not, 97.6% of the fund.
Largest: NVDA 7.55%, AAPL 7.05%, MSFT 5.36%, AMZN 4.13%, GOOGL 3.24%
Top Shared Holdings
| Stock | Weight in BBRE | Weight in VOO | Difference |
|---|---|---|---|
| WELLWelltower, Inc. | 12.00% | 0.26% | 11.74% |
| PLDPrologis Inc | 9.40% | 0.21% | 9.19% |
| 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% | 0.12% | 4.21% |
| PSAPublic Storage | 4.04% | 0.08% | 3.96% |
| ORealty Income Corp. | 3.97% | 0.09% | 3.88% |
| EQRVivmark Residential | 3.69% | 0.04% | 3.65% |
| VTRVentas Inc . | 3.12% | 0.07% | 3.05% |
| IRMIron Mtn Inc New Com Npv | 2.72% | 0.06% | 2.66% |
69.9% of BBRE is already inside VOO.
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 VOO?
BBRE has an expense ratio of 0.11% while VOO charges 0.03%. VOO is the cheaper option, by $8 a year on a $10,000 investment.
Which performed better, BBRE or VOO?
Over the past year BBRE returned +9.60% vs +16.61% for VOO, so VOO leads on 1-year performance. Over the longest common window we track (8 years), BBRE annualized +5.70% vs +14.11% for VOO. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, BBRE or VOO?
BBRE has been the more volatile fund at 18.9% annualized versus 16.6% 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 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 VOO?
69.9% of BBRE's money is in holdings VOO also owns. 1.5% of VOO'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 494 in VOO.
Which pays a higher dividend, BBRE or VOO?
BBRE yields 2.59% while VOO yields 1.04%, so BBRE currently pays the higher dividend yield.
Is VOO better than BBRE?
VOO has a lower expense ratio. VOO led over 1Y, 3Y, 5Y and the full window. VOO is less concentrated, with 37.6% 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.