BBRE vs VYM
JPMorgan BetaBuilders MSCI US REIT ETF vs Vanguard High Dividend Yield ETF
Which is better, BBRE or VYM?
Mid Cap Value against Large Cap Value.
VYM has a lower expense ratio. VYM led over 1Y, 3Y, 5Y and the full window. VYM is less concentrated, with 26.1% 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 | VYM |
|---|---|---|
| Expense Ratio | 0.11% | 0.04%Best |
| AUM | $1.3B | $81.6B |
| Dividend Yield | 2.59% | 2.22% |
| Holdings | 106 | 613 |
| YTD Return | +10.94% | +11.35%Best |
| 1Y Return | +9.60% | +15.34%Best |
| 3Y Return (annualized) | +10.54% | +17.22%Best |
| 5Y Return (annualized) | +3.55% | +12.30%Best |
| Volatility (annualized) | 18.9% | 15.4%Best |
| Max Drawdown | -43.6% | -35.7%Best |
| $10,000 over 5 years | $11,906 | $17,861Best |
| Top 10 Weight | 52.1% | 26.1%Best |
| Fund Family | J.P. Morgan Asset Management | Vanguard (US) |
| Category | Equity | Equity |
| Style | Mid Cap Value | Large Cap Value |
| Inception | Jun 15, 2018 | Nov 10, 2006 |
Volatility and max drawdown are measured over the window both funds cover: Jun 18, 2018 to Sep 18, 2026 (8.3 years).
BBRE vs VYM 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 VYM Performance
JPMorgan BetaBuilders MSCI US REIT ETF (BBRE) is an ETF from J.P. Morgan Asset Management and Vanguard High Dividend Yield ETF (VYM) is an ETF from Vanguard (US). Over the past year BBRE returned +9.60% while VYM returned +15.34%. Year to date, BBRE is up 10.94% versus a gain of 11.35% for VYM.
Over three years, BBRE compounded at +10.54% per year against +17.22% for VYM; over five years the annualized figures are +3.55% and +12.30% respectively. Across the full 8-year window we track, VYM has the edge at +10.04% 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 15.4% for VYM. 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 -35.7% for VYM. 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 VYM charges 0.04%. On a $10,000 position that is $11 vs $4 annually, a gap of $7 per year that compounds over a long holding period. On income, BBRE currently yields 2.59% against 2.22% for VYM.
Holdings Overlap
We hold position weights for 103 holdings in BBRE and 557 in VYM, totalling 99.9% and 99.2% of the two funds. The two books name no position in common, so there is no overlap percentage to show.
0 positions in common, counted across the 103 positions we hold weights for in BBRE and 557 in VYM, against full books of 106 and 613.
What only one of them owns
Measured across the 103 and 557 positions we hold weights for.
VYM holds 528 positions BBRE does not, 97.1% of the fund.
Largest: AVGO 7.35%, JPM 3.82%, XOM 2.63%, JNJ 2.51%, CSCO 1.86%
You are not choosing between two funds in isolation.
Whichever of BBRE and VYM you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, BBRE or VYM?
BBRE has an expense ratio of 0.11% while VYM charges 0.04%. VYM is the cheaper option, by $7 a year on a $10,000 investment.
Which performed better, BBRE or VYM?
Over the past year BBRE returned +9.60% vs +15.34% for VYM, so VYM leads on 1-year performance. Over the longest common window we track (8 years), BBRE annualized +5.70% vs +10.04% for VYM. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, BBRE or VYM?
BBRE has been the more volatile fund at 18.9% annualized versus 15.4% for VYM. Worst drawdown: BBRE -43.6% vs VYM -35.7%.
Should I hold both BBRE and VYM?
BBRE and VYM 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.
Which pays a higher dividend, BBRE or VYM?
BBRE yields 2.59% while VYM yields 2.22%, so BBRE currently pays the higher dividend yield.
Is VYM better than BBRE?
VYM has a lower expense ratio. VYM led over 1Y, 3Y, 5Y and the full window. VYM is less concentrated, with 26.1% 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.