BBRE vs VYM
JPMorgan BetaBuilders MSCI US REIT ETF vs Vanguard High Dividend Yield ETF
Quick Verdict
VYM has a lower expense ratio. VYM delivered stronger 1-year returns. VYM offers more diversification with 558 holdings.
Side-by-Side Comparison
| Metric | BBRE | VYM | Winner |
|---|---|---|---|
| Expense Ratio | 0.11% | 0.04% | |
| AUM | $1.3B | $79.0B | |
| Dividend Yield | 3.10% | 2.86% | |
| Holdings | 111 | 568 | |
| YTD Return | +18.01% | +15.80% | |
| 1Y Return | +21.46% | +26.12% | |
| 3Y Return (annualized) | +11.82% | +18.25% | |
| 5Y Return (annualized) | +4.65% | +12.51% | |
| Volatility (annualized) | 18.9% | 14.6% | |
| Max Drawdown | -43.6% | -58.8% | |
| Fund Family | J.P. Morgan Asset Management | Vanguard (US) | |
| Category | Equity | Equity | |
| Inception | Jun 15, 2018 | Nov 10, 2006 |
BBRE vs VYM Performance
JPMorgan BetaBuilders MSCI US REIT ETF (BBRE) is a ETF from J.P. Morgan Asset Management and Vanguard High Dividend Yield ETF (VYM) is a ETF from Vanguard (US). Over the past year BBRE returned +21.46% while VYM returned +26.12%. Year to date, BBRE is up 18.01% versus a gain of 15.80% for VYM.
Over three years, BBRE compounded at +11.82% per year against +18.25% for VYM; over five years the annualized figures are +4.65% and +12.51% respectively. Across the full 8-year window we track, VYM has the edge at +7.07% annualized vs +6.59%. 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 14.6% 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 -58.8% for VYM. 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 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 3.10% against 2.86% for VYM.
Holdings Overlap
BBRE and VYM share 0 holdings out of 665 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 VYM?
BBRE has an expense ratio of 0.11% while VYM charges 0.04%. VYM is the cheaper option. On a $10,000 investment, that is $7 per year of difference.
Which performed better, BBRE or VYM?
Over the past year BBRE returned +21.46% vs +26.12% for VYM, so VYM leads on 1-year performance. Over the longest common window we track (8 years), BBRE annualized +6.59% vs +7.07% for VYM. Past performance does not guarantee future results.
Which is riskier, BBRE or VYM?
BBRE has been the more volatile fund at 18.9% annualized versus 14.6% for VYM. Worst drawdown: BBRE -43.6% vs VYM -58.8%.
Should I hold both BBRE and VYM?
BBRE and VYM 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 VYM?
BBRE and VYM share 0 common holdings with a 0.0% weight overlap. Combined, they hold 665 unique securities.
Which pays a higher dividend, BBRE or VYM?
BBRE yields 3.10% while VYM yields 2.86%, so BBRE currently pays the higher dividend yield.
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