BPRE vs VOO
BPRE vs VOO
Bluerock Private Real Estate Fund vs Vanguard S&P 500 ETF
Quick Verdict
VOO offers more diversification with 505 holdings.
Side-by-Side Comparison
| Metric | BPRE | VOO | Winner |
|---|---|---|---|
| Expense Ratio | - | 0.03% | |
| AUM | $3.2B | $979.0B | |
| Dividend Yield | 3.00% | 1.09% | |
| Holdings | 34 | 509 | |
| YTD Return | -15.73% | +13.80% | |
| 1Y Return | - | +23.71% | |
| 3Y Return (annualized) | - | +21.50% | |
| 5Y Return (annualized) | - | +13.44% | |
| Volatility (annualized) | - | 14.1% | |
| Max Drawdown | -33.9% | -34.3% | |
| Fund Family | Bluerock Funds | Vanguard (US) | |
| Category | Equity | Equity | |
| Inception | Dec 16, 2025 | Sep 7, 2010 |
BPRE vs VOO Performance
Bluerock Private Real Estate Fund (BPRE) is a ETF from Bluerock Funds and Vanguard S&P 500 ETF (VOO) is a ETF from Vanguard (US). Year to date, BPRE is down 15.73% versus a gain of 13.80% for VOO.
Risk: Volatility and Drawdowns
The deepest peak-to-trough decline in our data was -33.9% for BPRE and -34.3% for VOO. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.
Holdings Overlap
BPRE and VOO share 0 holdings out of 509 unique holdings combined, representing a 0.0% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
What is the holdings overlap between BPRE and VOO?
BPRE and VOO share 0 common holdings with a 0.0% weight overlap. Combined, they hold 509 unique securities.
Which pays a higher dividend, BPRE or VOO?
BPRE yields 3.00% while VOO yields 1.09%, so BPRE currently pays the higher dividend yield.
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