BBREvsIYRETF Comparison
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JPMorgan BetaBuilders MSCI US REIT ETF (BBRE) and iShares U.S. Real Estate ETF (IYR) belong to the same industry segment: US Real Estate. BBRE's top 1 sector exposures are Finance. In contrast, IYR's top sector exposures are Finance, Technology and Non-Corporate. BBRE is less expensive with a Total Expense Ratio (TER) of 0.11%, versus 0.37% for IYR. BBRE is up 12.45% year-to-date (YTD) with +$203M in YTD flows. IYR performs worse with 6.43% YTD performance, and -$581M in YTD flows. Run a side-by-side ETF comparison of BBRE and IYR below, and assess how they stack up in performance, liquidity, risk, exposure, holdings, and more, helping you select the best ETF for your investments.
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BBRE vs IYR performance and flow charts
Performance
Cumulative Flows
Historic performance and flows
Data as of 10/23/2026
| 1M | 3M | YTD | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|---|---|
| Perf. | BBRE IYR | +0.99%+1.23% | -7.02%-5.30% | +12.45%+6.43% | +9.10%+3.01% | +51.71%+43.05% | +14.88%+1.89% |
| Flows | BBRE IYR | +$52M-$216M | +$93M-$415M | +$203M-$581M | +$245M+$224M | +$281M+$848M | -$135M-$2.33B |
Volatility and drawdown
| 3M | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|
| Volatility | BBRE IYR | +12.60%+13.28% | +14.02%+14.11% | +16.68%+16.47% | +18.93%+18.81% |
| Max drawdown | BBRE IYR | -12.45%-11.77% | -12.45%-11.77% | -18.77%-16.75% | -31.17%-33.67% |
| Max drawdown duration | BBRE IYR | 89d87d | 89d87d | 438d514d | 1058d1621d |
Trading data
BBRE | IYR | |
Last sale 10/23/2026 at 1:30 PM | $102.00 | $98.40 |
| Previous close 10/22/2026 | $102.23 | $98.37 |
| Consolidated volume 10/22/2026 | ||
| Average volume 30 days | ||
| Average discount or premium 30 days | ||
| Average Bid/Ask spread 30 days |
Replication quality
Data as of September 30, 2026
1-year trailing difference
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BBRE | IYR | |
|---|---|---|
| Tracking error | ||
| Tracking difference | ||
| 1 year cumulative return difference | ||
| Best | ||
| Worst | ||
| Daily return difference | ||
| Average | ||
| Worst | ||
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Main metrics
Last update 10/23/2026 at 1:30 PM
Live
Closed
BBRE | IYR | |
|---|---|---|
| Last price | $102.00 | $98.40 |
| 1D performance | -0.22% | +0.03% |
| AuM | $1.27 B | $3.94 B |
| E/R | 0.11% | 0.37% |
Characteristics
BBRE | IYR | |
|---|---|---|
| Management strategy | Passive | Passive |
| Provider | J.P. Morgan Asset Management | iShares |
| Benchmark | MSCI US Reit Custom Capped Index | Dow Jones U.S. Real Estate Capped Index |
| N° of holdings | 100 | 60 |
| Asset class | Equities | - |
| Trailing 12m distribution yield | Join | Join |
| Inception date | June 18, 2018 | June 12, 2000 |
| ESG | No | No |
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Exposure
Countries
BBRE
USA
100%
Other
0%
IYR
USA
99.95%
Other
0.05%
Sectors
BBRE
Finance
100%
Other
0%
IYR
Finance
98.31%
Other
1.69%
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Diversification
BBRE
Total weight of top 15 holdings out of 15
61.57%
IYR
Total weight of top 15 holdings out of 15
65.43%
Top 15 holdings
Data as of August 31, 2026
BBRE
Welltower, Inc.
12.11%
Prologis, Inc.
9.48%
Equinix, Inc.
4.44%
Digital Realty Trust, Inc.
4.43%
Simon Property Group, Inc.
4.37%
Public Storage
4.20%
Realty Income Corp.
3.98%
Equity Residential
3.79%
Ventas, Inc.
3.17%
Iron Mountain, Inc.
2.88%
Extra Space Storage, Inc.
2.40%
VICI Properties, Inc.
2.16%
Essex Property Trust, Inc.
1.50%
Kimco Realty Corp.
1.34%
Invitation Homes, Inc.
1.32%
IYR
Welltower, Inc.
11.22%
Prologis, Inc.
9.13%
Digital Realty Trust, Inc.
4.75%
Equinix, Inc.
4.55%
Simon Property Group, Inc.
4.51%
Realty Income Corp.
4.21%
American Tower Corp.
4.12%
Public Storage
3.79%
Equity Residential
3.51%
Ventas, Inc.
3.26%
CBRE Group, Inc.
3.14%
Iron Mountain, Inc.
2.53%
Crown Castle, Inc.
2.45%
Extra Space Storage, Inc.
2.19%
VICI Properties, Inc.
2.06%
Frequently asked questions about BBRE and IYR
How have the BBRE and IYR ETFs performed in 2026?
As of October 23, 2026, BBRE is up 12.45% year-to-date (YTD), while IYR has returned 6.43%. That puts BBRE better performer ahead so far this year.
Which ETF is attracting more investor money: BBRE or IYR?
Year-to-date, the BBRE ETF saw +$203M in flows, compared to -$581M for IYR.
Which ETF is more volatile: BBRE or IYR?
Over the past year, BBRE had a volatility of 14.02%, while IYR experienced 14.11%.
Which ETF is bigger: BBRE or IYR?
As of October 23, 2026, BBRE holds $1.27 B in assets under management (AUM), while IYR manages $3.94 B.
What sectors do the BBRE and IYR ETFs invest in?
BBRE leans toward sectors like Finance. Meanwhile, IYR focuses on Finance.
What are the top holdings of the BBRE ETF and IYR ETF?
BBRE top holdings include Welltower, Inc., Prologis, Inc. and Equinix, Inc.. IYR holds in its top three: Welltower, Inc., Prologis, Inc. and Digital Realty Trust, Inc..
Which ETF is more diversified: BBRE or IYR?
BBRE holds 100 securities with 61.57% of its assets in the top 15. IYR has 61 securities and a top 15 weight of 65.43%.
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Latest news about BBRE & IYR
Exploring Sector Rotation: Value vs. Growth
August 5, 2024
IYR
Real Estate Sector Declines on Fed Minutes
May 27, 2024
IYR
Real Estate ETFs Hit Again by the Rise in Treasury Yields
April 15, 2024
IYR
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Real Estate Sector Hit by Stronger-Than-Expected Inflation Data
March 19, 2024
IYR
Real Estate Sector Hit by Stronger-Than-Expected Inflation Data
March 19, 2024
IYR
Real Estate Sector Gains Momentum After Dovish Fed Comments
December 19, 2023
IYR
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