BBREvsPSRETF Comparison
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JPMorgan BetaBuilders MSCI US REIT ETF (BBRE) and Invesco Active U.S. Real Estate Fund ETF (PSR) belong to the same industry segment: US Real Estate. Both ETFs have the same top 1 sector exposures: Finance. BBRE is less expensive with a Total Expense Ratio (TER) of 0.11%, versus 0.35% for PSR. BBRE is up 14.27% year-to-date (YTD) with +$143M in YTD flows. PSR performs worse with 12.83% YTD performance, and +$4M in YTD flows. Run a side-by-side ETF comparison of BBRE and PSR 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 PSR performance and flow charts
Performance
Cumulative Flows
Historic performance and flows
Data as of 09/09/2026
| 1M | 3M | YTD | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|---|---|
| Perf. | BBRE PSR | -2.63%-2.38% | -1.59%-1.98% | +14.27%+12.83% | +13.09%+11.68% | +37.89%+29.55% | +19.84%+5.25% |
| Flows | BBRE PSR | +$19M- | +$17M+$1M | +$143M+$4M | +$192M+$2M | +$277M-$50M | -$208M-$54M |
Volatility and drawdown
| 3M | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|
| Volatility | BBRE PSR | +14.61%+14.31% | +13.84%+13.81% | +17.02%+16.73% | +18.95%+18.86% |
| Max drawdown | BBRE PSR | -7.49%-6.48% | -8.06%-9.11% | -18.77%-16.36% | -31.17%-34.68% |
| Max drawdown duration | BBRE PSR | 45d45d | 44d45d | 438d439d | 1058d1655d |
Trading data
BBRE | PSR | |
Last sale 9/9/2026 at 7:59 PM | $104.55 | $100.83 |
| Previous close 09/09/2026 | $105.67 | $101.29 |
| Consolidated volume 09/09/2026 | ||
| Average volume 30 days | ||
| Average discount or premium 30 days | ||
| Average Bid/Ask spread 30 days |
Replication quality
Data as of August 31, 2026
1-year trailing difference
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PSR
is actively managed and doesn’t replicate an indexBBRE | PSR | |
|---|---|---|
| Tracking error | ||
| Tracking difference | ||
| 1 year cumulative return difference | ||
| Best | ||
| Worst | ||
| Daily return difference | ||
| Average | ||
| Worst | ||
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Main metrics
Last update 9/9/2026 at 7:59 PM
Live
Closed
BBRE | PSR | |
|---|---|---|
| Last price | $104.55 | $100.83 |
| 1D performance | -1.06% | -0.46% |
| AuM | $1.24 B | $57.71 M |
| E/R | 0.11% | 0.35% |
Characteristics
BBRE | PSR | |
|---|---|---|
| Management strategy | Passive | Active |
| Provider | J.P. Morgan Asset Management | Invesco |
| Benchmark | MSCI US Reit Custom Capped Index | - |
| N° of holdings | 101 | 31 |
| Asset class | Equities | - |
| Trailing 12m distribution yield | Join | Join |
| Inception date | June 18, 2018 | November 20, 2008 |
| ESG | No | No |
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Exposure
Countries
BBRE
USA
99.98%
Other
0.02%
PSR
USA
100%
Other
-0%
Sectors
BBRE
Finance
99.98%
Other
0.02%
PSR
Finance
100%
Other
-0%
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Diversification
BBRE
Total weight of top 15 holdings out of 15
59.83%
PSR
Total weight of top 15 holdings out of 15
73.83%
Top 15 holdings
Data as of July 31, 2026
BBRE
Welltower, Inc.
11.99%
Prologis, Inc.
9.40%
Simon Property Group, Inc.
4.50%
Digital Realty Trust, Inc.
4.31%
Public Storage
4.18%
Equinix, Inc.
4.13%
Realty Income Corp.
4.03%
Ventas, Inc.
3.26%
Iron Mountain, Inc.
2.84%
Extra Space Storage, Inc.
2.38%
VICI Properties, Inc.
2.14%
AvalonBay Communities, Inc.
2.00%
Equity Residential
1.76%
Essex Property Trust, Inc.
1.48%
Kimco Realty Corp.
1.42%
PSR
American Tower Corp.
9.77%
Prologis, Inc.
9.17%
Welltower, Inc.
8.26%
Digital Realty Trust, Inc.
7.17%
Equinix, Inc.
4.76%
Terreno Realty Corp.
4.47%
Omega Healthcare Investors, Inc.
4.14%
Camden Property Trust
3.82%
UDR, Inc.
3.73%
W.P. Carey, Inc.
3.64%
Public Storage
3.60%
American Healthcare REIT, Inc.
3.38%
Gaming & Leisure Properties, Inc.
2.87%
Equity LifeStyle Properties, Inc.
2.57%
Tanger, Inc.
2.48%
Frequently asked questions about BBRE and PSR
How have the BBRE and PSR ETFs performed in 2026?
As of September 9, 2026, BBRE is up 14.27% year-to-date (YTD), while PSR has returned 12.83%. That puts BBRE better performer ahead so far this year.
Which ETF is attracting more investor money: BBRE or PSR?
Year-to-date, the BBRE ETF saw +$143M in flows, compared to +$4M for PSR.
Which ETF is more volatile: BBRE or PSR?
Over the past year, BBRE had a volatility of 13.84%, while PSR experienced 13.81%.
Which ETF is bigger: BBRE or PSR?
As of September 9, 2026, BBRE holds $1.24 B in assets under management (AUM), while PSR manages $57.71 M.
What sectors do the BBRE and PSR ETFs invest in?
BBRE leans toward sectors like Finance. Meanwhile, PSR focuses on Finance.
What are the top holdings of the BBRE ETF and PSR ETF?
BBRE top holdings include Welltower, Inc., Prologis, Inc. and Simon Property Group, Inc.. PSR holds in its top three: American Tower Corp., Prologis, Inc. and Welltower, Inc..
Which ETF is more diversified: BBRE or PSR?
BBRE holds 101 securities with 59.83% of its assets in the top 15. PSR has 31 securities and a top 15 weight of 73.83%.
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Latest news about BBRE & PSR
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