New
Keep tabs on your favorite ETFs with a personalized weekly tracker. Create a Watchlist now →
Advertisement
Advertisement
BBREvsUSRTETF Comparison
JPMorgan BetaBuilders MSCI US REIT ETF (BBRE) and iShares Core U.S. REIT ETF (USRT) belong to the same industry segment: US Real Estate. Both ETFs have the same top 3 sector exposures: and Real Estate. BBRE is more expensive with a Total Expense Ratio (TER) of 0.11%, versus 0.08% for USRT. BBRE is up 8.5% year-to-date (YTD) with +$9M in YTD flows. USRT performs better with 8.87% YTD performance, and +$31M in YTD flows. Run a side-by-side ETF comparison of BBRE and USRT below, and assess how they stack up in performance, liquidity, risk, exposure, holdings, and more, helping you select the best ETF for your investments.
Find out how industry players manage ETF portfolios. Discover our library of Model portfolios
BBRE vs USRT performance and flow charts
Performance
Cumulative Flows
Historic performance and flows
Data as of 03/10/2026
| 1M | 3M | YTD | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|---|---|
| Perf. | BBRE USRT | +0.71%+0.97% | +8.96%+9.41% | +8.50%+8.87% | +8.97%+10.03% | +37.64%+39.06% | +37.60%+39.45% |
| Flows | BBRE USRT | -$41M+$88M | +$32M+$108M | +$9M+$31M | +$89M+$548M | +$169M+$1.14B | -$173M+$1.41B |
Volatility and drawdown
| 3M | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|
| Volatility | BBRE USRT | +11.96%+11.84% | +16.99%+16.99% | +17.33%+17.33% | +18.90%+18.92% |
| Max drawdown | BBRE USRT | -3.64%-3.52% | -13.12%-13.10% | -18.77%-18.73% | -31.17%-30.96% |
| Max drawdown duration | BBRE USRT | 17d17d | 110d68d | 438d434d | 1058d985d |
Trading data
BBRE | USRT | |
Last sale 3/11/2026 at 1:30 PM | $99.23 | $61.40 |
| Previous close 03/10/2026 | $100.26 | $62.00 |
| Consolidated volume 03/10/2026 | ||
| Average volume 30 days | ||
| Average discount or premium 30 days | ||
| Average Bid/Ask spread 30 days |
Replication quality
Data as of February 27, 2026
1-year trailing difference
Create an account to view replication metrics
Join for free
BBRE | USRT | |
|---|---|---|
| Tracking error | ||
| Tracking difference | ||
| 1 year cumulative return difference | ||
| Best | ||
| Worst | ||
| Daily return difference | ||
| Average | ||
| Worst | ||
Advertisement
Main metrics
Last update 3/11/2026 at 1:30 PM
Live
Closed
BBRE | USRT | |
|---|---|---|
| Last price | $99.23 | $61.40 |
| 1D performance | -1.03% | -0.97% |
| AuM | $1.06 B | $3.62 B |
| E/R | 0.11% | 0.08% |
Characteristics
BBRE | USRT | |
|---|---|---|
| Management strategy | Passive | Passive |
| Provider | J.P. Morgan Asset Management | iShares |
| Benchmark | MSCI US Reit Custom Capped Index | FTSE Nareit Equity REITs 40 Act Capped Index |
| N° of holdings | 98 | 113 |
| Asset class | Equities | - |
| Trailing 12m distribution yield | Join | Join |
| Inception date | June 18, 2018 | May 1, 2007 |
| ESG | No | No |
Advertisement
Exposure
Countries
BBRE
USA
99.98%
Other
0.02%
USRT
USA
99.97%
Other
0.03%
Sectors
BBRE
Real Estate
97.99%
Other
2.01%
USRT
Real Estate
96.58%
Other
3.42%
Advertisement
Diversification
BBRE
Total weight of top 15 holdings out of 15
59.11%
USRT
Total weight of top 15 holdings out of 15
58.53%
Top 15 holdings
Data as of January 31, 2026
BBRE
WELLTOWER INC
9.96%
PROLOGIS REIT
9.65%
REALTY INCOME REIT
4.57%
SIMON PROPERTY GROUP REIT
4.54%
EQUINIX INC COMMON STOCK REIT
4.50%
DIGITAL REALTY REIT
4.22%
PUBLIC STORAGE REIT
3.87%
VENTAS REIT
2.89%
EXTRA SPACE STORAGE REIT
2.66%
VICI PROPERTIES INC
2.61%
IRON MOUNTAIN
2.43%
AVALONBAY COMMUNITIES REIT
2.26%
EQUITY RESIDENTIAL REIT
1.97%
ESSEX PROPERTY REIT
1.51%
SUN COMMUNITIES REIT
1.48%
USRT
WELLTOWER INC
8.45%
PROLOGIS REIT
8.10%
EQUINIX INC COMMON STOCK REIT
6.06%
SIMON PROPERTY GROUP REIT
4.60%
DIGITAL REALTY REIT
4.59%
REALTY INCOME REIT
4.44%
PUBLIC STORAGE REIT
3.94%
VENTAS REIT
3.25%
VICI PROPERTIES INC
2.72%
EXTRA SPACE STORAGE REIT
2.65%
IRON MOUNTAIN
2.47%
AVALONBAY COMMUNITIES REIT
2.25%
EQUITY RESIDENTIAL REIT
2.12%
INVITATION HOMES INC
1.46%
ESSEX PROPERTY REIT
1.44%
Frequently asked questions about BBRE and USRT
How have the BBRE and USRT ETFs performed in 2026?
As of March 10, 2026, BBRE is up 8.5% year-to-date (YTD), while USRT has returned 8.87%. That puts USRT better performer ahead so far this year.
Which ETF is attracting more investor money: BBRE or USRT?
Year-to-date, the BBRE ETF saw +$9M in flows, compared to +$31M for USRT.
Which ETF is more volatile: BBRE or USRT?
Over the past year, BBRE had a volatility of 16.99%, while USRT experienced 16.99%.
Which ETF is bigger: BBRE or USRT?
As of March 10, 2026, BBRE holds $1.06 B in assets under management (AUM), while USRT manages $3.62 B.
What sectors do the BBRE and USRT ETFs invest in?
BBRE leans toward sectors like Real Estate. Meanwhile, USRT focuses on Real Estate.
What are the top holdings of the BBRE ETF and USRT ETF?
BBRE top holdings include WELLTOWER INC, PROLOGIS REIT and REALTY INCOME REIT. USRT holds in its top three: WELLTOWER INC, PROLOGIS REIT and EQUINIX INC COMMON STOCK REIT.
Which ETF is more diversified: BBRE or USRT?
BBRE holds 108 securities with 59.11% of its assets in the top 15. USRT has 131 securities and a top 15 weight of 58.53%.
Advertisement
Latest news about BBRE & USRT
Two Ways to Get Real Estate Income with ETFs
August 2, 2024
USRT
Real Estate ETFs Hit Again by the Rise in Treasury Yields
April 15, 2024
USRT
Real Estate Sector Hit by Stronger-Than-Expected Inflation Data
March 19, 2024
USRT
Real Estate Sector Gains Momentum After Dovish Fed Comments
December 19, 2023
USRT
Advertisement
REIT ETFs: Active Management or Passive Indexing?
March 13, 2023
USRT
REIT ETFs: Active Management or Passive Indexing?
March 13, 2023
USRT
3 U.S. REIT ETFs to watch in 2023
December 28, 2022
USRT
Advertisement
Advertisement
ETF Comparison Tool
Have you tried our ETF Compare tool?
Compare ETFs like a pro. Analyze fees, performance, exposure & holdings side-by-side.