REITvsBBREETF Comparison
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ALPS Active REIT ETF (REIT) and JPMorgan BetaBuilders MSCI US REIT ETF (BBRE) belong to the same industry segment: US Real Estate. REIT's top 2 sector exposures are Finance and Non-Corporate. In contrast, BBRE's top sector exposures are Finance. REIT is more expensive with a Total Expense Ratio (TER) of 0.68%, versus 0.11% for BBRE. REIT is up 16.28% year-to-date (YTD) with +$5M in YTD flows. BBRE performs worse with 16.04% YTD performance, and +$137M in YTD flows. Run a side-by-side ETF comparison of REIT and BBRE 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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REIT vs BBRE performance and flow charts
Performance
Cumulative Flows
Historic performance and flows
Data as of 09/01/2026
| 1M | 3M | YTD | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|---|---|
| Perf. | REIT BBRE | -3.25%-3.40% | +3.71%+4.35% | +16.28%+16.04% | +16.99%+16.65% | +34.01%+38.53% | +13.21%+18.93% |
| Flows | REIT BBRE | -+$16M | +$4M+$7M | +$5M+$137M | +$6M+$186M | +$31M+$276M | +$31M-$203M |
Volatility and drawdown
| 3M | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|
| Volatility | REIT BBRE | +15.28%+15.62% | +13.41%+13.83% | +16.55%+17.02% | +18.50%+18.98% |
| Max drawdown | REIT BBRE | -5.65%-6.06% | -7.41%-8.06% | -18.24%-18.77% | -29.57%-31.17% |
| Max drawdown duration | REIT BBRE | 37d37d | 42d44d | 442d438d | 877d1058d |
Trading data
REIT | BBRE | |
Last sale 9/2/2026 at 1:30 PM | $29.97 | $105.96 |
| Previous close 09/01/2026 | $30.11 | $106.06 |
| Consolidated volume 09/01/2026 | ||
| 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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REIT
is actively managed and doesn’t replicate an indexREIT | BBRE | |
|---|---|---|
| Tracking error | ||
| Tracking difference | ||
| 1 year cumulative return difference | ||
| Best | ||
| Worst | ||
| Daily return difference | ||
| Average | ||
| Worst | ||
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Main metrics
Last update 9/2/2026 at 1:30 PM
Live
Closed
REIT | BBRE | |
|---|---|---|
| Last price | $29.97 | $105.96 |
| 1D performance | -0.46% | -0.10% |
| AuM | $56.44 M | $1.26 B |
| E/R | 0.68% | 0.11% |
Characteristics
REIT | BBRE | |
|---|---|---|
| Management strategy | Active | Passive |
| Provider | ALPS | J.P. Morgan Asset Management |
| Benchmark | - | MSCI US Reit Custom Capped Index |
| N° of holdings | 30 | 101 |
| Asset class | - | Equities |
| Trailing 12m distribution yield | Join | Join |
| Inception date | February 24, 2021 | June 18, 2018 |
| ESG | No | No |
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Exposure
Countries
REIT
USA
98.21%
Other
1.79%
BBRE
USA
99.94%
Other
0.06%
Sectors
REIT
Finance
96.97%
Other
3.03%
BBRE
Finance
99.94%
Other
0.06%
Diversification
REIT
Total weight of top 15 holdings out of 15
69.84%
BBRE
Total weight of top 15 holdings out of 15
59.83%
Top 15 holdings
Data as of July 31, 2026
REIT
Welltower, Inc.
9.71%
Prologis, Inc.
8.93%
Equinix, Inc.
7.84%
Simon Property Group, Inc.
5.20%
Macerich Co.
4.79%
Essex Property Trust, Inc.
4.22%
Equity LifeStyle Properties, Inc.
3.90%
Public Storage
3.67%
Host Hotels & Resorts, Inc.
3.44%
Terreno Realty Corp.
3.31%
Sabra Health Care REIT, Inc.
3.30%
CareTrust REIT, Inc.
3.24%
Invitation Homes, Inc.
2.90%
VICI Properties, Inc.
2.79%
Digital Realty Trust, Inc.
2.61%
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%
Frequently asked questions about REIT and BBRE
How have the REIT and BBRE ETFs performed in 2026?
As of September 1, 2026, REIT is up 16.28% year-to-date (YTD), while BBRE has returned 16.04%. That puts REIT better performer ahead so far this year.
Which ETF is attracting more investor money: REIT or BBRE?
Year-to-date, the REIT ETF saw +$5M in flows, compared to +$137M for BBRE.
Which ETF is more volatile: REIT or BBRE?
Over the past year, REIT had a volatility of 13.41%, while BBRE experienced 13.83%.
Which ETF is bigger: REIT or BBRE?
As of September 1, 2026, REIT holds $56.44 M in assets under management (AUM), while BBRE manages $1.26 B.
What sectors do the REIT and BBRE ETFs invest in?
REIT leans toward sectors like Finance. Meanwhile, BBRE focuses on Finance.
What are the top holdings of the REIT ETF and BBRE ETF?
REIT top holdings include Welltower, Inc., Prologis, Inc. and Equinix, Inc.. BBRE holds in its top three: Welltower, Inc., Prologis, Inc. and Simon Property Group, Inc..
Which ETF is more diversified: REIT or BBRE?
REIT holds 30 securities with 69.84% of its assets in the top 15. BBRE has 101 securities and a top 15 weight of 59.83%.
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