Data as of Oct 28, 2026.
BBRE vs IYR: Differences, Returns & Fees
Over the year to Oct 28, 2026, BBRE returned +9.2% to IYR's +3.4%; 78% of their weight is in the same names.
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Net assets on Oct 28, 2026: $1.3bn for JPMorgan BetaBuilders MSCI US REIT ETF and $3.9bn for iShares U.S. Real Estate ETF.
Pair scorecard
BBRE costs 0.26 points a year less; their one-year returns differ by 5.8 points; IYR is 3.0 times larger.
| Measure | BBRE | IYR |
|---|---|---|
| Return | ||
| Total return, 1 year | +9.2% | +3.4% |
| Drawdown | ||
| Below its high | 10.1%, high on Jul 24, 2026 | 8.6%, high on Jul 28, 2026 |
| Benchmark | ||
| What it tracks | MSCI US REIT Custom Capped Index | Dow Jones U.S. Real Estate Capped Index |
| Cost and size | ||
| Expense ratio | 0.11% | 0.37% |
| Net assets | $1.3bn | $3.9bn |
| Holdings | ||
| Holdings in common | 78% | |
| Top ten holdings, share of the fund | 51.6% | 52.5% |
Holdings in common uses holdings dated Oct 27, 2026. Method
Risk and return
Jun 29, 2018 to Oct 23, 2026 · 434 weekly returnsBBRE returned more: +67.3% to +52.5%. IYR swung slightly less: 23.1% to 23.9%. IYR fell slightly less at its worst: −39.3% to −41.5%.
Full scorecard
9 measures, with how each is measured Open ↓
| Measure | BBRE | IYR | Edge | How it is measured |
|---|---|---|---|---|
| Return | ||||
| Total return | +67.3% | +52.5% | BBRE | Price change plus distributions, reinvested. |
| Annualized | +6.4% | +5.2% | BBRE | Total return as a yearly rate. |
| Price return | +31.3% | +22.1% | BBRE | Price change alone, distributions left out. |
| Risk | ||||
| Volatility | 23.9% | 23.1% | IYR (slight) | Spread of weekly returns, annualized. Lower is steadier. |
| Downside deviation | 16.6% | 16.2% | IYR (slight) | Like volatility, counting only weeks below the Treasury bill rate. |
| Max drawdown | −41.5% | −39.3% | IYR (slight) | Deepest fall from a high to the low after it. |
| Risk-adjusted | ||||
| Sharpe | 0.26 | 0.21 | BBRE | Return above Treasury bills per unit of volatility. |
| Sortino | 0.38 | 0.31 | BBRE | Return above Treasury bills per unit of downside deviation. |
| Calmar | 0.15 | 0.13 | BBRE | Annualized return divided by the max drawdown. |
Computed by ETFIQ from Tiingo daily prices and ETFIQ's distribution records, 434 weekly returns. Cash rate: the 13-week Treasury bill.
What they share
By the books each fund has filed, BBRE and IYR hold 78% of their money in the same securities at the same weight. Holdings dated Oct 27, 2026.
half
78% in common
Only in one fund ↓
Side by side
BBRE and IYR on the fields both publish, as of Oct 28, 2026. Source: ETFIQ.
BBRE and IYR are built for the same job. How do they differ in cost, holdings and results?
- What each follows. BBRE follows MSCI US REIT Custom Capped Index and IYR follows Dow Jones U.S. Real Estate Capped Index.
- One-year total return. Over 1 year to Oct 28, 2026 BBRE returned +9.2% and IYR +3.4% with distributions reinvested, a gap of 5.8 points.
- Cost. BBRE charges 0.11% of assets a year and IYR 0.37%, a gap of 0.26 points.
Data as of Oct 28, 2026.
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BBRE
BBRE tracks an index. Over the year to Oct 28, 2026 it returned +9.2% with distributions reinvested. The prospectus expense ratio is 0.11% a year. By its holdings published by its issuer for Oct 27, 2026, 69% of the fund by weight is stocks the S&P 500 also holds, across 102 positions, with the top ten at 51.6%. It sat 10.1% below its high of Jul 24, 2026 on Oct 28, 2026.
IYR
IYR tracks an index of U.S. Real Estate. Over the year to Oct 28, 2026 it returned +3.4% with distributions reinvested. The prospectus expense ratio is 0.37% a year. By its holdings published by its issuer for Oct 27, 2026, 80% of the fund by weight is stocks the S&P 500 also holds, across 59 positions, with the top ten at 52.5%. It sat 8.6% below its high of Jul 28, 2026 on Oct 28, 2026.
Questions people ask
- Which returned more over the last year, BBRE or IYR?
- In the year to Oct 28, 2026, with distributions reinvested, BBRE returned +9.2% and IYR +3.4%.
- Which is cheaper, BBRE or IYR?
- BBRE is cheaper, by 0.26 percentage points a year. That is about $26 on $10,000 held for a year. Fees come from each fund's prospectus.
Links are sources, not endorsements. A comparison is not a recommendation.
How this is computed
Overlap adds up the smaller of the two weights for each security both funds hold.
Cite this pageCitation, APA and Markdown
ETFIQ, BBRE against IYR, data as of Oct 28, 2026. https://etfiq.com/compare/any/bbre-vs-iyr
ETFIQ. (Oct 28, 2026). BBRE against IYR. Retrieved from https://etfiq.com/compare/any/bbre-vs-iyr
[BBRE against IYR (ETFIQ, Oct 28, 2026)](https://etfiq.com/compare/any/bbre-vs-iyr)
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