Data as of Oct 28, 2026.
BBRE vs RWR: Differences, Returns & Fees
Over the year to Oct 28, 2026, BBRE returned +9.2% to RWR's +9.7%; 88% of their weight is in the same names.
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Net assets: $1.3bn on Oct 28, 2026 for JPMorgan BetaBuilders MSCI US REIT ETF, and $1.8bn on Oct 27, 2026 for State Street SPDR Dow Jones REIT ETF.
Pair scorecard
BBRE costs 0.14 points a year less; their one-year returns differ by 0.5 points; RWR is 1.4 times larger.
| Measure | BBRE | RWR |
|---|---|---|
| Return | ||
| Total return, 1 year | +9.2% | +9.7% |
| Drawdown | ||
| Below its high | 10.1%, high on Jul 24, 2026 | 10.3%, high on Jul 24, 2026 |
| Benchmark | ||
| What it tracks | MSCI US REIT Custom Capped Index | Dow Jones U.S. Select REIT Capped Index |
| Cost and size | ||
| Expense ratio | 0.11% | 0.25% |
| Net assets, as of Oct 27, 2026 | $1.3bn | $1.8bn |
| Holdings | ||
| Holdings in common | 88% | |
| Top ten holdings, share of the fund | 51.6% | 54.0% |
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 +55.5%. BBRE and RWR swung about the same: 23.9% and 24.4%. BBRE and RWR fell about the same at their worst: −41.5% and −42.1%.
Full scorecard
9 measures, with how each is measured Open ↓
| Measure | BBRE | RWR | Edge | How it is measured |
|---|---|---|---|---|
| Return | ||||
| Total return | +67.3% | +55.5% | BBRE | Price change plus distributions, reinvested. |
| Annualized | +6.4% | +5.4% | BBRE | Total return as a yearly rate. |
| Price return | +31.3% | +14.3% | BBRE | Price change alone, distributions left out. |
| Risk | ||||
| Volatility | 23.9% | 24.4% | Tie | Spread of weekly returns, annualized. Lower is steadier. |
| Downside deviation | 16.6% | 17.0% | BBRE (slight) | Like volatility, counting only weeks below the Treasury bill rate. |
| Max drawdown | −41.5% | −42.1% | Tie | Deepest fall from a high to the low after it. |
| Risk-adjusted | ||||
| Sharpe | 0.26 | 0.23 | BBRE | Return above Treasury bills per unit of volatility. |
| Sortino | 0.38 | 0.32 | 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 RWR hold 88% of their money in the same securities at the same weight. Holdings dated Oct 27, 2026.
half
88% in common
Only in one fund ↓
Side by side
BBRE and RWR on the fields both publish, as of Oct 28, 2026. Source: ETFIQ.
BBRE and RWR 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 RWR follows Dow Jones U.S. Select REIT Capped Index.
- Cost. BBRE charges 0.11% of assets a year and RWR 0.25%, a gap of 0.14 points.
- Holdings in common (similar). 88% of the weight is in the same securities (holdings dated Oct 27, 2026).
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.
RWR
RWR tracks an index. Over the year to Oct 28, 2026 it returned +9.7% with distributions reinvested. The prospectus expense ratio is 0.25% 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 98 positions, with the top ten at 54.0%. It sat 10.3% below its high of Jul 24, 2026 on Oct 28, 2026.
Questions people ask
- Which returned more over the last year, BBRE or RWR?
- In the year to Oct 28, 2026, with distributions reinvested, BBRE returned +9.2% and RWR +9.7%.
- Which is cheaper, BBRE or RWR?
- BBRE is cheaper, by 0.14 percentage points a year. That is about $14 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.
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ETFIQ, BBRE against RWR, data as of Oct 28, 2026. https://etfiq.com/compare/any/bbre-vs-rwr
ETFIQ. (Oct 28, 2026). BBRE against RWR. Retrieved from https://etfiq.com/compare/any/bbre-vs-rwr
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