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BBRE
+4.21 · +4.40%
$99.89 · BATS

JPMorgan BetaBuilders MSCI US REIT (BBRE) ETF Analysis | Real Estate

JPMorgan · USA
AUM:$1.1B
#– of – in Real Estate ETFs

Educational tool only – Figures are based on historical data, holdings and expense metrics for informational purposes. This is not financial advice or a recommendation to buy or sell any security. Always conduct your own research or consult a qualified financial adviser.

Market Performance

Up 16.9% over the past year, showing positive momentum.

Cost Efficiency

Ongoing charge of 0.11% — among the lowest available for this category.

What is BBRE?

The fund will invest at least 80% of its assets in securities included in the underlying index. The underlying index is a free-float adjusted market-cap weighted index designed to measure the performance of U.

Performance Highlights

Returns (%)
Top Sectors (%)

Investment Breakdown

Strong Recent Performance
BBRE delivered 16.9% over the past year. Historical returns only — past performance is not indicative of future results.
Competitive Expense Ratio
Expense ratio of 0.11% — reasonable for the index exposure provided.
Concentrated Holdings
Top 10 holdings account for 50.0% of the ETF — significant weight in a small number of names.
ETF Information
AUM$1.1B
Expense Ratio0.11%
Dividend Yield3.03%
Holdings49
Inception DateJun 2018
Domicile–
Distribution–
Index–
ProviderJPMorgan
Beta1.06
CategoryReal Estate
CurrencyUSD
Portfolio Impact

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Example preview
6168
+7 points · better diversified

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Uses ISF.L (iShares FTSE 100 ETF)
Indicators

Performance Metrics

Historical returns

6M
+5.2%
1Y
+15.7%
3Y
+38.5%
5Y
+22.8%
OpenBook InsightIf you had invested £10,000 in BBRE 5 years ago, it would have grown to £12,278 — a gain of £2,278.

Annual Returns

Calendar year performance

BBRE delivered positive returns in 4 of the last 5 calendar years.
YearBBRE
2026 YTD+16.1%
2025+3.1%
2024+7.2%
2023+14.1%
2022-24.2%
CAGR 4yr-1.1%
4/5 positive yearsAvg return: +3.2%Worst year: -24.2% (2022)

Technical Analysis Summary

Automated insights from historical price action and indicators

Technical Regime: MIXED
Trend Strength
33%
Negative
Volatility
12.4%
Low
Momentum
-3.5%
30-day change
Support Level
106.19
Key floor
Key Insights
  • Low volatility environment with a narrower recent trading range.
  • Monitor key support and resistance levels as part of broader risk assessment.
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