BBREJPMorgan BetaBuilders MSCI U.S. REIT ETF

Grow my money#501 of 2944 for Grow my money

Seeks investment results that closely correspond to the performance of the MSCI US REIT Custom Capped Index.

JPMorgan · Since 2018 (7 years)

Annual Cost

0.11%

#425 out of 5,332 ETFs

Fund Size

$1.0B

#998 out of 5,332 ETFs

Dividend Yield

3.03%

Track Record

7 years

#1787 out of 5,332 ETFs

Performance

1 Year

+17.4%

3 Years

+12.4%

5 Years

+5.6%

What's inside

Asset class

equity

Region

north america

Strategy

index tracking

Cap

smid

Sector

real estate

Focus

Real Assets

Asset allocation

Stocks

99.5%

Cash

0.5%

Sector breakdown

Real Estate

100.0%

Top holdings

Welltower IncWELL10.8%

Prologis IncPLD9.8%

Equinix IncEQIX4.7%

Digital Realty Trust IncDLR4.6%

Simon Property Group IncSPG4.4%

Realty Income CorpO4.4%

Public StoragePSA3.7%

Ventas IncVTR3.1%

Iron Mountain IncIRM2.7%

VICI Properties Inc Ordinary SharesVICI2.5%

Risk profile

Volatility (1Y)

13.7%

Moderate

Max drawdown

-43.6%

Worst peak-to-trough loss

Sharpe (3Y)

0.56

Decent risk-adjusted returns

Sortino (3Y)

0.81

Moderate downside risk

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Data updated on 2026-05-05