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ETFs

JPMorgan BetaBuilders MSCI U.S. REIT ETF

BBRE
$--
Today’s Change
-- (--)

Snapshot
*

Inception Date
Jun 15 2018
Expense Ratio
0.11%
Type
US Equities
Fund Owner
JPMorgan Chase
Volume (1m avg. daily)
$3,669,239
AUM
$703,889,500
Associated Index
MSCI US REIT Custom Capped Index
Inverse/Leveraged
No
Passive/Active
Passive
Fractionable on Composer
Yes
Prospectus
View

Top 10 Holdings

PLD
Prologis Inc
11.82%
EQIX
Equinix Inc
6.82%
PSA
Public Storage
4.89%
O
Realty Income Corp.
4.13%
SPG
Simon Property Group, Inc.
3.69%
WELL
Welltower Inc.
3.52%
VICI
VICI Properties Inc
3.22%
DLR
Digital Realty Trust Inc
2.82%
AVB
Avalonbay Communities Inc.
2.40%
EXR
Extra Space Storage Inc.
2.23%
Invest with BBRE

What is BBRE?

The Fund seeks investment results that closely correspond,before fees and expenses, to the performance of the MSCI USREIT Custom Capped Index (formerly known as the MSCI USA/REIT 25-50 Custom Index) (the Underlying Index ). The Fundwill invest at least 80% of its Assets in securities included in theUnderlying Index. Assets means net assets, plus the amount ofborrowing for investment purposes. The Underlying Index is afree-float adjusted market-cap weighted index designed tomeasure the performance of US equity real estate investmenttrust (REIT) securities. The Underlying Index is made up of thestocks of publicly traded US equity REITs, as determined by MSCIInc., the index provider. To be included initially in the UnderlyingIndex, an equity REIT must meet certain criteria established bythe index provider, including meeting a minimum marketcapitalization threshold as well as a liquidity threshold based ona number of factors, including trading volume and frequency oftrading. The Underlying Index includes a capping methodologywhich is designed to prevent the weight of any single issuer, andthe aggregate weight of issuers representing over 5% of theUnderlying Index, from exceeding a maximum of 25% of theUnderlying Index.

ETFs related toBBRE

ETFs correlated to BBRE include USRT, RWR, VNQ

BBRE
J.P.Morgan Investment Management Inc. - JPMorgan BetaBuilders MSCI U.S. REIT ETF
USRT
BlackRock Institutional Trust Company N.A. - iShares Core U.S. REIT ETF
RWR
SPDR Series Trust - SPDR DJ Wilshire REIT ETF
VNQ
Vanguard Group, Inc. - Vanguard Real Estate Index Fund ETF
SCHH
Schwab Strategic Trust - Schwab U.S. REIT ETF
FREL
Fidelity Covington Trust - Fidelity MSCI Real Estate Index ETF
DFAR
Dimensional ETF Trust - Dimensional US Real Estate ETF
IYR
BlackRock Institutional Trust Company N.A. - iShares U.S. Real Estate ETF
REET
BlackRock Institutional Trust Company N.A. - iShares Global REIT ETF
ICF
BlackRock Institutional Trust Company N.A. - iShares Cohen & Steers REIT ETF
DRN
Direxion Shares ETF Trust - Direxion Daily Real Estate Bull 3X Shares

What is ETF correlation?

Correlation is a measure of the strength of the relationship between two ETFs. It quantifies the degree to which prices of the two ETFs typically move together.

Here, correlation is measured over the past year with the Pearson correlation coefficient (Pearon’s r), which ranges from -1 to 1.

Using ETF correlations in portfolio and strategy construction

ETF correlations can help you create investing strategies and portfolios. Use them to:

  • •Build a diversified portfolio from uncorrelated or inversely correlated ETFs with the aim of minimizing portfolio risk.
  • •Compare correlated or related ETFs to find one with a lower expense ratio or higher trading volume.
  • •Create an investing strategy that hedges an ETF with an uncorrelated or inversely correlated ETF.

Automated Strategies
Related toBBRE

#OPUS-8

Opus-8

Category

Opus

Risk Rating

Conservative

#OPUS-12

Opus-12

Category

Opus

Risk Rating

Moderate

Create your own algorithmic trading strategy with BBRE using Composer

FAQ

BBRE is a US Equities ETF. The Fund seeks investment results that closely correspond,before fees and expenses, to the performance of the MSCI USREIT Custom Capped Index (formerly known as the MSCI USA/REIT 25-50 Custom Index) (the Underlying Index ). The Fundwill invest at least 80% of its Assets in securities included in theUnderlying Index. Assets means net assets, plus the amount ofborrowing for investment purposes. The Underlying Index is afree-float adjusted market-cap weighted index designed tomeasure the performance of US equity real estate investmenttrust (REIT) securities. The Underlying Index is made up of thestocks of publicly traded US equity REITs, as determined by MSCIInc., the index provider. To be included initially in the UnderlyingIndex, an equity REIT must meet certain criteria established bythe index provider, including meeting a minimum marketcapitalization threshold as well as a liquidity threshold based ona number of factors, including trading volume and frequency oftrading. The Underlying Index includes a capping methodologywhich is designed to prevent the weight of any single issuer, andthe aggregate weight of issuers representing over 5% of theUnderlying Index, from exceeding a maximum of 25% of theUnderlying Index.

BBRE tracks the MSCI US REIT Custom Capped Index.

No, BBRE is not actively managed. It is passively managed. In an actively managed fund, the fund manager makes decisions about how funds are invested. A passively managed fund typically tries to track or follow a market index.

Yes, BBRE is passively managed. A passively managed fund typically tries to track or follow a market index. In an actively managed fund, the fund manager makes decisions about how funds are invested.

The 1-month return on BBRE is -0.0262%. This is the percent change in the value of BBRE over the most recent 1-month period. The 3-month return on BBRE is 0.0194%. This is the percent change in the value of BBRE over the most recent 3-month period.

The standard deviation of BBRE for the past year is 0.2519%. Standard deviation is the typical amount that the daily returns vary from the mean of the returns over the time period, standardized to a period of a year.

ETFs similar to BBRE include XLF, XLK, and XLU.

ETFs correlated to BBRE include USRT, RWR, and VNQ.

ETFs that are inversely correlated to BBRE include SRS, REK, and DRV.

Disclaimers

*

We show information directly obtained from our data provider, Xignite. Data shown here is provided by Xignite, an unaffiliated third party. Composer believes the information shown here is reliable, but has not been verified and there is no guarantee that the information is accurate.

**

We show information based on calculations performed by Composer using data from our provider. Information provided here is based on calculations performed by Composer using data sourced from Xignite, an unaffiliated third party. Composer believes this information is reliable, but has not verified the data and there is no guarantee that the calculations are accurate.