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JPMorgan BetaBuilders MSCI U.S. REIT ETF (BBRE)

us-reit real-estate quarterly-dividends

A relatively new entrant in the U.S. real estate investment trust market. It tracks the MSCI US REIT Index, which represents about 99% of the U.S. REIT universe. BBRE offers exposure to a wide range of property sectors, including office, retail, residential, and specialized REITs. With an expense ratio of 0.11%, it positions itself as a cost-competitive alternative in the REIT ETF space, though not the absolute cheapest. The fund's performance closely mirrors the broader U.S. REIT market, reflecting both the income potential of real estate and its sensitivity to interest rates and economic cycles. While BBRE provides diversified exposure to the U.S. REIT market, it may not offer significant differentiation from other broad-based REIT ETFs in terms of holdings or strategy.

Key Info

AUM $1.2B
Expense Ratio 0.11%
Inception Date June 15, 2018
Distribution Frequency Quarterly
Weighting Method Market Cap
Number of Holdings 138
Tracking Index MSCI US REIT Index

See Also

VNQ IYR SCHH

Last updated: October 5, 2024