JPMorgan BetaBuilders MSCI US REIT ETF (BBRE)
Description
The JPMorgan BetaBuilders MSCI US REIT ETF provides extensive exposure to the U.S. real estate market through a diverse portfolio of REITs. The fund covers a broad range of property types without prioritizing any specific sector or strategy. With its low expense ratio, BBRE offers investors a cost-effective option for accessing the U.S. real estate sector.
MSCI US REIT Custom Capped Index
The MSCI US REIT Custom Capped Index tracks the performance of large, mid, and small-cap U.S. equity REITs, applying a customized version of the MSCI 25/50 methodology. It limits any single group entity to 22.5% of the index weight and caps the combined weight of entities exceeding 4.75% at 24%, focusing on Equity REITs with core real estate exposure and REIT tax status, as classified by GICS®.
Sectors
?Real estate sectors vary in risk and opportunity based on market conditions. The financial ratios highlight pricing and leverage in each sector, helping you evaluate the ETF’s diversification and potential risks.
Click here for further information about real estate sectors.
Click here for further information about real estate sectors.
Average Ratios
?These metrics reveal key insights about the ETF's financial profile. The FFO Multiple shows how the market values the ETF’s cash flow, while Debt/EBITDA and Debt Ratio highlight its leverage and financial stability. Together, they help you evaluate the ETF’s valuation and risk profile.
Click here for further information about FFO Multiples.
Click here for further information about FFO Multiples.
FFO Multiple 2026
18.2
FFO Multiple 2027
16.9
Debt/EBITDA
5.9
Debt Ratio
29.6%
Last updated at 2026-04-06, calculated using 98% of holdings.
Top Holdings
| # | Name | Ticker | Sector | Holding Percentage | Dividend Yield | FFO Multiple 2026 | FFO Multiple 2027 | Debt/EBITDA | Debt Ratio |
|---|---|---|---|---|---|---|---|---|---|
| 1 | Welltower Inc. | WELL | Health Care REITs | 10.81% | 1.57% | 33.3 | 29.2 | 7.93 | 15.20% |
| 2 | Prologis | PLD | Industrial REITs | 9.71% | 3.09% | 21.6 | 20.1 | 3.94 | 25.40% |
| 3 | Equinix Inc | EQIX | Data Center REITs | 4.68% | 2.29% | 24.9 | 23.2 | 5.72 | 22.90% |
| 4 | Digital Realty Trust | DLR | Data Center REITs | 4.56% | 2.94% | 23.2 | 21.2 | 8.80 | 26.50% |
| 5 | Simon Property Group | SPG | Retail REITs | 4.40% | 4.60% | 14.5 | 14.1 | 4.71 | 29.40% |
| 6 | Realty Income | O | Retail REITs | 4.34% | 5.30% | 13.9 | 13.5 | 5.49 | 35.90% |
| 7 | Public Storage | PSA | Self Storage REITs | 3.75% | 4.34% | 16.5 | 15.9 | 2.51 | 16.80% |
| 8 | Ventas Inc | VTR | Health Care REITs | 3.08% | 2.47% | 22.0 | 20.1 | 6.98 | 29.30% |
| 9 | Iron Mountain | IRM | Specialized REITs | 2.63% | 3.75% | 18.3 | 16.3 | 6.95 | 38.80% |
| 10 | VICI Properties | VICI | Specialized REITs | 2.46% | 6.41% | 11.3 | 10.9 | 4.63 | 33.90% |
| 11 | Extra Space Storage | EXR | Self Storage REITs | 2.45% | 4.70% | 16.2 | 15.7 | 4.94 | 29.70% |
| 12 | Avalonbay Communities | AVB | Residential REITs | 2.06% | 3.94% | 14.4 | 13.8 | 4.06 | 25.70% |
| 13 | Equity Residential | EQR | Residential REITs | 1.86% | 4.44% | 14.6 | 14.0 | 4.34 | 25.70% |
| 14 | Sun Communities | SUI | Residential REITs | 1.45% | 3.26% | 18.4 | 17.4 | 7.91 | 20.40% |
| 15 | Essex Prop Trust | ESS | Residential REITs | 1.44% | 4.08% | 15.3 | 14.8 | 4.03 | 27.90% |
| 16 | Kimco Realty Cp | KIM | Retail REITs | 1.39% | 4.93% | 12.5 | 12.0 | 9.31 | 36.70% |
| 17 | W. P. Carey Inc. | WPC | Diversified REITs | 1.38% | 5.28% | 13.8 | 13.3 | 4.70 | 37.70% |
| 18 | Invitation Homes | INVH | Residential REITs | 1.34% | 4.49% | 12.9 | 12.3 | 5.68 | 31.90% |
| 19 | Mid-America Apartment Comm | MAA | Residential REITs | 1.33% | 4.56% | 14.4 | 14.0 | 3.00 | 24.50% |
| 20 | Host Hotels & Resorts | HST | Hotel & Resort REITs | 1.22% | 7.56% | 9.3 | 9.1 | 3.37 | 32.00% |
Related Articles
Yields
Relative Performance
Error: Data missing for year 2025.
Yield Histograms
?The histograms show the range and frequency of annual returns for the ETF and a comparable benchmark. They help investors assess the ETF’s historical performance, volatility, and risk profile, offering insights into how it may behave in different market conditions.
JPMorgan BetaBuilders MSCI US REIT ETF
(2019-2024)
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