Real Estate · BATS · USD · Data as of 2026-07-30
AUM
$1.27B
Expense ratio
0.11%
Yield
2.64%
YTD return
+17.36%
Last price
$111.89
Thematic Sector · Coverage 100% · medium
Today
53.8
Outlook
56.5
Block A (composite-derived)
63.5
Block C (market behavior)
53.0
Today overlay (Block D)
0.0
Outlook overlay (Block D)
0.0
today_score = clip(0,100, 50 + 0.15·(A−50) + 0.60·(C−50) + D_today). Block B (holdings rollup) is in Phase 3 development; β=0 caps the natural range at ~12.5–87.5 in Preview v0.9. Formula version tide-etf-v1.0.0.
63.5
Coverage 100% · high
Liquidity
74.4
Expenses
90.0
Performance
34.2
Volatility
79.4
Dividend
38.8
Concentration
25.0
Smart Money
53.9
Activist
100.0
Formula version composite-v1.0.0. Axes hover to see why a sub-score is missing.
JPMorgan BetaBuilders MSCI US REIT (BBRE) is an exchange-traded fund from JPMorgan in the Mixed asset class. Launched in 2018. Assets under management: 1,123,619,840.
Bullish Whales composite rating: 63 out of 100. Evidence coverage 100% across 8 of 8 axes. Strongest axes: activist exposure, expenses, volatility.
Annualized one-year realized volatility 13%, classified moderate. Weakest axes: concentration, performance.
Top-10 weight 1%, diversified, led by WELL. Trailing yield 0%.
etf_composite_score_current · activist_score, composite_score, concentration_score, confidence, coverage_pct, expenses_score, performance_score, volatility_scoreetf_fundamentals_td · dividend_frequency, yieldetf_holdings_top10 · holding_symbol, weightetf_universe · asset_class, aum_usd, fund_type, inception_date, issuer, name, ticker, volatility_1yJPMorgan BetaBuilders MSCI US REIT ETF is a robust financial instrument structured as an exchange-traded fund. Its primary function is to provide investors with broad exposure to U.S. equity markets, specifically targeting real estate investment trusts (REITs). The ETF aims to replicate, before fees and expenses, the total return performance of the MSCI US REIT Index. This index includes an array of publicly traded REITs, offering sector-specific exposure to the real estate market, including segments such as residential, commercial, and industrial properties. The fund is a key player in the financial markets as it allows for easier, diversified entry into real estate assets without necessitating direct property ownership. It benefits from the liquidity and flexibility of ETF trading, being accessible through standard brokerage accounts. As part of the broader suite of BetaBuilders funds produced by JPMorgan, this ETF is significant for investors seeking a balanced portfolio with real estate focus, contributing to the income through REIT distributions while being poised to benefit from the potential appreciation in property values inherent within the U.S. market.
30-day change
$37.11M
90-day change
—
Current AUM: $1,266,582,528. AUM change is computed from rolling daily fundamentals snapshots; it reflects total net-asset deltas (creations/redemptions + market value moves), not pure share creations.
Fund documents (fact sheets, prospectuses, semi-annual reports) for BBRE are coming soon. The BW fund-document archive will surface PDFs alongside a metadata index for searchability.