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BBRE vs IYR
Which ETF would AI Choose? JPMorgan BetaBuilders MSCI U.S. REIT ETF (BBRE) vs. iShares U.S. Real Estate ETF (IYR)
Key Takeaways
- Both funds offer broad exposure to U.S. listed real estate, but BBRE is a pure equity REIT (Real Estate Investment Trust) portfolio, while IYR also holds non-REIT real estate services companies such as CBRE.
- BBRE is meaningfully cheaper at a 0.11% expense ratio versus 0.37% for IYR, a durable structural cost advantage.
- BBRE holds roughly 107 securities, providing deeper diversification than the approximately 62 holdings in IYR.
- IYR offers superior liquidity, a longer track record, and greater scale in assets, which appeals to institutional traders.
- Both portfolios are heavily concentrated in healthcare, industrial, and data-center REITs, driven by shared top holdings such as Welltower and Prologis.
- Tickeron AI Verdict: BBRE — the AI favors BBRE for its lower cost, broader diversification, and purer REIT exposure.
Introduction
Investors seeking diversified real estate exposure often face a choice between funds that look similar on the surface but differ in important structural ways. The JPMorgan BetaBuilders MSCI U.S. REIT ETF (BBRE) and the iShares U.S. Real Estate ETF (IYR) both track broad U.S. real estate benchmarks, yet they diverge in cost, holdings count, index methodology, and the types of companies they own. This ETF comparison is especially relevant now, as investors weigh interest-rate expectations, sector rotation, and the growth of data-center and healthcare real estate. Understanding their relative positioning helps clarify which vehicle better aligns with a given portfolio objective.
JPMorgan BetaBuilders MSCI U.S. REIT ETF (BBRE) Overview
BBRE is a passively managed fund that seeks to track the MSCI U.S. REIT Custom Capped Index, a market-cap-weighted benchmark of equity REITs spanning large-, mid-, and small-cap companies that own or manage U.S. real estate. Launched in June 2018 by J.P. Morgan, the fund holds roughly 107 securities and charges a 0.11% expense ratio, among the lowest in its category. Its top holdings include Welltower, Prologis, Simon Property Group, Equinix, Digital Realty Trust, Public Storage, Realty Income, Iron Mountain, Ventas, and Extra Space Storage. Sector exposure concentrates in healthcare, industrial/logistics, retail, data centers, and self-storage REITs. Because the index consists almost entirely of equity REITs, BBRE delivers a pure, low-cost play on income-generating real estate ownership.
iShares U.S. Real Estate ETF (IYR) Overview
IYR is a passively managed fund that tracks the Dow Jones U.S. Real Estate Capped Index, a market-cap-weighted benchmark covering the broader U.S. real estate sector. Launched in June 2000 and issued by BlackRock, it holds approximately 62 securities and carries a 0.37% expense ratio. Its top holdings overlap significantly with BBRE and include Welltower, Prologis, American Tower, Simon Property Group, Equinix, Digital Realty Trust, Realty Income, Public Storage, Ventas, and CBRE Group. A key distinction is that IYR includes non-REIT real estate services firms such as CBRE and greater telecom-tower exposure through American Tower and Crown Castle. With substantially higher assets and trading volume, IYR is the more liquid vehicle, though it is also more concentrated and more expensive.
Industry and Thematic Backdrop
U.S. real estate equities have been shaped in recent market cycles by shifting interest-rate expectations, the resilience of specialized property types, and capital flows into income-oriented sectors. Data-center and industrial REITs have benefited from sustained demand tied to cloud computing, e-commerce, and artificial-intelligence infrastructure buildouts, while healthcare and senior-housing REITs have drawn support from favorable demographics. Conversely, office and select retail segments have faced structural headwinds. Because both BBRE and IYR are interest-rate-sensitive, their relative performance has tended to move with shifts in bond yields and Federal Reserve policy expectations. Investors should also weigh concentration risk in the largest REIT names, which dominate both funds.
Performance and Positioning Comparison
Over recent weeks and months, the two funds have tracked closely given their overlapping top holdings, though subtle differences have emerged from index construction. IYR's inclusion of real estate services and tower operators has altered its risk profile relative to the purer REIT basket in BBRE, occasionally amplifying volatility during rotations in and out of interest-rate-sensitive names. BBRE's broader holdings base and leaner cost structure have generally supported more efficient long-term fund performance, while IYR's liquidity advantage makes it attractive for frequent traders. From a relative positioning standpoint, investors focused on cost and breadth have leaned toward BBRE, while those prioritizing scale and tradability have favored IYR.
AI Screener
Tickeron's AI Screener is an AI-powered stock and ETF discovery tool that helps traders and investors filter the market based on technical patterns, fundamentals, trends, volatility, and AI-driven signals. Users can scan thousands of securities using customizable filters such as industry, market capitalization, technical indicators, price patterns, and performance metrics. The screener is designed to surface trade ideas, trending names, breakout candidates, and market opportunities more efficiently than manual screening. Whether you are comparing sector ETFs or hunting for emerging momentum, the AI Screener can help streamline your research and sharpen your relative positioning decisions.
Tickeron AI Verdict
Based on observable structural factors, Tickeron's AI would likely favor BBRE over IYR in the current environment. The decision rests primarily on cost efficiency, breadth of diversification, and purity of REIT exposure. BBRE's 0.11% expense ratio, roughly 107 holdings, and near-complete equity-REIT composition provide a more efficient and better-diversified core real estate allocation, which is probabilistically favorable for long-horizon investors seeking sector exposure with lower frictional drag. While IYR offers superior liquidity and a longer record, its higher fee, greater concentration, and inclusion of non-REIT holdings reduce its structural appeal in a direct comparison. This assessment reflects relative positioning rather than a guarantee of future fund performance.
Disclaimer
The information on this webpage is provided for general informational and educational purposes only and is not intended as investment advice, a recommendation to purchase or sell any security, or an offer or solicitation related to investments. It does not consider your personal financial situation, goals, or risk profile, and all investing carries inherent risks, including the possibility of losing your entire investment. For more details, please review our full disclaimer.
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is BBRE is a Buy and IYR is a Buy.
BBRE's MACD Histogram crosses above signal line
The Moving Average Convergence Divergence (MACD) for BBRE turned positive on October 09, 2026. Looking at past instances where BBRE's MACD turned positive, the stock continued to rise in 41 of 47 cases over the following month. The odds of a continued upward trend are 87%.
Technical Analysis (Indicators)
Bullish Trend Analysis
The Momentum Indicator moved above the 0 level on October 15, 2026. You may want to consider a long position or call options on BBRE as a result. In 68 of 84 past instances where the momentum indicator moved above 0, the stock continued to climb. The odds of a continued upward trend are 81%.
BBRE moved above its 50-day moving average on October 29, 2026 date and that indicates a change from a downward trend to an upward trend.
The 10-day moving average for BBRE crossed bullishly above the 50-day moving average on November 03, 2026. This indicates that the trend has shifted higher and could be considered a buy signal. In 14 of 17 past instances when the 10-day crossed above the 50-day, the stock continued to move higher over the following month. The odds of a continued upward trend are 82%.
Following a +2.86% 3-day Advance, the price is estimated to grow further. Considering data from situations where BBRE advanced for three days, in 255 of 316 cases, the price rose further within the following month. The odds of a continued upward trend are 81%.
The Aroon Indicator entered an Uptrend today. In 231 of 301 cases where BBRE Aroon's Indicator entered an Uptrend, the price rose further within the following month. The odds of a continued Uptrend are 77%.
Bearish Trend Analysis
The 10-day RSI Indicator for BBRE moved out of overbought territory on November 05, 2026. This could be a bearish sign for the stock. Traders may want to consider selling the stock or buying put options. Tickeron's A.I.dvisor looked at 27 similar instances where the indicator moved out of overbought territory. In 26 of the 27 cases, the stock moved lower in the following days. This puts the odds of a move lower at 90%.
The Stochastic Oscillator demonstrated that the ticker has stayed in the overbought zone for 7 days. The longer the ticker stays in the overbought zone, the sooner a price pull-back is expected.
The 50-day moving average for BBRE moved below the 200-day moving average on November 05, 2026. This could be a long-term bearish signal for the stock as the stock shifts to an downward trend.
Following a 3-day decline, the stock is projected to fall further. Considering past instances where BBRE declined for three days, the price rose further in 50 of 62 cases within the following month. The odds of a continued downward trend are 81%.
BBRE broke above its upper Bollinger Band on November 04, 2026. This could be a sign that the stock is set to drop as the stock moves back below the upper band and toward the middle band. You may want to consider selling the stock or exploring put options.
IYR's MACD Histogram just turned positive
The Moving Average Convergence Divergence (MACD) for IYR turned positive on October 09, 2026. Looking at past instances where IYR's MACD turned positive, the stock continued to rise in 40 of 47 cases over the following month. The odds of a continued upward trend are 85%.
Technical Analysis (Indicators)
Bullish Trend Analysis
The Momentum Indicator moved above the 0 level on October 12, 2026. You may want to consider a long position or call options on IYR as a result. In 69 of 84 past instances where the momentum indicator moved above 0, the stock continued to climb. The odds of a continued upward trend are 82%.
IYR moved above its 50-day moving average on October 29, 2026 date and that indicates a change from a downward trend to an upward trend.
The 10-day moving average for IYR crossed bullishly above the 50-day moving average on November 02, 2026. This indicates that the trend has shifted higher and could be considered a buy signal. In 14 of 18 past instances when the 10-day crossed above the 50-day, the stock continued to move higher over the following month. The odds of a continued upward trend are 78%.
Following a +1.44% 3-day Advance, the price is estimated to grow further. Considering data from situations where IYR advanced for three days, in 255 of 309 cases, the price rose further within the following month. The odds of a continued upward trend are 83%.
The Aroon Indicator entered an Uptrend today. In 224 of 298 cases where IYR Aroon's Indicator entered an Uptrend, the price rose further within the following month. The odds of a continued Uptrend are 75%.
Bearish Trend Analysis
The 10-day RSI Indicator for IYR moved out of overbought territory on November 05, 2026. This could be a bearish sign for the stock. Traders may want to consider selling the stock or buying put options. Tickeron's A.I.dvisor looked at 28 similar instances where the indicator moved out of overbought territory. In 26 of the 28 cases, the stock moved lower in the following days. This puts the odds of a move lower at 90%.
The Stochastic Oscillator demonstrated that the ticker has stayed in the overbought zone for 6 days. The longer the ticker stays in the overbought zone, the sooner a price pull-back is expected.
The 50-day moving average for IYR moved below the 200-day moving average on October 22, 2026. This could be a long-term bearish signal for the stock as the stock shifts to an downward trend.
Following a 3-day decline, the stock is projected to fall further. Considering past instances where IYR declined for three days, the price rose further in 50 of 62 cases within the following month. The odds of a continued downward trend are 85%.
IYR broke above its upper Bollinger Band on November 04, 2026. This could be a sign that the stock is set to drop as the stock moves back below the upper band and toward the middle band. You may want to consider selling the stock or exploring put options.
| BBRE | IYR | |
|---|---|---|
| RSI ODDS (%) | 2 days ago 90% | 2 days ago 90% |
| Stochastic ODDS (%) | 2 days ago 71% | 2 days ago 77% |
| Momentum ODDS (%) | 2 days ago 81% | 2 days ago 82% |
| MACD ODDS (%) | 2 days ago 87% | 2 days ago 85% |
| TrendWeek ODDS (%) | 2 days ago 83% | 2 days ago 82% |
| TrendMonth ODDS (%) | 2 days ago 81% | 2 days ago 79% |
| Advances ODDS (%) | 8 days ago 81% | 10 days ago 83% |
| Declines ODDS (%) | 6 days ago 81% | 6 days ago 85% |
| BollingerBands ODDS (%) | 2 days ago 83% | 2 days ago 83% |
| Aroon ODDS (%) | 2 days ago 77% | 2 days ago 75% |
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BBRE and
Correlation & Price change
A.I.dvisor indicates that over the last year, BBRE has been closely correlated with KIM. These tickers have moved in lockstep 78% of the time. This A.I.-generated data suggests there is a high statistical probability that if BBRE jumps, then KIM could also see price increases.
| Ticker / NAME | Correlation To BBRE | 1D Price Change % | ||
|---|---|---|---|---|
| BBRE | 100% | -0.13% | ||
| KIM - BBRE | 78% Closely correlated | -0.39% | ||
| CUBE - BBRE | 76% Closely correlated | +0.04% | ||
| PLD - BBRE | 76% Closely correlated | -0.34% | ||
| O - BBRE | 76% Closely correlated | +0.07% | ||
| BRX - BBRE | 76% Closely correlated | +0.10% | ||
More | ||||
IYR and
Correlation & Price change
A.I.dvisor indicates that over the last year, IYR has been closely correlated with CUBE. These tickers have moved in lockstep 78% of the time. This A.I.-generated data suggests there is a high statistical probability that if IYR jumps, then CUBE could also see price increases.