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BBRE vs SCHH
Which ETF would AI Choose? JPMorgan BetaBuilders MSCI US REIT ETF (BBRE) vs. Schwab U.S. REIT ETF (SCHH)
Key Takeaways
- Both BBRE and SCHH are passively managed, market-cap-weighted funds offering essentially 100% exposure to U.S. equity real estate investment trusts (REITs), a structure that owns and operates income-producing property.
- The two funds are near substitutes rather than true competitors: they share most of their largest positions, and their differing indexes produce only modest portfolio differences.
- SCHH holds a slightly broader roster (about 121 holdings vs. roughly 107) and carries a lower expense ratio of 0.07% versus 0.11% for BBRE.
- SCHH is far larger and more liquid, with assets under management (AUM) in the range of $10 billion versus roughly $1.2 billion for BBRE.
- Both funds lean heavily on data centers, healthcare, industrial, retail, and tower REITs, making them sensitive to interest-rate expectations and technology-driven real estate demand.
- Tickeron AI Verdict: SCHH — favored for its lower cost, greater scale and liquidity, and comparable diversification.
Introduction
Investors evaluating U.S. real estate exposure often encounter a crowded field of low-cost REIT ETFs, and BBRE and SCHH sit close together at the affordable end of that spectrum. The two funds do not compete on strategy differentiation — both are index-tracking, equity-REIT portfolios — but they differ in index methodology, cost, scale, and liquidity. As interest-rate expectations shift and sectors such as data centers and healthcare real estate draw renewed attention, understanding the structural nuances between these two products helps investors choose the more efficient vehicle for an essentially similar underlying exposure.
JPMorgan BetaBuilders MSCI US REIT ETF (BBRE) Overview
BBRE seeks to track the MSCI US REIT Custom Capped Index, a free-float-adjusted, market-cap-weighted benchmark of U.S. equity REITs. Launched in June 2018, the fund invests at least 80% of its assets in index securities and currently holds roughly 107 names. Its sector allocation is effectively 100% real estate.
Top holdings include WELL (Welltower), PLD (Prologis), SPG (Simon Property Group), DLR (Digital Realty Trust), EQIX (Equinix), PSA (Public Storage), O (Realty Income), IRM (Iron Mountain), VTR (Ventas), and EXR (Extra Space Storage). The fund charges a 0.11% expense ratio, and its top ten positions account for roughly half of assets, giving it a moderately concentrated large-cap tilt.
Schwab U.S. REIT ETF (SCHH) Overview
SCHH tracks the Dow Jones Equity All REIT Capped Index, a market-cap-weighted benchmark of U.S. equity REITs that explicitly excludes mortgage REITs and hybrid REITs. Introduced in January 2011, the fund holds approximately 121 names with a 100% real estate allocation and a 0.07% expense ratio — among the lowest in the category.
Its largest positions overlap heavily with BBRE, including WELL (Welltower), PLD (Prologis), EQIX (Equinix), DLR (Digital Realty Trust), SPG (Simon Property Group), O (Realty Income), and PSA (Public Storage). A distinguishing feature is SCHH's more prominent telecom-tower exposure through names such as AMT (American Tower) and CCI (Crown Castle), reflecting its broader index universe.
Industry and Thematic Backdrop
Both funds sit squarely in the U.S. listed-property market, where performance is heavily influenced by interest-rate policy, financing costs, and the resilience of rental income. In recent market cycles, the sector has bifurcated: data-center and tower REITs have benefited from artificial intelligence (AI) and cloud-computing demand, while traditional office and some retail landlords have faced structural pressure. Healthcare REITs tied to senior housing have drawn support from demographic tailwinds, and self-storage and industrial operators continue to consolidate. Capital flows into REITs have remained sensitive to Treasury yields, because higher borrowing costs compress acquisition returns and property values, while falling yields tend to support the group's income appeal.
Performance and Positioning Comparison
Because their top holdings and sector weights are so similar, BBRE and SCHH have moved in near lockstep over recent weeks and months, with only modest relative differences driven by index construction. SCHH's larger allocation to tower names such as AMT and CCI can introduce marginal divergence during periods when connectivity and data-infrastructure themes dominate, while BBRE's slightly more concentrated large-cap profile can produce marginally different volatility characteristics. From a cost and efficiency standpoint, however, SCHH's 0.07% fee and substantially larger asset base give it a structural edge that compounds over time, especially for long-horizon investors.
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. Explore the AI Screener to apply these filters to real estate and other sectors in your own research process.
Tickeron AI Verdict
Between these two structurally similar REIT ETFs, Tickeron's AI would likely favor SCHH. The fund offers a meaningfully lower expense ratio (0.07% versus 0.11%), a substantially larger and more liquid asset base, and slightly broader diversification across roughly 121 holdings. While BBRE is a well-constructed, competitively priced product, its advantages over SCHH are limited given the near-identical exposure. On a probabilistic basis, cost efficiency, scale, and liquidity tilt the relative-positioning analysis toward SCHH as the more favorable vehicle for broad U.S. equity-REIT exposure.
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 SCHH 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.
SCHH in upward trend: 10-day moving average crossed above 50-day moving average on November 02, 2026
The 10-day moving average for SCHH 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 16 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 89%.
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 SCHH as a result. In 69 of 83 past instances where the momentum indicator moved above 0, the stock continued to climb. The odds of a continued upward trend are 83%.
The Moving Average Convergence Divergence (MACD) for SCHH just turned positive on October 09, 2026. Looking at past instances where SCHH's MACD turned positive, the stock continued to rise in 39 of 47 cases over the following month. The odds of a continued upward trend are 83%.
SCHH 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.
Following a +1.62% 3-day Advance, the price is estimated to grow further. Considering data from situations where SCHH advanced for three days, in 242 of 299 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 243 of 317 cases where SCHH 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 SCHH 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 25 similar instances where the indicator moved out of overbought territory. In 22 of the 25 cases, the stock moved lower in the following days. This puts the odds of a move lower at 88%.
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 SCHH moved below the 200-day moving average on October 29, 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 SCHH 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 83%.
SCHH 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 | SCHH | |
|---|---|---|
| RSI ODDS (%) | 2 days ago 90% | 2 days ago 88% |
| Stochastic ODDS (%) | 2 days ago 71% | 2 days ago 74% |
| Momentum ODDS (%) | 2 days ago 81% | 2 days ago 83% |
| MACD ODDS (%) | 2 days ago 87% | 2 days ago 83% |
| TrendWeek ODDS (%) | 2 days ago 83% | 2 days ago 82% |
| TrendMonth ODDS (%) | 2 days ago 81% | 2 days ago 80% |
| Advances ODDS (%) | 8 days ago 81% | 2 days ago 81% |
| Declines ODDS (%) | 6 days ago 81% | 6 days ago 83% |
| BollingerBands ODDS (%) | 2 days ago 83% | 2 days ago 82% |
| Aroon ODDS (%) | 2 days ago 77% | 2 days ago 77% |
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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% | ||
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SCHH and
Correlation & Price change
A.I.dvisor indicates that over the last year, SCHH has been closely correlated with CUBE. These tickers have moved in lockstep 77% of the time. This A.I.-generated data suggests there is a high statistical probability that if SCHH jumps, then CUBE could also see price increases.
| Ticker / NAME | Correlation To SCHH | 1D Price Change % | ||
|---|---|---|---|---|
| SCHH | 100% | +0.04% | ||
| CUBE - SCHH | 77% Closely correlated | +0.04% | ||
| KIM - SCHH | 77% Closely correlated | -0.39% | ||
| O - SCHH | 77% Closely correlated | +0.07% | ||
| EXR - SCHH | 75% Closely correlated | -0.76% | ||
| PLD - SCHH | 74% Closely correlated | -0.34% | ||
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