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Monday, August 24, 2026The Morning Brief →Sign in

JPMorgan BetaBuilders MSCI U.S. REIT ETF

$108.47-0.24% today
9211352-WK

The fund will invest at least 80% of its assets in securities included in the underlying index. The underlying index is a free-float adjusted market-cap weighted index designed to measure the performance of U.S. equity real estate investment trust ("REIT") securities. The fund may invest up to 20% of its assets in exchange-traded futures to seek performance that corresponds to the underlying index.

Price & daily flows
109.0103.598.1108.47DAILY NET FLOWFeb 19Apr 21Jun 22Aug 21

SOURCE: MARKET TAPE & DAILY CREATION/REDEMPTION RECORDS · 6M SHOWN · NET +$93M OVER THIS RANGE

The desk’s read

Money keeps arriving — +$33M of net buying over the past month, about 2.6% of the fund's asset base, while the price has returned +17.1% so far this year. At 0.11% a year it is not the cheapest way in — USRT runs the same ground at 0.08%.

COMPOSED FROM THE FUND’S OWN DAILY RECORDS · UPDATED WITH EACH REFRESH

$1.3Bassets under management
0.11%expense ratio · $11 per $10,000 a year
+$33Mnet flow, trailing month
54Kavg daily volume, 30 days
125holdings · US-domiciled
2018listed June 13, 2018 · beta 0.27
Sector weights
Real Estate100%
Finance99.75%
Other0.26%
Cash0.25%
PORTFOLIO COMPOSITION, LATEST DISCLOSURE
Country weights
United States99.51%
Other0.9%
Cash0.49%
PORTFOLIO COMPOSITION, LATEST DISCLOSURE
Performance
1 week+0.4%
1 month-4.0%
3 months+2.6%
6 months+7.8%
YTD+17.1%
1 year+15.0%
3 years

PRICE RETURN, DISTRIBUTIONS NOT REINVESTED

Net flows
1 week+$22M
1 month+$33M
3 months+$6M
YTD+$164M
1 year+$192M

CREATION/REDEMPTION DOLLARS, DAILY RECORDS

Monthly net flows
SepOctNovDecJanFebMarAprMayJunJulAug
DAILY CREATION/REDEMPTION RECORDS, TRAILING TWELVE MONTHS
The risk read
12%realized volatility, 30 days (annualized)
14%realized volatility, 1 year
-8.5%deepest fall from a peak, 1 year
-4.0%where it sits vs. that peak today

VOLATILITY & DRAWDOWN FROM THE DAILY TAPE · CONCENTRATION FROM THE LATEST DISCLOSED BOOK

The case against BBRE

Due diligence cuts both ways. These funds sit on the same shelf and beat BBRE on at least one dimension that matters — the fee, the asset base, or where the money is going.

FundFeeAssetsFlow, 1MThe case
USRT iShares Core U.S. REIT ETF0.08%$3.7B-3bp on fee · 3× the assetsHead-to-head
VNQ Vanguard Real Estate Index Fund0.12%$36.5B28× the assetsHead-to-head
VNQI Vanguard Global ex-U.S. Real Estate Index Fund0.12%$3.6B3× the assetsHead-to-head
REET iShares Global REIT ETF0.14%$4.7B4× the assetsHead-to-head
ICF iShares Cohen & Steers REIT ETF0.33%$2B2× the assetsHead-to-head
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InstrumentsHarvest substitutesTrade cost at $1MClient tearsheetStress this fund
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