USRT vs. BBRE ETF Comparison

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USRT vs. BBRE ETF Comparison

Comparison of iShares Core U.S. REIT ETF (USRT) to JPMorgan BetaBuilders MSCI U.S. REIT ETF (BBRE)

USRT

iShares Core U.S. REIT ETF

USRT Description

The iShares Core U.S. REIT ETF seeks to track the investment results of an index composed of U.S. real estate equities.

Grade (RS Rating)

Last Trade

$60.26

Average Daily Volume

232,541

Number of Holdings ^*

* may have additional holdings in another (foreign) market

BBRE

JPMorgan BetaBuilders MSCI U.S. REIT ETF

BBRE Description

The investment seeks to provide total return. Under normal circumstances, the fund will invest at least 80% of its assets in bonds. It will invest at least 40% of its assets in countries other than the United States. The fund may invest in developed or emerging markets. It generally invests at least 25% of its assets in securities that, at the time of purchase are rated investment grade or the unrated equivalent. "Assets" means net assets plus the amount of borrowings for investment purposes. The fund may also use currency related transactions involving currency derivatives as part of its primary investment strategy.

Grade (RS Rating)

Last Trade

$98.75

Average Daily Volume

32,881

Number of Holdings ^*

111

* may have additional holdings in another (foreign) market

Performance

Period	USRT	BBRE
30 Days	0.53%	0.43%
60 Days	9.18%	9.02%
90 Days	13.61%	13.88%
12 Months	34.28%	33.81%

10 Overlapping Holdings

Symbol	Grade	Weight in USRT	Weight in BBRE	Overlap
DLR	C	4.06%	3.99%	3.99%
EQIX	C	6.55%	6.95%	6.55%
EXR	D	3.07%	3.24%	3.07%
IRM	B	2.73%	2.96%	2.73%
O	C	4.43%	4.03%	4.03%
PLD	D	9.79%	9.53%	9.53%
PSA	C	4.5%	4.51%	4.5%
SPG	A	4.49%	4.34%	4.34%
VICI	C	2.89%	2.71%	2.71%
WELL	C	5.92%	5.67%	5.67%

USRT Overweight 0 Positions Relative to BBRE

	Symbol	Grade	Weight

USRT Underweight 101 Positions Relative to BBRE

Symbol	Grade	Weight
AVB	C	-2.74%
EQR	C	-2.25%
VTR	C	-2.21%
INVH	D	-1.85%
ARE	D	-1.65%
ESS	D	-1.64%
MAA	D	-1.59%
SUI	D	-1.45%
DOC	C	-1.35%
KIM	C	-1.34%
UDR	C	-1.27%
WPC	C	-1.11%
GLPI	C	-1.11%
HST	D	-1.11%
ELS	D	-1.09%
CPT	C	-1.09%
AMH	D	-1.07%
CUBE	C	-1.03%
BXP	B	-1.03%
REG	C	-1.03%
OHI	C	-0.82%
REXR	D	-0.81%
NNN	C	-0.73%
FRT	D	-0.72%
BRX	C	-0.71%
EGP	D	-0.7%
COLD	D	-0.66%
FR	D	-0.63%
STAG	D	-0.6%
ADC	C	-0.57%
VNO	B	-0.55%
RHP	B	-0.5%
KRG	C	-0.5%
TRNO	D	-0.44%
EPRT	C	-0.42%
IRT	D	-0.4%
CUZ	C	-0.39%
SLG	C	-0.39%
PECO	C	-0.38%
SBRA	C	-0.37%
NSA	D	-0.36%
KRC	C	-0.35%
IIPR	C	-0.33%
MAC	B	-0.33%
EPR	C	-0.32%
NHI	C	-0.32%
MPW	C	-0.31%
HIW	C	-0.3%
SKT	A	-0.29%
BNL	C	-0.28%
APLE	B	-0.28%
PK	D	-0.28%
CTRE	C	-0.26%
DEI	A	-0.26%
LXP	D	-0.24%
FCPT	C	-0.22%
UE	C	-0.22%
EQC	D	-0.19%
AKR	B	-0.19%
SHO	B	-0.19%
IVT	B	-0.17%
ROIC	C	-0.17%
JBGS	C	-0.16%
DRH	B	-0.16%
GNL	D	-0.15%
XHR	A	-0.15%
PEB	D	-0.15%
ESRT	C	-0.14%
RLJ	D	-0.14%
ALEX	D	-0.13%
AIV	D	-0.13%
LTC	D	-0.13%
AAT	C	-0.12%
GTY	C	-0.11%
PDM	C	-0.11%
CSR	D	-0.1%
DEA	D	-0.1%
PLYM	D	-0.09%
NXRT	D	-0.09%
UMH	D	-0.09%
PGRE	D	-0.08%
NTST	F	-0.08%
BDN	B	-0.08%
INN	A	-0.07%
SVC	D	-0.07%
AHH	F	-0.07%
BFS	C	-0.06%
UHT	D	-0.06%
GMRE	C	-0.06%
WSR	C	-0.06%
GOOD	A	-0.06%
HPP	F	-0.06%
FPI	D	-0.05%
ALX	D	-0.05%
CHCT	F	-0.04%
CLDT	D	-0.04%
DHC	C	-0.04%
LAND	D	-0.04%
OLP	C	-0.04%
PKST	D	-0.03%
CBL	D	-0.03%