BBRE vs IWV: holdings overlap, shared companies and scores
As of October 9, 2026, BBRE and IWV overlap 1.7% by weight. JPMorgan BetaBuilders MSCI US REIT ETF (BBRE): U.S. equity real estate investment trusts. iShares Russell 3000 ETF (IWV): U.S. total market index.
Updated October 9, 2026
Where BBRE and IWV trade against their own history
BBRE trades at 29.8 times earnings, against its own median of 31.3, and is cheaper than 74% of its own last 8 years.
IWV trades at 24.1 times earnings, against its own median of 22.2, and is more expensive than 63% of its own last 9 years.
What moved IWV this week
IWV rose 1.1% in the week to October 9, 2026. The holdings that moved it most were Microsoft (+3.4%), Amazon.com (+4.3%) and Alphabet (+2.4%); Nvidia (−2.0%) pushed the other way.
What do BBRE and IWV each hold?
53% of BBRE is its ten largest holdings.
What's inside IWV: Tech 43%, Magnificent 7 31%.
35% of IWV is its ten largest holdings.
How much do BBRE and IWV overlap? 1.7% by weight
As of October 9, 2026, BBRE and IWV overlap 1.7% by weight.
100% of BBRE is already inside IWV.
2% of IWV is already inside BBRE.
BBRE holds 102 companies and IWV holds 2,587; 101 are in both.
Computed by ETF Copilot from both funds' holdings rather than quoted from a data provider, and rebuilt nightly.
How does ETF Copilot score BBRE and IWV? 2.9 and 6.5 out of 10
As of October 9, 2026, ETF Copilot scores BBRE 2.9 out of 10 and IWV 6.5 out of 10.
They differ most on Growth: BBRE 0.3 and IWV 7.1.
The five factor scores behind them are set out below, 0–10 and higher is better, ranked against every US equity ETF we track.
| Factor | BBRE | IWV |
|---|---|---|
| Growth | 0.3 | 7.1 |
| Value | 6.1 | 3.1 |
| Risk | 4.1 | 6.5 |
| Quality | 3.6 | 7.8 |
| Return | 1.9 | 7.6 |
BBRE is the cheaper of the two at 0.11% a year
As of October 9, 2026, BBRE charges 0.11% a year, yields 2.95% and holds $1.2B in assets across 102 positions.
As of October 9, 2026, IWV charges 0.20% a year, yields 0.86% and holds $20.5B in assets across 2587 positions.
| Measure | BBRE | IWV |
|---|---|---|
| Expense ratio | 0.11% | 0.20% |
| Dividend yield | 2.95% | 0.86% |
| Assets under management | $1.2B | $20.5B |
| Holdings | 102 | 2587 |
Expense ratio, dividend yield and assets under management are reported by the fund and refreshed daily. Every other figure on this page is computed by ETF Copilot.
Compare with similar funds
Cite this
ETF Copilot, “BBRE vs IWV holdings overlap and scores”, as of October 9, 2026.
https://etf-copilot.com/compare/bbre-vs-iwv
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