IWIN vs. BBRE ETF Comparison

Comparison of Amplify Inflation Fighter ETF (IWIN) to JPMorgan BetaBuilders MSCI U.S. REIT ETF (BBRE)

IWIN

Amplify Inflation Fighter ETF

IWIN Description

Amplify Inflation Fighter ETF sponsored by Amplify Investments, has over $4.4 billion in assets across its suite of ETFs (as of 12/31/2021). Amplify believes the ETF structure empowers investors through efficiency, transparency and flexibility. Amplify ETFs deliver expanded investment opportunities for investors seeking growth, income, and risk-managed strategies. The Fund’s investment objective and strategy differs substantially from the market indices, which are included for comparison purposes only.

Grade (RS Rating)

Last Trade

$27.59

Average Daily Volume

1,170

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

$83.78

Average Daily Volume

17,352

Number of Holdings ^*

113

* may have additional holdings in another (foreign) market

Performance

Period	IWIN	BBRE
30 Days	-2.87%	-2.40%
60 Days	2.11%	-5.30%
90 Days	4.66%	-2.26%
12 Months	25.15%	5.09%

2 Overlapping Holdings

	Symbol	Grade	Weight in IWIN	Weight in BBRE	Overlap
	FPI	B	1.69%	0.06%	0.06%
	LAND	D	1.18%	0.05%	0.05%

IWIN Overweight 39 Positions Relative to BBRE

Symbol	Grade	Weight
UEC	B	3.46%
GRBK	C	2.6%
JOE	B	2.38%
MHO	D	2.15%
WY	D	2.15%
FOR	D	2.14%
NUE	D	2.12%
CCS	D	1.7%
RYN	F	1.63%
TPL	B	1.57%
QCOM	A	1.4%
RGLD	B	1.39%
PCH	D	1.38%
PHM	A	1.38%
RIO	A	1.37%
AR	A	1.36%
FRPH	A	1.31%
DHI	D	1.29%
AA	A	1.26%
DNN	B	1.21%
PKX	F	1.17%
TRC	B	1.17%
ALCO	B	1.11%
TPH	A	1.08%
PSX	D	1.04%
LEN	C	0.95%
PBR	B	0.88%
LGIH	D	0.87%
ABNB	D	0.86%
ENTG	D	0.82%
VALE	D	0.79%
OVV	B	0.7%
STRS	C	0.6%
FPH	D	0.58%
LEU	C	0.56%
TREE	A	0.55%
Z	F	0.55%
KW	C	0.46%
RDFN	D	0.18%

IWIN Underweight 111 Positions Relative to BBRE

Symbol	Grade	Weight
PLD	D	-9.8%
EQIX	F	-7.08%
WELL	A	-4.73%
SPG	D	-4.46%
O	B	-4.22%
DLR	B	-4.22%
PSA	D	-3.95%
EXR	C	-2.92%
VICI	D	-2.85%
AVB	A	-2.78%
EQR	A	-2.42%
IRM	D	-2.33%
INVH	B	-2.19%
ARE	D	-1.9%
VTR	B	-1.8%
ESS	A	-1.66%
SUI	F	-1.53%
MAA	B	-1.52%
HST	D	-1.4%
DOC	A	-1.32%
KIM	C	-1.29%
UDR	B	-1.28%
WPC	C	-1.21%
AMH	D	-1.18%
GLPI	F	-1.16%
ELS	D	-1.12%
REG	F	-1.03%
CPT	A	-1.03%
CUBE	D	-0.97%
BXP	F	-0.96%
REXR	D	-0.82%
FRT	B	-0.78%
NNN	A	-0.76%
OHI	A	-0.75%
EGP	F	-0.71%
BRX	C	-0.68%
STAG	D	-0.65%
COLD	F	-0.63%
FR	D	-0.63%
AIRC	A	-0.6%
RHP	D	-0.59%
ADC	B	-0.54%
KRG	C	-0.49%
VNO	D	-0.45%
TRNO	D	-0.43%
PECO	D	-0.4%
PK	D	-0.39%
EPRT	A	-0.38%
CUZ	A	-0.37%
KRC	D	-0.37%
IRT	B	-0.37%
SLG	B	-0.35%
MAC	D	-0.35%
APLE	F	-0.34%
SBRA	B	-0.33%
SKT	D	-0.32%
NSA	D	-0.32%
EPR	D	-0.32%
MPW	C	-0.29%
NHI	A	-0.29%
IIPR	A	-0.29%
SITC	C	-0.28%
HIW	A	-0.28%
BNL	C	-0.26%
LXP	D	-0.25%
CTRE	B	-0.25%
DEI	B	-0.25%
SHO	D	-0.23%
EQC	D	-0.22%
UE	B	-0.21%
FCPT	C	-0.21%
PEB	F	-0.21%
DRH	D	-0.2%
RLJ	D	-0.19%
AKR	B	-0.18%
IVT	B	-0.18%
XHR	B	-0.17%
ROIC	D	-0.16%
JBGS	F	-0.16%
ESRT	D	-0.14%
LTC	A	-0.14%
GNL	D	-0.14%
AIV	B	-0.13%
GTY	C	-0.12%
AAT	B	-0.12%
ALEX	C	-0.12%
CSR	A	-0.11%
DEA	C	-0.11%
SVC	F	-0.11%
PLYM	F	-0.1%
NTST	C	-0.1%
HPP	F	-0.09%
PGRE	B	-0.09%
UMH	C	-0.09%
PDM	B	-0.09%
AHH	C	-0.08%
NXRT	B	-0.08%
BDN	B	-0.08%
CHCT	F	-0.07%
INN	D	-0.07%
ALX	C	-0.06%
GMRE	D	-0.06%
BFS	F	-0.06%
GOOD	A	-0.06%
WSR	D	-0.06%
OLP	A	-0.05%
CLDT	F	-0.05%
UHT	D	-0.05%
PKST	F	-0.03%
DHC	C	-0.03%
CBL	F	-0.03%