SMMV vs. BBRE ETF Comparison
Comparison of iShares MSCI USA Small-Cap Min Vol Factor ETF (SMMV) to JPMorgan BetaBuilders MSCI U.S. REIT ETF (BBRE)
SMMV
iShares MSCI USA Small-Cap Min Vol Factor ETF
SMMV Description
iShares Edge MSCI Min Vol USA Small-Cap ETF seeks to track the investment results of an index composed of small-capitalization U.S. equities that, in the aggregate, have lower volatility characteristics relative to the small-capitalization U.S. equity market.
Grade (RS Rating)
Last Trade
$36.83
Average Daily Volume
141,710
Number of Holdings
*
300
* 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 | SMMV | BBRE |
|---|---|---|
| 30 Days | -0.08% | -2.40% |
| 60 Days | 0.33% | -5.30% |
| 90 Days | 3.66% | -2.26% |
| 12 Months | 9.87% | 5.09% |
10 Overlapping Holdings
SMMV Overweight 290 Positions Relative to BBRE
| Symbol | Grade | Weight | |
|---|---|---|---|
| MUSA | D | 1.6% | |
| RGLD | B | 1.5% | |
| ORI | A | 1.49% | |
| LSTR | D | 1.42% | |
| CHE | F | 1.39% | |
| EXEL | D | 1.2% | |
| FLO | B | 1.19% | |
| SIGI | F | 1.19% | |
| ATR | A | 1.19% | |
| RLI | D | 1.18% | |
| IDA | B | 1.14% | |
| MDU | A | 1.13% | |
| DLB | D | 1.1% | |
| AXS | B | 1.08% | |
| WTM | A | 1.08% | |
| ENSG | D | 1.03% | |
| CVLT | A | 1.01% | |
| NSIT | A | 0.99% | |
| SFM | A | 0.98% | |
| EHC | A | 0.93% | |
| THG | A | 0.91% | |
| RNR | D | 0.91% | |
| POST | C | 0.9% | |
| NEU | D | 0.9% | |
| ALKS | F | 0.9% | |
| BJ | C | 0.86% | |
| PBH | D | 0.84% | |
| LOPE | C | 0.81% | |
| CACI | A | 0.8% | |
| PSN | D | 0.78% | |
| ESGR | B | 0.77% | |
| SAIC | D | 0.75% | |
| AM | A | 0.74% | |
| FCN | B | 0.73% | |
| MSM | F | 0.73% | |
| NWE | B | 0.73% | |
| PNM | C | 0.72% | |
| PAGP | B | 0.7% | |
| WEN | B | 0.69% | |
| BWXT | D | 0.69% | |
| MSGS | B | 0.68% | |
| CCOI | F | 0.67% | |
| GNTX | D | 0.66% | |
| TKO | B | 0.66% | |
| HQY | D | 0.65% | |
| AVT | A | 0.64% | |
| AVA | B | 0.64% | |
| BRC | B | 0.63% | |
| TGNA | D | 0.62% | |
| MGRC | D | 0.62% | |
| PINC | F | 0.59% | |
| GHC | B | 0.58% | |
| PNW | B | 0.57% | |
| SON | D | 0.57% | |
| RYAN | D | 0.56% | |
| CALM | D | 0.55% | |
| HESM | C | 0.55% | |
| LANC | D | 0.54% | |
| POR | B | 0.53% | |
| INGR | C | 0.53% | |
| PDCO | F | 0.52% | |
| CWST | D | 0.51% | |
| MMS | C | 0.51% | |
| KBR | A | 0.51% | |
| JJSF | F | 0.5% | |
| WERN | D | 0.49% | |
| TXRH | A | 0.48% | |
| GO | F | 0.48% | |
| RGA | A | 0.47% | |
| PJT | C | 0.46% | |
| LAUR | A | 0.46% | |
| CASY | B | 0.46% | |
| VRRM | A | 0.46% | |
| INSW | A | 0.45% | |
| PRGS | F | 0.45% | |
| IONS | F | 0.44% | |
| REYN | D | 0.43% | |
| IDCC | C | 0.43% | |
| HCC | B | 0.42% | |
| STRA | A | 0.42% | |
| HURN | F | 0.42% | |
| SCI | D | 0.41% | |
| MGEE | A | 0.41% | |
| XENE | C | 0.41% | |
| LLYVK | D | 0.4% | |
| LRN | A | 0.38% | |
| HLI | A | 0.38% | |
| BATRK | C | 0.38% | |
| PCVX | D | 0.38% | |
| ADUS | C | 0.37% | |
| VVV | B | 0.37% | |
| OGS | B | 0.37% | |
| FCFS | D | 0.36% | |
| HMN | A | 0.36% | |
| CHCO | B | 0.36% | |
| OPCH | F | 0.35% | |
| ASH | A | 0.34% | |
| ROG | C | 0.34% | |
| PRGO | B | 0.34% | |
| MCY | A | 0.34% | |
| HRB | D | 0.34% | |
| NTCT | F | 0.33% | |
| VSH | C | 0.33% | |
| IDYA | D | 0.33% | |
| UNF | F | 0.32% | |
| CSWI | A | 0.32% | |
| LPG | B | 0.32% | |
| OGE | A | 0.32% | |
| SJW | D | 0.31% | |
| CWT | B | 0.31% | |
| WABC | B | 0.3% | |
| NHC | D | 0.3% | |
| ODP | C | 0.3% | |
| COLL | C | 0.3% | |
| SLGN | B | 0.29% | |
| PRDO | A | 0.29% | |
| THS | D | 0.29% | |
| SAFT | C | 0.28% | |
| DTM | B | 0.27% | |
| EIG | D | 0.27% | |
| XNCR | C | 0.27% | |
| IRWD | F | 0.26% | |
| UNM | A | 0.26% | |
| WMK | D | 0.26% | |
| HWKN | A | 0.26% | |
| VIRT | A | 0.26% | |
| DRS | D | 0.26% | |
| KRP | A | 0.25% | |
| NJR | B | 0.25% | |
| WINA | C | 0.25% | |
| SNDR | D | 0.25% | |
| AMED | D | 0.24% | |
| CRAI | B | 0.24% | |
| MRTN | D | 0.24% | |
| ITCI | C | 0.23% | |
| EME | A | 0.23% | |
| PEBO | B | 0.23% | |
| SPNT | C | 0.23% | |
| IMKTA | F | 0.23% | |
| AWR | C | 0.22% | |
| OSW | A | 0.22% | |
| AMSF | F | 0.21% | |
| SRPT | B | 0.21% | |
| INVA | B | 0.21% | |
| JBSS | F | 0.21% | |
| VIAV | F | 0.21% | |
| CRVL | C | 0.2% | |
| ARW | B | 0.2% | |
| RARE | D | 0.2% | |
| GPK | C | 0.2% | |
| OSIS | C | 0.2% | |
| BBSI | A | 0.19% | |
| CRNX | A | 0.19% | |
| RGR | C | 0.19% | |
| ARCH | D | 0.18% | |
| MIRM | D | 0.18% | |
| CCCS | F | 0.18% | |
| AGX | B | 0.18% | |
| REX | B | 0.18% | |
| PRA | C | 0.17% | |
| DVAX | D | 0.17% | |
| USLM | A | 0.17% | |
| NYT | B | 0.17% | |
| SUPN | D | 0.17% | |
| CNXN | D | 0.17% | |
| LLYVA | D | 0.17% | |
| CPK | B | 0.16% | |
| VREX | F | 0.16% | |
| SPTN | D | 0.16% | |
| CLW | B | 0.16% | |
| CSGS | F | 0.16% | |
| CORT | D | 0.16% | |
| PARR | F | 0.16% | |
| BFC | D | 0.16% | |
| ACHC | F | 0.15% | |
| KFRC | D | 0.15% | |
| HSTM | B | 0.15% | |
| CTBI | A | 0.15% | |
| BLKB | B | 0.14% | |
| SMP | C | 0.14% | |
| CWAN | D | 0.14% | |
| KNTK | B | 0.14% | |
| PBF | C | 0.14% | |
| CBZ | D | 0.14% | |
| SHEN | F | 0.14% | |
| KNSA | C | 0.13% | |
| OLLI | C | 0.13% | |
| USPH | C | 0.13% | |
| UVE | B | 0.13% | |
| HCKT | D | 0.13% | |
| ICFI | C | 0.13% | |
| VVX | B | 0.13% | |
| HUBG | C | 0.13% | |
| CNX | B | 0.12% | |
| GSBC | B | 0.12% | |
| FTRE | C | 0.12% | |
| IDT | A | 0.12% | |
| YORW | C | 0.12% | |
| NRC | D | 0.12% | |
| CIEN | D | 0.12% | |
| EBF | D | 0.12% | |
| AMPH | F | 0.12% | |
| IRDM | C | 0.12% | |
| FMNB | D | 0.11% | |
| WT | A | 0.11% | |
| SMPL | B | 0.11% | |
| IMXI | D | 0.11% | |
| FRPH | A | 0.11% | |
| SKWD | B | 0.11% | |
| CASS | D | 0.11% | |
| KRYS | D | 0.11% | |
| DX | C | 0.11% | |
| KNF | B | 0.11% | |
| HTLD | F | 0.11% | |
| DCPH | A | 0.11% | |
| GTX | C | 0.11% | |
| SCHL | D | 0.1% | |
| KN | B | 0.1% | |
| CHH | D | 0.1% | |
| DJCO | C | 0.1% | |
| AMN | D | 0.1% | |
| ATEX | D | 0.1% | |
| ATGE | A | 0.1% | |
| CW | A | 0.1% | |
| THFF | B | 0.1% | |
| NPK | A | 0.1% | |
| DHIL | C | 0.1% | |
| ACLX | D | 0.1% | |
| PLXS | B | 0.09% | |
| INSM | D | 0.09% | |
| CCBG | D | 0.09% | |
| MLTX | D | 0.09% | |
| GPOR | C | 0.09% | |
| CRC | F | 0.09% | |
| HONE | B | 0.09% | |
| UFPT | A | 0.09% | |
| HALO | D | 0.09% | |
| TR | F | 0.08% | |
| USM | D | 0.08% | |
| SPFI | B | 0.08% | |
| JRVR | D | 0.08% | |
| QDEL | F | 0.08% | |
| RXO | D | 0.08% | |
| TIPT | D | 0.08% | |
| TBPH | C | 0.08% | |
| LYTS | B | 0.08% | |
| TARS | C | 0.08% | |
| ADMA | A | 0.08% | |
| CEIX | F | 0.07% | |
| UTZ | A | 0.07% | |
| VRDN | F | 0.07% | |
| DK | F | 0.07% | |
| VNOM | C | 0.07% | |
| SR | B | 0.07% | |
| BRBR | C | 0.07% | |
| SEB | C | 0.07% | |
| DORM | C | 0.07% | |
| MCS | F | 0.07% | |
| SENEA | B | 0.07% | |
| MODN | B | 0.07% | |
| BHE | A | 0.06% | |
| STEL | D | 0.06% | |
| DCI | B | 0.06% | |
| PX | F | 0.06% | |
| MYE | A | 0.06% | |
| SWX | A | 0.06% | |
| PCRX | F | 0.06% | |
| BMEA | F | 0.06% | |
| ITOS | C | 0.06% | |
| ZYME | D | 0.06% | |
| RMR | B | 0.06% | |
| ARKO | F | 0.06% | |
| BATRA | C | 0.06% | |
| TH | C | 0.05% | |
| NBTB | B | 0.05% | |
| ADEA | F | 0.05% | |
| ACEL | C | 0.05% | |
| ATNI | F | 0.05% | |
| KELYA | C | 0.05% | |
| UFCS | B | 0.05% | |
| IRON | F | 0.05% | |
| MITK | C | 0.05% | |
| DGICA | F | 0.05% | |
| NTGR | F | 0.05% | |
| CRUS | C | 0.05% | |
| CTS | A | 0.05% | |
| FOLD | F | 0.04% | |
| CCRN | F | 0.04% | |
| ASLE | F | 0.02% | |
| IRBT | D | 0.01% |
SMMV Underweight 103 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% | |
| EGP | F | -0.71% | |
| BRX | C | -0.68% | |
| STAG | D | -0.65% | |
| FR | D | -0.63% | |
| AIRC | A | -0.6% | |
| RHP | D | -0.59% | |
| KRG | C | -0.49% | |
| VNO | D | -0.45% | |
| TRNO | D | -0.43% | |
| 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% | |
| DEI | B | -0.25% | |
| SHO | D | -0.23% | |
| 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% | |
| GNL | D | -0.14% | |
| AIV | B | -0.13% | |
| AAT | B | -0.12% | |
| ALEX | C | -0.12% | |
| CSR | A | -0.11% | |
| DEA | C | -0.11% | |
| SVC | F | -0.11% | |
| PLYM | F | -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% | |
| LAND | D | -0.05% | |
| CLDT | F | -0.05% | |
| UHT | D | -0.05% | |
| PKST | F | -0.03% | |
| DHC | C | -0.03% | |
| CBL | F | -0.03% |
SMMV: Top Represented Industries & Keywords
Industries:
Biotechnology
Insurance - Property & Casualty
Banks - Regional - US
Packaged Foods
Business Services
Medical Care
Telecom Services
Education & Training Services
Software - Application
Drug Manufacturers - Specialty & Generic
Packaging & Containers
Grocery Stores
Media - Diversified
Oil & Gas E&P
Oil & Gas Midstream
Trucking
Utilities - Regulated Electric
Utilities - Regulated Gas
Aerospace & Defense
Auto Parts
BBRE: Top Represented Industries & Keywords
Industries:
REIT - Retail
REIT - Diversified
REIT - Residential
REIT - Industrial
REIT - Office
REIT - Healthcare Facilities
REIT - Hotel & Motel
Business Services
Keywords:
Real Estate Investment Trust
Real Estate Market
S&P 500
Retail Properties
Real Estate Properties
Equity Global Management
Equity Real Estate Investment Trust
Shopping Mall
Champion Reit
Dream Office Real Estate Investment Trust
Industrial Properties
Assisted Living
David Sobelman
Healthcare Facilities
Property Management
Real Estate Investment
Retail Space
Hawaii
Hotel
Industrial Real Estate
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