AAXJ vs USRT
Comparison between ISHARES MSCI ALL COUNTRY ASIA EX JAPAN ETF (AAXJ, ETF) and ISHARES CORE U.S. REIT ETF (USRT, ETF).
5-Year PerformanceAAXJ has outperformed USRT, delivering a return of +7.0% compared to +6.9%
AAXJ vs USRT - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
AAXJ
$3.80B
USRT
$3.80B
Expense Ratio
AAXJ
0.72%
Winner
USRT
0.08%
Max Drawdown
Winner
AAXJ
49.37%
USRT
72.93%
Sharpe Ratio
Winner
AAXJ
2.10
USRT
1.05
5Y Beta
AAXJ
0.81
Winner
USRT
0.56
P/E Ratio
AAXJ
N/A
USRT
34.12
Forward P/E
AAXJ
N/A
USRT
34.85
5Y Dividends CAGR
Winner
AAXJ
7.97%
USRT
5.36%
5Y EPS CAGR
AAXJ
N/A
USRT
8.96%
Debt to Equity
AAXJ
N/A
USRT
35.76%
P/S Ratio
AAXJ
N/A
USRT
6.97
P/B Ratio
AAXJ
N/A
USRT
2.31
AAXJ vs USRT - Holdings Comparison
AAXJ and USRT have 1 common holdings. Overlap is -0.53%
AAXJ's top 25 holdings weight is 48.76%. USRT's top 25 holdings weight is 70.68%.
| Rank | AAXJ | USRT |
|---|---|---|
| #1 | n/a (n/a) - 16.37% | WELLTOWER INC (WELL) - 8.22% |
| #2 | SAMSUNG ELECTRONICS CO LTD (n/a) - 7.01% | PROLOGIS INC (PLD) - 7.45% |
| #3 | SK HYNIX INC (n/a) - 5.03% | EQUINIX INC (EQIX) - 6.43% |
| #4 | TENCENT HOLDINGS LTD (n/a) - 3.60% | DIGITAL REALTY TRUST INC (DLR) - 4.38% |
| #5 | n/a (n/a) - 2.69% | SIMON PROPERTY GROUP INC (SPG) - 4.38% |
| #6 | MEDIATEK INC (n/a) - 1.42% | REALTY INCOME CORP (O) - 4.15% |
| #7 | DELTA ELECTRONICS INC (n/a) - 1.25% | PUBLIC STORAGE (PSA) - 3.92% |
| #8 | AIA GROUP LTD (n/a) - 1.07% | VENTAS INC (VTR) - 3.51% |
| #9 | CHINA CONSTRUCTION BANK CORP CLASS H (n/a) - 1.00% | IRON MOUNTAIN INC (IRM) - 3.34% |
| #10 | DBS GROUP HOLDINGS LTD (n/a) - 0.90% | VICI PROPERTIES INC ORDINARY SHARES (VICI) - 2.65% |
| #11 | HON HAI PRECISION INDUSTRY CO LTD (n/a) - 0.89% | EXTRA SPACE STORAGE INC (EXR) - 2.55% |
| #12 | n/a (n/a) - 0.88% | AVALONBAY COMMUNITIES INC (AVB) - 2.28% |
| #13 | RELIANCE INDUSTRIES LTD (n/a) - 0.87% | EQUITY RESIDENTIAL (EQR) - 2.17% |
| #14 | HDFC BANK LTD (n/a) - 0.86% | INVITATION HOMES INC (INVH) - 1.52% |
| #15 | BLACKROCK CASH FUNDS TREASURY SL AGENCY (n/a) - 0.73% | ESSEX PROPERTY TRUST INC (ESS) - 1.47% |
| #16 | PDD HOLDINGS INC ADR (PDD) - 0.64% | W.P. CAREY INC (WPC) - 1.37% |
| #17 | ICICI BANK LTD (n/a) - 0.64% | KIMCO REALTY CORP (KIM) - 1.36% |
| #18 | XIAOMI CORP CLASS B (n/a) - 0.63% | SUN COMMUNITIES INC (SUI) - 1.33% |
| #19 | SK SQUARE (n/a) - 0.58% | MID-AMERICA APARTMENT COMMUNITIES INC (MAA) - 1.31% |
| #20 | HONG KONG EXCHANGES AND CLEARING LTD (n/a) - 0.56% | HOST HOTELS & RESORTS INC (HST) - 1.26% |
| #21 | HANA FINANCIAL GROUP INC (n/a) - 0.23% | REGENCY CENTERS CORP (REG) - 1.23% |
| #22 | FUBON FINANCIAL HOLDINGS CO LTD (n/a) - 0.23% | OMEGA HEALTHCARE INVESTORS INC (OHI) - 1.18% |
| #23 | KIA CORP (n/a) - 0.23% | GAMING AND LEISURE PROPERTIES INC (GLPI) - 1.12% |
| #24 | POSCO HOLDINGS INC (n/a) - 0.23% | UDR INC (UDR) - 1.06% |
| #25 | CK HUTCHISON HOLDINGS LTD (n/a) - 0.22% | EQUITY LIFESTYLE PROPERTIES INC (ELS) - 1.04% |
| Total Holdings | 877 | 130 |
AAXJ vs USRT - Historical Returns
Returns include dividend reinvestment.
1M
Winner
AAXJ
+9.98%
USRT
+4.66%
3M
Winner
AAXJ
+10.06%
USRT
+6.31%
6M
Winner
AAXJ
+21.20%
USRT
+13.52%
1Y
Winner
AAXJ
+48.49%
USRT
+17.32%
5Y(CAGR)
Winner
AAXJ
+6.97%
USRT
+6.88%
10Y(CAGR)
Winner
AAXJ
+10.18%
USRT
+6.30%
Max(CAGR)
Winner
AAXJ
+6.60%
USRT
+5.40%
AAXJ vs USRT - Annual Returns (2007 - 2026)
Returns include dividend reinvestment.
| Year | AAXJ | USRT |
|---|---|---|
| 2026 | +18.44% | +14.62% |
| 2025 | +32.06% | +3.39% |
| 2024 | +12.32% | +7.56% |
| 2023 | +3.42% | +14.00% |
| 2022 | -20.91% | -24.01% |
| 2021 | -6.56% | +48.36% |
| 2020 | +21.04% | -6.52% |
| 2019 | +18.74% | +28.98% |
| 2018 | -16.78% | -4.39% |
| 2017 | +40.39% | +4.73% |
| 2016 | +7.84% | +9.79% |
| 2015 | -9.87% | +3.17% |
| 2014 | +6.28% | +29.43% |
| 2013 | -0.52% | -2.53% |
| 2012 | +20.37% | +16.51% |
| 2011 | -21.26% | +7.48% |
| 2010 | +13.23% | +27.25% |
| 2009 | +60.72% | +30.21% |
| 2008 | -32.98% | -37.20% |
| 2007 | N/A | -18.58% |
AAXJ vs USRT Drawdown Comparison
The maximum drawdown for AAXJ was -49.37%, occurring on Nov 20, 2008. Recovery took 232 trading sessions.
The maximum drawdown for USRT was -69.91%, occurring on Mar 6, 2009. Recovery took 1253 trading sessions.
The current AAXJ drawdown is -3.27%. The current USRT drawdown is -0.08%.
| Rank | AAXJ | USRT |
|---|---|---|
| #1 | -49.37% Aug 15, 2008 - Jul 20, 2009 | -69.91% May 11, 2007 - May 1, 2012 |
| #2 | -44.50% Feb 17, 2021 - Oct 20, 2025 | -44.38% Feb 21, 2020 - Apr 21, 2021 |
| #3 | -32.99% Jan 26, 2018 - Oct 9, 2020 | -31.00% Dec 31, 2021 - Sep 16, 2024 |
| #4 | -31.09% Apr 27, 2015 - May 25, 2017 | -18.70% Nov 27, 2024 - Feb 6, 2026 |
| #5 | -29.50% Apr 21, 2011 - May 16, 2014 | -18.52% May 21, 2013 - Jul 18, 2014 |
| #6 | -15.57% Apr 14, 2010 - Sep 20, 2010 | -15.79% Jan 26, 2015 - Mar 29, 2016 |
| #7 | -14.07% Jan 11, 2010 - Apr 1, 2010 | -14.95% Aug 1, 2016 - Jul 6, 2018 |
| #8 | -13.66% Feb 25, 2026 - Apr 17, 2026 | -13.10% Dec 6, 2018 - Jan 30, 2019 |
| #9 | -10.90% Sep 5, 2014 - Apr 8, 2015 | -9.02% Sep 14, 2012 - Jan 15, 2013 |
| #10 | -9.49% Nov 5, 2010 - Apr 21, 2011 | -8.19% Aug 28, 2018 - Dec 6, 2018 |
| #11 | -8.35% Aug 3, 2009 - Sep 10, 2009 | -8.04% Mar 2, 2026 - Apr 16, 2026 |
| #12 | -8.19% Oct 19, 2009 - Nov 16, 2009 | -7.40% May 1, 2012 - Jun 29, 2012 |
| #13 | -6.51% Jul 20, 2009 - Aug 3, 2009 | -7.23% Sep 2, 2021 - Oct 26, 2021 |
| #14 | -5.95% Oct 29, 2025 - Jan 2, 2026 | -6.81% Sep 5, 2014 - Oct 23, 2014 |
| #15 | -5.74% Nov 22, 2017 - Jan 2, 2018 | -6.13% Oct 23, 2019 - Jan 21, 2020 |
Correlation
Correlation between AAXJ and USRT is 0.89 which considered as a strong positive correlation - the stocks tend to move together.
0.89
-101
Dividend Comparison (2007 - 2026)
AAXJ vs USRT dividend yield comparison.
| Year | AAXJ | USRT |
|---|---|---|
| 2026 | 0.00% | 0.32% |
| 2025 | 1.81% | 3.07% |
| 2024 | 1.86% | 2.85% |
| 2023 | 1.95% | 3.18% |
| 2022 | 1.74% | 3.46% |
| 2021 | 2.21% | 2.27% |
| 2020 | 1.06% | 3.12% |
| 2019 | 1.83% | 3.34% |
| 2018 | 2.10% | 5.66% |
| 2017 | 1.99% | 3.43% |
| 2016 | 1.77% | 3.98% |
| 2015 | 2.44% | 3.59% |
| 2014 | 1.78% | 3.46% |
| 2013 | 1.77% | 3.84% |
| 2012 | 1.73% | 3.48% |
| 2011 | 2.11% | 3.95% |
| 2010 | 1.51% | 3.56% |
| 2009 | 1.26% | 3.52% |
| 2008 | 0.19% | 9.54% |
| 2007 | 0.00% | 3.51% |
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