ERET vs SHRT

Comparison between ISHARES ENVIRONMENTALLY AWARE REAL ESTATE ETF (ERET, ETF) and GOTHAM SHORT STRATEGIES ETF (SHRT, ETF).

ERET vs SHRT - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	ERET(ETF)	SHRT(ETF)
Net Assets	$14M	$14M
Expense Ratio	0.30%	1.35%
Max Drawdown	21.63%	28.50%
Sharpe Ratio	0.77	-1.35
5Y Beta	0.54	-0.43
P/E Ratio	40.67	24.97
Forward P/E	41.85	15.04
Debt to Equity	56.62%	-32.10%
P/S Ratio	8.41	1.65
P/B Ratio	2.71	3.57

Net Assets

ERET

$14M

Winner

SHRT

$14M

Expense Ratio

Winner

ERET

0.30%

SHRT

1.35%

Max Drawdown

Winner

ERET

21.63%

SHRT

28.50%

Sharpe Ratio

Winner

ERET

0.77

SHRT

-1.35

5Y Beta

ERET

0.54

Winner

SHRT

-0.43

P/E Ratio

ERET

40.67

Winner

SHRT

24.97

Forward P/E

ERET

41.85

Winner

SHRT

15.04

Debt to Equity

ERET

56.62%

Winner

SHRT

-32.10%

P/S Ratio

ERET

8.41

Winner

SHRT

1.65

P/B Ratio

Winner

ERET

2.71

SHRT

3.57

ERET vs SHRT - Holdings Comparison

ERET and SHRT have 1 common holdings. Overlap is -3.03%

ERET's top 25 holdings weight is 49.66%. SHRT's top 25 holdings weight is 170.29%.

Rank	ERET	SHRT
#1	WELLTOWER INC (WELL) - 7.00%	CASH OFFSET (n/a) - 129.75%
#2	PROLOGIS INC (PLD) - 5.77%	US DOLLARS (n/a) - 9.76%
#3	REALTY INCOME CORP (O) - 4.99%	FIRST AMERICAN GOVERNMENT OBLIGS X (FGXXX) - 6.89%
#4	EQUINIX INC (EQIX) - 4.37%	MICRON TECHNOLOGY INC (MU) - 2.10%
#5	SIMON PROPERTY GROUP INC (SPG) - 3.53%	TECHNIPFMC PLC (FTI) - 1.45%
#6	PUBLIC STORAGE (PSA) - 2.72%	UBER TECHNOLOGIES INC (UBER) - 1.31%
#7	DIGITAL REALTY TRUST INC (DLR) - 2.39%	HEWLETT PACKARD ENTERPRISE CO (HPE) - 1.29%
#8	VENTAS INC (VTR) - 1.81%	AGNICO EAGLE MINES LTD (AEM) - 1.27%
#9	GOODMAN GROUP (n/a) - 1.81%	ADOBE INC (ADBE) - 1.24%
#10	MITSUBISHI ESTATE CO LTD (n/a) - 1.63%	n/a (DELL) - 1.21%
#11	EXTRA SPACE STORAGE INC (EXR) - 1.56%	ANALOG DEVICES INC (ADI) - 1.20%
#12	AVALONBAY COMMUNITIES INC (AVB) - 1.43%	SALESFORCE INC (CRM) - 1.20%
#13	EQUITY RESIDENTIAL (EQR) - 1.38%	BLOOM ENERGY CORP CLASS A (BE) - 1.18%
#14	IRON MOUNTAIN INC (IRM) - 1.33%	MARVELL TECHNOLOGY INC (MRVL) - 1.15%
#15	MITSUI FUDOSAN CO LTD (n/a) - 1.32%	VALERO ENERGY CORP (VLO) - 1.13%
#16	VICI PROPERTIES INC ORDINARY SHARES (VICI) - 1.13%	MASIMO CORP (MASI) - 1.08%
#17	SUN HUNG KAI PROPERTIES LTD (n/a) - 1.04%	TRACTOR SUPPLY CO (TSCO) - 1.05%
#18	ESSEX PROPERTY TRUST INC (ESS) - 0.94%	SOMNIGROUP INTERNATIONAL INC (SGI) - 1.04%
#19	INVITATION HOMES INC (INVH) - 0.88%	VIKING HOLDINGS LTD (VIK) - 1.03%
#20	HOST HOTELS & RESORTS INC (HST) - 0.87%	COPART INC (CPRT) - 1.02%
#21	PSP SWISS PROPERTY AG (n/a) - 0.36%	OCCIDENTAL PETROLEUM CORP (OXY) - 0.63%
#22	VICINITY CENTRES (n/a) - 0.36%	PEPSICO INC (PEP) - 0.60%
#23	MERLIN PROPERTIES SOCIMI SA (n/a) - 0.35%	NETFLIX INC (NFLX) - 0.57%
#24	TERRENO REALTY CORP (TRNO) - 0.35%	NUTRIEN LTD (NTR) - 0.57%
#25	STAG INDUSTRIAL INC (STAG) - 0.34%	AMENTUM HOLDINGS INC (AMTM) - 0.57%
Total Holdings	313	659

ERET vs SHRT - Historical Returns

Returns include dividend reinvestment.

Period	ERET	SHRT
1 month	+2.97%	+2.12%
3 months	+2.66%	-5.03%
6 months	+8.74%	-10.21%
1 year	+13.13%	-14.62%
Max(CAGR)	+8.88%	-8.49%

Winner

ERET

+2.97%

SHRT

+2.12%

Winner

ERET

+2.66%

SHRT

-5.03%

Winner

ERET

+8.74%

SHRT

-10.21%

Winner

ERET

+13.13%

SHRT

-14.62%

Max(CAGR)

Winner

ERET

+8.88%

SHRT

-8.49%

ERET vs SHRT - Annual Returns (2022 - 2026)

Returns include dividend reinvestment.

Year	ERET	SHRT
2026	+11.31%	-14.57%
2025	+11.08%	-1.29%
2024	+0.69%	-2.64%
2023	+10.01%	-5.83%
2022	+0.28%	N/A

ERET vs SHRT Drawdown Comparison

The maximum drawdown for ERET was -20.31%, occurring on Oct 27, 2023. Recovery took 364 trading sessions.

The maximum drawdown for SHRT was -27.85%, occurring on Jun 30, 2026. This drawdown has not yet recovered.

The current ERET drawdown is -0.88%. The current SHRT drawdown is -23.34%.

Rank	ERET	SHRT
#1	-20.31% Feb 2, 2023 - Jul 17, 2024	-27.85% Aug 5, 2024 - Jun 30, 2026
#2	-17.60% Sep 16, 2024 - Sep 11, 2025	-7.34% Apr 19, 2024 - Aug 5, 2024
#3	-10.47% Feb 26, 2026 - Jul 7, 2026	-6.52% Nov 6, 2023 - Apr 19, 2024
#4	-5.46% Dec 14, 2022 - Jan 11, 2023	N/A
#5	-4.24% Oct 27, 2025 - Jan 9, 2026	N/A
#6	-3.68% Sep 11, 2025 - Oct 20, 2025	N/A
#7	-2.67% Jul 17, 2024 - Aug 9, 2024	N/A
#8	-2.12% Dec 1, 2022 - Dec 13, 2022	N/A
#9	-1.93% Nov 25, 2022 - Nov 30, 2022	N/A
#10	-1.77% Jan 16, 2026 - Feb 4, 2026	N/A
#11	-1.61% Jul 7, 2026 - Jul 16, 2026	N/A
#12	-1.44% Jan 17, 2023 - Jan 23, 2023	N/A
#13	-1.37% Feb 17, 2026 - Feb 26, 2026	N/A
#14	-0.97% Aug 9, 2024 - Aug 13, 2024	N/A
#15	-0.97% Jan 27, 2023 - Feb 1, 2023	N/A