GRNY vs USRT
Comparison between FUNDSTRAT GRANNY SHOTS US LARGE CAP ETF (GRNY, ETF) and ISHARES CORE U.S. REIT ETF (USRT, ETF).
GRNY vs USRT - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
GRNY
$4.40B
USRT
$4.40B
Expense Ratio
GRNY
0.75%
Winner
USRT
0.08%
Max Drawdown
Winner
GRNY
24.18%
USRT
72.93%
Sharpe Ratio
GRNY
0.83
Winner
USRT
1.22
5Y Beta
GRNY
1.24
Winner
USRT
0.50
P/E Ratio
Winner
GRNY
31.42
USRT
38.55
Forward P/E
Winner
GRNY
19.90
USRT
36.76
PEG Ratio
GRNY
0.44
USRT
N/A
5Y Dividends CAGR
GRNY
N/A
USRT
3.34%
5Y EPS CAGR
Winner
GRNY
20.45%
USRT
8.47%
Debt to Equity
GRNY
48.16%
Winner
USRT
45.47%
P/S Ratio
Winner
GRNY
4.59
USRT
7.34
P/B Ratio
GRNY
6.69
Winner
USRT
2.43
GRNY vs USRT - Holdings Comparison
GRNY and USRT have 1 common holdings. Overlap is 0.00%
GRNY's top 25 holdings weight is 62.86%. USRT's top 25 holdings weight is 70.13%.
| Rank | GRNY | USRT |
|---|---|---|
| #1 | ROBINHOOD MARKETS INC CLASS A (HOOD) - 3.15% | WELLTOWER INC (WELL) - 9.34% |
| #2 | ARISTA NETWORKS INC (ANET) - 2.77% | PROLOGIS INC (PLD) - 7.64% |
| #3 | ADVANCED MICRO DEVICES INC (AMD) - 2.75% | EQUINIX INC (EQIX) - 5.97% |
| #4 | KLA CORP (KLAC) - 2.68% | SIMON PROPERTY GROUP INC (SPG) - 4.52% |
| #5 | ELI LILLY AND CO (LLY) - 2.62% | DIGITAL REALTY TRUST INC (DLR) - 4.26% |
| #6 | PNC FINANCIAL SERVICES GROUP INC (PNC) - 2.59% | REALTY INCOME CORP (O) - 4.24% |
| #7 | BANK OF NEW YORK MELLON CORP (BNY) - 2.58% | VENTAS INC (VTR) - 3.74% |
| #8 | JPMORGAN CHASE & CO (JPM) - 2.56% | PUBLIC STORAGE (PSA) - 3.71% |
| #9 | GE AEROSPACE (GE) - 2.56% | IRON MOUNTAIN INC (IRM) - 2.94% |
| #10 | THE GOLDMAN SACHS GROUP INC (GS) - 2.54% | EXTRA SPACE STORAGE INC (EXR) - 2.41% |
| #11 | UNITEDHEALTH GROUP INC (UNH) - 2.54% | VICI PROPERTIES INC ORDINARY SHARES (VICI) - 2.28% |
| #12 | AMERICAN EXPRESS CO (AXP) - 2.54% | AVALONBAY COMMUNITIES INC (AVB) - 2.10% |
| #13 | VISTRA CORP (VST) - 2.54% | EQUITY RESIDENTIAL (EQR) - 2.02% |
| #14 | APPLE INC (AAPL) - 2.45% | ESSEX PROPERTY TRUST INC (ESS) - 1.49% |
| #15 | UNION PACIFIC CORP (UNP) - 2.43% | INVITATION HOMES INC (INVH) - 1.40% |
| #16 | MONSTER BEVERAGE CORP (MNST) - 2.42% | KIMCO REALTY CORP (KIM) - 1.37% |
| #17 | PACKAGING CORP OF AMERICA (PKG) - 2.42% | W.P. CAREY INC (WPC) - 1.32% |
| #18 | TEXAS PACIFIC LAND CORP (TPL) - 2.40% | HOST HOTELS & RESORTS INC (HST) - 1.31% |
| #19 | META PLATFORMS INC CLASS A (META) - 2.39% | HEALTHPEAK PROPERTIES INC (DOC) - 1.24% |
| #20 | EATON CORP PLC (ETN) - 2.38% | MID-AMERICA APARTMENT COMMUNITIES INC (MAA) - 1.21% |
| #21 | AIR PRODUCTS AND CHEMICALS INC (APD) - 2.33% | OMEGA HEALTHCARE INVESTORS INC (OHI) - 1.19% |
| #22 | DEERE & CO (DE) - 2.33% | REGENCY CENTERS CORP (REG) - 1.18% |
| #23 | GE VERNOVA INC (GEV) - 2.33% | SUN COMMUNITIES INC (SUI) - 1.15% |
| #24 | CATERPILLAR INC (CAT) - 2.29% | LAMAR ADVERTISING CO CLASS A (LAMR) - 1.08% |
| #25 | CF INDUSTRIES HOLDINGS INC (CF) - 2.27% | UDR INC (UDR) - 1.02% |
| Total Holdings | 46 | 128 |
GRNY vs USRT - Historical Returns
Returns include dividend reinvestment.
1M
GRNY
-0.86%
Winner
USRT
+0.12%
3M
GRNY
+2.36%
Winner
USRT
+3.39%
6M
GRNY
+11.36%
Winner
USRT
+12.00%
1Y
GRNY
+17.44%
Winner
USRT
+22.66%
5Y(CAGR)
GRNY
N/A
USRT
+4.87%
10Y(CAGR)
GRNY
N/A
USRT
+6.02%
Max(CAGR)
Winner
GRNY
+20.02%
USRT
+5.51%
GRNY vs USRT - Annual Returns (2007 - 2026)
Returns include dividend reinvestment.
| Year | GRNY | USRT |
|---|---|---|
| 2026 | +11.01% | +18.59% |
| 2025 | +24.36% | +3.39% |
| 2024 | -1.09% | +7.56% |
| 2023 | N/A | +14.00% |
| 2022 | N/A | -24.01% |
| 2021 | N/A | +48.36% |
| 2020 | N/A | -6.52% |
| 2019 | N/A | +28.98% |
| 2018 | N/A | -4.39% |
| 2017 | N/A | +4.73% |
| 2016 | N/A | +9.79% |
| 2015 | N/A | +3.17% |
| 2014 | N/A | +29.43% |
| 2013 | N/A | -2.53% |
| 2012 | N/A | +16.51% |
| 2011 | N/A | +7.48% |
| 2010 | N/A | +27.25% |
| 2009 | N/A | +30.21% |
| 2008 | N/A | -37.20% |
| 2007 | N/A | -18.58% |
GRNY vs USRT Drawdown Comparison
The maximum drawdown for GRNY was -24.18%, occurring on Apr 8, 2025. Recovery took 93 trading sessions.
The maximum drawdown for USRT was -69.91%, occurring on Mar 6, 2009. Recovery took 1253 trading sessions.
The current GRNY drawdown is -0.86%. The current USRT drawdown is -3.94%.
| Rank | GRNY | USRT |
|---|---|---|
| #1 | -24.18% Jan 23, 2025 - Jun 6, 2025 | -69.91% May 11, 2007 - May 1, 2012 |
| #2 | -11.63% Oct 29, 2025 - Apr 17, 2026 | -44.38% Feb 21, 2020 - Apr 21, 2021 |
| #3 | -6.54% Dec 6, 2024 - Jan 22, 2025 | -31.00% Dec 31, 2021 - Sep 16, 2024 |
| #4 | -5.79% Jul 6, 2026 - Jul 29, 2026 | -18.70% Nov 27, 2024 - Feb 6, 2026 |
| #5 | -4.79% Jun 4, 2026 - Jul 6, 2026 | -18.52% May 21, 2013 - Jul 18, 2014 |
| #6 | -3.80% Aug 12, 2025 - Sep 10, 2025 | -15.79% Jan 26, 2015 - Mar 29, 2016 |
| #7 | -3.51% Oct 9, 2025 - Oct 24, 2025 | -14.95% Aug 1, 2016 - Jul 6, 2018 |
| #8 | -3.24% Nov 11, 2024 - Nov 26, 2024 | -13.10% Dec 6, 2018 - Jan 30, 2019 |
| #9 | -3.12% May 14, 2026 - May 26, 2026 | -9.02% Sep 14, 2012 - Jan 15, 2013 |
| #10 | -2.87% Jul 28, 2025 - Aug 8, 2025 | -8.19% Aug 28, 2018 - Dec 6, 2018 |
| #11 | -2.65% Sep 22, 2025 - Oct 6, 2025 | -8.04% Mar 2, 2026 - Apr 16, 2026 |
| #12 | -2.02% Apr 24, 2026 - May 1, 2026 | -7.40% May 1, 2012 - Jun 29, 2012 |
| #13 | -1.59% May 6, 2026 - May 11, 2026 | -7.23% Sep 2, 2021 - Oct 26, 2021 |
| #14 | -1.32% Jun 30, 2025 - Jul 3, 2025 | -6.81% Sep 5, 2014 - Oct 23, 2014 |
| #15 | -1.31% Jul 3, 2025 - Jul 14, 2025 | -6.13% Oct 23, 2019 - Jan 21, 2020 |
Correlation
Correlation between GRNY and USRT is 0.74 which considered as a strong positive correlation - the stocks tend to move together.
0.74
-101
Dividend Comparison (2007 - 2026)
GRNY vs USRT dividend yield comparison.
| Year | GRNY | USRT |
|---|---|---|
| 2026 | 0.07% | 0.87% |
| 2025 | 0.00% | 3.07% |
| 2024 | 0.00% | 2.85% |
| 2023 | 0.00% | 3.18% |
| 2022 | 0.00% | 3.46% |
| 2021 | 0.00% | 2.27% |
| 2020 | 0.00% | 3.12% |
| 2019 | 0.00% | 3.34% |
| 2018 | 0.00% | 5.66% |
| 2017 | 0.00% | 3.43% |
| 2016 | 0.00% | 3.98% |
| 2015 | 0.00% | 3.59% |
| 2014 | 0.00% | 3.46% |
| 2013 | 0.00% | 3.84% |
| 2012 | 0.00% | 3.48% |
| 2011 | 0.00% | 3.95% |
| 2010 | 0.00% | 3.56% |
| 2009 | 0.00% | 3.52% |
| 2008 | 0.00% | 9.54% |
| 2007 | 0.00% | 3.51% |
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