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ISTB vs REET

Comparison between ISHARES CORE 1-5 YEAR USD BOND ETF (ISTB, ETF) and ISHARES GLOBAL REIT ETF (REET, ETF).

5-Year PerformanceREET has outperformed ISTB, delivering a return of +2.5% compared to +1.8%

ISTB vs REET - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
ISTB
$4.70B
Winner
REET
$4.80B
Expense Ratio
Winner
ISTB
0.06%
REET
0.14%
Max Drawdown
Winner
ISTB
11.76%
REET
44.61%
Sharpe Ratio
ISTB
0.06
Winner
REET
0.81
5Y Beta
Winner
ISTB
0.01
REET
0.52
P/E Ratio
ISTB
N/A
REET
36.94
Forward P/E
ISTB
N/A
REET
40.09
5Y Dividends CAGR
Winner
ISTB
15.52%
REET
10.55%
5Y EPS CAGR
ISTB
N/A
REET
9.90%
Debt to Equity
ISTB
N/A
REET
43.27%
P/S Ratio
ISTB
N/A
REET
8.08
P/B Ratio
ISTB
N/A
REET
2.62

ISTB vs REET - Historical Returns

Returns include dividend reinvestment.

1M
ISTB
-0.10%
Winner
REET
-0.04%
3M
ISTB
-0.22%
Winner
REET
+2.38%
6M
ISTB
+0.69%
Winner
REET
+9.73%
1Y
ISTB
+3.93%
Winner
REET
+13.52%
5Y(CAGR)
ISTB
+1.81%
Winner
REET
+2.49%
10Y(CAGR)
ISTB
+2.26%
Winner
REET
+4.15%
Max(CAGR)
ISTB
+2.00%
Winner
REET
+4.56%

ISTB vs REET - Annual Returns (2012 - 2026)

Returns include dividend reinvestment.

YearISTBREET
2026+0.28%+9.13%
2025+6.36%+8.74%
2024+4.64%+2.06%
2023+5.44%+10.56%
2022-5.89%-23.62%
2021-0.74%+36.24%
2020+4.69%-9.57%
2019+5.50%+25.90%
2018+1.12%-5.11%
2017+1.76%+7.49%
2016+2.69%+7.10%
2015+0.57%+0.19%
2014+1.20%+5.22%
2013+0.62%N/A
2012-0.02%N/A

ISTB vs REET Drawdown Comparison

The maximum drawdown for ISTB was -9.34%, occurring on Oct 20, 2022. Recovery took 738 trading sessions.

The maximum drawdown for REET was -44.59%, occurring on Mar 23, 2020. Recovery took 325 trading sessions.

The current ISTB drawdown is -0.60%. The current REET drawdown is -1.59%.

RankISTBREET
#1-9.34%
Aug 3, 2021 - Jul 11, 2024
-44.59%
Feb 14, 2020 - Jun 1, 2021
#2-6.06%
Mar 6, 2020 - May 15, 2020
-32.06%
Dec 31, 2021 - Feb 13, 2026
#3-2.26%
May 8, 2013 - Aug 13, 2014
-15.78%
Jan 26, 2015 - Apr 19, 2016
#4-1.63%
Sep 7, 2017 - Dec 14, 2018
-14.35%
Jul 29, 2016 - Aug 3, 2018
#5-1.45%
Oct 21, 2016 - Apr 3, 2017
-10.88%
Aug 29, 2018 - Jan 29, 2019
#6-1.36%
Sep 24, 2024 - Feb 5, 2025
-9.05%
Feb 26, 2026 - Apr 17, 2026
#7-1.26%
Feb 27, 2026 - Mar 26, 2026
-7.38%
Sep 3, 2021 - Nov 3, 2021
#8-1.19%
Oct 14, 2015 - Mar 11, 2016
-7.32%
Sep 5, 2014 - Nov 3, 2014
#9-1.03%
Apr 3, 2025 - Apr 25, 2025
-5.26%
May 10, 2016 - Jun 23, 2016
#10-0.97%
Apr 16, 2015 - Oct 14, 2015
-5.13%
Oct 24, 2019 - Jan 21, 2020
#11-0.80%
Oct 21, 2014 - Jan 14, 2015
-5.13%
Nov 24, 2021 - Dec 8, 2021
#12-0.77%
Sep 4, 2019 - Oct 3, 2019
-4.06%
Jun 14, 2021 - Jul 12, 2021
#13-0.74%
Feb 10, 2021 - Jun 7, 2021
-4.00%
Jul 10, 2019 - Sep 3, 2019
#14-0.73%
Apr 30, 2025 - Jun 4, 2025
-3.61%
Jun 23, 2016 - Jun 29, 2016
#15-0.68%
May 13, 2016 - Jun 8, 2016
-3.47%
Jul 23, 2014 - Aug 18, 2014

Correlation

Correlation between ISTB and REET is 0.84 which considered as a strong positive correlation - the stocks tend to move together.

0.84
-101

Dividend Comparison (2012 - 2026)

ISTB vs REET dividend yield comparison.

YearISTBREET
20261.78%0.47%
20254.12%3.67%
20243.83%3.64%
20232.97%3.27%
20222.01%2.43%
20211.69%3.18%
20202.20%2.65%
20192.75%5.25%
20182.57%5.73%
20172.06%3.84%
20161.90%5.37%
20151.58%3.56%
20141.07%1.71%
20130.60%0.00%
20120.09%0.00%

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