IYR vs USRT
Comparison between ISHARES U.S. REAL ESTATE ETF (IYR, ETF) and ISHARES CORE U.S. REIT ETF (USRT, ETF).
Both IYR and USRT are from the Real Estate sector.
5-Year PerformanceUSRT has outperformed IYR, delivering a return of +5.0% compared to +2.1%
IYR vs USRT - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
IYR
$4.70B
USRT
$4.70B
Expense Ratio
IYR
0.38%
Winner
USRT
0.08%
Max Drawdown
IYR
76.51%
Winner
USRT
72.93%
Sharpe Ratio
IYR
0.64
Winner
USRT
1.32
5Y Beta
Winner
IYR
0.47
USRT
0.50
P/E Ratio
Winner
IYR
32.28
USRT
38.55
Forward P/E
Winner
IYR
30.86
USRT
36.76
PEG Ratio
IYR
0.29
USRT
N/A
5Y Dividends CAGR
IYR
1.32%
Winner
USRT
3.34%
5Y EPS CAGR
IYR
7.26%
Winner
USRT
8.47%
Debt to Equity
Winner
IYR
38.73%
USRT
45.47%
P/S Ratio
Winner
IYR
5.94
USRT
7.34
P/B Ratio
IYR
2.73
Winner
USRT
2.43
IYR vs USRT - Holdings Comparison
IYR and USRT have 49 common holdings. Overlap is 78.73%
IYR's top 25 holdings weight is 76.08%. USRT's top 25 holdings weight is 70.13%.
| Rank | IYR | USRT |
|---|---|---|
| #1 | WELLTOWER INC (WELL) - 11.37% | WELLTOWER INC (WELL) - 9.34% |
| #2 | PROLOGIS INC (PLD) - 9.34% | PROLOGIS INC (PLD) - 7.64% |
| #3 | SIMON PROPERTY GROUP INC (SPG) - 4.68% | EQUINIX INC (EQIX) - 5.97% |
| #4 | DIGITAL REALTY TRUST INC (DLR) - 4.46% | SIMON PROPERTY GROUP INC (SPG) - 4.52% |
| #5 | EQUINIX INC (EQIX) - 4.34% | DIGITAL REALTY TRUST INC (DLR) - 4.26% |
| #6 | REALTY INCOME CORP (O) - 4.33% | REALTY INCOME CORP (O) - 4.24% |
| #7 | AMERICAN TOWER CORP (AMT) - 3.73% | VENTAS INC (VTR) - 3.74% |
| #8 | PUBLIC STORAGE (PSA) - 3.71% | PUBLIC STORAGE (PSA) - 3.71% |
| #9 | VENTAS INC (VTR) - 3.39% | IRON MOUNTAIN INC (IRM) - 2.94% |
| #10 | CBRE GROUP INC CLASS A (CBRE) - 2.90% | EXTRA SPACE STORAGE INC (EXR) - 2.41% |
| #11 | IRON MOUNTAIN INC (IRM) - 2.67% | VICI PROPERTIES INC ORDINARY SHARES (VICI) - 2.28% |
| #12 | CROWN CASTLE INC (CCI) - 2.38% | AVALONBAY COMMUNITIES INC (AVB) - 2.10% |
| #13 | EXTRA SPACE STORAGE INC (EXR) - 2.20% | EQUITY RESIDENTIAL (EQR) - 2.02% |
| #14 | VICI PROPERTIES INC ORDINARY SHARES (VICI) - 2.08% | ESSEX PROPERTY TRUST INC (ESS) - 1.49% |
| #15 | AVALONBAY COMMUNITIES INC (AVB) - 1.89% | INVITATION HOMES INC (INVH) - 1.40% |
| #16 | EQUITY RESIDENTIAL (EQR) - 1.66% | KIMCO REALTY CORP (KIM) - 1.37% |
| #17 | ESSEX PROPERTY TRUST INC (ESS) - 1.35% | W.P. CAREY INC (WPC) - 1.32% |
| #18 | SBA COMMUNICATIONS CORP CLASS A (SBAC) - 1.34% | HOST HOTELS & RESORTS INC (HST) - 1.31% |
| #19 | KIMCO REALTY CORP (KIM) - 1.26% | HEALTHPEAK PROPERTIES INC (DOC) - 1.24% |
| #20 | WEYERHAEUSER CO (WY) - 1.22% | MID-AMERICA APARTMENT COMMUNITIES INC (MAA) - 1.21% |
| #21 | W.P. CAREY INC (WPC) - 1.20% | OMEGA HEALTHCARE INVESTORS INC (OHI) - 1.19% |
| #22 | ANNALY CAPITAL MANAGEMENT INC (NLY) - 1.19% | REGENCY CENTERS CORP (REG) - 1.18% |
| #23 | INVITATION HOMES INC (INVH) - 1.17% | SUN COMMUNITIES INC (SUI) - 1.15% |
| #24 | HOST HOTELS & RESORTS INC (HST) - 1.11% | LAMAR ADVERTISING CO CLASS A (LAMR) - 1.08% |
| #25 | HEALTHPEAK PROPERTIES INC (DOC) - 1.11% | UDR INC (UDR) - 1.02% |
| Total Holdings | 64 | 128 |
IYR vs USRT - Historical Returns
Returns include dividend reinvestment.
1M
Winner
IYR
+0.17%
USRT
-0.43%
3M
IYR
+2.58%
Winner
USRT
+4.63%
6M
IYR
+8.03%
Winner
USRT
+12.52%
1Y
IYR
+12.04%
Winner
USRT
+22.97%
5Y(CAGR)
IYR
+2.13%
Winner
USRT
+4.96%
10Y(CAGR)
IYR
+5.26%
Winner
USRT
+6.06%
Max(CAGR)
Winner
IYR
+8.48%
USRT
+5.54%
IYR vs USRT - Annual Returns (2000 - 2026)
Returns include dividend reinvestment.
| Year | IYR | USRT |
|---|---|---|
| 2026 | +12.25% | +19.14% |
| 2025 | +4.26% | +3.39% |
| 2024 | +3.50% | +7.56% |
| 2023 | +11.73% | +14.00% |
| 2022 | -24.93% | -24.01% |
| 2021 | +43.60% | +48.36% |
| 2020 | -4.21% | -6.52% |
| 2019 | +31.02% | +28.98% |
| 2018 | -3.81% | -4.39% |
| 2017 | +8.90% | +4.73% |
| 2016 | +8.08% | +9.79% |
| 2015 | +0.39% | +3.17% |
| 2014 | +26.89% | +29.43% |
| 2013 | -0.46% | -2.53% |
| 2012 | +17.48% | +16.51% |
| 2011 | +3.90% | +7.48% |
| 2010 | +26.88% | +27.25% |
| 2009 | +34.13% | +30.21% |
| 2008 | -39.37% | -37.20% |
| 2007 | -18.62% | -18.58% |
| 2006 | +31.33% | N/A |
| 2005 | +10.31% | N/A |
| 2004 | +30.53% | N/A |
| 2003 | +35.37% | N/A |
| 2002 | +2.87% | N/A |
| 2001 | +11.51% | N/A |
| 2000 | +12.29% | N/A |
IYR vs USRT Drawdown Comparison
The maximum drawdown for IYR was -74.11%, occurring on Mar 6, 2009. Recovery took 1553 trading sessions.
The maximum drawdown for USRT was -69.91%, occurring on Mar 6, 2009. Recovery took 1253 trading sessions.
The current IYR drawdown is -2.40%. The current USRT drawdown is -3.49%.
| Rank | IYR | USRT |
|---|---|---|
| #1 | -74.11% Feb 7, 2007 - Apr 10, 2013 | -69.91% May 11, 2007 - May 1, 2012 |
| #2 | -42.32% Feb 14, 2020 - Apr 20, 2021 | -44.38% Feb 21, 2020 - Apr 21, 2021 |
| #3 | -33.72% Dec 31, 2021 - Jun 12, 2026 | -31.00% Dec 31, 2021 - Sep 16, 2024 |
| #4 | -18.84% Apr 1, 2004 - Aug 31, 2004 | -18.70% Nov 27, 2024 - Feb 6, 2026 |
| #5 | -18.54% May 21, 2013 - Jun 5, 2014 | -18.52% May 21, 2013 - Jul 18, 2014 |
| #6 | -18.38% Apr 12, 2002 - May 20, 2003 | -15.79% Jan 26, 2015 - Mar 29, 2016 |
| #7 | -17.09% Jan 26, 2015 - May 6, 2016 | -14.95% Aug 1, 2016 - Jul 6, 2018 |
| #8 | -14.25% Aug 1, 2016 - Sep 11, 2017 | -13.10% Dec 6, 2018 - Jan 30, 2019 |
| #9 | -13.93% Aug 21, 2001 - Mar 4, 2002 | -9.02% Sep 14, 2012 - Jan 15, 2013 |
| #10 | -12.64% Dec 6, 2018 - Jan 30, 2019 | -8.19% Aug 28, 2018 - Dec 6, 2018 |
| #11 | -12.50% Aug 2, 2005 - Jan 6, 2006 | -8.04% Mar 2, 2026 - Apr 16, 2026 |
| #12 | -12.49% Dec 18, 2017 - Jun 29, 2018 | -7.40% May 1, 2012 - Jun 29, 2012 |
| #13 | -9.61% Mar 17, 2006 - Jul 19, 2006 | -7.23% Sep 2, 2021 - Oct 26, 2021 |
| #14 | -9.01% Dec 30, 2004 - May 18, 2005 | -6.81% Sep 5, 2014 - Oct 23, 2014 |
| #15 | -8.39% Aug 20, 2018 - Dec 6, 2018 | -6.13% Oct 23, 2019 - Jan 21, 2020 |
Correlation
Correlation between IYR and USRT is 1.00 which considered as a very strong positive correlation - the stocks move almost identically together.
1.00
-101
Dividend Comparison (2000 - 2026)
IYR vs USRT dividend yield comparison.
| Year | IYR | USRT |
|---|---|---|
| 2026 | 0.75% | 0.87% |
| 2025 | 2.48% | 3.07% |
| 2024 | 2.57% | 2.85% |
| 2023 | 2.75% | 3.18% |
| 2022 | 2.92% | 3.46% |
| 2021 | 2.06% | 2.27% |
| 2020 | 2.58% | 3.12% |
| 2019 | 3.05% | 3.34% |
| 2018 | 3.53% | 5.66% |
| 2017 | 3.73% | 3.43% |
| 2016 | 4.41% | 3.98% |
| 2015 | 3.92% | 3.59% |
| 2014 | 3.66% | 3.46% |
| 2013 | 3.78% | 3.84% |
| 2012 | 3.71% | 3.48% |
| 2011 | 3.83% | 3.95% |
| 2010 | 3.52% | 3.56% |
| 2009 | 4.21% | 3.52% |
| 2008 | 8.26% | 9.54% |
| 2007 | 4.40% | 3.51% |
| 2006 | 3.46% | 0.00% |
| 2005 | 4.38% | 0.00% |
| 2004 | 4.23% | 0.00% |
| 2003 | 4.70% | 0.00% |
| 2002 | 6.95% | 0.00% |
| 2001 | 5.01% | 0.00% |
| 2000 | 3.37% | 0.00% |
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