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REET vs EAGG

Comparison between ISHARES GLOBAL REIT ETF (REET, ETF) and ISHARES ESG AWARE U.S. AGGREGATE BOND ETF (EAGG, ETF).

5-Year PerformanceREET has outperformed EAGG, delivering a return of +1.9% compared to -0.1%

REET vs EAGG - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
REET
$4.80B
EAGG
$4.80B
Expense Ratio
REET
0.14%
Winner
EAGG
0.10%
Max Drawdown
REET
44.61%
Winner
EAGG
22.96%
Sharpe Ratio
Winner
REET
0.73
EAGG
0.16
5Y Beta
REET
0.52
Winner
EAGG
0.04
P/E Ratio
REET
34.73
EAGG
N/A
Forward P/E
REET
38.59
EAGG
N/A
5Y Dividends CAGR
REET
10.55%
Winner
EAGG
18.22%
5Y EPS CAGR
REET
10.10%
EAGG
N/A
Debt to Equity
REET
46.51%
EAGG
N/A
P/S Ratio
REET
7.80
EAGG
N/A
P/B Ratio
REET
2.49
EAGG
N/A

REET vs EAGG - Historical Returns

Returns include dividend reinvestment.

1M
REET
-1.75%
Winner
EAGG
-0.72%
3M
Winner
REET
+2.55%
EAGG
-1.30%
6M
Winner
REET
+9.72%
EAGG
+0.21%
1Y
Winner
REET
+11.75%
EAGG
+4.73%
5Y(CAGR)
Winner
REET
+1.91%
EAGG
-0.09%
10Y(CAGR)
REET
+3.95%
EAGG
N/A
Max(CAGR)
Winner
REET
+4.48%
EAGG
+2.01%

REET vs EAGG - Annual Returns (2014 - 2026)

Returns include dividend reinvestment.

YearREETEAGG
2026+8.16%-0.08%
2025+8.74%+7.09%
2024+2.06%+1.63%
2023+10.56%+4.92%
2022-23.62%-12.52%
2021+36.24%-1.26%
2020-9.57%+7.20%
2019+25.90%+8.51%
2018-5.11%+2.35%
2017+7.49%N/A
2016+7.10%N/A
2015+0.19%N/A
2014+5.22%N/A

REET vs EAGG Drawdown Comparison

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

The maximum drawdown for EAGG was -18.75%, occurring on Oct 20, 2022. This drawdown has not yet recovered.

The current REET drawdown is -2.46%. The current EAGG drawdown is -3.17%.

RankREETEAGG
#1-44.59%
Feb 14, 2020 - Jun 1, 2021
-18.75%
Aug 4, 2020 - Oct 20, 2022
#2-32.06%
Dec 31, 2021 - Feb 13, 2026
-6.98%
Mar 9, 2020 - Apr 23, 2020
#3-15.78%
Jan 26, 2015 - Apr 19, 2016
-2.12%
Sep 4, 2019 - Jan 21, 2020
#4-14.35%
Jul 29, 2016 - Aug 3, 2018
-0.95%
Apr 23, 2020 - May 20, 2020
#5-10.88%
Aug 29, 2018 - Jan 29, 2019
-0.80%
Jul 3, 2019 - Aug 1, 2019
#6-9.05%
Feb 26, 2026 - Apr 17, 2026
-0.71%
Mar 27, 2019 - May 7, 2019
#7-7.38%
Sep 3, 2021 - Nov 3, 2021
-0.61%
Jan 3, 2019 - Jan 30, 2019
#8-7.32%
Sep 5, 2014 - Nov 3, 2014
-0.59%
Feb 26, 2019 - Mar 7, 2019
#9-5.26%
May 10, 2016 - Jun 23, 2016
-0.55%
Jan 31, 2020 - Feb 18, 2020
#10-5.13%
Oct 24, 2019 - Jan 21, 2020
-0.53%
Jun 2, 2020 - Jun 10, 2020
#11-5.13%
Nov 24, 2021 - Dec 8, 2021
-0.48%
Oct 29, 2018 - Nov 19, 2018
#12-4.06%
Jun 14, 2021 - Jul 12, 2021
-0.44%
Aug 15, 2019 - Aug 23, 2019
#13-4.00%
Jul 10, 2019 - Sep 3, 2019
-0.41%
Jan 31, 2019 - Feb 8, 2019
#14-3.61%
Jun 23, 2016 - Jun 29, 2016
-0.29%
Feb 8, 2019 - Feb 19, 2019
#15-3.47%
Jul 23, 2014 - Aug 18, 2014
-0.29%
May 15, 2019 - May 23, 2019

Correlation

Correlation between REET and EAGG is 0.32 which considered as a weak positive correlation - the stocks show a slight tendency to move together.

0.32
-101

Dividend Comparison (2014 - 2026)

REET vs EAGG dividend yield comparison.

YearREETEAGG
20260.48%1.67%
20253.67%3.91%
20243.64%3.93%
20233.27%3.24%
20222.43%2.07%
20213.18%1.09%
20202.65%1.82%
20195.25%3.17%
20185.73%0.61%
20173.84%0.00%
20165.37%0.00%
20153.56%0.00%
20141.71%0.00%

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