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REET vs ISTB

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

5-Year PerformanceREET has outperformed ISTB, delivering a return of +2.6% compared to +1.9%

REET vs ISTB - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
REET
$4.90B
Winner
ISTB
$5B
Expense Ratio
REET
0.14%
Winner
ISTB
0.06%
Max Drawdown
REET
44.61%
Winner
ISTB
11.76%
Sharpe Ratio
Winner
REET
1.04
ISTB
-0.54
5Y Beta
REET
0.49
Winner
ISTB
0.02
P/E Ratio
REET
39.09
ISTB
N/A
Forward P/E
REET
41.52
ISTB
N/A
5Y Dividends CAGR
REET
6.08%
Winner
ISTB
15.08%
5Y EPS CAGR
REET
14.73%
ISTB
N/A
Debt to Equity
REET
48.09%
ISTB
N/A
P/S Ratio
REET
8.23
ISTB
N/A
P/B Ratio
REET
2.63
ISTB
N/A

REET vs ISTB - Historical Returns

Returns include dividend reinvestment.

1M
Winner
REET
+0.86%
ISTB
-0.07%
3M
Winner
REET
+2.57%
ISTB
+0.20%
6M
Winner
REET
+8.26%
ISTB
+0.35%
1Y
Winner
REET
+17.69%
ISTB
+2.84%
5Y(CAGR)
Winner
REET
+2.61%
ISTB
+1.91%
10Y(CAGR)
Winner
REET
+3.90%
ISTB
+2.23%
Max(CAGR)
Winner
REET
+4.84%
ISTB
+2.01%

REET vs ISTB - Annual Returns (2012 - 2026)

Returns include dividend reinvestment.

YearREETISTB
2026+13.62%+0.77%
2025+8.74%+6.36%
2024+2.06%+4.64%
2023+10.56%+5.44%
2022-23.62%-5.89%
2021+36.24%-0.74%
2020-9.57%+4.69%
2019+25.90%+5.50%
2018-5.11%+1.12%
2017+7.49%+1.76%
2016+7.10%+2.69%
2015+0.19%+0.57%
2014+5.22%+1.20%
2013N/A+0.62%
2012N/A-0.02%

REET vs ISTB Drawdown Comparison

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

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

The current REET drawdown is -2.77%. The current ISTB drawdown is -0.19%.

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

Correlation

Correlation between REET and ISTB is 0.85 which considered as a strong positive correlation - the stocks tend to move together.

0.85
-101

Dividend Comparison (2012 - 2026)

REET vs ISTB dividend yield comparison.

YearREETISTB
20261.16%2.51%
20253.67%4.12%
20243.64%3.83%
20233.27%2.97%
20222.43%2.01%
20213.18%1.69%
20202.65%2.20%
20195.25%2.75%
20185.73%2.57%
20173.84%2.06%
20165.37%1.90%
20153.56%1.58%
20141.71%1.07%
20130.00%0.60%
20120.00%0.09%

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