SUSA vs USRT
Comparison between ISHARES MSCI USA ESG SELECT ETF (SUSA, ETF) and ISHARES CORE U.S. REIT ETF (USRT, ETF).
5-Year PerformanceSUSA has outperformed USRT, delivering a return of +11.2% compared to +6.0%
SUSA vs USRT - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
SUSA
$3.50B
USRT
$3.50B
Expense Ratio
SUSA
0.25%
Winner
USRT
0.08%
Max Drawdown
Winner
SUSA
54.94%
USRT
72.93%
Sharpe Ratio
Winner
SUSA
1.83
USRT
1.06
5Y Beta
SUSA
0.95
Winner
USRT
0.56
P/E Ratio
Winner
SUSA
27.78
USRT
33.43
Forward P/E
Winner
SUSA
21.55
USRT
34.78
PEG Ratio
SUSA
0.39
USRT
N/A
5Y Dividends CAGR
Winner
SUSA
10.29%
USRT
5.36%
5Y EPS CAGR
Winner
SUSA
26.38%
USRT
9.27%
Debt to Equity
Winner
SUSA
9.71%
USRT
44.25%
P/S Ratio
Winner
SUSA
3.46
USRT
7.30
P/B Ratio
SUSA
5.93
Winner
USRT
2.34
SUSA vs USRT - Holdings Comparison
SUSA and USRT have 5 common holdings. Overlap is 2.09%
SUSA's top 25 holdings weight is 48.82%. USRT's top 25 holdings weight is 71.05%.
| Rank | SUSA | USRT |
|---|---|---|
| #1 | NVIDIA CORP (NVDA) - 8.14% | WELLTOWER INC (WELL) - 8.39% |
| #2 | APPLE INC (AAPL) - 5.46% | PROLOGIS INC (PLD) - 7.72% |
| #3 | MICROSOFT CORP (MSFT) - 4.53% | EQUINIX INC (EQIX) - 6.68% |
| #4 | ALPHABET INC CLASS C (GOOG) - 3.42% | DIGITAL REALTY TRUST INC (DLR) - 4.61% |
| #5 | BROADCOM INC (AVGO) - 2.98% | SIMON PROPERTY GROUP INC (SPG) - 4.59% |
| #6 | ALPHABET INC CLASS A (GOOGL) - 2.68% | REALTY INCOME CORP (O) - 4.28% |
| #7 | TESLA INC (TSLA) - 1.70% | PUBLIC STORAGE (PSA) - 3.85% |
| #8 | THE HARTFORD INSURANCE GROUP INC (HIG) - 1.59% | VENTAS INC (VTR) - 3.52% |
| #9 | APPLIED MATERIALS INC (AMAT) - 1.52% | IRON MOUNTAIN INC (IRM) - 2.77% |
| #10 | MORGAN STANLEY (MS) - 1.40% | VICI PROPERTIES INC ORDINARY SHARES (VICI) - 2.67% |
| #11 | CUMMINS INC (CMI) - 1.28% | EXTRA SPACE STORAGE INC (EXR) - 2.56% |
| #12 | THE HOME DEPOT INC (HD) - 1.24% | AVALONBAY COMMUNITIES INC (AVB) - 2.14% |
| #13 | ELI LILLY AND CO (LLY) - 1.20% | EQUITY RESIDENTIAL (EQR) - 2.06% |
| #14 | GILEAD SCIENCES INC (GILD) - 1.17% | ESSEX PROPERTY TRUST INC (ESS) - 1.43% |
| #15 | LAM RESEARCH CORP (LRCX) - 1.06% | SUN COMMUNITIES INC (SUI) - 1.42% |
| #16 | CRH PLC (CRH) - 1.05% | INVITATION HOMES INC (INVH) - 1.41% |
| #17 | ECOLAB INC (ECL) - 1.04% | W.P. CAREY INC (WPC) - 1.37% |
| #18 | BANK OF NEW YORK MELLON CORP (BK) - 1.02% | KIMCO REALTY CORP (KIM) - 1.36% |
| #19 | TRANE TECHNOLOGIES PLC CLASS A (TT) - 1.02% | MID-AMERICA APARTMENT COMMUNITIES INC (MAA) - 1.31% |
| #20 | MASTERCARD INC CLASS A (MA) - 0.96% | REGENCY CENTERS CORP (REG) - 1.25% |
| #21 | VISA INC CLASS A (V) - 0.94% | OMEGA HEALTHCARE INVESTORS INC (OHI) - 1.20% |
| #22 | ADVANCED MICRO DEVICES INC (AMD) - 0.88% | HOST HOTELS & RESORTS INC (HST) - 1.19% |
| #23 | EQUINIX INC (EQIX) - 0.87% | GAMING AND LEISURE PROPERTIES INC (GLPI) - 1.11% |
| #24 | ONEOK INC (OKE) - 0.84% | EQUITY LIFESTYLE PROPERTIES INC (ELS) - 1.11% |
| #25 | PROGRESSIVE CORP (PGR) - 0.83% | HEALTHPEAK PROPERTIES INC (DOC) - 1.05% |
| Total Holdings | 173 | 130 |
SUSA vs USRT - Historical Returns
Returns include dividend reinvestment.
1M
Winner
SUSA
+8.87%
USRT
+6.03%
3M
SUSA
+5.82%
Winner
USRT
+7.88%
6M
SUSA
+9.65%
Winner
USRT
+12.99%
1Y
Winner
SUSA
+28.97%
USRT
+19.05%
5Y(CAGR)
Winner
SUSA
+11.23%
USRT
+6.02%
10Y(CAGR)
Winner
SUSA
+15.00%
USRT
+6.16%
Max(CAGR)
Winner
SUSA
+10.38%
USRT
+5.39%
SUSA vs USRT - Annual Returns (2005 - 2026)
Returns include dividend reinvestment.
| Year | SUSA | USRT |
|---|---|---|
| 2026 | +7.37% | +14.48% |
| 2025 | +15.98% | +3.39% |
| 2024 | +23.30% | +7.56% |
| 2023 | +24.42% | +14.00% |
| 2022 | -21.45% | -24.01% |
| 2021 | +32.05% | +48.36% |
| 2020 | +23.86% | -6.52% |
| 2019 | +32.49% | +28.98% |
| 2018 | -6.02% | -4.39% |
| 2017 | +21.51% | +4.73% |
| 2016 | +14.22% | +9.79% |
| 2015 | -1.77% | +3.17% |
| 2014 | +14.77% | +29.43% |
| 2013 | +27.63% | -2.53% |
| 2012 | +8.75% | +16.51% |
| 2011 | +0.57% | +7.48% |
| 2010 | +12.48% | +27.25% |
| 2009 | +26.93% | +30.21% |
| 2008 | -34.56% | -37.20% |
| 2007 | +4.65% | -18.58% |
| 2006 | +11.17% | N/A |
| 2005 | +7.95% | N/A |
SUSA vs USRT Drawdown Comparison
The maximum drawdown for SUSA was -53.93%, occurring on Mar 9, 2009. Recovery took 1114 trading sessions.
The maximum drawdown for USRT was -69.91%, occurring on Mar 6, 2009. Recovery took 1253 trading sessions.
The current USRT drawdown is -0.20%.
| Rank | SUSA | USRT |
|---|---|---|
| #1 | -53.93% Oct 9, 2007 - Mar 13, 2012 | -69.91% May 11, 2007 - May 1, 2012 |
| #2 | -32.93% Feb 19, 2020 - Jul 20, 2020 | -44.38% Feb 21, 2020 - Apr 21, 2021 |
| #3 | -28.22% Dec 29, 2021 - Feb 7, 2024 | -31.00% Dec 31, 2021 - Sep 16, 2024 |
| #4 | -19.30% Dec 4, 2024 - Jun 30, 2025 | -18.70% Nov 27, 2024 - Feb 6, 2026 |
| #5 | -19.16% Sep 21, 2018 - Apr 1, 2019 | -18.52% May 21, 2013 - Jul 18, 2014 |
| #6 | -13.73% May 20, 2015 - Apr 19, 2016 | -15.79% Jan 26, 2015 - Mar 29, 2016 |
| #7 | -11.53% Apr 2, 2012 - Jan 3, 2013 | -14.95% Aug 1, 2016 - Jul 6, 2018 |
| #8 | -9.71% Jan 28, 2026 - Apr 17, 2026 | -13.10% Dec 6, 2018 - Jan 30, 2019 |
| #9 | -9.67% Jan 26, 2018 - Aug 24, 2018 | -9.02% Sep 14, 2012 - Jan 15, 2013 |
| #10 | -9.60% Sep 2, 2020 - Nov 13, 2020 | -8.19% Aug 28, 2018 - Dec 6, 2018 |
| #11 | -8.32% Jul 19, 2007 - Oct 1, 2007 | -8.04% Mar 2, 2026 - Apr 16, 2026 |
| #12 | -7.53% Jul 16, 2024 - Aug 23, 2024 | -7.40% May 1, 2012 - Jun 29, 2012 |
| #13 | -7.23% Apr 23, 2019 - Jun 20, 2019 | -7.23% Sep 2, 2021 - Oct 26, 2021 |
| #14 | -6.92% Sep 2, 2014 - Oct 30, 2014 | -6.81% Sep 5, 2014 - Oct 23, 2014 |
| #15 | -6.72% May 8, 2006 - Sep 20, 2006 | -6.13% Oct 23, 2019 - Jan 21, 2020 |
Correlation
Correlation between SUSA and USRT is 0.94 which considered as a very strong positive correlation - the stocks move almost identically together.
0.94
-101
Dividend Comparison (2005 - 2026)
SUSA vs USRT dividend yield comparison.
| Year | SUSA | USRT |
|---|---|---|
| 2026 | 0.21% | 0.33% |
| 2025 | 0.89% | 3.07% |
| 2024 | 1.15% | 2.85% |
| 2023 | 1.32% | 3.18% |
| 2022 | 1.52% | 3.46% |
| 2021 | 0.98% | 2.27% |
| 2020 | 1.17% | 3.12% |
| 2019 | 1.52% | 3.34% |
| 2018 | 1.73% | 5.66% |
| 2017 | 1.40% | 3.43% |
| 2016 | 1.56% | 3.98% |
| 2015 | 1.42% | 3.59% |
| 2014 | 1.21% | 3.46% |
| 2013 | 1.30% | 3.84% |
| 2012 | 1.77% | 3.48% |
| 2011 | 1.45% | 3.95% |
| 2010 | 1.48% | 3.56% |
| 2009 | 1.64% | 3.52% |
| 2008 | 2.30% | 9.54% |
| 2007 | 1.28% | 3.51% |
| 2006 | 1.51% | 0.00% |
| 2005 | 1.15% | 0.00% |
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