USRT vs BILS

Comparison between ISHARES CORE U.S. REIT ETF (USRT, ETF) and STATE STREET(R) SPDR(R) BLOOMBERG 3-12 MONTH T-BILL ETF (BILS, ETF).

5-Year PerformanceUSRT has outperformed BILS, delivering a return of +5.1% compared to +3.3%

USRT vs BILS - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	USRT(ETF)	BILS(ETF)
Net Assets	$3.80B	$3.90B
Expense Ratio	0.08%	0.14%
Max Drawdown	72.93%	1.20%
Sharpe Ratio	1.12	0.63
5Y Beta	0.53	-0.00
P/E Ratio	35.73	N/A
Forward P/E	35.24	N/A
5Y Dividends CAGR	3.34%	N/A
5Y EPS CAGR	8.73%	N/A
Debt to Equity	41.28%	N/A
P/S Ratio	7.15	N/A
P/B Ratio	2.40	N/A

Net Assets

USRT

$3.80B

Winner

BILS

$3.90B

Expense Ratio

Winner

USRT

0.08%

BILS

0.14%

Max Drawdown

USRT

72.93%

Winner

BILS

1.20%

Sharpe Ratio

Winner

USRT

1.12

BILS

0.63

5Y Beta

USRT

0.53

Winner

BILS

-0.00

P/E Ratio

USRT

35.73

BILS

N/A

Forward P/E

USRT

35.24

BILS

N/A

5Y Dividends CAGR

USRT

3.34%

BILS

N/A

5Y EPS CAGR

USRT

8.73%

BILS

N/A

Debt to Equity

USRT

41.28%

BILS

N/A

P/S Ratio

USRT

7.15

BILS

N/A

P/B Ratio

USRT

2.40

BILS

N/A

USRT vs BILS - Historical Returns

Returns include dividend reinvestment.

Period	USRT	BILS
1 month	+4.31%	+0.28%
3 months	+8.31%	+0.87%
6 months	+16.31%	+1.71%
1 year	+19.53%	+3.89%
5 years(CAGR)	+5.11%	+3.32%
10 years(CAGR)	+6.51%	N/A
Max(CAGR)	+5.47%	+2.89%

Winner

USRT

+4.31%

BILS

+0.28%

Winner

USRT

+8.31%

BILS

+0.87%

Winner

USRT

+16.31%

BILS

+1.71%

Winner

USRT

+19.53%

BILS

+3.89%

5Y(CAGR)

Winner

USRT

+5.11%

BILS

+3.32%

10Y(CAGR)

USRT

+6.51%

BILS

N/A

Max(CAGR)

Winner

USRT

+5.47%

BILS

+2.89%

USRT vs BILS - Annual Returns (2007 - 2026)

Returns include dividend reinvestment.

Year	USRT	BILS
2026	+16.74%	+1.51%
2025	+3.39%	+4.19%
2024	+7.56%	+5.15%
2023	+14.00%	+4.92%
2022	-24.01%	+0.91%
2021	+48.36%	-0.08%
2020	-6.52%	+0.00%
2019	+28.98%	N/A
2018	-4.39%	N/A
2017	+4.73%	N/A
2016	+9.79%	N/A
2015	+3.17%	N/A
2014	+29.43%	N/A
2013	-2.53%	N/A
2012	+16.51%	N/A
2011	+7.48%	N/A
2010	+27.25%	N/A
2009	+30.21%	N/A
2008	-37.20%	N/A
2007	-18.58%	N/A

USRT vs BILS Drawdown Comparison

The maximum drawdown for USRT was -69.91%, occurring on Mar 6, 2009. Recovery took 1253 trading sessions.

The maximum drawdown for BILS was -0.41%, occurring on Jun 14, 2022. Recovery took 415 trading sessions.

The current USRT drawdown is -0.70%.

Rank	USRT	BILS
#1	-69.91% May 11, 2007 - May 1, 2012	-0.41% Feb 5, 2021 - Sep 29, 2022
#2	-44.38% Feb 21, 2020 - Apr 21, 2021	-0.08% Oct 6, 2022 - Oct 27, 2022
#3	-31.00% Dec 31, 2021 - Sep 16, 2024	-0.07% Mar 17, 2023 - Mar 23, 2023
#4	-18.70% Nov 27, 2024 - Feb 6, 2026	-0.04% Feb 1, 2024 - Feb 7, 2024
#5	-18.52% May 21, 2013 - Jul 18, 2014	-0.04% Apr 5, 2023 - Apr 13, 2023
#6	-15.79% Jan 26, 2015 - Mar 29, 2016	-0.04% Mar 13, 2023 - Mar 15, 2023
#7	-14.95% Aug 1, 2016 - Jul 6, 2018	-0.03% Mar 2, 2023 - Mar 9, 2023
#8	-13.10% Dec 6, 2018 - Jan 30, 2019	-0.03% Apr 8, 2025 - Apr 11, 2025
#9	-9.02% Sep 14, 2012 - Jan 15, 2013	-0.03% Apr 13, 2023 - Apr 19, 2023
#10	-8.19% Aug 28, 2018 - Dec 6, 2018	-0.03% Nov 10, 2022 - Nov 17, 2022
#11	-8.04% Mar 2, 2026 - Apr 16, 2026	-0.03% Oct 28, 2025 - Oct 31, 2025
#12	-7.40% May 1, 2012 - Jun 29, 2012	-0.03% Mar 24, 2023 - Mar 30, 2023
#13	-7.23% Sep 2, 2021 - Oct 26, 2021	-0.02% Oct 9, 2020 - Feb 5, 2021
#14	-6.81% Sep 5, 2014 - Oct 23, 2014	-0.02% Dec 17, 2024 - Dec 19, 2024
#15	-6.13% Oct 23, 2019 - Jan 21, 2020	-0.02% Mar 15, 2023 - Mar 17, 2023

Correlation

Correlation between USRT and BILS is 0.70 which considered as a moderate positive correlation - the stocks show some tendency to move together.

0.70

-101

Dividend Comparison (2007 - 2026)

USRT vs BILS dividend yield comparison.

Year	USRT	BILS
2026	0.89%	1.47%
2025	3.07%	4.08%
2024	2.85%	5.01%
2023	3.18%	4.98%
2022	3.46%	1.61%
2021	2.27%	0.00%
2020	3.12%	0.00%
2019	3.34%	0.00%
2018	5.66%	0.00%
2017	3.43%	0.00%
2016	3.98%	0.00%
2015	3.59%	0.00%
2014	3.46%	0.00%
2013	3.84%	0.00%
2012	3.48%	0.00%
2011	3.95%	0.00%
2010	3.56%	0.00%
2009	3.52%	0.00%
2008	9.54%	0.00%
2007	3.51%	0.00%