USRT vs BSCQ
Comparison between ISHARES CORE U.S. REIT ETF (USRT, ETF) and INVESCO BULLETSHARES 2026 CORPORATE BOND ETF (BSCQ, ETF).
5-Year PerformanceUSRT has outperformed BSCQ, delivering a return of +6.9% compared to +1.5%
USRT vs BSCQ - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
USRT
$3.80B
Winner
BSCQ
$3.90B
Expense Ratio
Winner
USRT
0.08%
BSCQ
0.10%
Max Drawdown
USRT
72.93%
Winner
BSCQ
16.50%
Sharpe Ratio
USRT
1.05
Winner
BSCQ
1.26
5Y Beta
USRT
0.56
Winner
BSCQ
0.01
P/E Ratio
USRT
34.12
BSCQ
N/A
Forward P/E
USRT
34.85
BSCQ
N/A
5Y Dividends CAGR
USRT
5.36%
Winner
BSCQ
10.64%
5Y EPS CAGR
USRT
8.96%
BSCQ
N/A
Debt to Equity
USRT
35.76%
BSCQ
N/A
P/S Ratio
USRT
6.97
BSCQ
N/A
P/B Ratio
USRT
2.31
BSCQ
N/A
USRT vs BSCQ - Holdings Comparison
USRT and BSCQ have 1 common holdings. Overlap is 0.00%
USRT's top 25 holdings weight is 70.68%. BSCQ's top 25 holdings weight is 18.11%.
| Rank | USRT | BSCQ |
|---|---|---|
| #1 | WELLTOWER INC (WELL) - 8.22% | WELLS FARGO & CO. 3% (n/a) - 1.53% |
| #2 | PROLOGIS INC (PLD) - 7.45% | BOEING CO. 2.196% (n/a) - 1.20% |
| #3 | EQUINIX INC (EQIX) - 6.43% | n/a (n/a) - 1.03% |
| #4 | DIGITAL REALTY TRUST INC (DLR) - 4.38% | n/a (n/a) - 0.99% |
| #5 | SIMON PROPERTY GROUP INC (SPG) - 4.38% | ABBVIE INC. 2.95% (n/a) - 0.87% |
| #6 | REALTY INCOME CORP (O) - 4.15% | MICROSOFT CORP. 2.4% (n/a) - 0.87% |
| #7 | PUBLIC STORAGE (PSA) - 3.92% | APPLE INC. 3.25% (n/a) - 0.71% |
| #8 | VENTAS INC (VTR) - 3.51% | n/a (n/a) - 0.70% |
| #9 | IRON MOUNTAIN INC (IRM) - 3.34% | MORGAN STANLEY 3.875% (n/a) - 0.66% |
| #10 | VICI PROPERTIES INC ORDINARY SHARES (VICI) - 2.65% | MORGAN STANLEY 3.125% (n/a) - 0.66% |
| #11 | EXTRA SPACE STORAGE INC (EXR) - 2.55% | ORACLE CORP. 2.65% (n/a) - 0.65% |
| #12 | AVALONBAY COMMUNITIES INC (AVB) - 2.28% | AT&T INC 1.7% (n/a) - 0.65% |
| #13 | EQUITY RESIDENTIAL (EQR) - 2.17% | CITIGROUP INC. 3.2% (n/a) - 0.65% |
| #14 | INVITATION HOMES INC (INVH) - 1.52% | JPMORGAN CHASE & CO. 2.95% (n/a) - 0.65% |
| #15 | ESSEX PROPERTY TRUST INC (ESS) - 1.47% | n/a (n/a) - 0.61% |
| #16 | W.P. CAREY INC (WPC) - 1.37% | AMAZON.COM, INC. 1% (n/a) - 0.60% |
| #17 | KIMCO REALTY CORP (KIM) - 1.36% | GILEAD SCIENCES INC. 3.65% (n/a) - 0.60% |
| #18 | SUN COMMUNITIES INC (SUI) - 1.33% | GOLDMAN SACHS GROUP, INC. 3.5% (n/a) - 0.60% |
| #19 | MID-AMERICA APARTMENT COMMUNITIES INC (MAA) - 1.31% | ORACLE CORP. 1.65% (n/a) - 0.60% |
| #20 | HOST HOTELS & RESORTS INC (HST) - 1.26% | JPMORGAN CHASE & CO. 3.3% (n/a) - 0.55% |
| #21 | REGENCY CENTERS CORP (REG) - 1.23% | BERKSHIRE HATHAWAY INC. 3.125% (n/a) - 0.55% |
| #22 | OMEGA HEALTHCARE INVESTORS INC (OHI) - 1.18% | BANK OF AMERICA CORP. 3.5% (n/a) - 0.55% |
| #23 | GAMING AND LEISURE PROPERTIES INC (GLPI) - 1.12% | EXXON MOBIL CORP. 3.043% (n/a) - 0.55% |
| #24 | UDR INC (UDR) - 1.06% | APPLE INC. 0.7% (n/a) - 0.55% |
| #25 | EQUITY LIFESTYLE PROPERTIES INC (ELS) - 1.04% | WELLS FARGO & CO. 4.1% (n/a) - 0.53% |
| Total Holdings | 130 | 426 |
USRT vs BSCQ - Historical Returns
Returns include dividend reinvestment.
1M
Winner
USRT
+4.66%
BSCQ
+0.31%
3M
Winner
USRT
+6.31%
BSCQ
+0.91%
6M
Winner
USRT
+13.52%
BSCQ
+1.93%
1Y
Winner
USRT
+17.32%
BSCQ
+4.48%
5Y(CAGR)
Winner
USRT
+6.88%
BSCQ
+1.54%
10Y(CAGR)
Winner
USRT
+6.30%
BSCQ
+2.86%
Max(CAGR)
Winner
USRT
+5.40%
BSCQ
+2.86%
USRT vs BSCQ - Annual Returns (2007 - 2026)
Returns include dividend reinvestment.
| Year | USRT | BSCQ |
|---|---|---|
| 2026 | +14.62% | +1.28% |
| 2025 | +3.39% | +4.91% |
| 2024 | +7.56% | +5.07% |
| 2023 | +14.00% | +5.60% |
| 2022 | -24.01% | -7.96% |
| 2021 | +48.36% | -1.63% |
| 2020 | -6.52% | +9.39% |
| 2019 | +28.98% | +13.91% |
| 2018 | -4.39% | -2.10% |
| 2017 | +4.73% | +5.60% |
| 2016 | +9.79% | -4.15% |
| 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 BSCQ Drawdown Comparison
The maximum drawdown for USRT was -69.91%, occurring on Mar 6, 2009. Recovery took 1253 trading sessions.
The maximum drawdown for BSCQ was -16.50%, occurring on Mar 20, 2020. Recovery took 60 trading sessions.
The current USRT drawdown is -0.08%.
| Rank | USRT | BSCQ |
|---|---|---|
| #1 | -69.91% May 11, 2007 - May 1, 2012 | -16.50% Mar 4, 2020 - May 29, 2020 |
| #2 | -44.38% Feb 21, 2020 - Apr 21, 2021 | -13.11% Dec 30, 2020 - Jan 2, 2025 |
| #3 | -31.00% Dec 31, 2021 - Sep 16, 2024 | -6.05% Sep 30, 2016 - Aug 1, 2017 |
| #4 | -18.70% Nov 27, 2024 - Feb 6, 2026 | -4.85% Sep 5, 2017 - Jan 31, 2019 |
| #5 | -18.52% May 21, 2013 - Jul 18, 2014 | -2.03% Aug 28, 2019 - Oct 4, 2019 |
| #6 | -15.79% Jan 26, 2015 - Mar 29, 2016 | -1.28% Oct 4, 2019 - Dec 3, 2019 |
| #7 | -14.95% Aug 1, 2016 - Jul 6, 2018 | -1.02% Aug 7, 2020 - Nov 6, 2020 |
| #8 | -13.10% Dec 6, 2018 - Jan 30, 2019 | -1.01% Jul 3, 2019 - Jul 31, 2019 |
| #9 | -9.02% Sep 14, 2012 - Jan 15, 2013 | -0.82% Jun 16, 2020 - Jul 14, 2020 |
| #10 | -8.19% Aug 28, 2018 - Dec 6, 2018 | -0.71% Aug 3, 2017 - Aug 25, 2017 |
| #11 | -8.04% Mar 2, 2026 - Apr 16, 2026 | -0.59% Apr 10, 2019 - Apr 24, 2019 |
| #12 | -7.40% May 1, 2012 - Jun 29, 2012 | -0.57% Jun 10, 2020 - Jun 16, 2020 |
| #13 | -7.23% Sep 2, 2021 - Oct 26, 2021 | -0.55% Jun 24, 2019 - Jun 28, 2019 |
| #14 | -6.81% Sep 5, 2014 - Oct 23, 2014 | -0.52% Feb 26, 2019 - Mar 7, 2019 |
| #15 | -6.13% Oct 23, 2019 - Jan 21, 2020 | -0.48% Feb 11, 2020 - Feb 20, 2020 |
Correlation
Correlation between USRT and BSCQ is 0.81 which considered as a strong positive correlation - the stocks tend to move together.
0.81
-101
Dividend Comparison (2007 - 2026)
USRT vs BSCQ dividend yield comparison.
| Year | USRT | BSCQ |
|---|---|---|
| 2026 | 0.32% | 1.35% |
| 2025 | 3.07% | 4.14% |
| 2024 | 2.85% | 4.05% |
| 2023 | 3.18% | 3.53% |
| 2022 | 3.46% | 2.54% |
| 2021 | 2.27% | 1.91% |
| 2020 | 3.12% | 2.42% |
| 2019 | 3.34% | 2.96% |
| 2018 | 5.66% | 3.32% |
| 2017 | 3.43% | 2.92% |
| 2016 | 3.98% | 0.51% |
| 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% |
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