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USRT vs BTC

Comparison between ISHARES CORE U.S. REIT ETF (USRT, ETF) and Grayscale Bitcoin Mini Trust ETF (BTC, ETF).

USRT vs BTC - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
USRT
$3.80B
Winner
BTC
$3.90B
Expense Ratio
Winner
USRT
0.08%
BTC
0.15%
Max Drawdown
USRT
72.93%
Winner
BTC
51.97%
Sharpe Ratio
Winner
USRT
0.95
BTC
-1.02
5Y Beta
Winner
USRT
0.53
BTC
1.30
P/E Ratio
USRT
34.53
BTC
N/A
Forward P/E
USRT
34.70
BTC
N/A
PEG Ratio
USRT
0.21
BTC
N/A
5Y Dividends CAGR
USRT
3.34%
BTC
N/A
5Y EPS CAGR
USRT
8.61%
BTC
N/A
Debt to Equity
USRT
43.73%
BTC
N/A

USRT vs BTC - Historical Returns

Returns include dividend reinvestment.

1M
Winner
USRT
+1.03%
BTC
-18.05%
3M
Winner
USRT
+7.23%
BTC
-11.45%
6M
Winner
USRT
+14.94%
BTC
-25.66%
1Y
Winner
USRT
+16.82%
BTC
-39.49%
5Y(CAGR)
USRT
+5.25%
BTC
N/A
10Y(CAGR)
USRT
+6.26%
BTC
N/A
Max(CAGR)
Winner
USRT
+5.35%
BTC
-2.05%

USRT vs BTC - Annual Returns (2007 - 2026)

Returns include dividend reinvestment.

YearUSRTBTC
2026+14.33%-29.94%
2025+3.39%-10.26%
2024+7.56%+44.64%
2023+14.00%N/A
2022-24.01%N/A
2021+48.36%N/A
2020-6.52%N/A
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 BTC Drawdown Comparison

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

The maximum drawdown for BTC was -51.97%, occurring on Jun 5, 2026. This drawdown has not yet recovered.

The current USRT drawdown is -2.74%. The current BTC drawdown is -49.90%.

RankUSRTBTC
#1-69.91%
May 11, 2007 - May 1, 2012
-51.97%
Oct 6, 2025 - Jun 5, 2026
#2-44.38%
Feb 21, 2020 - Apr 21, 2021
-28.14%
Dec 17, 2024 - May 20, 2025
#3-31.00%
Dec 31, 2021 - Sep 16, 2024
-17.96%
Jul 31, 2024 - Sep 27, 2024
#4-18.70%
Nov 27, 2024 - Feb 6, 2026
-11.96%
Aug 13, 2025 - Oct 6, 2025
#5-18.52%
May 21, 2013 - Jul 18, 2014
-9.11%
Sep 27, 2024 - Oct 14, 2024
#6-15.79%
Jan 26, 2015 - Mar 29, 2016
-8.47%
Nov 22, 2024 - Dec 6, 2024
#7-14.95%
Aug 1, 2016 - Jul 6, 2018
-8.44%
May 22, 2025 - Jul 9, 2025
#8-13.10%
Dec 6, 2018 - Jan 30, 2019
-7.30%
Oct 29, 2024 - Nov 6, 2024
#9-9.02%
Sep 14, 2012 - Jan 15, 2013
-5.81%
Jul 14, 2025 - Aug 13, 2025
#10-8.19%
Aug 28, 2018 - Dec 6, 2018
-5.48%
Dec 6, 2024 - Dec 13, 2024
#11-8.04%
Mar 2, 2026 - Apr 16, 2026
-3.29%
Oct 18, 2024 - Oct 28, 2024
#12-7.40%
May 1, 2012 - Jun 29, 2012
-2.51%
Nov 13, 2024 - Nov 15, 2024
#13-7.23%
Sep 2, 2021 - Oct 26, 2021
-1.50%
Oct 16, 2024 - Oct 18, 2024
#14-6.81%
Sep 5, 2014 - Oct 23, 2014
N/A
#15-6.13%
Oct 23, 2019 - Jan 21, 2020
N/A

Correlation

Correlation between USRT and BTC is -0.49 which considered as a weak negative correlation - the stocks show a slight tendency to move in opposite directions.

-0.49
-101

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