USRT vs CMF
Comparison between ISHARES CORE U.S. REIT ETF (USRT, ETF) and ISHARES CALIFORNIA MUNI BOND ETF (CMF, ETF).
5-Year PerformanceUSRT has outperformed CMF, delivering a return of +5.6% compared to +0.5%
USRT vs CMF - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
USRT vs CMF - Historical Returns
Returns include dividend reinvestment.
USRT vs CMF - Annual Returns (2007 - 2026)
Returns include dividend reinvestment.
| Year | USRT | CMF |
|---|---|---|
| 2026 | +21.65% | +0.80% |
| 2025 | +3.39% | +3.22% |
| 2024 | +7.56% | +1.78% |
| 2023 | +14.00% | +5.24% |
| 2022 | -24.01% | -8.18% |
| 2021 | +48.36% | +0.77% |
| 2020 | -6.52% | +4.50% |
| 2019 | +28.98% | +7.01% |
| 2018 | -4.39% | +0.92% |
| 2017 | +4.73% | +4.69% |
| 2016 | +9.79% | -0.37% |
| 2015 | +3.17% | +3.00% |
| 2014 | +29.43% | +10.66% |
| 2013 | -2.53% | -3.23% |
| 2012 | +16.51% | +7.34% |
| 2011 | +7.48% | +15.75% |
| 2010 | +27.25% | -2.55% |
| 2009 | +30.21% | +8.14% |
| 2008 | -37.20% | +0.64% |
| 2007 | -18.58% | +1.37% |
USRT vs CMF Drawdown Comparison
The maximum drawdown for USRT was -69.91%, occurring on Mar 6, 2009. Recovery took 1253 trading sessions.
The maximum drawdown for CMF was -16.45%, occurring on Jun 10, 2015. Recovery took 1295 trading sessions.
The current CMF drawdown is -1.00%.
| Rank | USRT | CMF |
|---|---|---|
| #1 | -69.91% May 11, 2007 - May 1, 2012 | -16.45% Dec 26, 2014 - Feb 20, 2020 |
| #2 | -44.38% Feb 21, 2020 - Apr 21, 2021 | -14.57% Mar 9, 2020 - Jul 16, 2020 |
| #3 | -31.00% Dec 31, 2021 - Sep 16, 2024 | -13.25% May 21, 2008 - Jan 7, 2009 |
| #4 | -18.70% Nov 27, 2024 - Feb 6, 2026 | -12.46% Aug 3, 2021 - Sep 18, 2025 |
| #5 | -18.52% May 21, 2013 - Jul 18, 2014 | -11.65% Sep 1, 2010 - Aug 2, 2011 |
| #6 | -15.79% Jan 26, 2015 - Mar 29, 2016 | -10.57% Nov 30, 2012 - Apr 10, 2014 |
| #7 | -14.95% Aug 1, 2016 - Jul 6, 2018 | -5.15% Jan 22, 2008 - May 21, 2008 |
| #8 | -13.10% Dec 6, 2018 - Jan 30, 2019 | -4.75% Apr 27, 2009 - Aug 17, 2009 |
| #9 | -9.02% Sep 14, 2012 - Jan 15, 2013 | -4.19% Sep 24, 2009 - Apr 27, 2010 |
| #10 | -8.19% Aug 28, 2018 - Dec 6, 2018 | -3.80% Apr 18, 2012 - Sep 28, 2012 |
| #11 | -8.04% Mar 2, 2026 - Apr 16, 2026 | -3.05% Jan 14, 2009 - Feb 9, 2009 |
| #12 | -7.40% May 1, 2012 - Jun 29, 2012 | -2.91% Feb 27, 2026 - Mar 24, 2026 |
| #13 | -7.23% Sep 2, 2021 - Oct 26, 2021 | -2.89% Sep 22, 2011 - Dec 8, 2011 |
| #14 | -6.81% Sep 5, 2014 - Oct 23, 2014 | -2.72% Feb 11, 2009 - Mar 24, 2009 |
| #15 | -6.13% Oct 23, 2019 - Jan 21, 2020 | -2.18% Feb 12, 2021 - Jun 11, 2021 |
Correlation
Correlation between USRT and CMF is 0.93 which considered as a very strong positive correlation - the stocks move almost identically together.
Dividend Comparison (2007 - 2026)
USRT vs CMF dividend yield comparison.
| Year | USRT | CMF |
|---|---|---|
| 2026 | 0.85% | 1.47% |
| 2025 | 3.07% | 2.94% |
| 2024 | 2.85% | 2.78% |
| 2023 | 3.18% | 2.29% |
| 2022 | 3.46% | 1.91% |
| 2021 | 2.27% | 1.58% |
| 2020 | 3.12% | 1.80% |
| 2019 | 3.34% | 2.03% |
| 2018 | 5.66% | 2.17% |
| 2017 | 3.43% | 2.09% |
| 2016 | 3.98% | 2.21% |
| 2015 | 3.59% | 2.55% |
| 2014 | 3.46% | 2.80% |
| 2013 | 3.84% | 3.12% |
| 2012 | 3.48% | 3.08% |
| 2011 | 3.95% | 3.66% |
| 2010 | 3.56% | 4.19% |
| 2009 | 3.52% | 3.77% |
| 2008 | 9.54% | 3.52% |
| 2007 | 3.51% | 0.82% |
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