USRT vs GRNY
Comparison between ISHARES CORE U.S. REIT ETF (USRT, ETF) and FUNDSTRAT GRANNY SHOTS US LARGE CAP ETF (GRNY, ETF).
USRT vs GRNY - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
USRT
$4.40B
GRNY
$4.40B
Expense Ratio
Winner
USRT
0.08%
GRNY
0.75%
Max Drawdown
USRT
72.93%
Winner
GRNY
24.18%
Sharpe Ratio
Winner
USRT
1.14
GRNY
0.98
5Y Beta
Winner
USRT
0.52
GRNY
1.24
P/E Ratio
USRT
36.18
Winner
GRNY
32.62
Forward P/E
USRT
35.73
Winner
GRNY
21.34
PEG Ratio
USRT
N/A
GRNY
0.70
5Y Dividends CAGR
USRT
3.34%
GRNY
N/A
5Y EPS CAGR
USRT
8.26%
Winner
GRNY
20.58%
Debt to Equity
Winner
USRT
44.65%
GRNY
45.00%
P/S Ratio
USRT
7.28
Winner
GRNY
4.69
P/B Ratio
Winner
USRT
2.45
GRNY
6.75
USRT vs GRNY - Holdings Comparison
USRT and GRNY have 1 common holdings. Overlap is 0.00%
USRT's top 25 holdings weight is 69.83%. GRNY's top 25 holdings weight is 62.55%.
| Rank | USRT | GRNY |
|---|---|---|
| #1 | WELLTOWER INC (WELL) - 8.98% | ROBINHOOD MARKETS INC CLASS A (HOOD) - 3.32% |
| #2 | PROLOGIS INC (PLD) - 7.18% | ELI LILLY AND CO (LLY) - 2.74% |
| #3 | EQUINIX INC (EQIX) - 6.06% | GE AEROSPACE (GE) - 2.74% |
| #4 | SIMON PROPERTY GROUP INC (SPG) - 4.58% | KLA CORP (KLAC) - 2.66% |
| #5 | DIGITAL REALTY TRUST INC (DLR) - 4.17% | ARISTA NETWORKS INC (ANET) - 2.63% |
| #6 | REALTY INCOME CORP (O) - 4.15% | PNC FINANCIAL SERVICES GROUP INC (PNC) - 2.61% |
| #7 | PUBLIC STORAGE (PSA) - 4.00% | ADVANCED MICRO DEVICES INC (AMD) - 2.59% |
| #8 | VENTAS INC (VTR) - 3.54% | AMERICAN EXPRESS CO (AXP) - 2.51% |
| #9 | IRON MOUNTAIN INC (IRM) - 2.94% | JPMORGAN CHASE & CO (JPM) - 2.51% |
| #10 | EXTRA SPACE STORAGE INC (EXR) - 2.52% | UNITEDHEALTH GROUP INC (UNH) - 2.48% |
| #11 | VICI PROPERTIES INC ORDINARY SHARES (VICI) - 2.32% | MONSTER BEVERAGE CORP (MNST) - 2.47% |
| #12 | AVALONBAY COMMUNITIES INC (AVB) - 2.15% | BANK OF NEW YORK MELLON CORP (BNY) - 2.47% |
| #13 | EQUITY RESIDENTIAL (EQR) - 2.08% | PACKAGING CORP OF AMERICA (PKG) - 2.45% |
| #14 | ESSEX PROPERTY TRUST INC (ESS) - 1.54% | SERVICENOW INC (NOW) - 2.42% |
| #15 | INVITATION HOMES INC (INVH) - 1.46% | VISTRA CORP (VST) - 2.42% |
| #16 | KIMCO REALTY CORP (KIM) - 1.35% | THE GOLDMAN SACHS GROUP INC (GS) - 2.42% |
| #17 | MID-AMERICA APARTMENT COMMUNITIES INC (MAA) - 1.32% | CATERPILLAR INC (CAT) - 2.40% |
| #18 | HOST HOTELS & RESORTS INC (HST) - 1.29% | AIR PRODUCTS AND CHEMICALS INC (APD) - 2.38% |
| #19 | W.P. CAREY INC (WPC) - 1.27% | CADENCE DESIGN SYSTEMS INC (CDNS) - 2.38% |
| #20 | HEALTHPEAK PROPERTIES INC (DOC) - 1.22% | DEERE & CO (DE) - 2.38% |
| #21 | SUN COMMUNITIES INC (SUI) - 1.20% | UNION PACIFIC CORP (UNP) - 2.33% |
| #22 | REGENCY CENTERS CORP (REG) - 1.18% | GE VERNOVA INC (GEV) - 2.32% |
| #23 | OMEGA HEALTHCARE INVESTORS INC (OHI) - 1.17% | EATON CORP PLC (ETN) - 2.32% |
| #24 | LAMAR ADVERTISING CO CLASS A (LAMR) - 1.09% | APPLE INC (AAPL) - 2.31% |
| #25 | UDR INC (UDR) - 1.07% | TEXAS PACIFIC LAND CORP (TPL) - 2.29% |
| Total Holdings | 129 | 46 |
USRT vs GRNY - Historical Returns
Returns include dividend reinvestment.
1M
Winner
USRT
+1.58%
GRNY
+0.94%
3M
USRT
+7.03%
Winner
GRNY
+8.35%
6M
Winner
USRT
+14.93%
GRNY
+8.14%
1Y
Winner
USRT
+22.23%
GRNY
+22.16%
5Y(CAGR)
USRT
+5.11%
GRNY
N/A
10Y(CAGR)
USRT
+6.02%
GRNY
N/A
Max(CAGR)
USRT
+5.53%
Winner
GRNY
+21.22%
USRT vs GRNY - Annual Returns (2007 - 2026)
Returns include dividend reinvestment.
| Year | USRT | GRNY |
|---|---|---|
| 2026 | +18.58% | +11.65% |
| 2025 | +3.39% | +24.36% |
| 2024 | +7.56% | -1.09% |
| 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 GRNY Drawdown Comparison
The maximum drawdown for USRT was -69.91%, occurring on Mar 6, 2009. Recovery took 1253 trading sessions.
The maximum drawdown for GRNY was -24.18%, occurring on Apr 8, 2025. Recovery took 93 trading sessions.
The current USRT drawdown is -0.90%. The current GRNY drawdown is -0.29%.
| Rank | USRT | GRNY |
|---|---|---|
| #1 | -69.91% May 11, 2007 - May 1, 2012 | -24.18% Jan 23, 2025 - Jun 6, 2025 |
| #2 | -44.38% Feb 21, 2020 - Apr 21, 2021 | -11.63% Oct 29, 2025 - Apr 17, 2026 |
| #3 | -31.00% Dec 31, 2021 - Sep 16, 2024 | -6.54% Dec 6, 2024 - Jan 22, 2025 |
| #4 | -18.70% Nov 27, 2024 - Feb 6, 2026 | -4.79% Jun 4, 2026 - Jul 6, 2026 |
| #5 | -18.52% May 21, 2013 - Jul 18, 2014 | -3.80% Aug 12, 2025 - Sep 10, 2025 |
| #6 | -15.79% Jan 26, 2015 - Mar 29, 2016 | -3.51% Oct 9, 2025 - Oct 24, 2025 |
| #7 | -14.95% Aug 1, 2016 - Jul 6, 2018 | -3.24% Nov 11, 2024 - Nov 26, 2024 |
| #8 | -13.10% Dec 6, 2018 - Jan 30, 2019 | -3.12% May 14, 2026 - May 26, 2026 |
| #9 | -9.02% Sep 14, 2012 - Jan 15, 2013 | -2.87% Jul 28, 2025 - Aug 8, 2025 |
| #10 | -8.19% Aug 28, 2018 - Dec 6, 2018 | -2.65% Sep 22, 2025 - Oct 6, 2025 |
| #11 | -8.04% Mar 2, 2026 - Apr 16, 2026 | -2.02% Apr 24, 2026 - May 1, 2026 |
| #12 | -7.40% May 1, 2012 - Jun 29, 2012 | -1.59% May 6, 2026 - May 11, 2026 |
| #13 | -7.23% Sep 2, 2021 - Oct 26, 2021 | -1.54% Jul 6, 2026 - Jul 8, 2026 |
| #14 | -6.81% Sep 5, 2014 - Oct 23, 2014 | -1.32% Jun 30, 2025 - Jul 3, 2025 |
| #15 | -6.13% Oct 23, 2019 - Jan 21, 2020 | -1.31% Jul 3, 2025 - Jul 14, 2025 |
Correlation
Correlation between USRT and GRNY is 0.73 which considered as a strong positive correlation - the stocks tend to move together.
0.73
-101
Dividend Comparison (2007 - 2026)
USRT vs GRNY dividend yield comparison.
| Year | USRT | GRNY |
|---|---|---|
| 2026 | 0.87% | 0.07% |
| 2025 | 3.07% | 0.00% |
| 2024 | 2.85% | 0.00% |
| 2023 | 3.18% | 0.00% |
| 2022 | 3.46% | 0.00% |
| 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% |
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