USRT vs GSY
Comparison between ISHARES CORE U.S. REIT ETF (USRT, ETF) and INVESCO ULTRA SHORT DURATION ETF (GSY, ETF).
5-Year PerformanceUSRT has outperformed GSY, delivering a return of +6.0% compared to +3.6%
USRT vs GSY - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
USRT vs GSY - Historical Returns
Returns include dividend reinvestment.
USRT vs GSY - Annual Returns (2007 - 2026)
Returns include dividend reinvestment.
| Year | USRT | GSY |
|---|---|---|
| 2026 | +14.48% | +1.27% |
| 2025 | +3.39% | +4.98% |
| 2024 | +7.56% | +6.00% |
| 2023 | +14.00% | +6.03% |
| 2022 | -24.01% | +0.05% |
| 2021 | +48.36% | +0.03% |
| 2020 | -6.52% | +1.90% |
| 2019 | +28.98% | +3.34% |
| 2018 | -4.39% | +2.16% |
| 2017 | +4.73% | +1.88% |
| 2016 | +9.79% | +1.81% |
| 2015 | +3.17% | +1.00% |
| 2014 | +29.43% | +0.76% |
| 2013 | -2.53% | +1.37% |
| 2012 | +16.51% | +1.53% |
| 2011 | +7.48% | +0.09% |
| 2010 | +27.25% | -0.15% |
| 2009 | +30.21% | +0.06% |
| 2008 | -37.20% | +1.62% |
| 2007 | -18.58% | N/A |
USRT vs GSY Drawdown Comparison
The maximum drawdown for USRT was -69.91%, occurring on Mar 6, 2009. Recovery took 1253 trading sessions.
The maximum drawdown for GSY was -12.14%, occurring on Dec 4, 2008. Recovery took 2158 trading sessions.
The current USRT drawdown is -0.20%.
| Rank | USRT | GSY |
|---|---|---|
| #1 | -69.91% May 11, 2007 - May 1, 2012 | -12.14% Dec 3, 2008 - Jun 30, 2017 |
| #2 | -44.38% Feb 21, 2020 - Apr 21, 2021 | -5.25% Mar 5, 2020 - May 27, 2020 |
| #3 | -31.00% Dec 31, 2021 - Sep 16, 2024 | -3.29% Nov 20, 2008 - Dec 3, 2008 |
| #4 | -18.70% Nov 27, 2024 - Feb 6, 2026 | -1.48% Sep 15, 2021 - Jan 9, 2023 |
| #5 | -18.52% May 21, 2013 - Jul 18, 2014 | -0.90% Aug 25, 2008 - Sep 24, 2008 |
| #6 | -15.79% Jan 26, 2015 - Mar 29, 2016 | -0.80% Sep 24, 2008 - Oct 30, 2008 |
| #7 | -14.95% Aug 1, 2016 - Jul 6, 2018 | -0.56% Apr 24, 2008 - May 8, 2008 |
| #8 | -13.10% Dec 6, 2018 - Jan 30, 2019 | -0.30% May 8, 2008 - May 14, 2008 |
| #9 | -9.02% Sep 14, 2012 - Jan 15, 2013 | -0.26% Jul 25, 2008 - Aug 25, 2008 |
| #10 | -8.19% Aug 28, 2018 - Dec 6, 2018 | -0.20% Mar 25, 2008 - Apr 24, 2008 |
| #11 | -8.04% Mar 2, 2026 - Apr 16, 2026 | -0.18% Feb 12, 2008 - Feb 28, 2008 |
| #12 | -7.40% May 1, 2012 - Jun 29, 2012 | -0.18% May 23, 2008 - Jun 24, 2008 |
| #13 | -7.23% Sep 2, 2021 - Oct 26, 2021 | -0.18% Jun 24, 2008 - Jul 25, 2008 |
| #14 | -6.81% Sep 5, 2014 - Oct 23, 2014 | -0.18% Apr 3, 2025 - Apr 17, 2025 |
| #15 | -6.13% Oct 23, 2019 - Jan 21, 2020 | -0.16% Mar 24, 2023 - Apr 3, 2023 |
Correlation
Correlation between USRT and GSY is 0.91 which considered as a very strong positive correlation - the stocks move almost identically together.
Dividend Comparison (2007 - 2026)
USRT vs GSY dividend yield comparison.
| Year | USRT | GSY |
|---|---|---|
| 2026 | 0.33% | 1.38% |
| 2025 | 3.07% | 4.56% |
| 2024 | 2.85% | 5.31% |
| 2023 | 3.18% | 4.95% |
| 2022 | 3.46% | 1.70% |
| 2021 | 2.27% | 0.58% |
| 2020 | 3.12% | 1.45% |
| 2019 | 3.34% | 2.71% |
| 2018 | 5.66% | 2.30% |
| 2017 | 3.43% | 1.80% |
| 2016 | 3.98% | 1.21% |
| 2015 | 3.59% | 1.17% |
| 2014 | 3.46% | 1.29% |
| 2013 | 3.84% | 1.15% |
| 2012 | 3.48% | 0.72% |
| 2011 | 3.95% | 0.32% |
| 2010 | 3.56% | 0.01% |
| 2009 | 3.52% | 0.24% |
| 2008 | 9.54% | 1.81% |
| 2007 | 3.51% | 0.00% |
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