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USRT vs GVI

Comparison between ISHARES CORE U.S. REIT ETF (USRT, ETF) and ISHARES INTERMEDIATE GOVERNMENT/CREDIT BOND ETF (GVI, ETF).

5-Year PerformanceUSRT has outperformed GVI, delivering a return of +5.2% compared to +0.9%

USRT vs GVI - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
USRT
$3.80B
GVI
$3.80B
Expense Ratio
Winner
USRT
0.08%
GVI
0.20%
Max Drawdown
USRT
72.93%
Winner
GVI
15.45%
Sharpe Ratio
Winner
USRT
1.02
GVI
-0.16
5Y Beta
USRT
0.54
Winner
GVI
0.01
P/E Ratio
USRT
35.41
GVI
N/A
Forward P/E
USRT
35.53
GVI
N/A
5Y Dividends CAGR
USRT
5.36%
Winner
GVI
14.61%
5Y EPS CAGR
USRT
8.73%
GVI
N/A
Debt to Equity
USRT
41.28%
GVI
N/A
P/S Ratio
USRT
7.01
GVI
N/A
P/B Ratio
USRT
2.37
GVI
N/A

USRT vs GVI - Historical Returns

Returns include dividend reinvestment.

1M
Winner
USRT
+1.51%
GVI
-0.30%
3M
Winner
USRT
+4.85%
GVI
-0.78%
6M
Winner
USRT
+14.59%
GVI
+0.08%
1Y
Winner
USRT
+18.10%
GVI
+3.49%
5Y(CAGR)
Winner
USRT
+5.21%
GVI
+0.93%
10Y(CAGR)
Winner
USRT
+6.50%
GVI
+1.78%
Max(CAGR)
Winner
USRT
+5.39%
GVI
+2.86%

USRT vs GVI - Annual Returns (2007 - 2026)

Returns include dividend reinvestment.

YearUSRTGVI
2026+14.89%-0.19%
2025+3.39%+6.67%
2024+7.56%+3.20%
2023+14.00%+4.97%
2022-24.01%-8.04%
2021+48.36%-1.86%
2020-6.52%+6.17%
2019+28.98%+6.42%
2018-4.39%+0.87%
2017+4.73%+1.83%
2016+9.79%+1.83%
2015+3.17%+0.52%
2014+29.43%+2.75%
2013-2.53%-0.81%
2012+16.51%+3.65%
2011+7.48%+6.01%
2010+27.25%+5.16%
2009+30.21%+2.78%
2008-37.20%+7.86%
2007-18.58%+7.61%

USRT vs GVI Drawdown Comparison

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

The maximum drawdown for GVI was -12.93%, occurring on Oct 20, 2022. Recovery took 976 trading sessions.

The current USRT drawdown is -0.83%. The current GVI drawdown is -1.39%.

RankUSRTGVI
#1-69.91%
May 11, 2007 - May 1, 2012
-12.93%
Aug 2, 2021 - Jun 23, 2025
#2-44.38%
Feb 21, 2020 - Apr 21, 2021
-7.54%
Sep 9, 2008 - Dec 1, 2008
#3-31.00%
Dec 31, 2021 - Sep 16, 2024
-5.96%
Mar 9, 2020 - May 19, 2020
#4-18.70%
Nov 27, 2024 - Feb 6, 2026
-3.57%
May 1, 2013 - May 20, 2014
#5-18.52%
May 21, 2013 - Jul 18, 2014
-3.53%
Jan 14, 2009 - Jul 31, 2009
#6-15.79%
Jan 26, 2015 - Mar 29, 2016
-3.39%
Oct 11, 2010 - May 27, 2011
#7-14.95%
Aug 1, 2016 - Jul 6, 2018
-3.30%
Jul 8, 2016 - Aug 29, 2017
#8-13.10%
Dec 6, 2018 - Jan 30, 2019
-2.99%
Sep 7, 2017 - Jan 3, 2019
#9-9.02%
Sep 14, 2012 - Jan 15, 2013
-2.54%
Apr 11, 2008 - Sep 3, 2008
#10-8.19%
Aug 28, 2018 - Dec 6, 2018
-2.17%
Dec 31, 2020 - Aug 2, 2021
#11-8.04%
Mar 2, 2026 - Apr 16, 2026
-1.79%
Feb 27, 2026 - Mar 26, 2026
#12-7.40%
May 1, 2012 - Jun 29, 2012
-1.78%
Jan 30, 2015 - Oct 2, 2015
#13-7.23%
Sep 2, 2021 - Oct 26, 2021
-1.69%
Dec 30, 2008 - Jan 14, 2009
#14-6.81%
Sep 5, 2014 - Oct 23, 2014
-1.69%
Sep 21, 2011 - Nov 1, 2011
#15-6.13%
Oct 23, 2019 - Jan 21, 2020
-1.68%
May 8, 2007 - Jul 26, 2007

Correlation

Correlation between USRT and GVI is 0.90 which considered as a very strong positive correlation - the stocks move almost identically together.

0.90
-101

Dividend Comparison (2007 - 2026)

USRT vs GVI dividend yield comparison.

YearUSRTGVI
20260.32%1.54%
20253.07%3.48%
20242.85%3.40%
20233.18%2.75%
20223.46%1.86%
20212.27%1.46%
20203.12%1.84%
20193.34%2.29%
20185.66%2.16%
20173.43%1.91%
20163.98%1.77%
20153.59%1.75%
20143.46%1.72%
20133.84%1.77%
20123.48%2.13%
20113.95%2.63%
20103.56%2.86%
20093.52%3.32%
20089.54%4.02%
20073.51%4.42%

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