USRT vs IBDS

Comparison between ISHARES CORE U.S. REIT ETF (USRT, ETF) and ISHARES IBONDS DEC 2027 TERM CORPORATE ETF (IBDS, ETF).

5-Year PerformanceUSRT has outperformed IBDS, delivering a return of +5.1% compared to +1.4%

USRT vs IBDS - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	USRT(ETF)	IBDS(ETF)
Net Assets	$3.80B	$3.80B
Expense Ratio	0.08%	0.10%
Max Drawdown	72.93%	18.21%
Sharpe Ratio	1.00	0.79
5Y Beta	0.53	0.01
P/E Ratio	35.73	N/A
Forward P/E	35.24	N/A
5Y Dividends CAGR	5.36%	9.58%
5Y EPS CAGR	8.73%	N/A
Debt to Equity	41.28%	N/A
P/S Ratio	7.15	N/A
P/B Ratio	2.40	N/A

Net Assets

USRT

$3.80B

IBDS

$3.80B

Expense Ratio

Winner

USRT

0.08%

IBDS

0.10%

Max Drawdown

USRT

72.93%

Winner

IBDS

18.21%

Sharpe Ratio

Winner

USRT

1.00

IBDS

0.79

5Y Beta

USRT

0.53

Winner

IBDS

0.01

P/E Ratio

USRT

35.73

IBDS

N/A

Forward P/E

USRT

35.24

IBDS

N/A

5Y Dividends CAGR

USRT

5.36%

Winner

IBDS

9.58%

5Y EPS CAGR

USRT

8.73%

IBDS

N/A

Debt to Equity

USRT

41.28%

IBDS

N/A

P/S Ratio

USRT

7.15

IBDS

N/A

P/B Ratio

USRT

2.40

IBDS

N/A

USRT vs IBDS - Historical Returns

Returns include dividend reinvestment.

Period	USRT	IBDS
1 month	+2.56%	+0.31%
3 months	+9.73%	+1.03%
6 months	+17.96%	+1.66%
1 year	+19.34%	+4.48%
5 years(CAGR)	+5.07%	+1.36%
10 years(CAGR)	+6.62%	+3.15%
Max(CAGR)	+5.51%	+3.15%

Winner

USRT

+2.56%

IBDS

+0.31%

Winner

USRT

+9.73%

IBDS

+1.03%

Winner

USRT

+17.96%

IBDS

+1.66%

Winner

USRT

+19.34%

IBDS

+4.48%

5Y(CAGR)

Winner

USRT

+5.07%

IBDS

+1.36%

10Y(CAGR)

Winner

USRT

+6.62%

IBDS

+3.15%

Max(CAGR)

Winner

USRT

+5.51%

IBDS

+3.15%

USRT vs IBDS - Annual Returns (2007 - 2026)

Returns include dividend reinvestment.

Year	USRT	IBDS
2026	+17.56%	+1.27%
2025	+3.39%	+5.81%
2024	+7.56%	+4.92%
2023	+14.00%	+6.19%
2022	-24.01%	-9.09%
2021	+48.36%	-1.38%
2020	-6.52%	+9.00%
2019	+28.98%	+15.05%
2018	-4.39%	-2.48%
2017	+4.73%	+1.14%
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 IBDS Drawdown Comparison

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

The maximum drawdown for IBDS was -16.75%, occurring on Mar 20, 2020. Recovery took 65 trading sessions.

Rank	USRT	IBDS
#1	-69.91% May 11, 2007 - May 1, 2012	-16.75% Mar 5, 2020 - Jun 8, 2020
#2	-44.38% Feb 21, 2020 - Apr 21, 2021	-14.98% Aug 2, 2021 - Feb 28, 2025
#3	-31.00% Dec 31, 2021 - Sep 16, 2024	-5.54% Dec 6, 2017 - Feb 19, 2019
#4	-18.70% Nov 27, 2024 - Feb 6, 2026	-3.12% Feb 10, 2021 - Aug 2, 2021
#5	-18.52% May 21, 2013 - Jul 18, 2014	-2.35% Aug 28, 2019 - Oct 4, 2019
#6	-15.79% Jan 26, 2015 - Mar 29, 2016	-1.43% Aug 6, 2020 - Nov 17, 2020
#7	-14.95% Aug 1, 2016 - Jul 6, 2018	-1.22% Oct 4, 2019 - Nov 26, 2019
#8	-13.10% Dec 6, 2018 - Jan 30, 2019	-1.20% Jul 3, 2019 - Aug 1, 2019
#9	-9.02% Sep 14, 2012 - Jan 15, 2013	-1.16% Nov 6, 2017 - Dec 5, 2017
#10	-8.19% Aug 28, 2018 - Dec 6, 2018	-0.91% Apr 3, 2025 - Apr 28, 2025
#11	-8.04% Mar 2, 2026 - Apr 16, 2026	-0.70% Apr 11, 2019 - Apr 24, 2019
#12	-7.40% May 1, 2012 - Jun 29, 2012	-0.66% Sep 18, 2017 - Oct 13, 2017
#13	-7.23% Sep 2, 2021 - Oct 26, 2021	-0.64% Oct 17, 2017 - Nov 2, 2017
#14	-6.81% Sep 5, 2014 - Oct 23, 2014	-0.63% Jun 16, 2020 - Jul 2, 2020
#15	-6.13% Oct 23, 2019 - Jan 21, 2020	-0.59% Jun 24, 2019 - Jun 27, 2019

Correlation

Correlation between USRT and IBDS is 0.77 which considered as a strong positive correlation - the stocks tend to move together.

0.77

-101

Dividend Comparison (2007 - 2026)

USRT vs IBDS dividend yield comparison.

Year	USRT	IBDS
2026	0.32%	1.77%
2025	3.07%	4.36%
2024	2.85%	4.37%
2023	3.18%	3.81%
2022	3.46%	2.87%
2021	2.27%	2.19%
2020	3.12%	2.66%
2019	3.34%	3.31%
2018	5.66%	3.66%
2017	3.43%	0.97%
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%