USRT vs IDMO
Comparison between ISHARES CORE U.S. REIT ETF (USRT, ETF) and INVESCO S&P INTERNATIONAL DEVELOPED MOMENTUM ETF (IDMO, ETF).
5-Year PerformanceIDMO has outperformed USRT, delivering a return of +16.3% compared to +5.3%
USRT vs IDMO - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
USRT
$3.80B
IDMO
$3.80B
Expense Ratio
Winner
USRT
0.08%
IDMO
0.25%
Max Drawdown
USRT
72.93%
Winner
IDMO
40.58%
Sharpe Ratio
USRT
0.95
Winner
IDMO
1.29
5Y Beta
Winner
USRT
0.53
IDMO
0.87
P/E Ratio
USRT
34.53
IDMO
N/A
Forward P/E
USRT
34.70
IDMO
N/A
PEG Ratio
USRT
0.21
IDMO
N/A
5Y Dividends CAGR
USRT
3.34%
Winner
IDMO
27.36%
5Y EPS CAGR
USRT
8.61%
IDMO
N/A
Debt to Equity
USRT
43.73%
IDMO
N/A
USRT vs IDMO - Holdings Comparison
USRT and IDMO have 1 common holdings. Overlap is -0.02%
USRT's top 25 holdings weight is 69.81%. IDMO's top 25 holdings weight is 48.45%.
| Rank | USRT | IDMO |
|---|---|---|
| #1 | WELLTOWER INC (WELL) - 7.91% | HSBC HOLDINGS PLC (n/a) - 4.38% |
| #2 | PROLOGIS INC (PLD) - 7.56% | THE TORONTO-DOMINION BANK (n/a) - 4.27% |
| #3 | EQUINIX INC (EQIX) - 6.04% | BANCO SANTANDER SA (n/a) - 3.86% |
| #4 | SIMON PROPERTY GROUP INC (SPG) - 4.50% | BANCO BILBAO VIZCAYA ARGENTARIA SA (n/a) - 2.50% |
| #5 | PUBLIC STORAGE (PSA) - 4.15% | ROLLS-ROYCE HOLDINGS PLC (n/a) - 2.37% |
| #6 | REALTY INCOME CORP (O) - 3.96% | IBERDROLA SA (n/a) - 2.22% |
| #7 | DIGITAL REALTY TRUST INC (DLR) - 3.93% | KIOXIA HOLDINGS CORP ORDINARY SHARES (n/a) - 2.22% |
| #8 | VENTAS INC (VTR) - 3.33% | SIEMENS ENERGY AG ORDINARY SHARES (n/a) - 2.00% |
| #9 | IRON MOUNTAIN INC (IRM) - 3.05% | ADVANTEST CORP (n/a) - 1.84% |
| #10 | EXTRA SPACE STORAGE INC (EXR) - 2.66% | UNICREDIT SPA (n/a) - 1.78% |
| #11 | VICI PROPERTIES INC ORDINARY SHARES (VICI) - 2.60% | BANK OF NOVA SCOTIA (BNS) - 1.73% |
| #12 | AVALONBAY COMMUNITIES INC (AVB) - 2.24% | MITSUBISHI CORP (n/a) - 1.70% |
| #13 | EQUITY RESIDENTIAL (EQR) - 2.16% | CANADIAN IMPERIAL BANK OF COMMERCE (CM) - 1.60% |
| #14 | ESSEX PROPERTY TRUST INC (ESS) - 1.53% | BRITISH AMERICAN TOBACCO PLC (n/a) - 1.56% |
| #15 | INVITATION HOMES INC (INVH) - 1.53% | BARRICK MINING CORP (n/a) - 1.48% |
| #16 | KIMCO REALTY CORP (KIM) - 1.43% | LLOYDS BANKING GROUP PLC (n/a) - 1.45% |
| #17 | HOST HOTELS & RESORTS INC (HST) - 1.39% | BANK OF MONTREAL (BMO) - 1.37% |
| #18 | W.P. CAREY INC (WPC) - 1.39% | RIO TINTO PLC ORDINARY SHARES (n/a) - 1.36% |
| #19 | MID-AMERICA APARTMENT COMMUNITIES INC (MAA) - 1.37% | MITSUI & CO LTD (n/a) - 1.30% |
| #20 | SUN COMMUNITIES INC (SUI) - 1.31% | ENEL SPA (n/a) - 1.28% |
| #21 | REGENCY CENTERS CORP (REG) - 1.22% | AIA GROUP LTD (n/a) - 1.27% |
| #22 | HEALTHPEAK PROPERTIES INC (DOC) - 1.20% | SOCIETE GENERALE SA (n/a) - 1.25% |
| #23 | OMEGA HEALTHCARE INVESTORS INC (OHI) - 1.14% | ENGIE SA (n/a) - 1.23% |
| #24 | GAMING AND LEISURE PROPERTIES INC (GLPI) - 1.11% | ING GROEP NV (n/a) - 1.22% |
| #25 | LAMAR ADVERTISING CO CLASS A (LAMR) - 1.10% | INTESA SANPAOLO (n/a) - 1.21% |
| Total Holdings | 128 | 204 |
USRT vs IDMO - Historical Returns
Returns include dividend reinvestment.
1M
USRT
+1.03%
Winner
IDMO
+3.92%
3M
USRT
+7.23%
Winner
IDMO
+11.42%
6M
Winner
USRT
+14.94%
IDMO
+12.39%
1Y
USRT
+16.82%
Winner
IDMO
+28.43%
5Y(CAGR)
USRT
+5.25%
Winner
IDMO
+16.34%
10Y(CAGR)
USRT
+6.26%
Winner
IDMO
+12.79%
Max(CAGR)
USRT
+5.35%
Winner
IDMO
+9.16%
USRT vs IDMO - Annual Returns (2007 - 2026)
Returns include dividend reinvestment.
| Year | USRT | IDMO |
|---|---|---|
| 2026 | +14.33% | +9.85% |
| 2025 | +3.39% | +42.29% |
| 2024 | +7.56% | +14.02% |
| 2023 | +14.00% | +20.76% |
| 2022 | -24.01% | -12.23% |
| 2021 | +48.36% | +13.15% |
| 2020 | -6.52% | +21.38% |
| 2019 | +28.98% | +26.22% |
| 2018 | -4.39% | -16.01% |
| 2017 | +4.73% | +29.17% |
| 2016 | +9.79% | +2.38% |
| 2015 | +3.17% | -11.66% |
| 2014 | +29.43% | -4.53% |
| 2013 | -2.53% | +18.63% |
| 2012 | +16.51% | +1.88% |
| 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 IDMO Drawdown Comparison
The maximum drawdown for USRT was -69.91%, occurring on Mar 6, 2009. Recovery took 1253 trading sessions.
The maximum drawdown for IDMO was -39.35%, occurring on Feb 9, 2016. Recovery took 1191 trading sessions.
The current USRT drawdown is -2.74%.
| Rank | USRT | IDMO |
|---|---|---|
| #1 | -69.91% May 11, 2007 - May 1, 2012 | -39.35% May 14, 2015 - Feb 6, 2020 |
| #2 | -44.38% Feb 21, 2020 - Apr 21, 2021 | -31.32% Feb 19, 2020 - Jul 14, 2020 |
| #3 | -31.00% Dec 31, 2021 - Sep 16, 2024 | -27.09% Nov 12, 2021 - Dec 1, 2023 |
| #4 | -18.70% Nov 27, 2024 - Feb 6, 2026 | -25.56% Feb 24, 2012 - Dec 19, 2012 |
| #5 | -18.52% May 21, 2013 - Jul 18, 2014 | -21.02% Jul 3, 2014 - Apr 24, 2015 |
| #6 | -15.79% Jan 26, 2015 - Mar 29, 2016 | -13.64% Jan 30, 2013 - Aug 14, 2013 |
| #7 | -14.95% Aug 1, 2016 - Jul 6, 2018 | -12.65% Mar 25, 2025 - Apr 23, 2025 |
| #8 | -13.10% Dec 6, 2018 - Jan 30, 2019 | -12.52% Feb 16, 2021 - Aug 5, 2021 |
| #9 | -9.02% Sep 14, 2012 - Jan 15, 2013 | -12.31% Feb 26, 2026 - Apr 14, 2026 |
| #10 | -8.19% Aug 28, 2018 - Dec 6, 2018 | -11.40% Jul 16, 2024 - Aug 30, 2024 |
| #11 | -8.04% Mar 2, 2026 - Apr 16, 2026 | -7.30% Jan 17, 2014 - Feb 18, 2014 |
| #12 | -7.40% May 1, 2012 - Jun 29, 2012 | -7.22% May 13, 2026 - Jun 16, 2026 |
| #13 | -7.23% Sep 2, 2021 - Oct 26, 2021 | -6.98% Dec 5, 2024 - Feb 6, 2025 |
| #14 | -6.81% Sep 5, 2014 - Oct 23, 2014 | -6.92% Sep 15, 2021 - Nov 1, 2021 |
| #15 | -6.13% Oct 23, 2019 - Jan 21, 2020 | -6.73% Oct 12, 2020 - Nov 5, 2020 |
Correlation
Correlation between USRT and IDMO is 0.85 which considered as a strong positive correlation - the stocks tend to move together.
0.85
-101
Dividend Comparison (2007 - 2026)
USRT vs IDMO dividend yield comparison.
| Year | USRT | IDMO |
|---|---|---|
| 2026 | 0.91% | 0.43% |
| 2025 | 3.07% | 3.71% |
| 2024 | 2.85% | 2.24% |
| 2023 | 3.18% | 2.89% |
| 2022 | 3.46% | 3.66% |
| 2021 | 2.27% | 1.81% |
| 2020 | 3.12% | 1.63% |
| 2019 | 3.34% | 2.78% |
| 2018 | 5.66% | 3.27% |
| 2017 | 3.43% | 3.08% |
| 2016 | 3.98% | 2.18% |
| 2015 | 3.59% | 2.52% |
| 2014 | 3.46% | 2.19% |
| 2013 | 3.84% | 1.70% |
| 2012 | 3.48% | 2.07% |
| 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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