USRT vs IMTM
Comparison between ISHARES CORE U.S. REIT ETF (USRT, ETF) and ISHARES MSCI INTL MOMENTUM FACTOR ETF (IMTM, ETF).
5-Year PerformanceIMTM has outperformed USRT, delivering a return of +9.1% compared to +6.0%
USRT vs IMTM - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
USRT
$3.50B
Winner
IMTM
$3.60B
Expense Ratio
Winner
USRT
0.08%
IMTM
0.30%
Max Drawdown
USRT
72.93%
Winner
IMTM
34.72%
Sharpe Ratio
USRT
1.06
Winner
IMTM
1.38
5Y Beta
Winner
USRT
0.56
IMTM
0.82
P/E Ratio
USRT
33.43
IMTM
N/A
Forward P/E
USRT
34.78
IMTM
N/A
5Y Dividends CAGR
USRT
5.36%
Winner
IMTM
37.85%
5Y EPS CAGR
USRT
9.27%
IMTM
N/A
Debt to Equity
USRT
44.25%
IMTM
N/A
P/S Ratio
USRT
7.30
IMTM
N/A
P/B Ratio
USRT
2.34
IMTM
N/A
USRT vs IMTM - Holdings Comparison
USRT and IMTM have 1 common holdings. Overlap is 0.00%
USRT's top 25 holdings weight is 71.05%. IMTM's top 25 holdings weight is 37.58%.
| Rank | USRT | IMTM |
|---|---|---|
| #1 | WELLTOWER INC (WELL) - 8.39% | ASML HOLDING NV (n/a) - 4.15% |
| #2 | PROLOGIS INC (PLD) - 7.72% | HSBC HOLDINGS PLC (n/a) - 2.93% |
| #3 | EQUINIX INC (EQIX) - 6.68% | BANCO SANTANDER SA (n/a) - 2.36% |
| #4 | DIGITAL REALTY TRUST INC (DLR) - 4.61% | ROYAL BANK OF CANADA (n/a) - 2.18% |
| #5 | SIMON PROPERTY GROUP INC (SPG) - 4.59% | SIEMENS ENERGY AG ORDINARY SHARES (n/a) - 2.14% |
| #6 | REALTY INCOME CORP (O) - 4.28% | ADVANTEST CORP (n/a) - 1.73% |
| #7 | PUBLIC STORAGE (PSA) - 3.85% | THE TORONTO-DOMINION BANK (n/a) - 1.72% |
| #8 | VENTAS INC (VTR) - 3.52% | IBERDROLA SA (n/a) - 1.64% |
| #9 | IRON MOUNTAIN INC (IRM) - 2.77% | ROLLS-ROYCE HOLDINGS PLC (n/a) - 1.56% |
| #10 | VICI PROPERTIES INC ORDINARY SHARES (VICI) - 2.67% | BANCO BILBAO VIZCAYA ARGENTARIA SA (n/a) - 1.51% |
| #11 | EXTRA SPACE STORAGE INC (EXR) - 2.56% | SOFTBANK GROUP CORP (n/a) - 1.31% |
| #12 | AVALONBAY COMMUNITIES INC (AVB) - 2.14% | ALLIANZ SE (n/a) - 1.20% |
| #13 | EQUITY RESIDENTIAL (EQR) - 2.06% | AGNICO EAGLE MINES LTD (AEM) - 1.18% |
| #14 | ESSEX PROPERTY TRUST INC (ESS) - 1.43% | ROCHE HOLDING AG ORDINARY SHARES NEW (n/a) - 1.16% |
| #15 | SUN COMMUNITIES INC (SUI) - 1.42% | BRITISH AMERICAN TOBACCO PLC (n/a) - 1.11% |
| #16 | INVITATION HOMES INC (INVH) - 1.41% | RHEINMETALL AG (n/a) - 1.03% |
| #17 | W.P. CAREY INC (WPC) - 1.37% | HITACHI LTD (n/a) - 1.03% |
| #18 | KIMCO REALTY CORP (KIM) - 1.36% | MITSUBISHI HEAVY INDUSTRIES LTD (n/a) - 1.01% |
| #19 | MID-AMERICA APARTMENT COMMUNITIES INC (MAA) - 1.31% | CANADIAN IMPERIAL BANK OF COMMERCE (CM) - 1.00% |
| #20 | REGENCY CENTERS CORP (REG) - 1.25% | NOVARTIS AG REGISTERED SHARES (n/a) - 0.98% |
| #21 | OMEGA HEALTHCARE INVESTORS INC (OHI) - 1.20% | UNICREDIT SPA (n/a) - 0.97% |
| #22 | HOST HOTELS & RESORTS INC (HST) - 1.19% | ABB LTD (n/a) - 0.95% |
| #23 | GAMING AND LEISURE PROPERTIES INC (GLPI) - 1.11% | MIZUHO FINANCIAL GROUP INC (n/a) - 0.93% |
| #24 | EQUITY LIFESTYLE PROPERTIES INC (ELS) - 1.11% | BARRICK MINING CORP (n/a) - 0.91% |
| #25 | HEALTHPEAK PROPERTIES INC (DOC) - 1.05% | FUJIKURA LTD (n/a) - 0.89% |
| Total Holdings | 130 | 318 |
USRT vs IMTM - Historical Returns
Returns include dividend reinvestment.
1M
Winner
USRT
+6.03%
IMTM
+2.66%
3M
Winner
USRT
+7.88%
IMTM
+0.78%
6M
USRT
+12.99%
Winner
IMTM
+14.36%
1Y
USRT
+19.05%
Winner
IMTM
+29.27%
5Y(CAGR)
USRT
+6.02%
Winner
IMTM
+9.15%
10Y(CAGR)
USRT
+6.16%
Winner
IMTM
+10.31%
Max(CAGR)
USRT
+5.39%
Winner
IMTM
+8.93%
USRT vs IMTM - Annual Returns (2007 - 2026)
Returns include dividend reinvestment.
| Year | USRT | IMTM |
|---|---|---|
| 2026 | +14.48% | +8.44% |
| 2025 | +3.39% | +34.88% |
| 2024 | +7.56% | +13.55% |
| 2023 | +14.00% | +14.13% |
| 2022 | -24.01% | -16.98% |
| 2021 | +48.36% | +2.45% |
| 2020 | -6.52% | +21.34% |
| 2019 | +28.98% | +24.70% |
| 2018 | -4.39% | -14.94% |
| 2017 | +4.73% | +25.17% |
| 2016 | +9.79% | +2.90% |
| 2015 | +3.17% | -2.08% |
| 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 IMTM Drawdown Comparison
The maximum drawdown for USRT was -69.91%, occurring on Mar 6, 2009. Recovery took 1253 trading sessions.
The maximum drawdown for IMTM was -32.60%, occurring on Sep 27, 2022. Recovery took 583 trading sessions.
The current USRT drawdown is -0.20%. The current IMTM drawdown is -0.55%.
| Rank | USRT | IMTM |
|---|---|---|
| #1 | -69.91% May 11, 2007 - May 1, 2012 | -32.60% Nov 8, 2021 - Mar 6, 2024 |
| #2 | -44.38% Feb 21, 2020 - Apr 21, 2021 | -29.79% Feb 19, 2020 - Jul 10, 2020 |
| #3 | -31.00% Dec 31, 2021 - Sep 16, 2024 | -23.03% Jan 26, 2018 - Jan 14, 2020 |
| #4 | -18.70% Nov 27, 2024 - Feb 6, 2026 | -19.90% May 21, 2015 - Apr 25, 2017 |
| #5 | -18.52% May 21, 2013 - Jul 18, 2014 | -12.85% Feb 25, 2026 - Mar 30, 2026 |
| #6 | -15.79% Jan 26, 2015 - Mar 29, 2016 | -12.41% Mar 19, 2025 - Apr 24, 2025 |
| #7 | -14.95% Aug 1, 2016 - Jul 6, 2018 | -12.00% Jul 16, 2024 - Sep 26, 2024 |
| #8 | -13.10% Dec 6, 2018 - Jan 30, 2019 | -10.56% Feb 16, 2021 - Jun 1, 2021 |
| #9 | -9.02% Sep 14, 2012 - Jan 15, 2013 | -8.53% Sep 26, 2024 - Feb 13, 2025 |
| #10 | -8.19% Aug 28, 2018 - Dec 6, 2018 | -6.81% Jun 7, 2021 - Aug 10, 2021 |
| #11 | -8.04% Mar 2, 2026 - Apr 16, 2026 | -6.70% Sep 7, 2021 - Nov 3, 2021 |
| #12 | -7.40% May 1, 2012 - Jun 29, 2012 | -6.70% Oct 12, 2020 - Nov 5, 2020 |
| #13 | -7.23% Sep 2, 2021 - Oct 26, 2021 | -5.46% Mar 27, 2024 - May 28, 2024 |
| #14 | -6.81% Sep 5, 2014 - Oct 23, 2014 | -5.37% Nov 12, 2025 - Dec 10, 2025 |
| #15 | -6.13% Oct 23, 2019 - Jan 21, 2020 | -4.74% Sep 2, 2020 - Oct 9, 2020 |
Correlation
Correlation between USRT and IMTM is 0.89 which considered as a strong positive correlation - the stocks tend to move together.
0.89
-101
Dividend Comparison (2007 - 2026)
USRT vs IMTM dividend yield comparison.
| Year | USRT | IMTM |
|---|---|---|
| 2026 | 0.33% | 0.00% |
| 2025 | 3.07% | 4.70% |
| 2024 | 2.85% | 2.93% |
| 2023 | 3.18% | 2.29% |
| 2022 | 3.46% | 2.68% |
| 2021 | 2.27% | 2.51% |
| 2020 | 3.12% | 0.97% |
| 2019 | 3.34% | 2.13% |
| 2018 | 5.66% | 2.36% |
| 2017 | 3.43% | 1.92% |
| 2016 | 3.98% | 2.75% |
| 2015 | 3.59% | 1.56% |
| 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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