USRT vs KRE
Comparison between ISHARES CORE U.S. REIT ETF (USRT, ETF) and STATE STREET(R) SPDR(R) S&P REGIONAL BANKING(SM) ETF (KRE, ETF).
USRT is from the Real Estate sector, while KRE is from the Financial Services sector.
5-Year PerformanceKRE has outperformed USRT, delivering a return of +5.9% compared to +5.0%
USRT vs KRE - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
USRT
$4.70B
KRE
$4.70B
Expense Ratio
Winner
USRT
0.08%
KRE
0.35%
Max Drawdown
USRT
72.93%
Winner
KRE
71.21%
Sharpe Ratio
Winner
USRT
1.32
KRE
1.15
5Y Beta
Winner
USRT
0.50
KRE
1.00
P/E Ratio
USRT
38.55
Winner
KRE
14.40
Forward P/E
USRT
36.76
Winner
KRE
11.90
5Y Dividends CAGR
Winner
USRT
3.34%
KRE
2.38%
5Y EPS CAGR
Winner
USRT
8.47%
KRE
7.42%
Debt to Equity
USRT
45.47%
Winner
KRE
17.44%
P/S Ratio
USRT
7.34
Winner
KRE
4.12
P/B Ratio
USRT
2.43
Winner
KRE
1.33
USRT vs KRE - Holdings Comparison
USRT and KRE have 1 common holdings. Overlap is 0.00%
USRT's top 25 holdings weight is 70.13%. KRE's top 25 holdings weight is 33.71%.
| Rank | USRT | KRE |
|---|---|---|
| #1 | WELLTOWER INC (WELL) - 9.34% | FIRST BANCORP (FBP) - 1.46% |
| #2 | PROLOGIS INC (PLD) - 7.64% | PINNACLE FINANCIAL PARTNERS INC (PNFP) - 1.37% |
| #3 | EQUINIX INC (EQIX) - 5.97% | UMB FINANCIAL CORP (UMBF) - 1.37% |
| #4 | SIMON PROPERTY GROUP INC (SPG) - 4.52% | ATLANTIC UNION BANKSHARES CORP (AUB) - 1.37% |
| #5 | DIGITAL REALTY TRUST INC (DLR) - 4.26% | CITIZENS FINANCIAL GROUP INC (CFG) - 1.36% |
| #6 | REALTY INCOME CORP (O) - 4.24% | GLACIER BANCORP INC (GBCI) - 1.36% |
| #7 | VENTAS INC (VTR) - 3.74% | ASSOCIATED BANC-CORP (ASB) - 1.36% |
| #8 | PUBLIC STORAGE (PSA) - 3.71% | M&T BANK CORP (MTB) - 1.35% |
| #9 | IRON MOUNTAIN INC (IRM) - 2.94% | FULTON FINANCIAL CORP (FULT) - 1.35% |
| #10 | EXTRA SPACE STORAGE INC (EXR) - 2.41% | CULLEN/FROST BANKERS INC (CFR) - 1.35% |
| #11 | VICI PROPERTIES INC ORDINARY SHARES (VICI) - 2.28% | FIRST INTERSTATE BANCSYSTEM INC (FIBK) - 1.35% |
| #12 | AVALONBAY COMMUNITIES INC (AVB) - 2.10% | WEBSTER FINANCIAL CORP (WBS) - 1.35% |
| #13 | EQUITY RESIDENTIAL (EQR) - 2.02% | BOK FINANCIAL CORP (BOKF) - 1.34% |
| #14 | ESSEX PROPERTY TRUST INC (ESS) - 1.49% | REGIONS FINANCIAL CORP (RF) - 1.34% |
| #15 | INVITATION HOMES INC (INVH) - 1.40% | COMMERCE BANCSHARES INC (CBSH) - 1.34% |
| #16 | KIMCO REALTY CORP (KIM) - 1.37% | OLD NATIONAL BANCORP (ONB) - 1.34% |
| #17 | W.P. CAREY INC (WPC) - 1.32% | COLUMBIA BANKING SYSTEM INC (COLB) - 1.34% |
| #18 | HOST HOTELS & RESORTS INC (HST) - 1.31% | F N B CORP (FNB) - 1.33% |
| #19 | HEALTHPEAK PROPERTIES INC (DOC) - 1.24% | HUNTINGTON BANCSHARES INC (HBAN) - 1.33% |
| #20 | MID-AMERICA APARTMENT COMMUNITIES INC (MAA) - 1.21% | HANCOCK WHITNEY CORP (HWC) - 1.33% |
| #21 | OMEGA HEALTHCARE INVESTORS INC (OHI) - 1.19% | ZIONS BANCORP NA (ZION) - 1.33% |
| #22 | REGENCY CENTERS CORP (REG) - 1.18% | POPULAR INC (BPOP) - 1.33% |
| #23 | SUN COMMUNITIES INC (SUI) - 1.15% | FIRST HAWAIIAN INC (FHB) - 1.32% |
| #24 | LAMAR ADVERTISING CO CLASS A (LAMR) - 1.08% | BANC OF CALIFORNIA INC (BANC) - 1.32% |
| #25 | UDR INC (UDR) - 1.02% | AMERIS BANCORP (ABCB) - 1.32% |
| Total Holdings | 128 | 161 |
USRT vs KRE - Historical Returns
Returns include dividend reinvestment.
1M
USRT
-0.43%
Winner
KRE
+1.52%
3M
USRT
+4.63%
Winner
KRE
+9.58%
6M
Winner
USRT
+12.52%
KRE
+4.70%
1Y
USRT
+22.97%
Winner
KRE
+32.63%
5Y(CAGR)
USRT
+4.96%
Winner
KRE
+5.87%
10Y(CAGR)
USRT
+6.06%
Winner
KRE
+9.07%
Max(CAGR)
Winner
USRT
+5.54%
KRE
+4.85%
USRT vs KRE - Annual Returns (2006 - 2026)
Returns include dividend reinvestment.
| Year | USRT | KRE |
|---|---|---|
| 2026 | +19.14% | +18.16% |
| 2025 | +3.39% | +11.41% |
| 2024 | +7.56% | +18.19% |
| 2023 | +14.00% | -6.93% |
| 2022 | -24.01% | -16.65% |
| 2021 | +48.36% | +39.97% |
| 2020 | -6.52% | -7.56% |
| 2019 | +28.98% | +25.36% |
| 2018 | -4.39% | -19.01% |
| 2017 | +4.73% | +7.48% |
| 2016 | +9.79% | +38.38% |
| 2015 | +3.17% | +6.12% |
| 2014 | +29.43% | +3.42% |
| 2013 | -2.53% | +42.21% |
| 2012 | +16.51% | +14.15% |
| 2011 | +7.48% | -7.79% |
| 2010 | +27.25% | +18.25% |
| 2009 | +30.21% | -21.82% |
| 2008 | -37.20% | -16.59% |
| 2007 | -18.58% | -22.74% |
| 2006 | N/A | +6.01% |
USRT vs KRE Drawdown Comparison
The maximum drawdown for USRT was -69.91%, occurring on Mar 6, 2009. Recovery took 1253 trading sessions.
The maximum drawdown for KRE was -68.58%, occurring on Mar 9, 2009. Recovery took 2106 trading sessions.
The current USRT drawdown is -3.49%. The current KRE drawdown is -2.19%.
| Rank | USRT | KRE |
|---|---|---|
| #1 | -69.91% May 11, 2007 - May 1, 2012 | -68.58% Dec 27, 2006 - May 12, 2015 |
| #2 | -44.38% Feb 21, 2020 - Apr 21, 2021 | -54.87% Jun 8, 2018 - Feb 9, 2021 |
| #3 | -31.00% Dec 31, 2021 - Sep 16, 2024 | -52.71% Jan 14, 2022 - Feb 3, 2026 |
| #4 | -18.70% Nov 27, 2024 - Feb 6, 2026 | -27.99% Nov 6, 2015 - Nov 9, 2016 |
| #5 | -18.52% May 21, 2013 - Jul 18, 2014 | -15.90% Mar 1, 2017 - Nov 29, 2017 |
| #6 | -15.79% Jan 26, 2015 - Mar 29, 2016 | -15.65% Jun 1, 2021 - Oct 8, 2021 |
| #7 | -14.95% Aug 1, 2016 - Jul 6, 2018 | -15.01% Jun 23, 2015 - Nov 6, 2015 |
| #8 | -13.10% Dec 6, 2018 - Jan 30, 2019 | -14.95% Feb 6, 2026 - Jun 12, 2026 |
| #9 | -9.02% Sep 14, 2012 - Jan 15, 2013 | -10.93% Nov 23, 2021 - Jan 6, 2022 |
| #10 | -8.19% Aug 28, 2018 - Dec 6, 2018 | -9.12% Mar 9, 2018 - May 22, 2018 |
| #11 | -8.04% Mar 2, 2026 - Apr 16, 2026 | -8.99% Mar 12, 2021 - May 7, 2021 |
| #12 | -7.40% May 1, 2012 - Jun 29, 2012 | -6.96% Jan 23, 2018 - Mar 6, 2018 |
| #13 | -7.23% Sep 2, 2021 - Oct 26, 2021 | -5.19% Feb 24, 2021 - Mar 8, 2021 |
| #14 | -6.81% Sep 5, 2014 - Oct 23, 2014 | -4.73% Dec 27, 2016 - Jan 26, 2017 |
| #15 | -6.13% Oct 23, 2019 - Jan 21, 2020 | -4.38% May 7, 2021 - May 14, 2021 |
Correlation
Correlation between USRT and KRE is 0.95 which considered as a very strong positive correlation - the stocks move almost identically together.
0.95
-101
Dividend Comparison (2006 - 2026)
USRT vs KRE dividend yield comparison.
| Year | USRT | KRE |
|---|---|---|
| 2026 | 0.87% | 1.02% |
| 2025 | 3.07% | 2.45% |
| 2024 | 2.85% | 2.59% |
| 2023 | 3.18% | 2.99% |
| 2022 | 3.46% | 2.51% |
| 2021 | 2.27% | 1.97% |
| 2020 | 3.12% | 2.78% |
| 2019 | 3.34% | 2.21% |
| 2018 | 5.66% | 2.48% |
| 2017 | 3.43% | 1.40% |
| 2016 | 3.98% | 1.40% |
| 2015 | 3.59% | 1.80% |
| 2014 | 3.46% | 1.60% |
| 2013 | 3.84% | 1.37% |
| 2012 | 3.48% | 2.02% |
| 2011 | 3.95% | 1.80% |
| 2010 | 3.56% | 1.37% |
| 2009 | 3.52% | 2.06% |
| 2008 | 9.54% | 3.71% |
| 2007 | 3.51% | 6.08% |
| 2006 | 0.00% | 1.23% |
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