USRT vs NEAR
Comparison between ISHARES CORE U.S. REIT ETF (USRT, ETF) and ISHARES SHORT DURATION BOND ACTIVE ETF (NEAR, ETF).
5-Year PerformanceUSRT has outperformed NEAR, delivering a return of +5.0% compared to +3.9%
USRT vs NEAR - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
USRT vs NEAR - Historical Returns
Returns include dividend reinvestment.
USRT vs NEAR - Annual Returns (2007 - 2026)
Returns include dividend reinvestment.
| Year | USRT | NEAR |
|---|---|---|
| 2026 | +19.14% | +1.20% |
| 2025 | +3.39% | +5.96% |
| 2024 | +7.56% | +5.16% |
| 2023 | +14.00% | +7.44% |
| 2022 | -24.01% | +0.43% |
| 2021 | +48.36% | +0.34% |
| 2020 | -6.52% | +1.39% |
| 2019 | +28.98% | +3.53% |
| 2018 | -4.39% | +1.67% |
| 2017 | +4.73% | +1.43% |
| 2016 | +9.79% | +1.58% |
| 2015 | +3.17% | +0.85% |
| 2014 | +29.43% | +0.59% |
| 2013 | -2.53% | +0.35% |
| 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 NEAR Drawdown Comparison
The maximum drawdown for USRT was -69.91%, occurring on Mar 6, 2009. Recovery took 1253 trading sessions.
The maximum drawdown for NEAR was -9.61%, occurring on Mar 19, 2020. Recovery took 98 trading sessions.
The current USRT drawdown is -3.49%.
| Rank | USRT | NEAR |
|---|---|---|
| #1 | -69.91% May 11, 2007 - May 1, 2012 | -9.61% Mar 5, 2020 - Jul 24, 2020 |
| #2 | -44.38% Feb 21, 2020 - Apr 21, 2021 | -1.32% Oct 5, 2021 - Dec 19, 2022 |
| #3 | -31.00% Dec 31, 2021 - Sep 16, 2024 | -1.16% Apr 3, 2025 - Apr 29, 2025 |
| #4 | -18.70% Nov 27, 2024 - Feb 6, 2026 | -1.13% Feb 27, 2026 - Jun 15, 2026 |
| #5 | -18.52% May 21, 2013 - Jul 18, 2014 | -0.76% Sep 24, 2024 - Dec 4, 2024 |
| #6 | -15.79% Jan 26, 2015 - Mar 29, 2016 | -0.61% Apr 30, 2025 - Jun 11, 2025 |
| #7 | -14.95% Aug 1, 2016 - Jul 6, 2018 | -0.58% Mar 27, 2024 - May 3, 2024 |
| #8 | -13.10% Dec 6, 2018 - Jan 30, 2019 | -0.56% Feb 1, 2024 - Mar 7, 2024 |
| #9 | -9.02% Sep 14, 2012 - Jan 15, 2013 | -0.46% Mar 8, 2024 - Mar 27, 2024 |
| #10 | -8.19% Aug 28, 2018 - Dec 6, 2018 | -0.46% Dec 6, 2024 - Jan 8, 2025 |
| #11 | -8.04% Mar 2, 2026 - Apr 16, 2026 | -0.34% Oct 15, 2014 - Feb 25, 2015 |
| #12 | -7.40% May 1, 2012 - Jun 29, 2012 | -0.32% Jul 6, 2026 - Aug 3, 2026 |
| #13 | -7.23% Sep 2, 2021 - Oct 26, 2021 | -0.30% Nov 3, 2023 - Nov 14, 2023 |
| #14 | -6.81% Sep 5, 2014 - Oct 23, 2014 | -0.29% May 15, 2024 - Jun 3, 2024 |
| #15 | -6.13% Oct 23, 2019 - Jan 21, 2020 | -0.26% Jun 16, 2026 - Jun 26, 2026 |
Correlation
Correlation between USRT and NEAR is 0.90 which considered as a strong positive correlation - the stocks tend to move together.
Dividend Comparison (2007 - 2026)
USRT vs NEAR dividend yield comparison.
| Year | USRT | NEAR |
|---|---|---|
| 2026 | 0.87% | 2.48% |
| 2025 | 3.07% | 4.54% |
| 2024 | 2.85% | 5.00% |
| 2023 | 3.18% | 4.59% |
| 2022 | 3.46% | 1.78% |
| 2021 | 2.27% | 0.76% |
| 2020 | 3.12% | 1.53% |
| 2019 | 3.34% | 2.69% |
| 2018 | 5.66% | 2.25% |
| 2017 | 3.43% | 1.52% |
| 2016 | 3.98% | 1.07% |
| 2015 | 3.59% | 0.85% |
| 2014 | 3.46% | 0.85% |
| 2013 | 3.84% | 0.15% |
| 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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