USRT vs NXUS

Comparison between ISHARES CORE U.S. REIT ETF (USRT, ETF) and NUVEEN INTERNATIONAL AGGREGATE BOND ETF (NXUS, ETF).

USRT vs NXUS - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	USRT(ETF)	NXUS(ETF)
Net Assets	$3.80B	$3.80B
Expense Ratio	0.08%	0.08%
Max Drawdown	72.93%	3.24%
Sharpe Ratio	1.12	-0.43
5Y Beta	0.53	0.12
P/E Ratio	35.73	N/A
Forward P/E	35.24	N/A
5Y Dividends CAGR	5.36%	N/A
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

NXUS

$3.80B

Expense Ratio

USRT

0.08%

NXUS

0.08%

Max Drawdown

USRT

72.93%

Winner

NXUS

3.24%

Sharpe Ratio

Winner

USRT

1.12

NXUS

-0.43

5Y Beta

USRT

0.53

Winner

NXUS

0.12

P/E Ratio

USRT

35.73

NXUS

N/A

Forward P/E

USRT

35.24

NXUS

N/A

5Y Dividends CAGR

USRT

5.36%

NXUS

N/A

5Y EPS CAGR

USRT

8.73%

NXUS

N/A

Debt to Equity

USRT

41.28%

NXUS

N/A

P/S Ratio

USRT

7.15

NXUS

N/A

P/B Ratio

USRT

2.40

NXUS

N/A

USRT vs NXUS - Holdings Comparison

USRT and NXUS have 1 common holdings. Overlap is 0.00%

USRT's top 25 holdings weight is 70.28%. NXUS's top 25 holdings weight is 25.58%.

Rank	USRT	NXUS
#1	WELLTOWER INC (WELL) - 8.15%	UNITED KINGDOM OF GREAT BRITAIN AND NORTHERN IRELAND 1.5% (n/a) - 4.41%
#2	PROLOGIS INC (PLD) - 7.62%	STATE STREET INSTL US GOVT MMKT PREMIER (GVMXX) - 4.22%
#3	EQUINIX INC (EQIX) - 6.33%	JAPAN (GOVERNMENT OF) 0.1% (n/a) - 3.30%
#4	SIMON PROPERTY GROUP INC (SPG) - 4.35%	JAPAN (GOVERNMENT OF) 1% (n/a) - 1.11%
#5	DIGITAL REALTY TRUST INC (DLR) - 4.20%	JAPAN (GOVERNMENT OF) 0.4% (n/a) - 1.01%
#6	REALTY INCOME CORP (O) - 3.98%	JAPAN (GOVERNMENT OF) 0.5% (n/a) - 0.97%
#7	PUBLIC STORAGE (PSA) - 3.94%	JAPAN (GOVERNMENT OF) 0.2% (n/a) - 0.77%
#8	VENTAS INC (VTR) - 3.51%	JAPAN (GOVERNMENT OF) 2.1% (n/a) - 0.68%
#9	IRON MOUNTAIN INC (IRM) - 3.15%	JAPAN (GOVERNMENT OF) 1.5% (n/a) - 0.65%
#10	VICI PROPERTIES INC ORDINARY SHARES (VICI) - 2.63%	JAPAN (GOVERNMENT OF) 0.7% (n/a) - 0.65%
#11	EXTRA SPACE STORAGE INC (EXR) - 2.57%	JAPAN (GOVERNMENT OF) 1.7% (n/a) - 0.65%
#12	AVALONBAY COMMUNITIES INC (AVB) - 2.24%	EUROPEAN UNION 2.5% (n/a) - 0.64%
#13	EQUITY RESIDENTIAL (EQR) - 2.13%	JAPAN (GOVERNMENT OF) 1.6% (n/a) - 0.60%
#14	INVITATION HOMES INC (INVH) - 1.52%	EUROPEAN UNION 3.625% (n/a) - 0.58%
#15	ESSEX PROPERTY TRUST INC (ESS) - 1.50%	JAPAN (GOVERNMENT OF) 1.1% (n/a) - 0.56%
#16	W.P. CAREY INC (WPC) - 1.37%	EUROPEAN UNION 4% (n/a) - 0.54%
#17	KIMCO REALTY CORP (KIM) - 1.37%	CANADA (GOVERNMENT OF) 3.25% (n/a) - 0.54%
#18	SUN COMMUNITIES INC (SUI) - 1.33%	KOREA (REPUBLIC OF) 2.625% (n/a) - 0.53%
#19	MID-AMERICA APARTMENT COMMUNITIES INC (MAA) - 1.30%	CANADA (GOVERNMENT OF) 2.75% (n/a) - 0.50%
#20	HOST HOTELS & RESORTS INC (HST) - 1.30%	JAPAN (GOVERNMENT OF) 2.4% (n/a) - 0.48%
#21	REGENCY CENTERS CORP (REG) - 1.21%	n/a (n/a) - 0.47%
#22	OMEGA HEALTHCARE INVESTORS INC (OHI) - 1.20%	JAPAN (GOVERNMENT OF) 2% (n/a) - 0.45%
#23	HEALTHPEAK PROPERTIES INC (DOC) - 1.16%	JAPAN (GOVERNMENT OF) 1.3% (n/a) - 0.43%
#24	LAMAR ADVERTISING CO CLASS A (LAMR) - 1.12%	GERMANY (FEDERAL REPUBLIC OF) 0% (n/a) - 0.42%
#25	GAMING AND LEISURE PROPERTIES INC (GLPI) - 1.10%	KOREA (REPUBLIC OF) 3.25% (n/a) - 0.42%
Total Holdings	131	1694

USRT vs NXUS - Historical Returns

Returns include dividend reinvestment.

Period	USRT	NXUS
1 month	+2.56%	+1.03%
3 months	+9.73%	+0.93%
6 months	+17.96%	+1.02%
1 year	+19.34%	N/A
5 years(CAGR)	+5.07%	N/A
10 years(CAGR)	+6.62%	N/A
Max(CAGR)	+5.51%	+2.06%

Winner

USRT

+2.56%

NXUS

+1.03%

Winner

USRT

+9.73%

NXUS

+0.93%

Winner

USRT

+17.96%

NXUS

+1.02%

USRT

+19.34%

NXUS

N/A

5Y(CAGR)

USRT

+5.07%

NXUS

N/A

10Y(CAGR)

USRT

+6.62%

NXUS

N/A

Max(CAGR)

Winner

USRT

+5.51%

NXUS

+2.06%

USRT vs NXUS - Annual Returns (2007 - 2026)

Returns include dividend reinvestment.

Year	USRT	NXUS
2026	+17.56%	+0.90%
2025	+3.39%	+0.61%
2024	+7.56%	N/A
2023	+14.00%	N/A
2022	-24.01%	N/A
2021	+48.36%	N/A
2020	-6.52%	N/A
2019	+28.98%	N/A
2018	-4.39%	N/A
2017	+4.73%	N/A
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 NXUS Drawdown Comparison

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

The maximum drawdown for NXUS was -2.81%, occurring on Mar 27, 2026. This drawdown has not yet recovered.

The current NXUS drawdown is -0.97%.

Rank	USRT	NXUS
#1	-69.91% May 11, 2007 - May 1, 2012	-2.81% Feb 27, 2026 - Mar 27, 2026
#2	-44.38% Feb 21, 2020 - Apr 21, 2021	-1.05% Oct 22, 2025 - Feb 3, 2026
#3	-31.00% Dec 31, 2021 - Sep 16, 2024	-0.62% Sep 24, 2025 - Sep 26, 2025
#4	-18.70% Nov 27, 2024 - Feb 6, 2026	-0.54% Feb 3, 2026 - Feb 12, 2026
#5	-18.52% May 21, 2013 - Jul 18, 2014	-0.26% Oct 1, 2025 - Oct 10, 2025
#6	-15.79% Jan 26, 2015 - Mar 29, 2016	-0.20% Oct 16, 2025 - Oct 22, 2025
#7	-14.95% Aug 1, 2016 - Jul 6, 2018	-0.08% Feb 24, 2026 - Feb 26, 2026
#8	-13.10% Dec 6, 2018 - Jan 30, 2019	-0.06% Sep 29, 2025 - Oct 1, 2025
#9	-9.02% Sep 14, 2012 - Jan 15, 2013	N/A
#10	-8.19% Aug 28, 2018 - Dec 6, 2018	N/A
#11	-8.04% Mar 2, 2026 - Apr 16, 2026	N/A
#12	-7.40% May 1, 2012 - Jun 29, 2012	N/A
#13	-7.23% Sep 2, 2021 - Oct 26, 2021	N/A
#14	-6.81% Sep 5, 2014 - Oct 23, 2014	N/A
#15	-6.13% Oct 23, 2019 - Jan 21, 2020	N/A

Correlation

Correlation between USRT and NXUS is 0.39 which considered as a weak positive correlation - the stocks show a slight tendency to move together.

0.39

-101

Dividend Comparison (2007 - 2026)

USRT vs NXUS dividend yield comparison.

Year	USRT	NXUS
2026	0.32%	1.27%
2025	3.07%	0.39%
2024	2.85%	0.00%
2023	3.18%	0.00%
2022	3.46%	0.00%
2021	2.27%	0.00%
2020	3.12%	0.00%
2019	3.34%	0.00%
2018	5.66%	0.00%
2017	3.43%	0.00%
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%