USRT vs SUSA
Comparison between ISHARES CORE U.S. REIT ETF (USRT, ETF) and ISHARES MSCI USA ESG SELECT ETF (SUSA, ETF).
5-Year PerformanceSUSA has outperformed USRT, delivering a return of +12.2% compared to +6.9%
USRT vs SUSA - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
USRT
$3.80B
SUSA
$3.80B
Expense Ratio
Winner
USRT
0.08%
SUSA
0.25%
Max Drawdown
USRT
72.93%
Winner
SUSA
54.94%
Sharpe Ratio
USRT
1.05
Winner
SUSA
1.77
5Y Beta
Winner
USRT
0.56
SUSA
0.95
P/E Ratio
USRT
34.12
Winner
SUSA
28.25
Forward P/E
USRT
34.85
Winner
SUSA
21.92
PEG Ratio
USRT
N/A
SUSA
0.39
5Y Dividends CAGR
USRT
5.36%
Winner
SUSA
10.29%
5Y EPS CAGR
USRT
8.96%
Winner
SUSA
26.39%
Debt to Equity
USRT
35.76%
Winner
SUSA
11.50%
P/S Ratio
USRT
6.97
Winner
SUSA
3.49
P/B Ratio
Winner
USRT
2.31
SUSA
6.07
USRT vs SUSA - Holdings Comparison
USRT and SUSA have 5 common holdings. Overlap is 2.02%
USRT's top 25 holdings weight is 70.68%. SUSA's top 25 holdings weight is 49.33%.
| Rank | USRT | SUSA |
|---|---|---|
| #1 | WELLTOWER INC (WELL) - 8.22% | NVIDIA CORP (NVDA) - 7.73% |
| #2 | PROLOGIS INC (PLD) - 7.45% | APPLE INC (AAPL) - 5.55% |
| #3 | EQUINIX INC (EQIX) - 6.43% | MICROSOFT CORP (MSFT) - 4.35% |
| #4 | DIGITAL REALTY TRUST INC (DLR) - 4.38% | ALPHABET INC CLASS C (GOOG) - 3.83% |
| #5 | SIMON PROPERTY GROUP INC (SPG) - 4.38% | BROADCOM INC (AVGO) - 3.12% |
| #6 | REALTY INCOME CORP (O) - 4.15% | ALPHABET INC CLASS A (GOOGL) - 3.01% |
| #7 | PUBLIC STORAGE (PSA) - 3.92% | TESLA INC (TSLA) - 1.65% |
| #8 | VENTAS INC (VTR) - 3.51% | APPLIED MATERIALS INC (AMAT) - 1.55% |
| #9 | IRON MOUNTAIN INC (IRM) - 3.34% | THE HARTFORD INSURANCE GROUP INC (HIG) - 1.50% |
| #10 | VICI PROPERTIES INC ORDINARY SHARES (VICI) - 2.65% | MORGAN STANLEY (MS) - 1.36% |
| #11 | EXTRA SPACE STORAGE INC (EXR) - 2.55% | CUMMINS INC (CMI) - 1.32% |
| #12 | AVALONBAY COMMUNITIES INC (AVB) - 2.28% | ELI LILLY AND CO (LLY) - 1.26% |
| #13 | EQUITY RESIDENTIAL (EQR) - 2.17% | GILEAD SCIENCES INC (GILD) - 1.12% |
| #14 | INVITATION HOMES INC (INVH) - 1.52% | ADVANCED MICRO DEVICES INC (AMD) - 1.11% |
| #15 | ESSEX PROPERTY TRUST INC (ESS) - 1.47% | THE HOME DEPOT INC (HD) - 1.09% |
| #16 | W.P. CAREY INC (WPC) - 1.37% | LAM RESEARCH CORP (LRCX) - 1.09% |
| #17 | KIMCO REALTY CORP (KIM) - 1.36% | INTEL CORP (INTC) - 1.08% |
| #18 | SUN COMMUNITIES INC (SUI) - 1.33% | WESTERN DIGITAL CORP (WDC) - 1.00% |
| #19 | MID-AMERICA APARTMENT COMMUNITIES INC (MAA) - 1.31% | TRANE TECHNOLOGIES PLC CLASS A (TT) - 0.99% |
| #20 | HOST HOTELS & RESORTS INC (HST) - 1.26% | CRH PLC (CRH) - 0.98% |
| #21 | REGENCY CENTERS CORP (REG) - 1.23% | BANK OF NEW YORK MELLON CORP (BK) - 0.97% |
| #22 | OMEGA HEALTHCARE INVESTORS INC (OHI) - 1.18% | ECOLAB INC (ECL) - 0.95% |
| #23 | GAMING AND LEISURE PROPERTIES INC (GLPI) - 1.12% | VISA INC CLASS A (V) - 0.94% |
| #24 | UDR INC (UDR) - 1.06% | MASTERCARD INC CLASS A (MA) - 0.90% |
| #25 | EQUITY LIFESTYLE PROPERTIES INC (ELS) - 1.04% | ONEOK INC (OKE) - 0.88% |
| Total Holdings | 130 | 173 |
USRT vs SUSA - Historical Returns
Returns include dividend reinvestment.
1M
USRT
+4.66%
Winner
SUSA
+7.67%
3M
USRT
+6.31%
Winner
SUSA
+7.85%
6M
Winner
USRT
+13.52%
SUSA
+7.50%
1Y
USRT
+17.32%
Winner
SUSA
+24.99%
5Y(CAGR)
USRT
+6.88%
Winner
SUSA
+12.16%
10Y(CAGR)
USRT
+6.30%
Winner
SUSA
+14.92%
Max(CAGR)
USRT
+5.40%
Winner
SUSA
+10.37%
USRT vs SUSA - Annual Returns (2005 - 2026)
Returns include dividend reinvestment.
| Year | USRT | SUSA |
|---|---|---|
| 2026 | +14.62% | +7.23% |
| 2025 | +3.39% | +15.98% |
| 2024 | +7.56% | +23.30% |
| 2023 | +14.00% | +24.42% |
| 2022 | -24.01% | -21.45% |
| 2021 | +48.36% | +32.05% |
| 2020 | -6.52% | +23.86% |
| 2019 | +28.98% | +32.49% |
| 2018 | -4.39% | -6.02% |
| 2017 | +4.73% | +21.51% |
| 2016 | +9.79% | +14.22% |
| 2015 | +3.17% | -1.77% |
| 2014 | +29.43% | +14.77% |
| 2013 | -2.53% | +27.63% |
| 2012 | +16.51% | +8.75% |
| 2011 | +7.48% | +0.57% |
| 2010 | +27.25% | +12.48% |
| 2009 | +30.21% | +26.93% |
| 2008 | -37.20% | -34.56% |
| 2007 | -18.58% | +4.65% |
| 2006 | N/A | +11.17% |
| 2005 | N/A | +7.95% |
USRT vs SUSA Drawdown Comparison
The maximum drawdown for USRT was -69.91%, occurring on Mar 6, 2009. Recovery took 1253 trading sessions.
The maximum drawdown for SUSA was -53.93%, occurring on Mar 9, 2009. Recovery took 1114 trading sessions.
The current USRT drawdown is -0.08%. The current SUSA drawdown is -0.29%.
| Rank | USRT | SUSA |
|---|---|---|
| #1 | -69.91% May 11, 2007 - May 1, 2012 | -53.93% Oct 9, 2007 - Mar 13, 2012 |
| #2 | -44.38% Feb 21, 2020 - Apr 21, 2021 | -32.93% Feb 19, 2020 - Jul 20, 2020 |
| #3 | -31.00% Dec 31, 2021 - Sep 16, 2024 | -28.22% Dec 29, 2021 - Feb 7, 2024 |
| #4 | -18.70% Nov 27, 2024 - Feb 6, 2026 | -19.30% Dec 4, 2024 - Jun 30, 2025 |
| #5 | -18.52% May 21, 2013 - Jul 18, 2014 | -19.16% Sep 21, 2018 - Apr 1, 2019 |
| #6 | -15.79% Jan 26, 2015 - Mar 29, 2016 | -13.73% May 20, 2015 - Apr 19, 2016 |
| #7 | -14.95% Aug 1, 2016 - Jul 6, 2018 | -11.53% Apr 2, 2012 - Jan 3, 2013 |
| #8 | -13.10% Dec 6, 2018 - Jan 30, 2019 | -9.71% Jan 28, 2026 - Apr 17, 2026 |
| #9 | -9.02% Sep 14, 2012 - Jan 15, 2013 | -9.67% Jan 26, 2018 - Aug 24, 2018 |
| #10 | -8.19% Aug 28, 2018 - Dec 6, 2018 | -9.60% Sep 2, 2020 - Nov 13, 2020 |
| #11 | -8.04% Mar 2, 2026 - Apr 16, 2026 | -8.32% Jul 19, 2007 - Oct 1, 2007 |
| #12 | -7.40% May 1, 2012 - Jun 29, 2012 | -7.53% Jul 16, 2024 - Aug 23, 2024 |
| #13 | -7.23% Sep 2, 2021 - Oct 26, 2021 | -7.23% Apr 23, 2019 - Jun 20, 2019 |
| #14 | -6.81% Sep 5, 2014 - Oct 23, 2014 | -6.92% Sep 2, 2014 - Oct 30, 2014 |
| #15 | -6.13% Oct 23, 2019 - Jan 21, 2020 | -6.72% May 8, 2006 - Sep 20, 2006 |
Correlation
Correlation between USRT and SUSA is 0.94 which considered as a very strong positive correlation - the stocks move almost identically together.
0.94
-101
Dividend Comparison (2005 - 2026)
USRT vs SUSA dividend yield comparison.
| Year | USRT | SUSA |
|---|---|---|
| 2026 | 0.32% | 0.21% |
| 2025 | 3.07% | 0.89% |
| 2024 | 2.85% | 1.15% |
| 2023 | 3.18% | 1.32% |
| 2022 | 3.46% | 1.52% |
| 2021 | 2.27% | 0.98% |
| 2020 | 3.12% | 1.17% |
| 2019 | 3.34% | 1.52% |
| 2018 | 5.66% | 1.73% |
| 2017 | 3.43% | 1.40% |
| 2016 | 3.98% | 1.56% |
| 2015 | 3.59% | 1.42% |
| 2014 | 3.46% | 1.21% |
| 2013 | 3.84% | 1.30% |
| 2012 | 3.48% | 1.77% |
| 2011 | 3.95% | 1.45% |
| 2010 | 3.56% | 1.48% |
| 2009 | 3.52% | 1.64% |
| 2008 | 9.54% | 2.30% |
| 2007 | 3.51% | 1.28% |
| 2006 | 0.00% | 1.51% |
| 2005 | 0.00% | 1.15% |
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