USRT vs XOP
Comparison between ISHARES CORE U.S. REIT ETF (USRT, ETF) and SPDR(R) S&P(R) OIL & GAS EXPLORATION & PRODUCTION ETF (XOP, ETF).
USRT is from the Real Estate sector, while XOP is from the Energy sector.
5-Year PerformanceXOP has outperformed USRT, delivering a return of +16.5% compared to +6.0%
USRT vs XOP - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
USRT
$3.50B
XOP
$3.50B
Expense Ratio
Winner
USRT
0.08%
XOP
0.35%
Max Drawdown
Winner
USRT
72.93%
XOP
90.96%
Sharpe Ratio
USRT
1.06
Winner
XOP
1.45
5Y Beta
Winner
USRT
0.56
XOP
0.80
P/E Ratio
Winner
USRT
33.43
XOP
33.98
Forward P/E
USRT
34.78
Winner
XOP
11.62
PEG Ratio
USRT
N/A
XOP
-0.13
5Y Dividends CAGR
USRT
5.36%
Winner
XOP
18.35%
5Y EPS CAGR
USRT
9.27%
XOP
N/A
Debt to Equity
Winner
USRT
44.25%
XOP
73.66%
P/S Ratio
USRT
7.30
Winner
XOP
0.79
P/B Ratio
USRT
2.34
Winner
XOP
1.83
USRT vs XOP - Holdings Comparison
USRT and XOP have 1 common holdings. Overlap is 0.00%
USRT's top 25 holdings weight is 71.05%. XOP's top 25 holdings weight is 65.98%.
| Rank | USRT | XOP |
|---|---|---|
| #1 | WELLTOWER INC (WELL) - 8.39% | MURPHY OIL CORP (MUR) - 2.94% |
| #2 | PROLOGIS INC (PLD) - 7.72% | APA CORP (APA) - 2.92% |
| #3 | EQUINIX INC (EQIX) - 6.68% | SM ENERGY CO (SM) - 2.91% |
| #4 | DIGITAL REALTY TRUST INC (DLR) - 4.61% | CHORD ENERGY CORP ORDINARY SHARES NEW (CHRD) - 2.80% |
| #5 | SIMON PROPERTY GROUP INC (SPG) - 4.59% | HF SINCLAIR CORP (DINO) - 2.79% |
| #6 | REALTY INCOME CORP (O) - 4.28% | DIAMONDBACK ENERGY INC (FANG) - 2.78% |
| #7 | PUBLIC STORAGE (PSA) - 3.85% | COTERRA ENERGY INC ORDINARY SHARES (CTRA) - 2.72% |
| #8 | VENTAS INC (VTR) - 3.52% | DEVON ENERGY CORP (DVN) - 2.69% |
| #9 | IRON MOUNTAIN INC (IRM) - 2.77% | CRESCENT ENERGY CO CLASS A (CRGY) - 2.68% |
| #10 | VICI PROPERTIES INC ORDINARY SHARES (VICI) - 2.67% | PERMIAN RESOURCES CORP CLASS A (PR) - 2.67% |
| #11 | EXTRA SPACE STORAGE INC (EXR) - 2.56% | VIPER ENERGY INC ORDINARY SHARES CLASS A (VNOM) - 2.67% |
| #12 | AVALONBAY COMMUNITIES INC (AVB) - 2.14% | MATADOR RESOURCES CO (MTDR) - 2.67% |
| #13 | EQUITY RESIDENTIAL (EQR) - 2.06% | OVINTIV INC (OVV) - 2.65% |
| #14 | ESSEX PROPERTY TRUST INC (ESS) - 1.43% | CONOCOPHILLIPS (COP) - 2.62% |
| #15 | SUN COMMUNITIES INC (SUI) - 1.42% | OCCIDENTAL PETROLEUM CORP (OXY) - 2.61% |
| #16 | INVITATION HOMES INC (INVH) - 1.41% | VALERO ENERGY CORP (VLO) - 2.60% |
| #17 | W.P. CAREY INC (WPC) - 1.37% | MARATHON PETROLEUM CORP (MPC) - 2.55% |
| #18 | KIMCO REALTY CORP (KIM) - 1.36% | VENTURE GLOBAL INC ORDINARY SHARES CLASS A (VG) - 2.52% |
| #19 | MID-AMERICA APARTMENT COMMUNITIES INC (MAA) - 1.31% | EOG RESOURCES INC (EOG) - 2.51% |
| #20 | REGENCY CENTERS CORP (REG) - 1.25% | MAGNOLIA OIL & GAS CORP CLASS A (MGY) - 2.49% |
| #21 | OMEGA HEALTHCARE INVESTORS INC (OHI) - 1.20% | RANGE RESOURCES CORP (RRC) - 2.46% |
| #22 | HOST HOTELS & RESORTS INC (HST) - 1.19% | PBF ENERGY INC CLASS A (PBF) - 2.45% |
| #23 | GAMING AND LEISURE PROPERTIES INC (GLPI) - 1.11% | PHILLIPS 66 (PSX) - 2.45% |
| #24 | EQUITY LIFESTYLE PROPERTIES INC (ELS) - 1.11% | EXXON MOBIL CORP (XOM) - 2.44% |
| #25 | HEALTHPEAK PROPERTIES INC (DOC) - 1.05% | CHEVRON CORP (CVX) - 2.39% |
| Total Holdings | 130 | 53 |
USRT vs XOP - Historical Returns
Returns include dividend reinvestment.
1M
Winner
USRT
+6.03%
XOP
-3.80%
3M
USRT
+7.88%
Winner
XOP
+13.20%
6M
USRT
+12.99%
Winner
XOP
+29.00%
1Y
USRT
+19.05%
Winner
XOP
+44.57%
5Y(CAGR)
USRT
+6.02%
Winner
XOP
+16.49%
10Y(CAGR)
Winner
USRT
+6.16%
XOP
+4.35%
Max(CAGR)
Winner
USRT
+5.39%
XOP
+2.31%
USRT vs XOP - Annual Returns (2006 - 2026)
Returns include dividend reinvestment.
| Year | USRT | XOP |
|---|---|---|
| 2026 | +14.48% | +28.59% |
| 2025 | +3.39% | -3.93% |
| 2024 | +7.56% | -1.78% |
| 2023 | +14.00% | +9.68% |
| 2022 | -24.01% | +38.75% |
| 2021 | +48.36% | +65.27% |
| 2020 | -6.52% | -36.21% |
| 2019 | +28.98% | -11.96% |
| 2018 | -4.39% | -30.05% |
| 2017 | +4.73% | -10.74% |
| 2016 | +9.79% | +37.60% |
| 2015 | +3.17% | -36.41% |
| 2014 | +29.43% | -27.94% |
| 2013 | -2.53% | +25.14% |
| 2012 | +16.51% | +0.14% |
| 2011 | +7.48% | -0.10% |
| 2010 | +27.25% | +22.81% |
| 2009 | +30.21% | +31.81% |
| 2008 | -37.20% | -43.66% |
| 2007 | -18.58% | +42.25% |
| 2006 | N/A | +10.70% |
USRT vs XOP Drawdown Comparison
The maximum drawdown for USRT was -69.91%, occurring on Mar 6, 2009. Recovery took 1253 trading sessions.
The maximum drawdown for XOP was -90.26%, occurring on Mar 23, 2020. This drawdown has not yet recovered.
The current USRT drawdown is -0.20%. The current XOP drawdown is -38.55%.
| Rank | USRT | XOP |
|---|---|---|
| #1 | -69.91% May 11, 2007 - May 1, 2012 | -90.26% Jun 23, 2014 - Mar 23, 2020 |
| #2 | -44.38% Feb 21, 2020 - Apr 21, 2021 | -67.72% Jun 23, 2008 - Oct 4, 2013 |
| #3 | -31.00% Dec 31, 2021 - Sep 16, 2024 | -17.36% Aug 9, 2006 - Nov 29, 2006 |
| #4 | -18.70% Nov 27, 2024 - Feb 6, 2026 | -15.34% Nov 6, 2007 - Feb 19, 2008 |
| #5 | -18.52% May 21, 2013 - Jul 18, 2014 | -15.17% Jun 18, 2007 - Oct 9, 2007 |
| #6 | -15.79% Jan 26, 2015 - Mar 29, 2016 | -14.31% Dec 1, 2006 - Apr 4, 2007 |
| #7 | -14.95% Aug 1, 2016 - Jul 6, 2018 | -11.83% Oct 18, 2013 - Apr 2, 2014 |
| #8 | -13.10% Dec 6, 2018 - Jan 30, 2019 | -10.18% Feb 28, 2008 - Apr 4, 2008 |
| #9 | -9.02% Sep 14, 2012 - Jan 15, 2013 | -7.88% Jul 3, 2006 - Jul 26, 2006 |
| #10 | -8.19% Aug 28, 2018 - Dec 6, 2018 | -6.46% May 20, 2008 - Jun 5, 2008 |
| #11 | -8.04% Mar 2, 2026 - Apr 16, 2026 | -5.70% Apr 21, 2008 - May 6, 2008 |
| #12 | -7.40% May 1, 2012 - Jun 29, 2012 | -4.79% Apr 24, 2014 - Jun 6, 2014 |
| #13 | -7.23% Sep 2, 2021 - Oct 26, 2021 | -4.42% Oct 4, 2013 - Oct 11, 2013 |
| #14 | -6.81% Sep 5, 2014 - Oct 23, 2014 | -4.35% Jun 4, 2007 - Jun 14, 2007 |
| #15 | -6.13% Oct 23, 2019 - Jan 21, 2020 | -4.33% Oct 18, 2007 - Oct 26, 2007 |
Correlation
Correlation between USRT and XOP is -0.29 which considered as a very weak or no correlation - the stocks move independently of each other.
-0.29
-101
Dividend Comparison (2006 - 2026)
USRT vs XOP dividend yield comparison.
| Year | USRT | XOP |
|---|---|---|
| 2026 | 0.33% | 0.43% |
| 2025 | 3.07% | 2.62% |
| 2024 | 2.85% | 2.45% |
| 2023 | 3.18% | 2.63% |
| 2022 | 3.46% | 2.47% |
| 2021 | 2.27% | 1.61% |
| 2020 | 3.12% | 2.34% |
| 2019 | 3.34% | 1.47% |
| 2018 | 5.66% | 0.99% |
| 2017 | 3.43% | 0.76% |
| 2016 | 3.98% | 0.76% |
| 2015 | 3.59% | 2.21% |
| 2014 | 3.46% | 1.40% |
| 2013 | 3.84% | 0.84% |
| 2012 | 3.48% | 1.21% |
| 2011 | 3.95% | 1.12% |
| 2010 | 3.56% | 0.37% |
| 2009 | 3.52% | 0.69% |
| 2008 | 9.54% | 0.77% |
| 2007 | 3.51% | 0.21% |
| 2006 | 0.00% | 0.11% |
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