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ICF vs USRT

iShares Select U.S. REIT ETF vs iShares Core U.S. REIT ETF

ICF

iShares Select U.S. REIT ETF

Annual cost

0.32%

Fund size

$2.1B

USRT

iShares Core U.S. REIT ETF

Annual cost

0.08%

Fund size

$3.8B

Key differences

Both ICF and USRT are equity ETFs. ICF charges 0.32% a year and USRT 0.08%. The main difference: USRT costs 0.24% less per year.

  • USRT costs 0.24% less per year.
  • Over the last three years, USRT has delivered higher annualized returns.
  • ICF has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

ICFUSRT
Annual cost (TER)0.32%0.08%
Fund size (AUM)$2.1B$3.8B
Since20012007
Dividend yield2.45%2.64%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+14.5%+18.3%
CAGR 3Y+11.5%+13.0%
CAGR 5Y+3.7%+5.5%
Sharpe 3Y0.520.60
Volatility 1Y13.94%13.58%
Max drawdown-40.22%-44.38%

Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.

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