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IYR vs USRT

iShares U.S. Real Estate ETF vs iShares Core U.S. REIT ETF

IYR

iShares U.S. Real Estate ETF

iShares

Annual cost

0.38%

Fund size

$4.1B

USRT

iShares Core U.S. REIT ETF

iShares

Annual cost

0.08%

Fund size

$3.8B

Key differences

  • USRT costs 0.30% less per year.
  • Over the last 3 years, USRT has delivered higher annualized returns.
  • IYR has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

IYRUSRT
Annual cost (TER)0.38%0.08%
Fund size (AUM)$4.1B$3.8B
Since20002007
Dividend yield2.19%2.65%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+13.7%+20.9%
CAGR 3Y+10.1%+13.1%
CAGR 5Y+3.7%+6.4%
Sharpe 3Y0.450.60
Volatility 1Y13.13%13.23%
Max drawdown-42.32%-44.38%

Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.

Similar to IYR and USRT