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PCPP vs USRT

Porter & Company Porter Portfolio Index ETF vs iShares Core U.S. REIT ETF

PCPP

Porter & Company Porter Portfolio Index ETF

Annual cost

Fund size

USRT

iShares Core U.S. REIT ETF

Annual cost

0.08%

Fund size

$3.8B

Key differences

PCPP is a mixed asset ETF, while USRT is an equity ETF.

  • PCPP is a mixed asset fund, while USRT is an equity fund. They carry different risk/return profiles.

Side-by-side comparison

PCPPUSRT
Annual cost (TER)0.08%
Fund size (AUM)$3.8B
Since2007
Dividend yield2.64%
Asset classmixed assetequity
Regionnorth america
Strategyindex trackingindex tracking
CAGR 1YN/A+17.8%
CAGR 3YN/A+13.2%
CAGR 5YN/A+5.8%
Sharpe 3YN/A0.61
Volatility 1Y13.36%
Max drawdown-44.38%

Similar to PCPP and USRT