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PSTR vs USRT

PeakShares Sector Rotation ETF vs iShares Core U.S. REIT ETF

PSTR

PeakShares Sector Rotation ETF

PeakShares LLC

Annual cost

1.07%

Fund size

$57M

USRT

iShares Core U.S. REIT ETF

iShares

Annual cost

0.08%

Fund size

$3.8B

Key differences

  • USRT costs 0.99% less per year.
  • USRT is significantly larger than PSTR — larger funds tend to be more liquid and less likely to close.
  • PSTR is classified as alternative, while USRT is equity — different risk/return profiles.
  • PSTR follows a tactical allocation strategy; USRT uses index tracking.
  • USRT has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

PSTRUSRT
Annual cost (TER)1.07%0.08%
Fund size (AUM)$57M$3.8B
Since20242007
Dividend yield4.75%2.65%
Asset classalternativeequity
Regionnorth americanorth america
Strategytactical allocationindex tracking
CAGR 1Y+19.4%+21.7%
CAGR 3YN/A+13.5%
CAGR 5YN/A+6.5%
Sharpe 3YN/A0.62
Volatility 1Y8.48%13.24%
Max drawdown-14.73%-44.38%

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

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