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REAI vs USRT

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

REAI

Intelligent Real Estate ETF

Annual cost

0.59%

Fund size

$1M

USRT

iShares Core U.S. REIT ETF

Annual cost

0.08%

Fund size

$3.8B

Key differences

Both REAI and USRT are equity ETFs. REAI charges 0.59% a year and USRT 0.08%. The main difference: REAI follows a active selection strategy; USRT uses index tracking.

  • REAI follows a active selection strategy; USRT uses index tracking.
  • USRT costs 0.51% less per year.
  • USRT is much larger than REAI. Larger funds are usually more liquid and less likely to close.
  • USRT has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

REAIUSRT
Annual cost (TER)0.59%0.08%
Fund size (AUM)$1M$3.8B
Since20232007
Dividend yield3.21%2.64%
Asset classequityequity
Regionnorth americanorth america
Strategyactive selectionindex tracking
CAGR 1Y+12.8%+19.6%
CAGR 3YN/A+12.4%
CAGR 5YN/A+5.4%
Sharpe 3YN/A0.56
Volatility 1Y15.47%13.57%
Max drawdown-22.28%-44.38%

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

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