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REK vs USRT

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

REK

ProShares Short Real Estate

Annual cost

0.95%

Fund size

$11M

USRT

iShares Core U.S. REIT ETF

Annual cost

0.08%

Fund size

$3.8B

Key differences

Both REK and USRT are equity ETFs. REK charges 0.95% a year and USRT 0.08%. The main difference: REK follows a inverse strategy; USRT uses index tracking.

  • REK follows a inverse strategy; USRT uses index tracking.
  • USRT costs 0.87% less per year.
  • USRT is much larger than REK. Larger funds are usually more liquid and less likely to close.
  • Over the last three years, USRT has delivered higher annualized returns.

Side-by-side comparison

REKUSRT
Annual cost (TER)0.95%0.08%
Fund size (AUM)$11M$3.8B
Since20102007
Dividend yield3.29%2.64%
Asset classequityequity
Regionnorth americanorth america
Strategyinverseindex tracking
CAGR 1Y-3.6%+16.8%
CAGR 3Y-4.7%+12.8%
CAGR 5Y-0.5%+5.2%
Sharpe 3Y-0.410.59
Volatility 1Y13.64%13.41%
Max drawdown-58.67%-44.38%

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

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