Screener
SRS vs USRT
ProShares UltraShort Real Estate vs iShares Core U.S. REIT ETF
Key differences
Both SRS and USRT are equity ETFs. SRS charges 0.95% a year and USRT 0.08%. The main difference: SRS follows a inverse strategy; USRT uses index tracking.
- SRS follows a inverse strategy; USRT uses index tracking.
- USRT costs 0.87% less per year.
- USRT is much larger than SRS. 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
| SRS | USRT | |
|---|---|---|
| Annual cost (TER) | 0.95% | 0.08% |
| Fund size (AUM) | $17M | $3.8B |
| Since | 2007 | 2007 |
| Dividend yield | 3.74% | 2.64% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | inverse | index tracking |
| CAGR 1Y | -11.2% | +16.8% |
| CAGR 3Y | -14.6% | +12.8% |
| CAGR 5Y | -6.7% | +5.2% |
| Sharpe 3Y | -0.40 | 0.59 |
| Volatility 1Y | 27.57% | 13.41% |
| Max drawdown | -85.82% | -44.38% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.