Screener
URE vs USRT
ProShares Ultra Real Estate vs iShares Core U.S. REIT ETF
Key differences
Both URE and USRT are equity ETFs. URE charges 0.95% a year and USRT 0.08%. The main difference: URE follows a leveraged strategy; USRT uses index tracking.
- URE follows a leveraged strategy; USRT uses index tracking.
- USRT costs 0.87% less per year.
- USRT is much larger than URE. 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
| URE | USRT | |
|---|---|---|
| Annual cost (TER) | 0.95% | 0.08% |
| Fund size (AUM) | $56M | $3.8B |
| Since | 2007 | 2007 |
| Dividend yield | 2.01% | 2.64% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | leveraged | index tracking |
| CAGR 1Y | +10.2% | +16.8% |
| CAGR 3Y | +11.3% | +12.8% |
| CAGR 5Y | -3.3% | +5.2% |
| Sharpe 3Y | 0.38 | 0.59 |
| Volatility 1Y | 27.22% | 13.41% |
| Max drawdown | -70.49% | -44.38% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.