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USRT vs IDGT

iShares Core U.S. REIT ETF vs iShares U.S. Digital Infrastructure and Real Estate ETF

USRT

iShares Core U.S. REIT ETF

iShares

Annual cost

0.08%

Fund size

$3.8B

IDGT

iShares U.S. Digital Infrastructure and Real Estate ETF

iShares

Annual cost

0.39%

Fund size

$275M

Key differences

  • USRT costs 0.31% less per year.
  • USRT is significantly larger than IDGT — larger funds tend to be more liquid and less likely to close.
  • Over the last 3 years, IDGT has delivered higher annualized returns.
  • IDGT has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

USRTIDGT
Annual cost (TER)0.08%0.39%
Fund size (AUM)$3.8B$275M
Since20072001
Dividend yield2.65%0.79%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+21.7%+61.3%
CAGR 3Y+13.5%+25.8%
CAGR 5Y+6.5%+14.4%
Sharpe 3Y0.621.03
Volatility 1Y13.24%20.21%
Max drawdown-44.38%-36.88%

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

Similar to USRT and IDGT