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USRT vs IYR

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

USRT

iShares Core U.S. REIT ETF

iShares

Annual cost

0.08%

Fund size

$3.8B

IYR

iShares U.S. Real Estate ETF

iShares

Annual cost

0.38%

Fund size

$4.1B

Key differences

  • USRT costs 0.30% less per year.
  • Over the last 3 years, USRT has delivered higher annualized returns.
  • IYR has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

USRTIYR
Annual cost (TER)0.08%0.38%
Fund size (AUM)$3.8B$4.1B
Since20072000
Dividend yield2.65%2.19%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+20.9%+13.7%
CAGR 3Y+13.1%+10.1%
CAGR 5Y+6.4%+3.7%
Sharpe 3Y0.600.45
Volatility 1Y13.23%13.13%
Max drawdown-44.38%-42.32%

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

Similar to USRT and IYR