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USRT vs REET

iShares Core U.S. REIT ETF vs iShares Global REIT ETF

USRT

iShares Core U.S. REIT ETF

iShares

Annual cost

0.08%

Fund size

$3.8B

REET

iShares Global REIT ETF

iShares

Annual cost

0.14%

Fund size

$4.8B

Key differences

  • USRT costs 0.06% less per year.
  • USRT covers north america markets; REET covers global.
  • Over the last 3 years, USRT has delivered higher annualized returns.
  • USRT has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

USRTREET
Annual cost (TER)0.08%0.14%
Fund size (AUM)$3.8B$4.8B
Since20072014
Dividend yield2.65%3.36%
Asset classequityequity
Regionnorth americaglobal
Strategyindex trackingindex tracking
CAGR 1Y+20.9%+17.6%
CAGR 3Y+13.1%+10.3%
CAGR 5Y+6.4%+3.6%
Sharpe 3Y0.600.48
Volatility 1Y13.23%12.04%
Max drawdown-44.38%-44.59%

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

Similar to USRT and REET