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USRT vs REK

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

USRT

iShares Core U.S. REIT ETF

Annual cost

0.08%

Fund size

$3.8B

REK

ProShares Short Real Estate

Annual cost

0.95%

Fund size

$11M

Key differences

Both USRT and REK are equity ETFs. USRT charges 0.08% a year and REK 0.95%. The main difference: USRT follows a index tracking strategy; REK uses inverse.

  • USRT follows a index tracking strategy; REK uses inverse.
  • USRT costs 0.87% less per year.
  • USRT is much larger than REK. 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

USRTREK
Annual cost (TER)0.08%0.95%
Fund size (AUM)$3.8B$11M
Since20072010
Dividend yield2.64%3.29%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackinginverse
CAGR 1Y+16.8%-3.6%
CAGR 3Y+12.8%-4.7%
CAGR 5Y+5.2%-0.5%
Sharpe 3Y0.59-0.41
Volatility 1Y13.41%13.64%
Max drawdown-44.38%-58.67%

Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.

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