Screener
USRT vs REZ
iShares Core U.S. REIT ETF vs iShares Residential and Multisector Real Estate ETF
Key differences
- USRT costs 0.40% less per year.
- USRT is significantly larger than REZ — larger funds tend to be more liquid and less likely to close.
- Over the last 3 years, USRT has delivered higher annualized returns.
Side-by-side comparison
| USRT | REZ | |
|---|---|---|
| Annual cost (TER) | 0.08% | 0.48% |
| Fund size (AUM) | $3.8B | $843M |
| Since | 2007 | 2007 |
| Dividend yield | 2.65% | 2.10% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | index tracking | index tracking |
| CAGR 1Y | +20.9% | +15.3% |
| CAGR 3Y | +13.1% | +11.8% |
| CAGR 5Y | +6.4% | +5.8% |
| Sharpe 3Y | 0.60 | 0.53 |
| Volatility 1Y | 13.23% | 14.21% |
| Max drawdown | -44.38% | -44.15% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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