Screener
USRT vs SRS
iShares Core U.S. REIT ETF vs ProShares UltraShort Real Estate
Key differences
Both USRT and SRS are equity ETFs. USRT charges 0.08% a year and SRS 0.95%. The main difference: USRT follows a index tracking strategy; SRS uses inverse.
- USRT follows a index tracking strategy; SRS uses inverse.
- USRT costs 0.87% less per year.
- USRT is much larger than SRS. 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
| USRT | SRS | |
|---|---|---|
| Annual cost (TER) | 0.08% | 0.95% |
| Fund size (AUM) | $3.8B | $17M |
| Since | 2007 | 2007 |
| Dividend yield | 2.64% | 3.74% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | index tracking | inverse |
| CAGR 1Y | +16.8% | -11.2% |
| CAGR 3Y | +12.8% | -14.6% |
| CAGR 5Y | +5.2% | -6.7% |
| Sharpe 3Y | 0.59 | -0.40 |
| Volatility 1Y | 13.41% | 27.57% |
| Max drawdown | -44.38% | -85.82% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.