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USRT vs URE

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

USRT

iShares Core U.S. REIT ETF

Annual cost

0.08%

Fund size

$3.8B

URE

ProShares Ultra Real Estate

Annual cost

0.95%

Fund size

$56M

Key differences

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

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

USRTURE
Annual cost (TER)0.08%0.95%
Fund size (AUM)$3.8B$56M
Since20072007
Dividend yield2.64%2.01%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingleveraged
CAGR 1Y+16.8%+10.2%
CAGR 3Y+12.8%+11.3%
CAGR 5Y+5.2%-3.3%
Sharpe 3Y0.590.38
Volatility 1Y13.41%27.22%
Max drawdown-44.38%-70.49%

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

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