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USRT vs VNQ

iShares Core U.S. REIT ETF vs Vanguard Real Estate Index Fund ETF Shares

USRT

iShares Core U.S. REIT ETF

iShares

Annual cost

0.08%

Fund size

$3.8B

VNQ

Vanguard Real Estate Index Fund ETF Shares

Vanguard

Annual cost

0.13%

Fund size

$69.9B

Key differences

  • USRT costs 0.05% less per year.
  • VNQ is significantly larger than USRT — 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

USRTVNQ
Annual cost (TER)0.08%0.13%
Fund size (AUM)$3.8B$69.9B
Since20072003
Dividend yield2.65%3.62%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+20.9%+15.1%
CAGR 3Y+13.1%+10.5%
CAGR 5Y+6.4%+3.8%
Sharpe 3Y0.600.47
Volatility 1Y13.23%13.13%
Max drawdown-44.38%-42.40%

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

Similar to USRT and VNQ