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USRT vs XLRE

iShares Core U.S. REIT ETF vs State Street Real Estate Select Sector SPDR ETF

USRT

iShares Core U.S. REIT ETF

iShares

Annual cost

0.08%

Fund size

$3.8B

XLRE

State Street Real Estate Select Sector SPDR ETF

State Street Investment Management

Annual cost

0.08%

Fund size

$7.7B

Key differences

  • Over the last 3 years, USRT has delivered higher annualized returns.
  • USRT has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

USRTXLRE
Annual cost (TER)0.08%0.08%
Fund size (AUM)$3.8B$7.7B
Since20072015
Dividend yield2.65%3.15%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+20.9%+13.1%
CAGR 3Y+13.1%+10.6%
CAGR 5Y+6.4%+4.6%
Sharpe 3Y0.600.48
Volatility 1Y13.23%13.40%
Max drawdown-44.38%-38.82%

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

Similar to USRT and XLRE