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VNQ vs USRT

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

VNQ

Vanguard Real Estate Index Fund ETF Shares

Vanguard

Annual cost

0.13%

Fund size

$69.9B

USRT

iShares Core U.S. REIT ETF

iShares

Annual cost

0.08%

Fund size

$3.8B

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

VNQUSRT
Annual cost (TER)0.13%0.08%
Fund size (AUM)$69.9B$3.8B
Since20032007
Dividend yield3.62%2.65%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+15.1%+20.9%
CAGR 3Y+10.5%+13.1%
CAGR 5Y+3.8%+6.4%
Sharpe 3Y0.470.60
Volatility 1Y13.13%13.23%
Max drawdown-42.40%-44.38%

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

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