CBRE vs. USRT
Compare and contrast key facts about CBRE Group, Inc. (CBRE) and iShares Core U.S. REIT ETF (USRT).
USRT is a passively managed fund by iShares that tracks the performance of the FTSE NAREIT Equity REITs Index. It was launched on May 4, 2007.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: CBRE or USRT.
Key characteristics
| CBRE | USRT | |
|---|---|---|
| YTD Return | -1.96% | -1.24% |
| 1Y Return | 18.83% | 11.98% |
| 3Y Return (Ann) | 2.15% | 1.58% |
| 5Y Return (Ann) | 14.06% | 3.55% |
| 10Y Return (Ann) | 12.17% | 5.86% |
| Sharpe Ratio | 0.78 | 0.61 |
| Daily Std Dev | 27.15% | 18.63% |
| Max Drawdown | -94.31% | -69.89% |
| Current Drawdown | -17.25% | -15.19% |
Correlation
The correlation between CBRE and USRT is 0.59, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
CBRE vs. USRT - Performance Comparison
In the year-to-date period, CBRE achieves a -1.96% return, which is significantly lower than USRT's -1.24% return. Over the past 10 years, CBRE has outperformed USRT with an annualized return of 12.17%, while USRT has yielded a comparatively lower 5.86% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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Risk-Adjusted Performance
CBRE vs. USRT - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for CBRE Group, Inc. (CBRE) and iShares Core U.S. REIT ETF (USRT). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Dividends
CBRE vs. USRT - Dividend Comparison
CBRE has not paid dividends to shareholders, while USRT's dividend yield for the trailing twelve months is around 3.18%.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CBRE CBRE Group, Inc. | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
USRT iShares Core U.S. REIT ETF | 3.18% | 3.18% | 3.46% | 2.27% | 3.12% | 3.34% | 5.66% | 3.44% | 3.98% | 3.59% | 3.46% | 3.84% |
Drawdowns
CBRE vs. USRT - Drawdown Comparison
The maximum CBRE drawdown since its inception was -94.31%, which is greater than USRT's maximum drawdown of -69.89%. Use the drawdown chart below to compare losses from any high point for CBRE and USRT. For additional features, visit the drawdowns tool.
Volatility
CBRE vs. USRT - Volatility Comparison
CBRE Group, Inc. (CBRE) has a higher volatility of 6.27% compared to iShares Core U.S. REIT ETF (USRT) at 4.08%. This indicates that CBRE's price experiences larger fluctuations and is considered to be riskier than USRT based on this measure. The chart below showcases a comparison of their rolling one-month volatility.