DPRE vs. USRT
DPRE (Virtus Duff & Phelps Real Estate Income ETF) and USRT (iShares Core U.S. REIT ETF) are both REIT funds. DPRE is actively managed, while USRT is passively managed. A 0.77 correlation means they provide meaningful diversification when combined. DPRE charges 0.59%/yr vs 0.08%/yr for USRT.
Performance
DPRE vs. USRT - Performance Comparison
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Returns By Period
DPRE
- 1D
- -0.29%
- 1M
- 2.73%
- 6M
- —
- YTD
- —
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
USRT
- 1D
- 1.02%
- 1M
- 4.15%
- 6M
- 18.61%
- YTD
- 19.88%
- 1Y
- 22.86%
- 3Y*
- 12.85%
- 5Y*
- 5.79%
- 10Y*
- 6.10%
DPRE vs. USRT - Yearly Performance Comparison
| 2026 (YTD) | |
|---|---|
DPRE Virtus Duff & Phelps Real Estate Income ETF | 6.08% |
USRT iShares Core U.S. REIT ETF | 7.97% |
Correlation
The correlation between DPRE and USRT is 0.77, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.
| Correlation | |
|---|---|
Correlation (All Time) Calculated using the full available price history since Apr 15, 2026 | 0.77 |
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Return for Risk
DPRE vs. USRT — Risk / Return Rank
DPRE
Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.
USRT
DPRE vs. USRT - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Virtus Duff & Phelps Real Estate Income ETF (DPRE) 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| DPRE | USRT | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | — | — | |
| Sortino ratioReturn per unit of downside risk | — | — | |
| Omega ratioGain probability vs. loss probability | — | 1.29 | — |
| Calmar ratioReturn relative to maximum drawdown | — | 2.86 | — |
| Martin ratioReturn relative to average drawdown | — | 9.27 | — |
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Drawdowns
DPRE vs. USRT - Drawdown Comparison
The maximum DPRE drawdown since its inception was -3.57%, smaller than the maximum USRT drawdown of -69.92%. Use the drawdown chart below to compare losses from any high point for DPRE and USRT.
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Drawdown Indicators
| DPRE | USRT | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -3.57% | -69.92% | +66.35% |
Max Drawdown (1Y)Largest decline over 1 year | — | -8.04% | — |
Max Drawdown (3Y)Largest decline over 3 years | — | -18.70% | — |
Max Drawdown (5Y)Largest decline over 5 years | — | -31.03% | — |
Max Drawdown (10Y)Largest decline over 10 years | — | -44.38% | — |
Current DrawdownCurrent decline from peak | -0.98% | 0.00% | -0.98% |
Average DrawdownAverage peak-to-trough decline | -0.87% | -12.92% | +12.05% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | — | 2.47% | — |
Volatility
DPRE vs. USRT - Volatility Comparison
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Volatility by Period
| DPRE | USRT | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | — | 5.13% | — |
Volatility (6M)Calculated over the trailing 6-month period | — | 10.35% | — |
Volatility (1Y)Calculated over the trailing 1-year period | 16.11% | 13.82% | +2.29% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.11% | 18.96% | -2.85% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.11% | 21.32% | -5.21% |
DPRE vs. USRT - Expense Ratio Comparison
DPRE has a 0.59% expense ratio, which is higher than USRT's 0.08% expense ratio.
Dividends
DPRE vs. USRT - Dividend Comparison
DPRE's dividend yield for the trailing twelve months is around 0.59%, less than USRT's 2.52% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
DPRE Virtus Duff & Phelps Real Estate Income ETF | 0.59% | 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 | 2.52% | 3.07% | 2.85% | 3.18% | 3.46% | 2.27% | 3.12% | 3.34% | 5.66% | 3.44% | 3.98% | 3.59% |
Frequently Asked Questions
DPRE and USRT have a correlation of 0.77, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, USRT is cheaper at 0.08% per year. The better choice depends on whether you care most about return, fees, risk, or income.
USRT is cheaper with a 0.08% expense ratio, compared with 0.59% for DPRE.
USRT has the higher dividend yield at 2.52%, compared with 0.59% for DPRE.
They also come from different issuers: Virtus and iShares. Their fees differ too: 0.59% for DPRE and 0.08% for USRT.
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