IQQ7.DE vs. USRT
IQQ7.DE (iShares US Property Yield UCITS ETF) and USRT (iShares Core U.S. REIT ETF) are both REIT funds from iShares - IQQ7.DE tracks the FTSE EPRA/NAREIT United States Dividend+ while USRT tracks the FTSE Nareit Equity REITS 40 Act Capped Index. Both are passively managed. Over the past 10 years, IQQ7.DE returned 4.44%/yr vs 6.23%/yr for USRT. A 0.51 correlation means they provide meaningful diversification when combined. IQQ7.DE charges 0.40%/yr vs 0.08%/yr for USRT.
Performance
IQQ7.DE vs. USRT - Performance Comparison
Loading charts...
Different Trading Currencies
IQQ7.DE is traded in EUR, while USRT is traded in USD. To make them comparable, the USRT values have been converted to EUR using the latest available exchange rates.
Returns By Period
In the year-to-date period, IQQ7.DE achieves a 19.55% return, which is significantly lower than USRT's 22.29% return. Over the past 10 years, IQQ7.DE has underperformed USRT with an annualized return of 4.44%, while USRT has yielded a comparatively higher 6.23% annualized return.
IQQ7.DE
- 1D
- -0.75%
- 1M
- 2.89%
- YTD
- 19.55%
- 6M
- 21.07%
- 1Y
- 19.45%
- 3Y*
- 10.20%
- 5Y*
- 4.82%
- 10Y*
- 4.44%
USRT
- 1D
- 0.50%
- 1M
- 4.31%
- YTD
- 22.29%
- 6M
- 22.17%
- 1Y
- 25.65%
- 3Y*
- 11.83%
- 5Y*
- 6.55%
- 10Y*
- 6.23%
IQQ7.DE vs. USRT - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
IQQ7.DE iShares US Property Yield UCITS ETF | 19.55% | -9.36% | 10.73% | 9.14% | -19.51% | 54.15% | -19.21% | 24.60% | -0.68% | -8.23% |
USRT iShares Core U.S. REIT ETF | 22.29% | -9.72% | 15.75% | 10.23% | -19.75% | 53.98% | -15.64% | 28.82% | -0.20% | -7.67% |
Correlation
The correlation between IQQ7.DE and USRT is 0.58, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.58 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.60 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.57 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.62 |
Correlation (All Time) Calculated using the full available price history since Sep 20, 2007 | 0.51 |
The correlation between IQQ7.DE and USRT shifts across timeframes, from 0.51 (all time) to 0.62 (10 years), reflecting how their relationship changes across market environments.
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Return for Risk
IQQ7.DE vs. USRT — Risk / Return Rank
IQQ7.DE
USRT
IQQ7.DE vs. USRT - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares US Property Yield UCITS ETF (IQQ7.DE) 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.
| IQQ7.DE | USRT | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.45 | ||
| Sortino ratioReturn per unit of downside risk | -0.53 | ||
| Omega ratioGain probability vs. loss probability | 1.26 | 1.34 | -0.08 |
| Calmar ratioReturn relative to maximum drawdown | 3.16 | 3.91 | -0.75 |
| Martin ratioReturn relative to average drawdown | 7.49 | 10.61 | -3.11 |
Loading charts...
Drawdowns
IQQ7.DE vs. USRT - Drawdown Comparison
The maximum IQQ7.DE drawdown since its inception was -70.60%, which is greater than USRT's maximum drawdown of -65.71%. Use the drawdown chart below to compare losses from any high point for IQQ7.DE and USRT.
Loading charts...
Drawdown Indicators
| IQQ7.DE | USRT | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -70.60% | -65.71% | -4.89% |
Max Drawdown (1Y)Largest decline over 1 year | -6.13% | -6.59% | +0.46% |
Max Drawdown (3Y)Largest decline over 3 years | -24.00% | -21.62% | -2.38% |
Max Drawdown (5Y)Largest decline over 5 years | -31.12% | -29.01% | -2.11% |
Max Drawdown (10Y)Largest decline over 10 years | -45.20% | -43.86% | -1.34% |
Current DrawdownCurrent decline from peak | -0.75% | 0.00% | -0.75% |
Average DrawdownAverage peak-to-trough decline | -16.09% | -13.87% | -2.22% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.59% | 2.42% | +0.17% |
Volatility
IQQ7.DE vs. USRT - Volatility Comparison
The current volatility for iShares US Property Yield UCITS ETF (IQQ7.DE) is 4.51%, while iShares Core U.S. REIT ETF (USRT) has a volatility of 5.19%. This indicates that IQQ7.DE experiences smaller price fluctuations and is considered to be less risky than USRT based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading charts...
Volatility by Period
| IQQ7.DE | USRT | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.51% | 5.19% | -0.68% |
Volatility (6M)Calculated over the trailing 6-month period | 9.58% | 10.09% | -0.51% |
Volatility (1Y)Calculated over the trailing 1-year period | 13.21% | 13.71% | -0.50% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.43% | 18.42% | -0.99% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 20.10% | 21.55% | -1.45% |
IQQ7.DE vs. USRT - Expense Ratio Comparison
IQQ7.DE has a 0.40% expense ratio, which is higher than USRT's 0.08% expense ratio.
Dividends
IQQ7.DE vs. USRT - Dividend Comparison
IQQ7.DE's dividend yield for the trailing twelve months is around 2.85%, more than USRT's 2.55% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IQQ7.DE iShares US Property Yield UCITS ETF | 2.85% | 3.36% | 2.99% | 3.21% | 3.87% | 2.04% | 3.54% | 3.11% | 4.53% | 3.38% | 3.34% | 2.94% |
USRT iShares Core U.S. REIT ETF | 2.55% | 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
IQQ7.DE and USRT have a correlation of 0.58, 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 0.40% for IQQ7.DE.
IQQ7.DE tracks FTSE EPRA/NAREIT United States Dividend+, while USRT tracks FTSE Nareit Equity REITS 40 Act Capped Index. Their fees differ too: 0.40% for IQQ7.DE and 0.08% for USRT.
Find the right allocation for IQQ7.DE and USRT
Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.
Open Portfolio Optimizer