IUSP.DE vs. USRT
IUSP.DE (iShares US Property Yield UCITS ETF) and USRT (iShares Core U.S. REIT ETF) are both exchange-traded funds - IUSP.DE is a Emerging Markets Bonds fund tracking the JPM GBI-EM Global Diversified TR USD, while USRT is a REIT fund tracking the FTSE NAREIT Equity REITs Index. Both are passively managed. Over the past 10 years, IUSP.DE returned 2.78%/yr vs 6.16%/yr for USRT. At a 0.30 correlation, their price movements are largely independent. IUSP.DE charges 0.40%/yr vs 0.08%/yr for USRT.
Performance
IUSP.DE vs. USRT - Performance Comparison
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Different Trading Currencies
IUSP.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, IUSP.DE achieves a -0.08% return, which is significantly lower than USRT's 15.40% return. Over the past 10 years, IUSP.DE has underperformed USRT with an annualized return of 2.78%, while USRT has yielded a comparatively higher 6.16% annualized return.
IUSP.DE
- 1D
- -0.57%
- 1M
- 1.60%
- YTD
- -0.08%
- 6M
- -0.09%
- 1Y
- 5.25%
- 3Y*
- 4.80%
- 5Y*
- 2.97%
- 10Y*
- 2.78%
USRT
- 1D
- 1.20%
- 1M
- 1.29%
- YTD
- 15.40%
- 6M
- 13.61%
- 1Y
- 14.77%
- 3Y*
- 9.25%
- 5Y*
- 5.99%
- 10Y*
- 6.16%
IUSP.DE vs. USRT - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
IUSP.DE iShares US Property Yield UCITS ETF | -0.08% | 6.45% | 4.79% | 9.50% | -3.59% | -2.39% | -6.15% | 15.54% | -1.76% | 0.77% |
USRT iShares Core U.S. REIT ETF | 15.40% | -9.72% | 15.75% | 10.23% | -19.75% | 53.98% | -15.64% | 28.82% | -0.20% | -7.67% |
Correlation
The correlation between IUSP.DE and USRT is 0.19, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.19 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.27 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.25 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.27 |
Correlation (All Time) Calculated using the full available price history since Jul 19, 2011 | 0.30 |
The correlation between IUSP.DE and USRT shifts across timeframes, from 0.19 (1 year) to 0.30 (all time), reflecting how their relationship changes across market environments.
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Return for Risk
IUSP.DE vs. USRT — Risk / Return Rank
IUSP.DE
USRT
IUSP.DE vs. USRT - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares US Property Yield UCITS ETF (IUSP.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.
| IUSP.DE | USRT | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.26 | ||
| Sortino ratioReturn per unit of downside risk | -0.36 | ||
| Omega ratioGain probability vs. loss probability | 1.17 | 1.20 | -0.03 |
| Calmar ratioReturn relative to maximum drawdown | 1.15 | 2.25 | -1.10 |
| Martin ratioReturn relative to average drawdown | 3.19 | 5.41 | -2.23 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| IUSP.DE | USRT | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.86 | 1.12 | -0.26 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.40 | 0.33 | +0.07 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.32 | 0.29 | +0.04 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.13 | 0.25 | -0.12 |
Drawdowns
IUSP.DE vs. USRT - Drawdown Comparison
The maximum IUSP.DE drawdown since its inception was -26.42%, smaller than the maximum USRT drawdown of -65.71%. Use the drawdown chart below to compare losses from any high point for IUSP.DE and USRT.
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Drawdown Indicators
| IUSP.DE | USRT | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -26.42% | -65.71% | +39.29% |
Max Drawdown (1Y)Largest decline over 1 year | -4.53% | -6.59% | +2.06% |
Max Drawdown (3Y)Largest decline over 3 years | -7.04% | -21.62% | +14.58% |
Max Drawdown (5Y)Largest decline over 5 years | -9.18% | -29.01% | +19.83% |
Max Drawdown (10Y)Largest decline over 10 years | -19.74% | -43.86% | +24.12% |
Current DrawdownCurrent decline from peak | -1.56% | -2.10% | +0.54% |
Average DrawdownAverage peak-to-trough decline | -9.45% | -13.88% | +4.43% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.65% | 2.74% | -1.09% |
Volatility
IUSP.DE vs. USRT - Volatility Comparison
The current volatility for iShares US Property Yield UCITS ETF (IUSP.DE) is 1.71%, while iShares Core U.S. REIT ETF (USRT) has a volatility of 3.55%. This indicates that IUSP.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.
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Volatility by Period
| IUSP.DE | USRT | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.71% | 3.55% | -1.84% |
Volatility (6M)Calculated over the trailing 6-month period | 5.42% | 9.29% | -3.87% |
Volatility (1Y)Calculated over the trailing 1-year period | 6.06% | 13.25% | -7.19% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 7.33% | 18.36% | -11.03% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 8.56% | 21.51% | -12.95% |
IUSP.DE vs. USRT - Expense Ratio Comparison
IUSP.DE has a 0.40% expense ratio, which is higher than USRT's 0.08% expense ratio.
Dividends
IUSP.DE vs. USRT - Dividend Comparison
IUSP.DE's dividend yield for the trailing twelve months is around 5.43%, more than USRT's 2.64% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IUSP.DE iShares US Property Yield UCITS ETF | 5.43% | 7.21% | 7.03% | 6.58% | 7.55% | 5.13% | 6.21% | 6.11% | 6.67% | 6.42% | 6.34% | 4.38% |
USRT iShares Core U.S. REIT ETF | 2.64% | 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
IUSP.DE and USRT have a correlation of 0.19, 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 IUSP.DE.
IUSP.DE is categorized as Emerging Markets Bonds, while USRT is REIT. IUSP.DE tracks JPM GBI-EM Global Diversified TR USD, while USRT tracks FTSE NAREIT Equity REITs Index. Their fees differ too: 0.40% for IUSP.DE and 0.08% for USRT.
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