JPRE vs. USRT
JPRE (JPMorgan Realty Income ETF) and USRT (iShares Core U.S. REIT ETF) are both REIT funds. JPRE is actively managed, while USRT is passively managed. Over the past 3 years, JPRE returned 10.95%/yr vs 12.81%/yr for USRT. Their 0.97 correlation means they have historically moved very closely together. JPRE charges 0.50%/yr vs 0.08%/yr for USRT.
Performance
JPRE vs. USRT - Performance Comparison
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Returns By Period
In the year-to-date period, JPRE achieves a 15.30% return, which is significantly lower than USRT's 19.74% return.
JPRE
- 1D
- -0.37%
- 1M
- 0.47%
- 6M
- 13.44%
- YTD
- 15.30%
- 1Y
- 15.53%
- 3Y*
- 10.95%
- 5Y*
- —
- 10Y*
- —
- ALL TIME*
- 6.19%
USRT
- 1D
- -0.50%
- 1M
- 0.19%
- 6M
- 16.93%
- YTD
- 19.74%
- 1Y
- 23.50%
- 3Y*
- 12.81%
- 5Y*
- 4.99%
- 10Y*
- 6.09%
- ALL TIME*
- 5.52%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $1.00M | $1.13M | $1.22M | |
| $34.04M | $33.19M | $34.63M |
JPRE vs. USRT - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|
JPRE JPMorgan Realty Income ETF | 15.30% | 1.36% | 7.43% | 13.41% | -9.60% |
USRT iShares Core U.S. REIT ETF | 19.74% | 2.44% | 8.58% | 13.64% | -8.35% |
Correlation
The correlation between JPRE and USRT is 0.96 - they have historically moved very closely together. At this level, their price movements offset little of one another.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.96 |
Correlation (3Y) Balances recent behavior with more history. | 0.97 |
Correlation (All Time) Calculated using the full available price history since May 23, 2022 | 0.97 |
The correlation between JPRE and USRT has been stable across timeframes, ranging from 0.96 to 0.97 - a consistent structural relationship.
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Return for Risk
JPRE vs. USRT — Risk / Return Rank
JPRE
USRT
JPRE vs. USRT - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for JPMorgan Realty Income ETF (JPRE) 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.
| JPRE | USRT | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.59 | ||
| Sortino ratioReturn per unit of downside risk | -0.79 | ||
| Omega ratioGain probability vs. loss probability | 1.20 | 1.30 | -0.10 |
| Calmar ratioReturn relative to maximum drawdown | 2.03 | 2.94 | -0.91 |
| Martin ratioReturn relative to average drawdown | 6.43 | 9.86 | -3.43 |
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Drawdowns
JPRE vs. USRT - Drawdown Comparison
The maximum JPRE drawdown since its inception was -23.84%, smaller than the maximum USRT drawdown of -69.92%. Use the drawdown chart below to compare losses from any high point for JPRE and USRT.
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Drawdown Indicators
| JPRE | USRT | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -23.84% | -69.92% | +46.08% |
Max Drawdown (1Y)Largest decline over 1 year | -7.70% | -8.04% | +0.34% |
Max Drawdown (3Y)Largest decline over 3 years | -16.27% | -18.70% | +2.43% |
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 | -2.93% | -3.19% | +0.26% |
Average DrawdownAverage peak-to-trough decline | -7.87% | -12.87% | +5.00% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.42% | 2.39% | +0.03% |
Volatility
JPRE vs. USRT - Volatility Comparison
JPMorgan Realty Income ETF (JPRE) and iShares Core U.S. REIT ETF (USRT) have volatilities of 4.34% and 4.44%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| JPRE | USRT | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.34% | 4.44% | -0.10% |
Volatility (6M)Calculated over the trailing 6-month period | 10.80% | 10.61% | +0.19% |
Volatility (1Y)Calculated over the trailing 1-year period | 13.77% | 13.75% | +0.02% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 18.23% | 18.94% | -0.71% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.23% | 21.34% | -3.11% |
JPRE vs. USRT - Expense Ratio Comparison
JPRE has a 0.50% expense ratio, which is higher than USRT's 0.08% expense ratio.
Dividends
JPRE vs. USRT - Dividend Comparison
JPRE's dividend yield for the trailing twelve months is around 2.20%, less than USRT's 2.52% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
JPRE JPMorgan Realty Income ETF | 2.20% | 2.62% | 2.21% | 3.26% | 10.60% | 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
With a correlation of 0.96, JPRE and USRT move almost identically. Holding both adds very little diversification - you're essentially doubling your position in the same market segment. Choosing one is usually more capital-efficient.
USRT has higher volatility (4.44%) compared to JPRE (4.34%). In terms of maximum drawdown, JPRE dropped -23.84% vs USRT's -69.92%.
On 3-year performance, USRT leads with 12.81% vs 10.95% for JPRE. On fees, USRT is cheaper at 0.08% per year. On volatility, JPRE has been the lower-risk option at 4.34%. The better choice depends on whether you care most about return, fees, risk, or income.
Over the 3-year period, USRT has performed better with a 12.81% return vs 10.95%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.
USRT is cheaper with a 0.08% expense ratio, compared with 0.50% for JPRE.
USRT has the higher dividend yield at 2.52%, compared with 2.20% for JPRE.
They also come from different issuers: JPMorgan and iShares. Their fees differ too: 0.50% for JPRE and 0.08% for USRT.
USRT currently has the higher Sharpe Ratio (1.72 vs 1.13), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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