PLTR vs. USRT
PLTR (Palantir Technologies Inc.) is a stock, while USRT (iShares Core U.S. REIT ETF) is REIT fund tracking the FTSE Nareit Equity REITS 40 Act Capped Index. Over the past 5 years, PLTR returned 44.46%/yr vs 5.63%/yr for USRT. At a 0.25 correlation, their price movements are largely independent.
Performance
PLTR vs. USRT - Performance Comparison
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Returns By Period
In the year-to-date period, PLTR achieves a -24.37% return, which is significantly lower than USRT's 21.89% return.
PLTR
- 1D
- 0.51%
- 1M
- 0.89%
- 6M
- -24.08%
- YTD
- -24.37%
- 1Y
- -10.91%
- 3Y*
- 97.69%
- 5Y*
- 44.46%
- 10Y*
- —
USRT
- 1D
- 2.59%
- 1M
- 4.04%
- 6M
- 17.91%
- YTD
- 21.89%
- 1Y
- 24.37%
- 3Y*
- 12.38%
- 5Y*
- 5.63%
- 10Y*
- 6.25%
PLTR vs. USRT - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|
PLTR Palantir Technologies Inc. | -24.37% | 135.03% | 340.48% | 167.45% | -64.74% | -22.68% | 135.50% |
USRT iShares Core U.S. REIT ETF | 21.89% | 2.44% | 8.58% | 13.64% | -24.43% | 43.26% | 11.72% |
Correlation
The correlation between PLTR and USRT is -0.08, meaning there is essentially no relationship between their price movements. Each responds to its own set of market drivers, making them strong candidates for combining in a diversified portfolio.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | -0.08 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.19 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.29 |
Correlation (All Time) Calculated using the full available price history since Sep 30, 2020 | 0.25 |
The correlation between PLTR and USRT shifts across timeframes, from -0.08 (1 year) to 0.29 (5 years), reflecting how their relationship changes across market environments.
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Return for Risk
PLTR vs. USRT — Risk / Return Rank
PLTR
USRT
PLTR vs. USRT - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Palantir Technologies Inc. (PLTR) 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.
| PLTR | USRT | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.96 | ||
| Sortino ratioReturn per unit of downside risk | -2.38 | ||
| Omega ratioGain probability vs. loss probability | 1.01 | 1.31 | -0.30 |
| Calmar ratioReturn relative to maximum drawdown | -0.23 | 3.04 | -3.27 |
| Martin ratioReturn relative to average drawdown | -0.45 | 9.86 | -10.31 |
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Drawdowns
PLTR vs. USRT - Drawdown Comparison
The maximum PLTR drawdown since its inception was -84.62%, which is greater than USRT's maximum drawdown of -69.92%. Use the drawdown chart below to compare losses from any high point for PLTR and USRT.
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Drawdown Indicators
| PLTR | USRT | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -84.62% | -69.92% | -14.70% |
Max Drawdown (1Y)Largest decline over 1 year | -48.22% | -8.04% | -40.18% |
Max Drawdown (3Y)Largest decline over 3 years | -48.22% | -18.70% | -29.52% |
Max Drawdown (5Y)Largest decline over 5 years | -79.14% | -31.03% | -48.11% |
Max Drawdown (10Y)Largest decline over 10 years | — | -44.38% | — |
Current DrawdownCurrent decline from peak | -35.11% | 0.00% | -35.11% |
Average DrawdownAverage peak-to-trough decline | -40.25% | -12.90% | -27.35% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 24.18% | 2.48% | +21.70% |
Volatility
PLTR vs. USRT - Volatility Comparison
Palantir Technologies Inc. (PLTR) has a higher volatility of 15.75% compared to iShares Core U.S. REIT ETF (USRT) at 5.25%. This indicates that PLTR'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.
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Volatility by Period
| PLTR | USRT | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 15.75% | 5.25% | +10.50% |
Volatility (6M)Calculated over the trailing 6-month period | 39.61% | 10.69% | +28.92% |
Volatility (1Y)Calculated over the trailing 1-year period | 51.43% | 14.01% | +37.42% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 65.63% | 18.97% | +46.66% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 69.55% | 21.33% | +48.22% |
Dividends
PLTR vs. USRT - Dividend Comparison
PLTR has not paid dividends to shareholders, while USRT's dividend yield for the trailing twelve months is around 2.48%.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PLTR Palantir Technologies 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 | 2.48% | 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
PLTR and USRT have a correlation of -0.08, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
PLTR has higher volatility (15.75%) compared to USRT (5.25%). In terms of maximum drawdown, PLTR dropped -84.62% vs USRT's -69.92%.
USRT currently has the higher Sharpe Ratio (1.75 vs -0.21), 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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