PLYM vs. USRT

Last updated Jun 4, 2026

PLYM (Plymouth Industrial REIT, Inc.) is a stock, while USRT (iShares Core U.S. REIT ETF) is REIT fund tracking the FTSE NAREIT Equity REITs Index. A 0.51 correlation means they provide meaningful diversification when combined.

Performance

PLYM vs. USRT - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Plymouth Industrial REIT, Inc. (PLYM) and iShares Core U.S. REIT ETF (USRT). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

PLYM

• 1D: —
• 1M: —
• YTD: —
• 6M: —
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —

USRT

• 1D: 0.08%
• 1M: -0.19%
• YTD: 12.59%
• 6M: 11.36%
• 1Y: 15.26%
• 3Y*: 11.53%
• 5Y*: 4.73%
• 10Y*: 6.21%

*Multi-year figures are annualized to reflect compound growth (CAGR)

PLYM vs. USRT - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019	2018	2017
PLYM Plymouth Industrial REIT, Inc.	0.46%	27.97%	-22.52%	30.76%	-37.29%	121.67%	-11.82%	58.65%	-24.78%	5.09%
USRT iShares Core U.S. REIT ETF	12.59%	2.44%	8.58%	13.64%	-24.43%	43.26%	-8.06%	25.98%	-4.67%	2.67%

Correlation

The correlation between PLYM and USRT is 0.34, which is low. Their price movements are largely independent, making them effective diversification partners.

	Correlation
Correlation (1Y) Calculated over the trailing 1-year period	0.34
Correlation (3Y) Calculated over the trailing 3-year period	0.64
Correlation (5Y) Calculated over the trailing 5-year period	0.66
Correlation (All Time) Calculated using the full available price history since Jun 12, 2017	0.51

The correlation between PLYM and USRT shifts across timeframes, from 0.34 (1 year) to 0.66 (5 years), reflecting how their relationship changes across market environments.

Return for Risk

PLYM vs. USRT — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

USRT

USRT Risk / Return Rank: 33
USRT Sharpe Ratio Rank: 31
USRT Sortino Ratio Rank: 29
USRT Omega Ratio Rank: 29
USRT Calmar Ratio Rank: 38
USRT Martin Ratio Rank: 38

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

PLYM vs. USRT - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Plymouth Industrial REIT, Inc. (PLYM) 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.

Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.

Sharpe Ratios by Period

	PLYM	USRT	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	—	1.15	—
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	—	0.25	—
Sharpe Ratio (10Y) Calculated over the trailing 10-year period	—	0.29	—
Sharpe Ratio (All Time) Calculated using the full available price history	—	0.18	—

Drawdowns

Drawdown Indicators

	PLYM	USRT	Difference
Max Drawdown Largest peak-to-trough decline	—	-69.91%	—
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 Drawdown Current decline from peak	—	-3.01%	—
Average Drawdown Average peak-to-trough decline	—	-12.97%	—
Ulcer Index Depth and duration of drawdowns from previous peaks	—	2.49%	—

Volatility

Volatility by Period

	PLYM	USRT	Difference
Volatility (1M) Calculated over the trailing 1-month period	—	3.92%	—
Volatility (6M) Calculated over the trailing 6-month period	—	9.25%	—
Volatility (1Y) Calculated over the trailing 1-year period	—	13.28%	—
Volatility (5Y) Calculated over the trailing 5-year period, annualized	—	18.89%	—
Volatility (10Y) Calculated over the trailing 10-year period, annualized	—	21.28%	—

Dividends

PLYM vs. USRT - Dividend Comparison

PLYM's dividend yield for the trailing twelve months is around 2.18%, less than USRT's 2.67% yield.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
PLYM Plymouth Industrial REIT, Inc.	2.18%	3.29%	5.39%	3.74%	4.59%	2.59%	6.50%	8.16%	11.90%	4.41%	0.00%	0.00%
USRT iShares Core U.S. REIT ETF	2.67%	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

Can I hold both PLYM and USRT in my portfolio?

PLYM and USRT have a correlation of 0.34, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.