REIT vs. USRT
Compare and contrast key facts about ALPS Active REIT ETF (REIT) and iShares Core U.S. REIT ETF (USRT).
REIT and USRT are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. REIT is an actively managed fund by ALPS. It was launched on Feb 24, 2021. USRT is a passively managed fund by iShares that tracks the performance of the FTSE NAREIT Equity REITs Index. It was launched on May 4, 2007.
Performance
REIT vs. USRT - Performance Comparison
Loading graphics...
REIT vs. USRT - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|
REIT ALPS Active REIT ETF | 4.77% | -0.55% | 7.11% | 13.74% | -21.23% | 33.56% |
USRT iShares Core U.S. REIT ETF | 4.27% | 2.44% | 8.58% | 13.64% | -24.43% | 37.50% |
Returns By Period
In the year-to-date period, REIT achieves a 4.77% return, which is significantly higher than USRT's 4.27% return.
REIT
- 1D
- 1.34%
- 1M
- -5.61%
- YTD
- 4.77%
- 6M
- 3.50%
- 1Y
- 3.28%
- 3Y*
- 7.32%
- 5Y*
- 4.96%
- 10Y*
- —
USRT
- 1D
- 1.42%
- 1M
- -6.02%
- YTD
- 4.27%
- 6M
- 2.38%
- 1Y
- 5.82%
- 3Y*
- 8.72%
- 5Y*
- 5.12%
- 10Y*
- 5.42%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
REIT vs. USRT - Expense Ratio Comparison
REIT has a 0.68% expense ratio, which is higher than USRT's 0.08% expense ratio.
Return for Risk
REIT vs. USRT — Risk / Return Rank
REIT
USRT
REIT vs. USRT - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for ALPS Active REIT ETF (REIT) 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.
| REIT | USRT | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.21 | 0.35 | -0.14 |
Sortino ratioReturn per unit of downside risk | 0.39 | 0.59 | -0.20 |
Omega ratioGain probability vs. loss probability | 1.05 | 1.08 | -0.03 |
Calmar ratioReturn relative to maximum drawdown | 0.35 | 0.53 | -0.19 |
Martin ratioReturn relative to average drawdown | 1.26 | 2.23 | -0.97 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| REIT | USRT | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.21 | 0.35 | -0.14 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.27 | 0.27 | 0.00 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.26 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.32 | 0.17 | +0.15 |
Correlation
The correlation between REIT and USRT is 0.95, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Dividends
REIT vs. USRT - Dividend Comparison
REIT's dividend yield for the trailing twelve months is around 3.01%, more than USRT's 2.89% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
REIT ALPS Active REIT ETF | 3.01% | 3.20% | 3.06% | 3.13% | 2.81% | 4.71% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
USRT iShares Core U.S. REIT ETF | 2.89% | 3.07% | 2.85% | 3.18% | 3.46% | 2.27% | 3.12% | 3.34% | 5.66% | 3.44% | 3.98% | 3.59% |
Drawdowns
REIT vs. USRT - Drawdown Comparison
The maximum REIT drawdown since its inception was -29.30%, smaller than the maximum USRT drawdown of -69.91%. Use the drawdown chart below to compare losses from any high point for REIT and USRT.
Loading graphics...
Drawdown Indicators
| REIT | USRT | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -29.30% | -69.91% | +40.61% |
Max Drawdown (1Y)Largest decline over 1 year | -12.50% | -12.95% | +0.45% |
Max Drawdown (5Y)Largest decline over 5 years | -29.30% | -31.03% | +1.73% |
Max Drawdown (10Y)Largest decline over 10 years | — | -44.38% | — |
Current DrawdownCurrent decline from peak | -5.86% | -6.38% | +0.52% |
Average DrawdownAverage peak-to-trough decline | -10.69% | -13.08% | +2.39% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.42% | 3.09% | +0.33% |
Volatility
REIT vs. USRT - Volatility Comparison
ALPS Active REIT ETF (REIT) and iShares Core U.S. REIT ETF (USRT) have volatilities of 4.50% 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.
Loading graphics...
Volatility by Period
| REIT | USRT | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.50% | 4.44% | +0.06% |
Volatility (6M)Calculated over the trailing 6-month period | 8.99% | 9.21% | -0.22% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.86% | 16.84% | -0.98% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 18.59% | 18.92% | -0.33% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.52% | 21.28% | -2.76% |