RSPR vs. USRT
Compare and contrast key facts about Invesco S&P 500 Equal Weight Real Estate ETF (RSPR) and iShares Core U.S. REIT ETF (USRT).
RSPR and USRT are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. RSPR is a passively managed fund by Invesco that tracks the performance of the S&P 500 Equal Weighted / Real Estate - SEC. It was launched on Aug 12, 2015. 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. Both RSPR and USRT are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: RSPR or USRT.
Correlation
The correlation between RSPR and USRT is 0.89, 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.
Performance
RSPR vs. USRT - Performance Comparison
Key characteristics
RSPR:
0.41
USRT:
0.38
RSPR:
0.66
USRT:
0.61
RSPR:
1.08
USRT:
1.07
RSPR:
0.28
USRT:
0.28
RSPR:
1.68
USRT:
1.59
RSPR:
3.91%
USRT:
3.78%
RSPR:
15.99%
USRT:
15.93%
RSPR:
-41.96%
USRT:
-69.89%
RSPR:
-10.12%
USRT:
-8.93%
Returns By Period
In the year-to-date period, RSPR achieves a 7.83% return, which is significantly higher than USRT's 7.37% return.
RSPR
7.83%
-8.89%
8.88%
7.83%
5.54%
N/A
USRT
7.37%
-8.49%
8.67%
7.37%
3.97%
5.45%
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RSPR vs. USRT - Expense Ratio Comparison
RSPR has a 0.40% expense ratio, which is higher than USRT's 0.08% expense ratio.
Risk-Adjusted Performance
RSPR vs. USRT - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Invesco S&P 500 Equal Weight Real Estate ETF (RSPR) 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.
Dividends
RSPR vs. USRT - Dividend Comparison
RSPR's dividend yield for the trailing twelve months is around 2.60%, less than USRT's 2.88% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
RSPR Invesco S&P 500 Equal Weight Real Estate ETF | 2.60% | 2.91% | 3.14% | 2.56% | 3.82% | 2.97% | 3.02% | 3.01% | 2.06% | 1.03% | 0.00% |
USRT iShares Core U.S. REIT ETF | 2.88% | 3.18% | 3.47% | 2.27% | 3.12% | 3.34% | 5.66% | 3.43% | 3.98% | 3.59% | 3.46% |
Drawdowns
RSPR vs. USRT - Drawdown Comparison
The maximum RSPR drawdown since its inception was -41.96%, smaller than the maximum USRT drawdown of -69.89%. Use the drawdown chart below to compare losses from any high point for RSPR and USRT. For additional features, visit the drawdowns tool.
Volatility
RSPR vs. USRT - Volatility Comparison
Invesco S&P 500 Equal Weight Real Estate ETF (RSPR) has a higher volatility of 5.77% compared to iShares Core U.S. REIT ETF (USRT) at 4.99%. This indicates that RSPR'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.