UFOX vs. USRT
UFOX (Defiance Connective Technologies ETF) and USRT (iShares Core U.S. REIT ETF) are both exchange-traded funds - UFOX is a Technology Equities fund tracking the BlueStar Connective Technologies Index, while USRT is a REIT fund tracking the FTSE Nareit Equity REITS 40 Act Capped Index. Both are passively managed. Over the past 5 years, UFOX returned 18.42%/yr vs 5.63%/yr for USRT. At a 0.46 correlation, their price movements are largely independent. UFOX charges 0.30%/yr vs 0.08%/yr for USRT.
Performance
UFOX vs. USRT - Performance Comparison
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Returns By Period
In the year-to-date period, UFOX achieves a 27.04% return, which is significantly higher than USRT's 21.89% return.
UFOX
- 1D
- -4.75%
- 1M
- -14.11%
- 6M
- 22.63%
- YTD
- 27.04%
- 1Y
- 53.16%
- 3Y*
- 35.15%
- 5Y*
- 18.42%
- 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%
UFOX vs. USRT - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|
UFOX Defiance Connective Technologies ETF | 27.04% | 34.83% | 34.11% | 21.83% | -27.26% | 25.68% | 29.78% | 5.58% |
USRT iShares Core U.S. REIT ETF | 21.89% | 2.44% | 8.58% | 13.64% | -24.43% | 43.26% | -8.06% | 11.93% |
Correlation
The correlation between UFOX and USRT is 0.06, 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 | 0.06 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.28 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.45 |
Correlation (All Time) Calculated using the full available price history since Mar 5, 2019 | 0.46 |
Over the past year, the correlation between UFOX and USRT has dropped to 0.06 - well below their long-term average of 0.46, suggesting their price drivers have been diverging.
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Return for Risk
UFOX vs. USRT — Risk / Return Rank
UFOX
USRT
UFOX vs. USRT - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Defiance Connective Technologies ETF (UFOX) 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.
| UFOX | USRT | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.03 | ||
| Sortino ratioReturn per unit of downside risk | -0.10 | ||
| Omega ratioGain probability vs. loss probability | 1.30 | 1.31 | -0.01 |
| Calmar ratioReturn relative to maximum drawdown | 2.24 | 3.04 | -0.80 |
| Martin ratioReturn relative to average drawdown | 9.41 | 9.86 | -0.45 |
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Drawdowns
UFOX vs. USRT - Drawdown Comparison
The maximum UFOX drawdown since its inception was -33.90%, smaller than the maximum USRT drawdown of -69.92%. Use the drawdown chart below to compare losses from any high point for UFOX and USRT.
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Drawdown Indicators
| UFOX | USRT | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -33.90% | -69.92% | +36.02% |
Max Drawdown (1Y)Largest decline over 1 year | -23.83% | -8.04% | -15.79% |
Max Drawdown (3Y)Largest decline over 3 years | -28.14% | -18.70% | -9.44% |
Max Drawdown (5Y)Largest decline over 5 years | -33.90% | -31.03% | -2.87% |
Max Drawdown (10Y)Largest decline over 10 years | — | -44.38% | — |
Current DrawdownCurrent decline from peak | -23.83% | 0.00% | -23.83% |
Average DrawdownAverage peak-to-trough decline | -9.09% | -12.90% | +3.81% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.66% | 2.48% | +3.18% |
Volatility
UFOX vs. USRT - Volatility Comparison
Defiance Connective Technologies ETF (UFOX) has a higher volatility of 11.62% compared to iShares Core U.S. REIT ETF (USRT) at 5.25%. This indicates that UFOX'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
| UFOX | USRT | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 11.62% | 5.25% | +6.37% |
Volatility (6M)Calculated over the trailing 6-month period | 25.27% | 10.69% | +14.58% |
Volatility (1Y)Calculated over the trailing 1-year period | 30.05% | 14.01% | +16.04% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 25.61% | 18.97% | +6.64% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 25.73% | 21.33% | +4.40% |
UFOX vs. USRT - Expense Ratio Comparison
UFOX has a 0.30% expense ratio, which is higher than USRT's 0.08% expense ratio.
Dividends
UFOX vs. USRT - Dividend Comparison
UFOX's dividend yield for the trailing twelve months is around 0.47%, less than USRT's 2.48% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
UFOX Defiance Connective Technologies ETF | 0.47% | 0.56% | 0.79% | 1.40% | 1.63% | 1.17% | 0.99% | 0.75% | 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
UFOX and USRT have a correlation of 0.06, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
UFOX has higher volatility (11.62%) compared to USRT (5.25%). In terms of maximum drawdown, UFOX dropped -33.90% vs USRT's -69.92%.
On 5-year performance, UFOX leads with 18.42% vs 5.63% for USRT. On fees, USRT is cheaper at 0.08% per year. On volatility, USRT has been the lower-risk option at 5.25%. The better choice depends on whether you care most about return, fees, risk, or income.
Over the 5-year period, UFOX has performed better with a 18.42% return vs 5.63%. 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 0.30% for UFOX.
USRT has the higher dividend yield at 2.48%, compared with 0.47% for UFOX.
UFOX is categorized as Technology Equities, while USRT is REIT. UFOX tracks BlueStar Connective Technologies Index, while USRT tracks FTSE Nareit Equity REITS 40 Act Capped Index. They also come from different issuers: Defiance and iShares. Their fees differ too: 0.30% for UFOX and 0.08% for USRT.
UFOX currently has the higher Sharpe Ratio (1.78 vs 1.75), 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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