USRT vs. ACWI
Compare and contrast key facts about iShares Core U.S. REIT ETF (USRT) and iShares MSCI ACWI ETF (ACWI).
USRT and ACWI are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. 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. ACWI is a passively managed fund by iShares that tracks the performance of the MSCI All Country World Index. It was launched on Mar 26, 2008. Both USRT and ACWI are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.
Performance
USRT vs. ACWI - Performance Comparison
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USRT vs. ACWI - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
USRT iShares Core U.S. REIT ETF | 4.27% | 2.44% | 8.58% | 13.64% | -24.43% | 43.26% | -8.06% | 25.98% | -4.67% | 5.27% |
ACWI iShares MSCI ACWI ETF | -2.21% | 22.41% | 17.45% | 22.27% | -18.39% | 18.66% | 16.34% | 26.59% | -9.19% | 24.33% |
Returns By Period
In the year-to-date period, USRT achieves a 4.27% return, which is significantly higher than ACWI's -2.21% return. Over the past 10 years, USRT has underperformed ACWI with an annualized return of 5.42%, while ACWI has yielded a comparatively higher 11.58% annualized return.
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%
ACWI
- 1D
- 3.11%
- 1M
- -6.11%
- YTD
- -2.21%
- 6M
- 0.97%
- 1Y
- 20.86%
- 3Y*
- 16.98%
- 5Y*
- 9.40%
- 10Y*
- 11.58%
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USRT vs. ACWI - Expense Ratio Comparison
USRT has a 0.08% expense ratio, which is lower than ACWI's 0.32% expense ratio.
Return for Risk
USRT vs. ACWI — Risk / Return Rank
USRT
ACWI
USRT vs. ACWI - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares Core U.S. REIT ETF (USRT) and iShares MSCI ACWI ETF (ACWI). 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.
| USRT | ACWI | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.35 | 1.20 | -0.85 |
Sortino ratioReturn per unit of downside risk | 0.59 | 1.77 | -1.18 |
Omega ratioGain probability vs. loss probability | 1.08 | 1.27 | -0.19 |
Calmar ratioReturn relative to maximum drawdown | 0.53 | 1.79 | -1.25 |
Martin ratioReturn relative to average drawdown | 2.23 | 8.26 | -6.04 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| USRT | ACWI | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.35 | 1.20 | -0.85 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.27 | 0.59 | -0.32 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.26 | 0.68 | -0.42 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.17 | 0.39 | -0.22 |
Correlation
The correlation between USRT and ACWI is 0.60, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Dividends
USRT vs. ACWI - Dividend Comparison
USRT's dividend yield for the trailing twelve months is around 2.89%, more than ACWI's 1.59% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
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% |
ACWI iShares MSCI ACWI ETF | 1.59% | 1.55% | 1.70% | 1.88% | 1.79% | 1.71% | 1.43% | 2.33% | 2.18% | 1.94% | 2.19% | 2.56% |
Drawdowns
USRT vs. ACWI - Drawdown Comparison
The maximum USRT drawdown since its inception was -69.91%, which is greater than ACWI's maximum drawdown of -56.00%. Use the drawdown chart below to compare losses from any high point for USRT and ACWI.
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Drawdown Indicators
| USRT | ACWI | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -69.91% | -56.00% | -13.91% |
Max Drawdown (1Y)Largest decline over 1 year | -12.95% | -11.76% | -1.19% |
Max Drawdown (5Y)Largest decline over 5 years | -31.03% | -26.42% | -4.61% |
Max Drawdown (10Y)Largest decline over 10 years | -44.38% | -33.53% | -10.85% |
Current DrawdownCurrent decline from peak | -6.38% | -6.92% | +0.54% |
Average DrawdownAverage peak-to-trough decline | -13.08% | -8.69% | -4.39% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.09% | 2.54% | +0.55% |
Volatility
USRT vs. ACWI - Volatility Comparison
The current volatility for iShares Core U.S. REIT ETF (USRT) is 4.44%, while iShares MSCI ACWI ETF (ACWI) has a volatility of 6.38%. This indicates that USRT experiences smaller price fluctuations and is considered to be less risky than ACWI based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| USRT | ACWI | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.44% | 6.38% | -1.94% |
Volatility (6M)Calculated over the trailing 6-month period | 9.21% | 10.05% | -0.84% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.84% | 17.48% | -0.64% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 18.92% | 15.97% | +2.95% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.28% | 17.08% | +4.20% |