USRT vs. CBRE

Last updated Apr 1, 2026

Compare and contrast key facts about iShares Core U.S. REIT ETF (USRT) and CBRE Group, Inc. (CBRE).

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

USRT vs. CBRE - Performance Comparison

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

USRT vs. CBRE - 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%
CBRE CBRE Group, Inc.	-15.75%	22.47%	41.04%	20.96%	-29.08%	73.01%	2.33%	53.07%	-7.55%	37.54%

Returns By Period

In the year-to-date period, USRT achieves a 4.27% return, which is significantly higher than CBRE's -15.75% return. Over the past 10 years, USRT has underperformed CBRE with an annualized return of 5.42%, while CBRE has yielded a comparatively higher 16.62% 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%

CBRE

• 1D: 1.74%
• 1M: -8.26%
• YTD: -15.75%
• 6M: -14.03%
• 1Y: 3.58%
• 3Y*: 22.99%
• 5Y*: 11.09%
• 10Y*: 16.62%

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

Return for Risk

USRT vs. CBRE — Risk / Return Rank

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

USRT

USRT Risk / Return Rank: 25
USRT Sharpe Ratio Rank: 23
USRT Sortino Ratio Rank: 23
USRT Omega Ratio Rank: 23
USRT Calmar Ratio Rank: 26
USRT Martin Ratio Rank: 29

CBRE

CBRE Risk / Return Rank: 44
CBRE Sharpe Ratio Rank: 46
CBRE Sortino Ratio Rank: 39
CBRE Omega Ratio Rank: 40
CBRE Calmar Ratio Rank: 47
CBRE Martin Ratio Rank: 49

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.

USRT vs. CBRE - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for iShares Core U.S. REIT ETF (USRT) and CBRE Group, Inc. (CBRE). 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	CBRE	Difference
Sharpe ratio Return per unit of total volatility	0.35	0.11	+0.24
Sortino ratio Return per unit of downside risk	0.59	0.37	+0.22
Omega ratio Gain probability vs. loss probability	1.08	1.05	+0.03
Calmar ratio Return relative to maximum drawdown	0.53	0.20	+0.33
Martin ratio Return relative to average drawdown	2.23	0.55	+1.68
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

USRT vs. CBRE - Sharpe Ratio Comparison

The current USRT Sharpe Ratio is 0.35, which is higher than the CBRE Sharpe Ratio of 0.11. The chart below compares the historical Sharpe Ratios of USRT and CBRE, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

Sharpe Ratios by Period

	USRT	CBRE	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	0.35	0.11	+0.24
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	0.27	0.37	-0.10
Sharpe Ratio (10Y) Calculated over the trailing 10-year period	0.26	0.51	-0.25
Sharpe Ratio (All Time) Calculated using the full available price history	0.17	0.30	-0.13

Correlation

The correlation between USRT and CBRE 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. CBRE - Dividend Comparison

USRT's dividend yield for the trailing twelve months is around 2.89%, while CBRE has not paid dividends to shareholders.

	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%
CBRE CBRE Group, Inc.	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%

Drawdowns

USRT vs. CBRE - Drawdown Comparison

The maximum USRT drawdown since its inception was -69.91%, smaller than the maximum CBRE drawdown of -94.31%. Use the drawdown chart below to compare losses from any high point for USRT and CBRE.

Drawdown Indicators

	USRT	CBRE	Difference
Max Drawdown Largest peak-to-trough decline	-69.91%	-94.31%	+24.40%
Max Drawdown (1Y) Largest decline over 1 year	-12.95%	-23.22%	+10.27%
Max Drawdown (5Y) Largest decline over 5 years	-31.03%	-40.38%	+9.35%
Max Drawdown (10Y) Largest decline over 10 years	-44.38%	-53.57%	+9.19%
Current Drawdown Current decline from peak	-6.38%	-21.07%	+14.69%
Average Drawdown Average peak-to-trough decline	-13.08%	-26.65%	+13.57%
Ulcer Index Depth and duration of drawdowns from previous peaks	3.09%	8.49%	-5.40%

Volatility

USRT vs. CBRE - Volatility Comparison

The current volatility for iShares Core U.S. REIT ETF (USRT) is 4.44%, while CBRE Group, Inc. (CBRE) has a volatility of 7.10%. This indicates that USRT experiences smaller price fluctuations and is considered to be less risky than CBRE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	USRT	CBRE	Difference
Volatility (1M) Calculated over the trailing 1-month period	4.44%	7.10%	-2.66%
Volatility (6M) Calculated over the trailing 6-month period	9.21%	24.30%	-15.09%
Volatility (1Y) Calculated over the trailing 1-year period	16.84%	32.09%	-15.25%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	18.92%	30.00%	-11.08%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	21.28%	32.94%	-11.66%