USRT vs. ICF
Compare and contrast key facts about iShares Core U.S. REIT ETF (USRT) and iShares Cohen & Steers REIT ETF (ICF).
USRT and ICF 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. ICF is a passively managed fund by iShares that tracks the performance of the Cohen & Steers Realty Majors Index. It was launched on Jan 29, 2001. Both USRT and ICF 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: USRT or ICF.
Correlation
The correlation between USRT and ICF is 0.62, 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.
Performance
USRT vs. ICF - Performance Comparison
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Key characteristics
USRT:
0.61
ICF:
0.65
USRT:
0.94
ICF:
0.99
USRT:
1.12
ICF:
1.13
USRT:
0.58
ICF:
0.47
USRT:
1.97
ICF:
2.01
USRT:
5.69%
ICF:
5.75%
USRT:
18.27%
ICF:
17.85%
USRT:
-69.89%
ICF:
-76.73%
USRT:
-8.81%
ICF:
-13.21%
Returns By Period
In the year-to-date period, USRT achieves a -0.99% return, which is significantly lower than ICF's 1.09% return. Both investments have delivered pretty close results over the past 10 years, with USRT having a 5.51% annualized return and ICF not far behind at 5.26%.
USRT
-0.99%
6.68%
-4.93%
11.14%
11.52%
5.51%
ICF
1.09%
5.79%
-3.06%
11.44%
8.74%
5.26%
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USRT vs. ICF - Expense Ratio Comparison
USRT has a 0.08% expense ratio, which is lower than ICF's 0.34% expense ratio.
Risk-Adjusted Performance
USRT vs. ICF — Risk-Adjusted Performance Rank
USRT
ICF
USRT vs. ICF - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares Core U.S. REIT ETF (USRT) and iShares Cohen & Steers REIT ETF (ICF). 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.
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Dividends
USRT vs. ICF - Dividend Comparison
USRT's dividend yield for the trailing twelve months is around 2.85%, more than ICF's 2.64% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
USRT iShares Core U.S. REIT ETF | 2.85% | 2.85% | 3.18% | 3.47% | 2.27% | 3.12% | 3.34% | 5.66% | 3.43% | 3.98% | 3.59% | 3.46% |
ICF iShares Cohen & Steers REIT ETF | 2.64% | 2.66% | 2.76% | 2.64% | 1.82% | 2.38% | 2.55% | 3.20% | 3.10% | 4.32% | 3.30% | 3.00% |
Drawdowns
USRT vs. ICF - Drawdown Comparison
The maximum USRT drawdown since its inception was -69.89%, smaller than the maximum ICF drawdown of -76.73%. Use the drawdown chart below to compare losses from any high point for USRT and ICF. For additional features, visit the drawdowns tool.
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Volatility
USRT vs. ICF - Volatility Comparison
The current volatility for iShares Core U.S. REIT ETF (USRT) is 4.41%, while iShares Cohen & Steers REIT ETF (ICF) has a volatility of 4.68%. This indicates that USRT experiences smaller price fluctuations and is considered to be less risky than ICF based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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