USRT vs. IJR
Compare and contrast key facts about iShares Core U.S. REIT ETF (USRT) and iShares Core S&P Small-Cap ETF (IJR).
USRT and IJR 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. IJR is a passively managed fund by iShares that tracks the performance of the S&P SmallCap 600 Index. It was launched on May 22, 2000. Both USRT and IJR 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 IJR.
Key characteristics
| USRT | IJR | |
|---|---|---|
| YTD Return | -7.35% | -3.27% |
| 1Y Return | 2.53% | 12.67% |
| 3Y Return (Ann) | -1.04% | -0.42% |
| 5Y Return (Ann) | 2.50% | 7.16% |
| 10Y Return (Ann) | 5.34% | 8.44% |
| Sharpe Ratio | 0.10 | 0.65 |
| Daily Std Dev | 18.75% | 19.40% |
| Max Drawdown | -69.89% | -58.15% |
| Current Drawdown | -20.44% | -9.88% |
Correlation
The correlation between USRT and IJR is 0.64, 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. IJR - Performance Comparison
In the year-to-date period, USRT achieves a -7.35% return, which is significantly lower than IJR's -3.27% return. Over the past 10 years, USRT has underperformed IJR with an annualized return of 5.34%, while IJR has yielded a comparatively higher 8.44% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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USRT vs. IJR - Expense Ratio Comparison
USRT has a 0.08% expense ratio, which is higher than IJR's 0.07% expense ratio. However, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.
Risk-Adjusted Performance
USRT vs. IJR - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares Core U.S. REIT ETF (USRT) and iShares Core S&P Small-Cap ETF (IJR). 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
USRT vs. IJR - Dividend Comparison
USRT's dividend yield for the trailing twelve months is around 3.39%, more than IJR's 1.36% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
USRT iShares Core U.S. REIT ETF | 3.39% | 3.18% | 3.46% | 2.27% | 3.12% | 3.34% | 5.66% | 3.44% | 3.98% | 3.59% | 3.46% | 3.84% |
IJR iShares Core S&P Small-Cap ETF | 1.36% | 1.31% | 1.41% | 1.53% | 1.11% | 1.44% | 1.58% | 1.20% | 1.21% | 1.48% | 1.23% | 1.00% |
Drawdowns
USRT vs. IJR - Drawdown Comparison
The maximum USRT drawdown since its inception was -69.89%, which is greater than IJR's maximum drawdown of -58.15%. Use the drawdown chart below to compare losses from any high point for USRT and IJR. For additional features, visit the drawdowns tool.
Volatility
USRT vs. IJR - Volatility Comparison
iShares Core U.S. REIT ETF (USRT) has a higher volatility of 5.89% compared to iShares Core S&P Small-Cap ETF (IJR) at 5.38%. This indicates that USRT's price experiences larger fluctuations and is considered to be riskier than IJR based on this measure. The chart below showcases a comparison of their rolling one-month volatility.