USRT vs. IMTB
USRT (iShares Core U.S. REIT ETF) and IMTB (iShares Core 5-10 Year USD Bond ETF) are both exchange-traded funds - USRT is a REIT fund tracking the FTSE Nareit Equity REITS 40 Act Capped Index, while IMTB is a Intermediate Core-Plus Bond fund tracking the Bloomberg U.S. Universal 5-10 Years Index. Both are passively managed. Over the past 5 years, USRT returned 5.20%/yr vs 0.36%/yr for IMTB. At a 0.24 correlation, their price movements are largely independent. USRT charges 0.08%/yr vs 0.06%/yr for IMTB.
Performance
USRT vs. IMTB - Performance Comparison
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Returns By Period
In the year-to-date period, USRT achieves a 19.09% return, which is significantly higher than IMTB's -0.29% return.
USRT
- 1D
- 0.70%
- 1M
- 1.10%
- 6M
- 17.11%
- YTD
- 19.09%
- 1Y
- 21.42%
- 3Y*
- 11.47%
- 5Y*
- 5.20%
- 10Y*
- 6.04%
IMTB
- 1D
- -0.34%
- 1M
- -1.10%
- 6M
- -0.56%
- YTD
- -0.29%
- 1Y
- 4.48%
- 3Y*
- 4.52%
- 5Y*
- 0.36%
- 10Y*
- —
USRT vs. IMTB - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
USRT iShares Core U.S. REIT ETF | 19.09% | 2.44% | 8.58% | 13.64% | -24.43% | 43.26% | -8.06% | 25.98% | -4.67% | 5.27% |
IMTB iShares Core 5-10 Year USD Bond ETF | -0.29% | 8.88% | 1.94% | 6.10% | -12.75% | -1.41% | 6.25% | 8.62% | -0.45% | 4.88% |
Correlation
The correlation between USRT and IMTB is 0.37, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.37 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.36 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.32 |
Correlation (All Time) Calculated using the full available price history since Nov 7, 2016 | 0.24 |
The correlation between USRT and IMTB shifts across timeframes, from 0.24 (all time) to 0.37 (1 year), reflecting how their relationship changes across market environments.
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Return for Risk
USRT vs. IMTB — Risk / Return Rank
USRT
IMTB
USRT vs. IMTB - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares Core U.S. REIT ETF (USRT) and iShares Core 5-10 Year USD Bond ETF (IMTB). 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.
| USRT | IMTB | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.46 | ||
| Sortino ratioReturn per unit of downside risk | +0.51 | ||
| Omega ratioGain probability vs. loss probability | 1.27 | 1.19 | +0.08 |
| Calmar ratioReturn relative to maximum drawdown | 2.68 | 1.58 | +1.10 |
| Martin ratioReturn relative to average drawdown | 8.66 | 4.44 | +4.22 |
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Drawdowns
USRT vs. IMTB - Drawdown Comparison
The maximum USRT drawdown since its inception was -69.92%, which is greater than IMTB's maximum drawdown of -18.15%. Use the drawdown chart below to compare losses from any high point for USRT and IMTB.
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Drawdown Indicators
| USRT | IMTB | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -69.92% | -18.15% | -51.77% |
Max Drawdown (1Y)Largest decline over 1 year | -8.04% | -2.86% | -5.18% |
Max Drawdown (3Y)Largest decline over 3 years | -18.70% | -6.79% | -11.91% |
Max Drawdown (5Y)Largest decline over 5 years | -31.03% | -18.11% | -12.92% |
Max Drawdown (10Y)Largest decline over 10 years | -44.38% | — | — |
Current DrawdownCurrent decline from peak | -0.66% | -2.00% | +1.34% |
Average DrawdownAverage peak-to-trough decline | -12.91% | -4.10% | -8.81% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.48% | 1.01% | +1.47% |
Volatility
USRT vs. IMTB - Volatility Comparison
iShares Core U.S. REIT ETF (USRT) has a higher volatility of 4.76% compared to iShares Core 5-10 Year USD Bond ETF (IMTB) at 1.58%. This indicates that USRT's price experiences larger fluctuations and is considered to be riskier than IMTB based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| USRT | IMTB | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.76% | 1.58% | +3.18% |
Volatility (6M)Calculated over the trailing 6-month period | 10.41% | 3.29% | +7.12% |
Volatility (1Y)Calculated over the trailing 1-year period | 13.91% | 4.13% | +9.78% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 18.94% | 6.32% | +12.62% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.32% | 5.18% | +16.14% |
USRT vs. IMTB - Expense Ratio Comparison
USRT has a 0.08% expense ratio, which is higher than IMTB's 0.06% 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%.
Dividends
USRT vs. IMTB - Dividend Comparison
USRT's dividend yield for the trailing twelve months is around 2.54%, less than IMTB's 4.55% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IMTB iShares Core 5-10 Year USD Bond ETF | 4.55% | 4.40% | 4.42% | 4.13% | 2.90% | 2.49% | 2.63% | 2.91% | 3.04% | 2.75% | 0.40% | 0.00% |
USRT iShares Core U.S. REIT ETF | 2.54% | 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
USRT and IMTB have a correlation of 0.37, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
USRT has higher volatility (4.76%) compared to IMTB (1.58%). In terms of maximum drawdown, USRT dropped -69.92% vs IMTB's -18.15%.
On 5-year performance, USRT leads with 5.20% vs 0.36% for IMTB. On fees, IMTB is cheaper at 0.06% per year. On volatility, IMTB has been the lower-risk option at 1.58%. The better choice depends on whether you care most about return, fees, risk, or income.
Over the 5-year period, USRT has performed better with a 5.20% return vs 0.36%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.
IMTB is cheaper with a 0.06% expense ratio, compared with 0.08% for USRT.
IMTB has the higher dividend yield at 4.55%, compared with 2.54% for USRT.
USRT is categorized as REIT, while IMTB is Intermediate Core-Plus Bond. USRT tracks FTSE Nareit Equity REITS 40 Act Capped Index, while IMTB tracks Bloomberg U.S. Universal 5-10 Years Index. Their fees differ too: 0.08% for USRT and 0.06% for IMTB.
USRT currently has the higher Sharpe Ratio (1.55 vs 1.09), 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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