USRT vs. IMTB
Compare and contrast key facts about iShares Core U.S. REIT ETF (USRT) and iShares Core 5-10 Year USD Bond ETF (IMTB).
USRT and IMTB 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. IMTB is a passively managed fund by iShares that tracks the performance of the Bloomberg Barclays US Universal 5-10 Years Index. It was launched on Nov 1, 2016. Both USRT and IMTB 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 IMTB.
Key characteristics
| USRT | IMTB | |
|---|---|---|
| YTD Return | -7.35% | -3.32% |
| 1Y Return | 2.53% | -0.24% |
| 3Y Return (Ann) | -1.04% | -3.58% |
| 5Y Return (Ann) | 2.50% | -0.31% |
| Sharpe Ratio | 0.10 | -0.14 |
| Daily Std Dev | 18.75% | 7.45% |
| Max Drawdown | -69.89% | -18.15% |
| Current Drawdown | -20.44% | -11.77% |
Correlation
The correlation between USRT and IMTB is 0.22, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Performance
USRT vs. IMTB - Performance Comparison
In the year-to-date period, USRT achieves a -7.35% return, which is significantly lower than IMTB's -3.32% 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. 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%.
Risk-Adjusted Performance
USRT vs. IMTB - 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 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.
Dividends
USRT vs. IMTB - Dividend Comparison
USRT's dividend yield for the trailing twelve months is around 3.39%, less than IMTB's 4.06% 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% |
IMTB iShares Core 5-10 Year USD Bond ETF | 4.06% | 4.13% | 2.90% | 2.49% | 2.63% | 2.91% | 3.04% | 2.75% | 0.40% | 0.00% | 0.00% | 0.00% |
Drawdowns
USRT vs. IMTB - Drawdown Comparison
The maximum USRT drawdown since its inception was -69.89%, 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. For additional features, visit the drawdowns tool.
Volatility
USRT vs. IMTB - Volatility Comparison
iShares Core U.S. REIT ETF (USRT) has a higher volatility of 5.89% compared to iShares Core 5-10 Year USD Bond ETF (IMTB) at 2.18%. 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.