USRT vs. RSPR
USRT (iShares Core U.S. REIT ETF) and RSPR (Invesco S&P 500 Equal Weight Real Estate ETF) are both REIT funds - USRT tracks the FTSE Nareit Equity REITS 40 Act Capped Index while RSPR tracks the S&P 500 Equal Weighted / Real Estate - SEC. Both are passively managed. Over the past 10 years, USRT returned 6.04%/yr vs 5.71%/yr for RSPR. Their correlation of 0.90 suggests significant overlap in exposure. USRT charges 0.08%/yr vs 0.40%/yr for RSPR.
Performance
USRT vs. RSPR - 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 RSPR's 11.24% return. Over the past 10 years, USRT has outperformed RSPR with an annualized return of 6.04%, while RSPR has yielded a comparatively lower 5.71% annualized 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%
RSPR
- 1D
- 0.17%
- 1M
- -1.07%
- 6M
- 10.58%
- YTD
- 11.24%
- 1Y
- 7.22%
- 3Y*
- 7.35%
- 5Y*
- 2.39%
- 10Y*
- 5.71%
USRT vs. RSPR - 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% |
RSPR Invesco S&P 500 Equal Weight Real Estate ETF | 11.24% | -1.88% | 8.61% | 11.59% | -25.16% | 49.61% | -2.90% | 24.62% | -4.11% | 8.76% |
Correlation
The correlation between USRT and RSPR is 0.93, indicating a strong positive relationship between their price movements. Combining them offers limited diversification - they tend to fall together during downturns.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.93 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.94 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.96 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.95 |
Correlation (All Time) Calculated using the full available price history since Aug 14, 2015 | 0.90 |
The correlation between USRT and RSPR has been stable across timeframes, ranging from 0.90 to 0.96 - a consistent structural relationship.
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Return for Risk
USRT vs. RSPR — Risk / Return Rank
USRT
RSPR
USRT vs. RSPR - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares Core U.S. REIT ETF (USRT) and Invesco S&P 500 Equal Weight Real Estate ETF (RSPR). 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 | RSPR | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +1.06 | ||
| Sortino ratioReturn per unit of downside risk | +1.37 | ||
| Omega ratioGain probability vs. loss probability | 1.27 | 1.09 | +0.17 |
| Calmar ratioReturn relative to maximum drawdown | 2.68 | 0.83 | +1.84 |
| Martin ratioReturn relative to average drawdown | 8.66 | 1.82 | +6.84 |
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Drawdowns
USRT vs. RSPR - Drawdown Comparison
The maximum USRT drawdown since its inception was -69.92%, which is greater than RSPR's maximum drawdown of -41.96%. Use the drawdown chart below to compare losses from any high point for USRT and RSPR.
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Drawdown Indicators
| USRT | RSPR | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -69.92% | -41.96% | -27.96% |
Max Drawdown (1Y)Largest decline over 1 year | -8.04% | -8.71% | +0.67% |
Max Drawdown (3Y)Largest decline over 3 years | -18.70% | -17.78% | -0.92% |
Max Drawdown (5Y)Largest decline over 5 years | -31.03% | -33.03% | +2.00% |
Max Drawdown (10Y)Largest decline over 10 years | -44.38% | -41.96% | -2.42% |
Current DrawdownCurrent decline from peak | -0.66% | -1.94% | +1.28% |
Average DrawdownAverage peak-to-trough decline | -12.91% | -9.33% | -3.58% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.48% | 3.97% | -1.49% |
Volatility
USRT vs. RSPR - Volatility Comparison
iShares Core U.S. REIT ETF (USRT) and Invesco S&P 500 Equal Weight Real Estate ETF (RSPR) have volatilities of 4.76% and 4.98%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| USRT | RSPR | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.76% | 4.98% | -0.22% |
Volatility (6M)Calculated over the trailing 6-month period | 10.41% | 10.91% | -0.50% |
Volatility (1Y)Calculated over the trailing 1-year period | 13.91% | 14.74% | -0.83% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 18.94% | 19.16% | -0.22% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.32% | 21.39% | -0.07% |
USRT vs. RSPR - Expense Ratio Comparison
USRT has a 0.08% expense ratio, which is lower than RSPR's 0.40% expense ratio.
Dividends
USRT vs. RSPR - Dividend Comparison
USRT's dividend yield for the trailing twelve months is around 2.54%, less than RSPR's 2.83% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
RSPR Invesco S&P 500 Equal Weight Real Estate ETF | 2.83% | 2.70% | 2.58% | 2.91% | 3.14% | 2.56% | 3.82% | 2.48% | 3.02% | 3.01% | 2.06% | 1.03% |
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
With a correlation of 0.93, USRT and RSPR move almost identically. Holding both adds very little diversification - you're essentially doubling your position in the same market segment. Choosing one is usually more capital-efficient.
RSPR has higher volatility (4.98%) compared to USRT (4.76%). In terms of maximum drawdown, USRT dropped -69.92% vs RSPR's -41.96%.
On 10-year performance, USRT leads with 6.04% vs 5.71% for RSPR. On fees, USRT is cheaper at 0.08% per year. On volatility, USRT has been the lower-risk option at 4.76%. The better choice depends on whether you care most about return, fees, risk, or income.
Over the 10-year period, USRT has performed better with a 6.04% return vs 5.71%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.
USRT is cheaper with a 0.08% expense ratio, compared with 0.40% for RSPR.
RSPR has the higher dividend yield at 2.83%, compared with 2.54% for USRT.
USRT tracks FTSE Nareit Equity REITS 40 Act Capped Index, while RSPR tracks S&P 500 Equal Weighted / Real Estate - SEC. They also come from different issuers: iShares and Invesco. Their fees differ too: 0.08% for USRT and 0.40% for RSPR.
USRT currently has the higher Sharpe Ratio (1.55 vs 0.49), 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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