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 6.03%/yr vs 5.63%/yr for RSPR. Their correlation of 0.90 means they have usually moved in the same direction. USRT charges 0.08%/yr vs 0.40%/yr for RSPR.
Performance
USRT vs. RSPR - Performance Comparison
Loading charts...
Returns By Period
In the year-to-date period, USRT achieves a 20.27% return, which is significantly higher than RSPR's 12.19% return. Over the past 10 years, USRT has outperformed RSPR with an annualized return of 6.03%, while RSPR has yielded a comparatively lower 5.63% annualized return.
USRT
- 1D
- -0.54%
- 1M
- 0.64%
- 6M
- 16.77%
- YTD
- 20.27%
- 1Y
- 25.30%
- 3Y*
- 12.13%
- 5Y*
- 5.19%
- 10Y*
- 6.03%
- ALL TIME*
- 5.55%
RSPR
- 1D
- -0.04%
- 1M
- 0.06%
- 6M
- 9.67%
- YTD
- 12.19%
- 1Y
- 10.49%
- 3Y*
- 8.06%
- 5Y*
- 2.39%
- 10Y*
- 5.63%
- ALL TIME*
- 6.62%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $510.77K | $450.22K | $625.86K | |
| $30.77M | $33.55M | $34.12M |
USRT vs. RSPR - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
USRT iShares Core U.S. REIT ETF | 20.27% | 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 | 12.19% | -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 0.92, meaning they have usually moved in the same direction, including during past declines.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.92 |
Correlation (3Y) Balances recent behavior with more history. | 0.94 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.96 |
Correlation (10Y) Provides a long-term view across more market conditions. | 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.
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
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 | +1.10 | ||
| Sortino ratioReturn per unit of downside risk | +1.46 | ||
| Omega ratioGain probability vs. loss probability | 1.31 | 1.13 | +0.19 |
| Calmar ratioReturn relative to maximum drawdown | 3.09 | 1.16 | +1.92 |
| Martin ratioReturn relative to average drawdown | 10.42 | 2.94 | +7.48 |
Loading charts...
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.
Loading charts...
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 | -2.76% | -2.06% | -0.70% |
Average DrawdownAverage peak-to-trough decline | -12.88% | -9.28% | -3.60% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.37% | 3.43% | -1.06% |
Volatility
USRT vs. RSPR - Volatility Comparison
iShares Core U.S. REIT ETF (USRT) has a higher volatility of 4.64% compared to Invesco S&P 500 Equal Weight Real Estate ETF (RSPR) at 4.39%. This indicates that USRT's price experiences larger fluctuations and is considered to be riskier than RSPR based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading charts...
Volatility by Period
| USRT | RSPR | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.64% | 4.39% | +0.25% |
Volatility (6M)Calculated over the trailing 6-month period | 10.64% | 11.05% | -0.41% |
Volatility (1Y)Calculated over the trailing 1-year period | 13.87% | 14.61% | -0.74% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 18.93% | 19.15% | -0.22% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.34% | 21.40% | -0.06% |
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 2.51%, less than RSPR's 2.80% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
RSPR Invesco S&P 500 Equal Weight Real Estate ETF | 2.80% | 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 | 2.51% | 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 0.92, 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.
USRT has higher volatility (4.64%) compared to RSPR (4.39%). In terms of maximum drawdown, USRT dropped -69.92% vs RSPR's -41.96%.
On 10-year performance, USRT leads with 6.03% vs 5.63% for RSPR. On fees, USRT is cheaper at 0.08% per year. On volatility, RSPR has been the lower-risk option at 4.39%. 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 6.03% return vs 5.63%. 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 2.80%, compared with 2.51% 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 (1.80 vs 0.70), 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.
Find the right allocation for USRT and RSPR
Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.
Open Portfolio Optimizer