USRT vs. SLYV
USRT (iShares Core U.S. REIT ETF) and SLYV (SPDR S&P 600 Small Cap Value ETF) are both exchange-traded funds - USRT is a REIT fund tracking the FTSE Nareit Equity REITS 40 Act Capped Index, while SLYV is a Small Cap Value Equities fund tracking the S&P SmallCap 600 Value Index. Both are passively managed. Over the past 10 years, USRT returned 6.53%/yr vs 10.61%/yr for SLYV. A 0.64 correlation means they provide meaningful diversification when combined. USRT charges 0.08%/yr vs 0.15%/yr for SLYV.
Performance
USRT vs. SLYV - Performance Comparison
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Returns By Period
The year-to-date returns for both stocks are quite close, with USRT having a 17.49% return and SLYV slightly lower at 17.46%. Over the past 10 years, USRT has underperformed SLYV with an annualized return of 6.53%, while SLYV has yielded a comparatively higher 10.61% annualized return.
USRT
- 1D
- 1.30%
- 1M
- 1.84%
- YTD
- 17.49%
- 6M
- 17.97%
- 1Y
- 18.57%
- 3Y*
- 14.08%
- 5Y*
- 5.53%
- 10Y*
- 6.53%
SLYV
- 1D
- -0.21%
- 1M
- 2.91%
- YTD
- 17.46%
- 6M
- 15.89%
- 1Y
- 37.37%
- 3Y*
- 15.39%
- 5Y*
- 6.20%
- 10Y*
- 10.61%
USRT vs. SLYV - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
USRT iShares Core U.S. REIT ETF | 17.49% | 2.44% | 8.58% | 13.64% | -24.43% | 43.26% | -8.06% | 25.98% | -4.67% | 5.27% |
SLYV SPDR S&P 600 Small Cap Value ETF | 17.46% | 6.54% | 7.28% | 14.82% | -11.08% | 30.57% | 2.68% | 24.26% | -12.77% | 11.74% |
Correlation
The correlation between USRT and SLYV is 0.55, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.55 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.65 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.68 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.59 |
Correlation (All Time) Calculated using the full available price history since May 4, 2007 | 0.64 |
The correlation between USRT and SLYV shifts across timeframes, from 0.55 (1 year) to 0.68 (5 years), reflecting how their relationship changes across market environments.
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Return for Risk
USRT vs. SLYV — Risk / Return Rank
USRT
SLYV
USRT vs. SLYV - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares Core U.S. REIT ETF (USRT) and SPDR S&P 600 Small Cap Value ETF (SLYV). 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 | SLYV | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.71 | ||
| Sortino ratioReturn per unit of downside risk | -1.09 | ||
| Omega ratioGain probability vs. loss probability | 1.24 | 1.35 | -0.12 |
| Calmar ratioReturn relative to maximum drawdown | 2.32 | 4.01 | -1.69 |
| Martin ratioReturn relative to average drawdown | 7.44 | 13.30 | -5.86 |
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Drawdowns
USRT vs. SLYV - Drawdown Comparison
The maximum USRT drawdown since its inception was -69.92%, which is greater than SLYV's maximum drawdown of -61.15%. Use the drawdown chart below to compare losses from any high point for USRT and SLYV.
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Drawdown Indicators
| USRT | SLYV | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -69.92% | -61.15% | -8.77% |
Max Drawdown (1Y)Largest decline over 1 year | -8.04% | -9.36% | +1.32% |
Max Drawdown (3Y)Largest decline over 3 years | -18.70% | -28.68% | +9.98% |
Max Drawdown (5Y)Largest decline over 5 years | -31.03% | -28.68% | -2.35% |
Max Drawdown (10Y)Largest decline over 10 years | -44.38% | -47.73% | +3.35% |
Current DrawdownCurrent decline from peak | -0.25% | -1.68% | +1.43% |
Average DrawdownAverage peak-to-trough decline | -12.94% | -8.93% | -4.01% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.50% | 2.82% | -0.32% |
Volatility
USRT vs. SLYV - Volatility Comparison
iShares Core U.S. REIT ETF (USRT) has a higher volatility of 5.19% compared to SPDR S&P 600 Small Cap Value ETF (SLYV) at 4.76%. This indicates that USRT's price experiences larger fluctuations and is considered to be riskier than SLYV based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| USRT | SLYV | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.19% | 4.76% | +0.43% |
Volatility (6M)Calculated over the trailing 6-month period | 10.06% | 11.74% | -1.68% |
Volatility (1Y)Calculated over the trailing 1-year period | 13.89% | 18.28% | -4.39% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 18.93% | 21.91% | -2.98% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.33% | 23.94% | -2.61% |
USRT vs. SLYV - Expense Ratio Comparison
USRT has a 0.08% expense ratio, which is lower than SLYV's 0.15% expense ratio. Despite the difference, 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. SLYV - Dividend Comparison
USRT's dividend yield for the trailing twelve months is around 2.57%, more than SLYV's 1.87% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SLYV SPDR S&P 600 Small Cap Value ETF | 1.87% | 2.02% | 2.30% | 2.11% | 1.47% | 1.94% | 1.40% | 1.67% | 2.14% | 5.53% | 2.18% | 6.55% |
USRT iShares Core U.S. REIT ETF | 2.57% | 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 SLYV have a correlation of 0.55, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
USRT has higher volatility (5.19%) compared to SLYV (4.76%). In terms of maximum drawdown, USRT dropped -69.92% vs SLYV's -61.15%.
On 10-year performance, SLYV leads with 10.61% vs 6.53% for USRT. On fees, USRT is cheaper at 0.08% per year. On volatility, SLYV 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, SLYV has performed better with a 10.61% return vs 6.53%. 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 0.15% for SLYV.
USRT has the higher dividend yield at 2.57%, compared with 1.87% for SLYV.
USRT is categorized as REIT, while SLYV is Small Cap Value Equities. USRT tracks FTSE Nareit Equity REITS 40 Act Capped Index, while SLYV tracks S&P SmallCap 600 Value Index. They also come from different issuers: iShares and State Street. Their fees differ too: 0.08% for USRT and 0.15% for SLYV.
SLYV currently has the higher Sharpe Ratio (2.06 vs 1.35), 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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