^DWRTF vs. USRT
Compare and contrast key facts about Dow Jones U.S. Select REIT Index (^DWRTF) and iShares Core U.S. REIT ETF (USRT).
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.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: ^DWRTF or USRT.
Correlation
The correlation between ^DWRTF and USRT is 0.61, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
^DWRTF vs. USRT - Performance Comparison
Key characteristics
^DWRTF:
0.44
USRT:
0.68
^DWRTF:
0.71
USRT:
1.03
^DWRTF:
1.09
USRT:
1.14
^DWRTF:
0.28
USRT:
0.61
^DWRTF:
1.41
USRT:
2.34
^DWRTF:
5.73%
USRT:
5.34%
^DWRTF:
18.45%
USRT:
18.48%
^DWRTF:
-44.52%
USRT:
-69.89%
^DWRTF:
-21.94%
USRT:
-10.60%
Returns By Period
In the year-to-date period, ^DWRTF achieves a -4.00% return, which is significantly lower than USRT's -2.93% return. Over the past 10 years, ^DWRTF has underperformed USRT with an annualized return of 0.72%, while USRT has yielded a comparatively higher 5.39% annualized return.
^DWRTF
-4.00%
-3.51%
-9.00%
8.62%
4.89%
0.72%
USRT
-2.93%
-2.89%
-7.69%
13.11%
9.23%
5.39%
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Risk-Adjusted Performance
^DWRTF vs. USRT — Risk-Adjusted Performance Rank
^DWRTF
USRT
^DWRTF vs. USRT - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Dow Jones U.S. Select REIT Index (^DWRTF) and iShares Core U.S. REIT ETF (USRT). 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.
Drawdowns
^DWRTF vs. USRT - Drawdown Comparison
The maximum ^DWRTF drawdown since its inception was -44.52%, smaller than the maximum USRT drawdown of -69.89%. Use the drawdown chart below to compare losses from any high point for ^DWRTF and USRT. For additional features, visit the drawdowns tool.
Volatility
^DWRTF vs. USRT - Volatility Comparison
Dow Jones U.S. Select REIT Index (^DWRTF) and iShares Core U.S. REIT ETF (USRT) have volatilities of 11.08% and 10.99%, 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.