USRT vs. IYR ETF Comparison

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USRT vs. IYR ETF Comparison

Comparison of iShares Core U.S. REIT ETF (USRT) to iShares U.S. Real Estate ETF (IYR)

USRT

iShares Core U.S. REIT ETF

USRT Description

The iShares Core U.S. REIT ETF seeks to track the investment results of an index composed of U.S. real estate equities.

Grade (RS Rating)

Last Trade

$61.01

Average Daily Volume

236,711

Number of Holdings ^*

132

* may have additional holdings in another (foreign) market

IYR

iShares U.S. Real Estate ETF

IYR Description

The investment seeks to track the investment results of an index composed of U.S. equities in the real estate sector. The fund generally invests at least 90% of its assets in securities of the underlying index and in depositary receipts representing securities of the underlying index. It seeks to track the investment results of the Dow Jones U.S. Real Estate Index (the "underlying index"), which measures the performance of the real estate sector of the U.S. equity market. The underlying index may include large-, mid- or small-capitalization companies, and components primarily include real estate investment trusts ("REITs").

Grade (RS Rating)

Last Trade

$99.41

Average Daily Volume

5,359,610

Number of Holdings ^*

* may have additional holdings in another (foreign) market

Performance

Period	USRT	IYR
30 Days	0.31%	-0.60%
60 Days	-0.42%	-2.12%
90 Days	2.62%	0.97%
12 Months	29.00%	23.98%

47 Overlapping Holdings

Symbol	Grade	Weight in USRT	Weight in IYR	Overlap
ADC	A	0.62%	0.57%	0.57%
AMH	C	1.05%	0.89%	0.89%
ARE	F	1.51%	1.23%	1.23%
AVB	B	2.69%	2.44%	2.44%
BRX	A	0.72%	0.65%	0.65%
BXP	C	1.02%	0.86%	0.86%
COLD	D	0.51%	0.43%	0.43%
CPT	B	1.03%	0.96%	0.96%
CUBE	C	0.9%	0.82%	0.82%
CUZ	B	0.38%	0.35%	0.35%
DLR	B	4.8%	4.14%	4.14%
DOC	C	1.21%	1.1%	1.1%
EGP	D	0.69%	0.63%	0.63%
ELS	C	1.08%	0.99%	0.99%
EQIX	A	7.05%	6.31%	6.31%
EQR	C	2.3%	1.88%	1.88%
ESS	B	1.6%	1.45%	1.45%
EXR	C	2.85%	2.61%	2.61%
FR	D	0.57%	0.52%	0.52%
FRT	B	0.77%	0.64%	0.64%
GLPI	C	1.06%	1.01%	1.01%
HR	B	0.55%	0.48%	0.48%
HST	C	1.0%	0.91%	0.91%
INVH	D	1.71%	1.44%	1.44%
IRM	C	2.77%	2.52%	2.52%
KIM	A	1.36%	1.26%	1.26%
KRC	B	0.38%	0.31%	0.31%
LAMR	C	0.91%	0.83%	0.83%
LINE	F	0.32%	0.28%	0.28%
MAA	B	1.52%	1.38%	1.38%
NNN	C	0.63%	0.58%	0.58%
O	C	4.08%	3.69%	3.69%
OHI	C	0.82%	0.77%	0.77%
PLD	F	8.68%	7.78%	7.78%
PSA	C	4.39%	3.95%	3.95%
REG	A	1.12%	0.9%	0.9%
REXR	F	0.75%	0.69%	0.69%
SBRA	C	0.35%	0.32%	0.32%
SPG	A	4.83%	4.14%	4.14%
STAG	D	0.54%	0.5%	0.5%
SUI	C	1.28%	1.1%	1.1%
UDR	B	1.2%	1.0%	1.0%
VICI	C	2.73%	2.48%	2.48%
VNO	C	0.59%	0.51%	0.51%
VTR	B	2.12%	1.97%	1.97%
WELL	A	6.79%	4.84%	4.84%
WPC	C	1.0%	0.91%	0.91%

USRT Overweight 85 Positions Relative to IYR

Symbol	Grade	Weight
RHP	B	0.54%
TRNO	F	0.48%
KRG	B	0.48%
EPRT	B	0.47%
SLG	B	0.41%
CTRE	C	0.39%
IRT	A	0.39%
PECO	A	0.39%
MAC	B	0.34%
SKT	A	0.31%
APLE	B	0.29%
CDP	C	0.28%
BNL	C	0.27%
NHI	D	0.27%
EPR	C	0.27%
HIW	C	0.27%
NSA	C	0.25%
PK	C	0.25%
IIPR	D	0.24%
UE	B	0.23%
OUT	A	0.22%
LXP	D	0.22%
DEI	B	0.21%
AKR	B	0.21%
MPW	F	0.21%
FCPT	C	0.21%
CURB	D	0.19%
ROIC	A	0.18%
AHR	A	0.18%
SHO	D	0.17%
IVT	A	0.17%
DRH	B	0.15%
LTC	B	0.14%
GTY	A	0.13%
SILA	C	0.12%
ALEX	B	0.12%
ESRT	C	0.12%
ELME	D	0.12%
VRE	B	0.12%
PEB	D	0.12%
GNL	F	0.12%
RLJ	C	0.12%
XHR	B	0.12%
AAT	B	0.11%
PDM	D	0.1%
DEA	D	0.1%
NTST	C	0.1%
AIV	C	0.1%
UMH	B	0.1%
JBGS	F	0.1%
NXRT	B	0.09%
SAFE	F	0.09%
CSR	B	0.09%
BDN	C	0.07%
PGRE	F	0.07%
GOOD	B	0.06%
WSR	A	0.06%
AHH	D	0.06%
PLYM	F	0.06%
SITC	D	0.06%
DHC	F	0.05%
CBL	B	0.05%
INN	D	0.05%
CTO	B	0.04%
CLDT	B	0.04%
SVC	F	0.04%
OLP	B	0.04%
NLOP	B	0.04%
PKST	F	0.04%
ALX	D	0.04%
HPP	F	0.04%
CHCT	C	0.04%
UHT	D	0.04%
GMRE	F	0.04%
FPI	B	0.04%
PSTL	D	0.03%
LAND	F	0.03%
BFS	C	0.03%
NXDT	F	0.02%
CIO	D	0.02%
ONL	C	0.02%
PINE	C	0.02%
BRT	A	0.02%
BHR	C	0.02%
ILPT	F	0.02%

USRT Underweight 17 Positions Relative to IYR

Symbol	Grade	Weight
AMT	C	-6.8%
CCI	C	-3.38%
CBRE	B	-2.94%
CSGP	D	-2.19%
SBAC	D	-1.78%
WY	F	-1.69%
JLL	D	-0.93%
Z	A	-0.82%
NLY	C	-0.74%
AGNC	C	-0.56%
STWD	C	-0.46%
RITM	C	-0.42%
RYN	D	-0.3%
ZG	A	-0.29%
PCH	D	-0.23%
HHH	B	-0.18%
SEG	B	-0.02%