USRT vs RWR Stock Comparison: AI Score, Valuation, Performance and Upside
USRT and RWR both target us reit exposure but take different paths to get there — USRT via the FTSE Nareit Equity REITs Index, and RWR via the Dow Jones U.S. Select REIT Index. The practical differences come down to issuer, cost structure, and the specific index rules each fund follows, since both are pursuing a similar investment outcome.
USRT vs RWR is largely a question of which issuer and index methodology you trust more for us reit exposure — the underlying investment case is similar, so cost, liquidity, and tracking precision tend to be the deciding factors.
RWR holds the edge across 3 of 5 key metrics in this comparison. RWR has delivered stronger 1-year price return (+15.49% vs +15.20% for USRT).
- want low-cost, broad exposure to the full US REIT universe
- prefer iShares (BlackRock)'s approach and fund lineup
- value very low expense ratio for a broad REIT fund
- are comfortable with rate sensitivity is a category-wide trait for all REIT funds
- want an established, broad equity-REIT benchmark fund
- prefer State Street's approach and fund lineup
- value long track record as one of the original broad REIT ETFs
- are comfortable with higher expense ratio than newer, cheaper REIT index funds
| Metric | USRT | RWR |
|---|---|---|
| ETF scorei | 24.9 | 24.9 |
| Latest closei | $64.59 | $109.80 |
| 1M returni | +4.99% | +4.92% |
| 3M returni | -3.73% | -3.66% |
| 6M returni | +1.66% | +2.43% |
| 1Y returni | +15.20% | +15.49% |
The ETF score weights long-term returns and risk-adjusted performance most heavily, but still rewards low expense ratios, larger fund size, and broader diversification — so it can favor low-cost, broad, mega-cap funds over smaller thematic or actively-managed funds even when the latter have delivered stronger returns.
How much would $10,000 be worth today if invested at the start of each period, with all dividends reinvested?
| Period | USRT | RWR |
|---|---|---|
| 1Y ago | $11.86K (+18.6%) started 2025-11-03 | $11.98K (+19.8%) started 2025-11-03 |
| 5Y ago | $13.88K (+38.8%) started 2021-11-04 | $13.99K (+39.9%) started 2021-11-04 |
| 10Y ago | $29.19K (+191.9%) started 2016-11-04 | $26.9K (+169.0%) started 2016-11-04 |
Hypothetical — past performance does not guarantee future results.
| Metric | USRT | RWR |
|---|---|---|
| Expense ratioi | 0.08% | 0.25% |
| Total assets (AUM)i | $4.31B | $1.77B |
| Dividend yieldi | 2.85% | 3.59% |
| Trailing P/Ei | 29.48 | 31.26 |
| Betai | 0.95 | 0.96 |
| 52-week change | 15.20% | 15.49% |
| Metric | USRT | RWR |
|---|---|---|
| 1Y returni | +15.20% | +15.49% |
| 6M returni | +1.66% | +2.43% |
| 3M returni | -3.73% | -3.66% |
| 1M returni | +4.99% | +4.92% |
| 1Y Sharpe ratio | 0.78 | 0.79 |
| Betai | 0.95 | 0.96 |
| Dividend yieldi | 2.85% | 3.59% |
| 5Y CAGR | +3.35% | +2.73% |
Over the past year, USRT and RWR have moved strongly in the same direction (correlation of 0.99), based on daily returns.
Lower drawdown and smaller single-period drops generally indicate a smoother ride, though they do not guarantee lower future risk.
| Period | Metric | USRT | RWR |
|---|---|---|---|
| 1Y | Growthi | +15.20% | +15.49% |
| CAGRi | +15.21% | +15.50% | |
| Volatilityi | 13.55% | 13.89% | |
| Sharpe ratioi | 0.78 | 0.79 | |
| Sortino ratioi | 1.15 | 1.15 | |
| Max drawdowni | 12.39% | 12.75% | |
| Current drawdowni | 6.80% | 7.03% | |
| Avg drawdowni | 3.15% | 3.22% | |
| Ulcer Indexi | 4.60% | 4.68% | |
| Max daily dropi | 3.15% | 3.27% | |
| Max wkly dropi | 4.41% | 4.63% | |
| 5Y | Growthi | +17.90% | +14.43% |
| CAGRi | +3.35% | +2.73% | |
| Volatilityi | 18.90% | 19.04% | |
| Sharpe ratioi | 0.03 | 0.00 | |
| Sortino ratioi | 0.04 | 0.00 | |
| Max drawdowni | 31.03% | 32.58% | |
| Current drawdowni | 6.80% | 7.03% | |
| Avg drawdowni | 11.72% | 13.00% | |
| Ulcer Indexi | 14.43% | 15.66% | |
| Max daily dropi | 5.01% | 5.13% | |
| Max wkly dropi | 12.55% | 12.91% | |
| 10Y | Growthi | +95.61% | +76.23% |
| CAGRi | +6.94% | +5.83% | |
| Volatilityi | 21.27% | 21.51% | |
| Sharpe ratioi | 0.21 | 0.16 | |
| Sortino ratioi | 0.29 | 0.22 | |
| Max drawdowni | 44.38% | 44.39% | |
| Current drawdowni | 6.80% | 7.03% | |
| Avg drawdowni | 9.07% | 10.01% | |
| Ulcer Indexi | 12.63% | 13.72% | |
| Max daily dropi | 19.14% | 18.31% | |
| Max wkly dropi | 25.99% | 25.76% |
| Category | USRT | RWR |
|---|---|---|
| Fund name | iShares Core U.S. REIT ETF | State Street SPDR Dow Jones REIT ETF |
| Type | ETF | ETF |
| Expense ratioi | 0.08% | 0.25% |
| Total assets (AUM)i | $4.31B | $1.77B |
| Dividend yieldi | 2.85% | 3.59% |
- Very low expense ratio for a broad REIT fund
- Broader property-type coverage than sector-classification-based REIT funds
- Backed by BlackRock's Core low-cost fund lineup
- Long track record as one of the original broad REIT ETFs
- Diversified across equity REIT property types
- Backed by State Street's SPDR indexing infrastructure
- Rate sensitivity is a category-wide trait for all REIT funds
- REIT dividends are taxed as ordinary income, not qualified
- Excludes mortgage REITs, unlike some broader real estate indexes
- Higher expense ratio than newer, cheaper REIT index funds
- Rate sensitivity applies across the entire REIT category
- REIT dividends are taxed as ordinary income, not qualified
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