USRT vs. REIT ETF Comparison

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USRT vs. REIT ETF Comparison

Comparison of iShares Core U.S. REIT ETF (USRT) to ALPS Active REIT ETF (REIT)

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

$61.17

Average Daily Volume

229,829

Number of Holdings ^*

* may have additional holdings in another (foreign) market

REIT

ALPS Active REIT ETF

REIT Description

The investment seeks total return through dividends and capital appreciation. The fund will, under normal circumstances, seek to achieve its investment objective by investing at least 80% of its net assets in publicly traded equity securities of REITs. It will primarily invest in publicly traded common equity securities of U.S. REITs. The fund may also invest a portion of its assets in publicly traded common equity of U.S. real estate operating companies (not structured as REITs), publicly traded preferred equity of U.S. REITs and real estate operating companies, and cash and cash equivalents. It is non-diversified.

Grade (RS Rating)

Last Trade

$28.93

Average Daily Volume

11,334

Number of Holdings ^*

* may have additional holdings in another (foreign) market

Performance

Period	USRT	REIT
30 Days	1.97%	0.87%
60 Days	7.70%	6.13%
90 Days	15.76%	14.35%
12 Months	36.22%	31.54%

10 Overlapping Holdings

Symbol	Grade	Weight in USRT	Weight in REIT	Overlap
DLR	C	4.06%	3.03%	3.03%
EQIX	B	6.55%	8.74%	6.55%
EXR	C	3.07%	4.05%	3.07%
IRM	B	2.73%	2.04%	2.04%
O	A	4.43%	3.97%	3.97%
PLD	D	9.79%	5.97%	5.97%
PSA	C	4.5%	5.08%	4.5%
SPG	A	4.49%	4.11%	4.11%
VICI	C	2.89%	4.91%	2.89%
WELL	B	5.92%	4.64%	4.64%

USRT Overweight 0 Positions Relative to REIT

	Symbol	Grade	Weight

USRT Underweight 20 Positions Relative to REIT

Symbol	Grade	Weight
FR	C	-4.16%
DOC	B	-4.15%
INVH	D	-3.96%
EQR	C	-3.44%
UDR	C	-3.11%
HST	D	-3.11%
AVB	C	-2.97%
BRX	B	-2.83%
SBRA	C	-2.74%
EPRT	C	-2.71%
ELS	D	-2.47%
MAC	B	-2.35%
CUZ	C	-2.29%
KRC	C	-2.26%
COLD	D	-2.19%
LXP	D	-1.91%
IVT	B	-1.63%
ESRT	C	-1.45%
ADC	B	-1.44%
AMT	C	-1.16%