USRT vs. RWR ETF Comparison
Comparison of iShares Core U.S. REIT ETF (USRT) to SPDR DJ Wilshire REIT ETF (RWR)
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
$60.22
Average Daily Volume
234,571
Number of Holdings
*
132
* may have additional holdings in another (foreign) market
RWR
SPDR DJ Wilshire REIT ETF
RWR Description
The investment seeks to provide investment results that, before fees and expenses, correspond generally to the total return performance of an index. In seeking to track the performance of the Dow Jones U.S. Select REIT Index (the "index"), the fund employs a replication strategy. It generally invests substantially all, but at least 80%, of its total assets in the securities comprising the index. The index is designed to provide a measure of real estate securities that serve as proxies for direct real estate investing, in part by excluding securities whose value is not always closely tied to the value of the underlying real estate. It is non-diversified.Grade (RS Rating)
Last Trade
$104.27
Average Daily Volume
317,936
Number of Holdings
*
98
* may have additional holdings in another (foreign) market
Performance
Period | USRT | RWR |
---|---|---|
30 Days | 0.18% | 0.66% |
60 Days | -2.20% | -2.19% |
90 Days | 5.32% | 5.14% |
12 Months | 28.31% | 27.32% |
97 Overlapping Holdings
Symbol | Grade | Weight in USRT | Weight in RWR | Overlap | |
---|---|---|---|---|---|
AAT | C | 0.11% | 0.13% | 0.11% | |
ADC | A | 0.6% | 0.72% | 0.6% | |
AIV | C | 0.1% | 0.11% | 0.1% | |
AKR | C | 0.21% | 0.26% | 0.21% | |
ALEX | B | 0.12% | 0.14% | 0.12% | |
AMH | C | 1.02% | 1.13% | 1.02% | |
APLE | B | 0.29% | 0.34% | 0.29% | |
ARE | F | 1.62% | 1.73% | 1.62% | |
AVB | A | 2.67% | 3.17% | 2.67% | |
BDN | D | 0.07% | 0.09% | 0.07% | |
BNL | D | 0.27% | 0.32% | 0.27% | |
BRX | A | 0.7% | 0.84% | 0.7% | |
BXP | D | 1.07% | 1.17% | 1.07% | |
CDP | C | 0.3% | 0.36% | 0.3% | |
CHCT | C | 0.04% | 0.05% | 0.04% | |
CLDT | B | 0.04% | 0.04% | 0.04% | |
COLD | F | 0.54% | 0.59% | 0.54% | |
CPT | C | 1.01% | 1.24% | 1.01% | |
CSR | C | 0.09% | 0.11% | 0.09% | |
CTRE | C | 0.39% | 0.5% | 0.39% | |
CUBE | D | 0.88% | 1.05% | 0.88% | |
CUZ | C | 0.39% | 0.47% | 0.39% | |
DEA | D | 0.11% | 0.13% | 0.11% | |
DEI | C | 0.21% | 0.31% | 0.21% | |
DHC | F | 0.05% | 0.06% | 0.05% | |
DLR | C | 4.75% | 4.37% | 4.37% | |
DOC | C | 1.3% | 1.55% | 1.3% | |
DRH | B | 0.16% | 0.19% | 0.16% | |
EGP | C | 0.69% | 0.83% | 0.69% | |
ELME | D | 0.12% | 0.15% | 0.12% | |
ELS | C | 1.06% | 1.27% | 1.06% | |
EPR | D | 0.28% | 0.33% | 0.28% | |
EPRT | C | 0.46% | 0.55% | 0.46% | |
EQIX | B | 7.09% | 7.83% | 7.09% | |
EQR | C | 2.23% | 2.39% | 2.23% | |
ESRT | D | 0.12% | 0.14% | 0.12% | |
ESS | C | 1.56% | 1.86% | 1.56% | |
EXR | D | 2.83% | 3.4% | 2.83% | |
FCPT | C | 0.21% | 0.25% | 0.21% | |
FR | C | 0.57% | 0.68% | 0.57% | |
FRT | C | 0.77% | 0.84% | 0.77% | |
GMRE | D | 0.05% | 0.05% | 0.05% | |
GNL | D | 0.13% | 0.15% | 0.13% | |
GTY | B | 0.13% | 0.15% | 0.13% | |
HIW | D | 0.29% | 0.35% | 0.29% | |
HPP | F | 0.05% | 0.06% | 0.05% | |
HST | C | 1.03% | 1.24% | 1.03% | |
IIPR | F | 0.25% | 0.3% | 0.25% | |
INN | C | 0.06% | 0.07% | 0.06% | |
INVH | D | 1.68% | 1.85% | 1.68% | |
IRT | A | 0.38% | 0.45% | 0.38% | |
JBGS | F | 0.12% | 0.15% | 0.12% | |
KIM | A | 1.34% | 1.62% | 1.34% | |
KRC | C | 0.39% | 0.42% | 0.39% | |
KRG | B | 0.48% | 0.58% | 0.48% | |
LXP | C | 0.23% | 0.28% | 0.23% | |
MAA | C | 1.48% | 1.77% | 1.48% | |
MAC | B | 0.34% | 0.41% | 0.34% | |
MPW | F | 0.22% | 0.27% | 0.22% | |
NHI | D | 0.27% | 0.34% | 0.27% | |
NNN | F | 0.62% | 0.74% | 0.62% | |
NSA | D | 0.24% | 0.29% | 0.24% | |
NTST | F | 0.1% | 0.12% | 0.1% | |
NXRT | C | 0.08% | 0.1% | 0.08% | |
O | D | 4.05% | 4.08% | 4.05% | |
OHI | C | 0.83% | 1.03% | 0.83% | |
PDM | D | 0.1% | 0.12% | 0.1% | |
PEB | D | 0.13% | 0.16% | 0.13% | |
PECO | A | 0.39% | 0.47% | 0.39% | |
PGRE | B | 0.08% | 0.09% | 0.08% | |
PK | B | 0.25% | 0.3% | 0.25% | |
PLD | D | 8.7% | 9.58% | 8.7% | |
PLYM | F | 0.07% | 0.08% | 0.07% | |
PSA | C | 4.34% | 4.39% | 4.34% | |
REG | A | 1.12% | 1.18% | 1.12% | |
REXR | F | 0.76% | 0.91% | 0.76% | |
RHP | B | 0.53% | 0.65% | 0.53% | |
RLJ | B | 0.12% | 0.14% | 0.12% | |
ROIC | A | 0.18% | 0.22% | 0.18% | |
SHO | C | 0.18% | 0.21% | 0.18% | |
SKT | B | 0.31% | 0.38% | 0.31% | |
SLG | C | 0.43% | 0.51% | 0.43% | |
SPG | B | 4.69% | 4.57% | 4.57% | |
STAG | D | 0.55% | 0.66% | 0.55% | |
SUI | D | 1.25% | 1.41% | 1.25% | |
SVC | F | 0.04% | 0.05% | 0.04% | |
TRNO | D | 0.47% | 0.57% | 0.47% | |
UDR | C | 1.18% | 1.28% | 1.18% | |
UE | B | 0.23% | 0.27% | 0.23% | |
UHT | D | 0.05% | 0.05% | 0.05% | |
UMH | C | 0.1% | 0.13% | 0.1% | |
VNO | C | 0.65% | 0.73% | 0.65% | |
VRE | B | 0.11% | 0.14% | 0.11% | |
VTR | C | 2.14% | 2.6% | 2.14% | |
WELL | B | 6.8% | 4.66% | 4.66% | |
WPC | F | 0.99% | 1.19% | 0.99% | |
XHR | B | 0.13% | 0.15% | 0.13% |
USRT Overweight 35 Positions Relative to RWR
Symbol | Grade | Weight | |
---|---|---|---|
IRM | D | 2.81% | |
VICI | D | 2.66% | |
GLPI | D | 1.06% | |
LAMR | D | 0.97% | |
HR | C | 0.55% | |
SBRA | C | 0.37% | |
LINE | F | 0.35% | |
OUT | C | 0.22% | |
CURB | C | 0.19% | |
AHR | B | 0.18% | |
IVT | B | 0.17% | |
LTC | B | 0.14% | |
SILA | D | 0.12% | |
SAFE | F | 0.09% | |
GOOD | B | 0.06% | |
WSR | A | 0.06% | |
AHH | D | 0.06% | |
SITC | F | 0.06% | |
CBL | B | 0.05% | |
BFS | C | 0.04% | |
CTO | C | 0.04% | |
LAND | F | 0.04% | |
OLP | B | 0.04% | |
NLOP | B | 0.04% | |
ALX | D | 0.04% | |
PKST | D | 0.04% | |
FPI | B | 0.04% | |
PSTL | B | 0.03% | |
NXDT | D | 0.02% | |
BHR | B | 0.02% | |
BRT | C | 0.02% | |
CIO | D | 0.02% | |
PINE | D | 0.02% | |
ONL | D | 0.02% | |
ILPT | D | 0.02% |
USRT Underweight 1 Positions Relative to RWR
Symbol | Grade | Weight | |
---|---|---|---|
EQC | C | -0.21% |
USRT: Top Represented Industries & Keywords
Industries:
REIT - Retail
REIT - Diversified
REIT - Office
REIT - Healthcare Facilities
REIT - Industrial
REIT - Residential
REIT - Hotel & Motel
Real Estate - General
Business Services
Keywords:
Real Estate Investment Trust
Real Estate Market
S&P 500
Retail Properties
Real Estate Properties
Equity Global Management
Dream Office Real Estate Investment Trust
Equity Real Estate Investment Trust
Healthcare Facilities
Shopping Mall
Champion Reit
Hotel
Industrial Properties
Property Management
Real Estate Investing
Assisted Living
Hospitality Industry
Investment Trust
Lease
Real Estate Investment
RWR: Top Represented Industries & Keywords
Industries:
REIT - Retail
REIT - Office
REIT - Residential
REIT - Hotel & Motel
REIT - Industrial
REIT - Diversified
REIT - Healthcare Facilities
Keywords:
Real Estate Investment Trust
Real Estate Market
S&P 500
Retail Properties
Equity Global Management
Real Estate Properties
Equity Real Estate Investment Trust
Shopping Mall
Dream Office Real Estate Investment Trust
Industrial Properties
David Sobelman
Healthcare Facilities
Property Management
Real Estate Investment
Hawaii
Hotel
Industrial Real Estate
Inland Residential Properties Trust
Madison Marquette
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