USRT vs. RWR ETF Comparison

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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

$60.26

Average Daily Volume

232,541

Number of Holdings ^*

* 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

$104.37

Average Daily Volume

268,529

Number of Holdings ^*

* may have additional holdings in another (foreign) market

Performance

Period	USRT	RWR
30 Days	0.53%	0.34%
60 Days	9.18%	8.66%
90 Days	13.61%	12.98%
12 Months	34.28%	32.86%

8 Overlapping Holdings

Symbol	Grade	Weight in USRT	Weight in RWR	Overlap
DLR	C	4.06%	4.52%	4.06%
EQIX	C	6.55%	7.61%	6.55%
EXR	D	3.07%	3.61%	3.07%
O	C	4.43%	4.45%	4.43%
PLD	D	9.79%	9.49%	9.49%
PSA	C	4.5%	4.41%	4.41%
SPG	A	4.49%	4.56%	4.49%
WELL	C	5.92%	4.81%	4.81%

USRT Overweight 2 Positions Relative to RWR

	Symbol	Grade	Weight
	VICI	C	2.89%
	IRM	B	2.73%

USRT Underweight 87 Positions Relative to RWR

Symbol	Grade	Weight
AVB	C	-3.07%
VTR	C	-2.53%
EQR	C	-2.42%
INVH	D	-1.91%
ESS	D	-1.82%
ARE	D	-1.81%
MAA	D	-1.77%
DOC	C	-1.53%
SUI	D	-1.53%
KIM	C	-1.49%
WPC	C	-1.32%
UDR	C	-1.3%
CPT	C	-1.27%
ELS	D	-1.27%
HST	D	-1.22%
AMH	D	-1.16%
CUBE	C	-1.15%
BXP	B	-1.13%
REG	C	-1.12%
REXR	D	-1.06%
OHI	C	-1.0%
EGP	D	-0.88%
NNN	C	-0.85%
FRT	D	-0.83%
BRX	C	-0.79%
COLD	D	-0.72%
ADC	C	-0.72%
FR	D	-0.71%
STAG	D	-0.69%
TRNO	D	-0.63%
RHP	B	-0.63%
VNO	B	-0.62%
EPRT	C	-0.58%
KRG	C	-0.55%
CTRE	C	-0.46%
PECO	C	-0.44%
IRT	D	-0.44%
CUZ	C	-0.43%
SLG	C	-0.43%
KRC	C	-0.4%
IIPR	C	-0.37%
MAC	B	-0.37%
NHI	C	-0.35%
SKT	A	-0.35%
EPR	C	-0.35%
BNL	C	-0.34%
MPW	C	-0.34%
APLE	B	-0.33%
HIW	C	-0.33%
NSA	D	-0.32%
PK	D	-0.3%
LXP	D	-0.29%
DEI	A	-0.28%
FCPT	C	-0.26%
UE	C	-0.25%
AKR	B	-0.23%
SHO	B	-0.21%
EQC	D	-0.2%
ROIC	C	-0.19%
DRH	B	-0.18%
PEB	D	-0.16%
GNL	D	-0.16%
JBGS	C	-0.15%
XHR	A	-0.15%
GTY	C	-0.15%
RLJ	D	-0.14%
ESRT	C	-0.14%
UMH	D	-0.13%
ALEX	D	-0.13%
PDM	C	-0.12%
AAT	C	-0.12%
NTST	F	-0.12%
DEA	D	-0.12%
CSR	D	-0.11%
AIV	D	-0.11%
PLYM	D	-0.09%
PGRE	D	-0.09%
BDN	B	-0.09%
NXRT	D	-0.09%
SVC	D	-0.08%
DHC	C	-0.08%
INN	A	-0.07%
UHT	D	-0.06%
GMRE	C	-0.06%
HPP	F	-0.06%
CLDT	D	-0.04%
CHCT	F	-0.04%