USRT vs VNQ — stock comparison tool

USRT currently yields 2.80% TTM versus VNQ at 3.69%. Use the calculator below to compare DRIP total returns and fundamentals side by side.

USRTVNQ
Performance Comparison
Total return with dividends reinvested (DRIP) from a $10,000 start — price + income.
USRT
VNQ

*Total Return = DRIP (price + reinvested dividends). Range: 2025-10-21 to 2026-10-21. Legend ordered low → high.

Chart metrics: Total Return (%) · Price Return (%) · Portfolio Value ($) · Stock Price · Dividends (Annual) · Dividend Growth (%). Market Cap history is not available yet.

Calendar-year total returns

Side-by-side yearly performance for each ticker (adjusted close ≈ total return)

USRT Total Returns by Year
Calendar-year total returns, including reinvested dividends
Adj. close

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VNQ Total Returns by Year
Calendar-year total returns, including reinvested dividends
Adj. close

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Best Total Return

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No data

Highest Dividend Income

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Best Avg Annual Return

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DRIP Simulation Summary
$10,000 initial investment with DRIP (live)
TickerPeriodStart $End $DividendsStart PriceEnd PriceSharesReturn %
Current Data Comparison
Live fundamental metrics and analyst data
Metric
USRT$62.71
—

iShares Core U.S. REIT ETF

VNQ$92.28
—

Vanguard Real Estate ETF

Dividend Information

Dividend Yield
2.80%
3.69%
Annual Dividend
$1.75
$3.41
Dividend Growth (5yr)
-
-
Years of Growth
1
1
ETF holdings & allocation
Side-by-side composition for each ETF in this comparison.

USRT

123 holdings
Real Estate99.49%
Health Care REITs19.94%
Retail Reits17.31%
Industrial REITs11.72%
Data Center REITs10.50%
Multi-Family Residential REITs8.96%
Other Specialized REITs8.81%
Self Storage REITs7.71%
Single-Family Residential REITs4.74%
Hotel & Resort REITs3.88%
Office REITs3.63%
Other3.31%

Top 10 holdings

NameWeight
WELLWELLTOWER9.26%
PLDPROLOGIS REIT6.98%
EQIXEQUINIX REIT6.10%
SPGSIMON PROPERTY GROUP REIT INC4.56%
DLRDIGITAL REALTY TRUST REIT4.34%
PSAPUBLIC STORAGE REIT4.21%
EQRVIVMARK RESIDENTIAL4.21%
OREALTY INCOME REIT4.07%
VMRKVIVMARK RESIDENTIAL3.91%
VTRVENTAS REIT3.91%
Top 1051.54%

VNQ

158 holdings
Real Estate99.41%
Basic Materials1.07%
Cash & Others0.69%
Communication Services0.42%
Technology0.38%
Energy0.15%
Financial Services0.09%
Industrials0.02%
Consumer Cyclical0.01%

Top 10 holdings

NameWeight
WELLWelltower Inc9.12%
PLDPrologis Inc6.86%
EQIXEquinix Inc5.65%
AMTAmerican Tower Corp4.32%
SPGSimon Property Group Inc3.69%
DLRDigital Realty Trust Inc3.68%
ORealty Income Corp2.85%
PSAPublic Storage2.69%
VMRKVivmark Residential2.46%
VTRVentas Inc2.34%
Top 1043.67%

Overlap & differences

Ticker overlap by weight, sector tilts, and where one fund is overweight. Open full tool

168317
USRTSharedVNQ

Overlap by weight

73%

Share of portfolio weight that appears in both funds.

# overlapping holdings

83

USRT: 84% also in VNQVNQ: 83% also in USRT

USRT: showing top 99 holdings by weight (of 123) · VNQ: showing top 100 holdings by weight (of 158). Overlap counts use this top slice, not the full fund book.

Sector drift (USRT vs VNQ)

Left = heavier in USRT. Right = heavier in VNQ.

USRT overweight (left)VNQ overweight (right)
83 shown

Overlapping tickers

WELL		9.3%9.1%9.1%
PLD		7.0%6.9%6.9%
EQIX		6.1%5.7%5.7%
SPG		4.6%3.7%3.7%
DLR		4.3%3.7%3.7%
O		4.1%2.8%2.8%
PSA		4.2%2.7%2.7%
VMRK		3.9%2.5%2.5%
VTR		3.9%2.3%2.3%
IRM		3.0%1.9%1.9%

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