USRT vs XLRE — stock comparison tool

USRT currently yields 2.80% TTM versus XLRE at 3.40%. Use the calculator below to compare DRIP total returns and fundamentals side by side.

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

*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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XLRE 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

XLRE$42.38
—

State Street Real Estate Select Sector SPDR ETF

Dividend Information

Dividend Yield
2.80%
3.40%
Annual Dividend
$1.75
$1.44
Dividend Growth (5yr)
-
-
Years of Growth
1
0
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%

XLRE

30 holdings
Real Estate100.00%
Basic Materials1.76%
Cash & Others0.33%

Top 10 holdings

NameWeight
WELLWELLTOWER INC11.64%
PLDPROLOGIS INC8.16%
EQIXEQUINIX INC6.66%
AMTAMERICAN TOWER CORP5.90%
EQREQUITY RESIDENTIAL4.75%
PSAPUBLIC STORAGE4.67%
SPGSIMON PROPERTY GROUP INC4.61%
VTRVENTAS INC4.40%
VMRKVIVMARK RESIDENTIAL4.36%
CBRECBRE GROUP INC A4.31%
Top 1059.46%

Overlap & differences

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

73268
USRTSharedXLRE

Overlap by weight

75%

Share of portfolio weight that appears in both funds.

# overlapping holdings

26

USRT: 26% also in XLREXLRE: 76% also in USRT

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

Sector drift (USRT vs XLRE)

Left = heavier in USRT. Right = heavier in XLRE.

USRT overweight (left)XLRE overweight (right)
26 shown

Overlapping tickers

WELL		9.3%11.6%9.3%
PLD		7.0%8.2%7.0%
EQIX		6.1%6.7%6.1%
SPG		4.6%4.6%4.6%
DLR		4.3%4.3%4.3%
PSA		4.2%4.7%4.2%
EQR		4.2%4.8%4.2%
O		4.1%4.3%4.1%
VMRK		3.9%4.4%3.9%
VTR		3.9%4.4%3.9%

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USRT vs XLRE Dividend Comparison | DRIP Tool | Dividend Wealth