USRT vs DCRE

AUSRT

BDCRE

Measures won2–3DCRE wins · of 6 · 5Y

$10,000 · 5Y$22,110XLK · USRT $11,911

Lowest cost0.08%USRT · $8 on $10k

Most income5.25%DCRE · $525 on $10k

Smallest drop−0.7%DCRE · worst fall in 1Y

Held in common[…]USRT and DCRE

iShares Core U.S. REIT ETF · $4.3BDoubleLine Commercial Real Estate ETF · $436M

+15.1%3 years · per year$15,247 · $11,778+5.6%

+3.6%5 years · per year$11,911 · […][…]

0.08%Expense ratio$8 · $39 on $10k · lower wins0.39%

2.66%12-mo yield$266 · $525 on $10k5.25%

Cards for this view

USRT

iShares Core U.S. REIT

$11,911

DCRE

DoubleLine Commercial Real Estate

[…]

MeasureUSRTDCRE

Fee0.08%0.39%

Cost on $10k a year$8$39

Yield2.66%5.25%

5 years, per year+3.6%[…]

3 years, per year+15.1%+5.6%

Worst drop · 1Y−12.4%−0.7%

Volatility · 1Y13.9%

#
1	XLK	State Street Technology Select Sector SPDR ETFRead Desk	0.08%	0.48%	+3.2%	+21.5%	+18.6%	+27.1%	+17.2%	−19.6%	$112.8B
2	AUSRT	iShares Core U.S. REIT ETFRead Desk	0.08%	2.66%	−0.1%	+17.8%	+16.5%	+15.1%	+3.6%	−12.4%	$4.3B
3	BDCRE	DoubleLine Commercial Real Estate ETFRead Desk	0.39%	5.25%	−0.1%	+2.3%	+2.8%	+5.6%	new	−0.7%	$436M

#
1	XLK	State Street Technology Select Sector SPDR ETFRead Desk	0.08%	0.48%	+3.2%	+21.5%	+18.6%	+27.1%	+17.2%	−19.6%	$112.8B
2	AUSRT	iShares Core U.S. REIT ETFRead Desk	0.08%	2.66%	−0.1%	+17.8%	+16.5%	+15.1%	+3.6%	−12.4%	$4.3B
3	BDCRE	DoubleLine Commercial Real Estate ETFRead Desk	0.39%	5.25%	−0.1%	+2.3%	+2.8%	+5.6%	new	−0.7%	$436M

Loading…