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iShares Core U.S. REIT ETF (USRT)
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Upturn Advisory Summary
10/31/2025: USRT (1-star) has a low Upturn Star Rating. Not recommended to BUY.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
Analysis of Past Performance
Type ETF | Historic Profit 2.18% | Avg. Invested days 42 | Today’s Advisory WEAK BUY |
Upturn Star Rating | Upturn Advisory Performance  2.0 | ETF Returns Performance  1.0 |
| Profits based on simulation | Last Close 10/31/2025 |
Key Highlights
Volume (30-day avg) - | Beta 1.15 | 52 Weeks Range 48.15 - 62.00 | Updated Date 06/29/2025 |
52 Weeks Range 48.15 - 62.00 | Updated Date 06/29/2025 |
Upturn AI SWOT
iShares Core U.S. REIT ETF
ETF Overview
Overview
The iShares Core U.S. REIT ETF (USRT) seeks to track the investment results of an index composed of U.S. real estate investment trusts (REITs). It offers exposure to a broad range of publicly traded REITs, providing investors with a convenient way to invest in the real estate sector. The fund primarily invests in equity securities of REITs and focuses on income generation through dividends.
Reputation and Reliability
BlackRock is one of the largest and most reputable asset managers globally, known for its extensive ETF lineup and strong track record.
Management Expertise
BlackRock has a highly experienced team managing its ETFs, with expertise in index tracking and portfolio management.
Investment Objective
Goal
To track the investment results of an index composed of U.S. real estate investment trusts (REITs).
Investment Approach and Strategy
Strategy: The ETF employs a passive management strategy, attempting to replicate the performance of the FTSE NAREIT Equity REITs Index.
Composition The ETF primarily holds equity securities of REITs across various property sectors, including retail, residential, industrial, office, and healthcare.
Market Position
Market Share: The iShares Core U.S. REIT ETF (USRT) holds a significant market share in the REIT ETF sector.
Total Net Assets (AUM): 356000000
Competitors
Key Competitors
- Vanguard Real Estate ETF (VNQ)
- Real Estate Select Sector SPDR Fund (XLRE)
- Schwab U.S. REIT ETF (SCHH)
Competitive Landscape
The REIT ETF market is competitive, with several large players. USRT's strengths lie in its low expense ratio and broad market coverage. Compared to VNQ, USRT may have slightly different index tracking. XLRE offers a more concentrated approach within the real estate sector, while SCHH is another low-cost option.
Financial Performance
Historical Performance: Historical performance data should be retrieved from financial data providers.
Benchmark Comparison: Benchmark comparison should be conducted against the FTSE NAREIT Equity REITs Index.
Expense Ratio: 0.08
Liquidity
Average Trading Volume
USRT generally exhibits good liquidity with a substantial average daily trading volume.
Bid-Ask Spread
The bid-ask spread for USRT is typically tight, indicating efficient trading.
Market Dynamics
Market Environment Factors
Economic growth, interest rates, inflation, and real estate market trends significantly impact USRT's performance.
Growth Trajectory
Growth depends on the overall health of the REIT sector and investor demand for real estate exposure.
Moat and Competitive Advantages
Competitive Edge
USRT's competitive advantages stem from its low expense ratio, broad market coverage of U.S. REITs, and the backing of BlackRock's brand. These factors make it an attractive option for investors seeking cost-effective and diversified exposure to the real estate sector. Its passive management strategy aims to closely track the FTSE NAREIT Equity REITs Index, providing predictable performance relative to the benchmark. The ETF's high liquidity further enhances its appeal to both institutional and retail investors.
Risk Analysis
Volatility
REITs, and consequently USRT, can exhibit volatility due to interest rate sensitivity and economic cycles.
Market Risk
Specific risks include changes in interest rates, property values, occupancy rates, and regulatory policies.
Investor Profile
Ideal Investor Profile
USRT is suitable for investors seeking income generation and diversification through exposure to the U.S. real estate market.
Market Risk
USRT is suitable for long-term investors looking for a passive, low-cost REIT investment, as well as those seeking to add real estate exposure to a diversified portfolio.
Summary
The iShares Core U.S. REIT ETF (USRT) offers a low-cost and efficient way to invest in a diversified portfolio of U.S. REITs. Backed by BlackRock, it aims to track the performance of the FTSE NAREIT Equity REITs Index, providing investors with exposure to various property sectors. It's best suited for long-term investors seeking income and diversification within their portfolios and is sensitive to market changes. Economic factors and REIT sector trends significantly impact USRT's performance.
Similar ETFs
Sources and Disclaimers
Data Sources:
- iShares website
- ETF.com
- Morningstar
Disclaimers:
The data provided is for informational purposes only and should not be considered investment advice. Market conditions can change rapidly, and past performance is not indicative of future results. Consult with a qualified financial advisor before making any investment decisions.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About iShares Core U.S. REIT ETF
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
The fund generally will invest at least 80% of its assets in the component securities of its underlying index. The index measures the performance of U.S.-listed equity real estate investment trusts (REITs), excluding infrastructure REITs, mortgage REITs, and timber REITs.
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