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Upturn AI SWOT - About
iShares Core U.S. REIT ETF (USRT)
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Upturn Advisory Summary
09/15/2025: 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 3.91% | Avg. Invested days 37 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  2.0 | ETF Returns Performance  1.0 |
| Profits based on simulation | Last Close 09/15/2025 |
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 provides exposure to a broad range of REITs, offering a diversified approach to investing in the real estate sector. The ETF aims to provide long-term capital appreciation by investing primarily in the equity securities of REITs.
Reputation and Reliability
BlackRock is a leading global asset manager with a strong reputation for providing reliable and innovative investment solutions.
Management Expertise
BlackRock's management team possesses extensive experience in managing ETFs and real estate investments.
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 tracks the investment results of the FTSE Nareit Equity REITs Index.
Composition The ETF holds a diversified portfolio of equity securities of U.S. REITs.
Market Position
Market Share: USRT holds a significant market share within the U.S. REIT ETF category.
Total Net Assets (AUM): 1440000000
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 VNQ holding the largest market share. USRT offers a core REIT exposure at a competitive expense ratio. Advantages of USRT includes iShares reputation and broad market exposure. Disadvantages may be its less focused strategy compared to more niche REIT ETFs.
Financial Performance
Historical Performance: Historical performance data can be sourced from financial data providers. (Data is dynamic and not included here)
Benchmark Comparison: The ETF's performance is benchmarked against the FTSE Nareit Equity REITs Index. (Data is dynamic and not included here)
Expense Ratio: 0.08
Liquidity
Average Trading Volume
USRT exhibits sufficient liquidity, characterized by a generally robust average daily trading volume.
Bid-Ask Spread
The bid-ask spread for USRT is typically tight, reflecting its high trading volume and liquid underlying holdings.
Market Dynamics
Market Environment Factors
Economic growth, interest rate movements, and real estate market conditions significantly influence USRT's performance.
Growth Trajectory
The ETF's growth trajectory depends on factors such as REIT performance, investor demand for real estate exposure, and broader market trends. Its composition is reviewed periodically to ensure compliance with the underlying index.
Moat and Competitive Advantages
Competitive Edge
USRT benefits from BlackRock's brand recognition and established ETF platform. It offers diversified exposure to the U.S. REIT sector at a low cost. The ETF's large AUM contributes to its liquidity and trading efficiency. Its alignment with the FTSE Nareit Equity REITs Index provides a consistent and transparent investment strategy. These factors make it a compelling choice for investors seeking core REIT exposure.
Risk Analysis
Volatility
REITs, and therefore USRT, can experience volatility due to interest rate sensitivity and economic cycles.
Market Risk
Specific risks include changes in interest rates, property values, and occupancy rates, which can impact REIT performance.
Investor Profile
Ideal Investor Profile
USRT is suitable for investors seeking diversified exposure to the U.S. REIT market for income generation and long-term capital appreciation.
Market Risk
USRT is best suited for long-term investors seeking passive index exposure to the real estate sector. It is a useful tool for both active traders and passive index followers.
Summary
The iShares Core U.S. REIT ETF (USRT) provides diversified exposure to U.S. real estate investment trusts (REITs) at a low cost. Tracking the FTSE Nareit Equity REITs Index, it offers a core allocation to the real estate sector. The ETF's performance is influenced by interest rates, economic growth, and property market dynamics. Its competitive expense ratio, high liquidity, and BlackRock's brand recognition make it an attractive option for long-term investors. However, investors should be aware of the inherent risks associated with REITs, including interest rate sensitivity and market volatility.
Peer Comparison
Sources and Disclaimers
Data Sources:
- iShares website
- ETF.com
- Bloomberg
- Morningstar
Disclaimers:
Data is for informational purposes only and should not be considered investment advice. Market data is dynamic and may change frequently. Past performance is not indicative of future results. Please consult with a 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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