ETF comparison
RWR vs USRT
Both Real Estate.
State Street SPDR Dow Jones REIT ETF · iShares Core U.S. REIT ETF
Holdings overlap
95 positions appear in both funds. Buying equal dollars of RWR and USRT would leave roughly 88.2% of each dollar exposed to the same underlying securities.
Unmatched is the part of a fund's weight the other fund doesn't match: names only it holds, plus any extra weight it puts in names both funds hold.
Side by side
Sub-score comparison
Tracking quality isn't part of the composite — see what we don't score for why.
Cost difference
USRT is 17 bps cheaper than RWR. On a $100,000 position that's about $170/yr more in fees for RWR.
Fee figure is the annual expense charged on $100,000. To see how the gap compounds over a multi-decade holding period, open the cost calculator pre-filled with RWR vs USRT.
Top shared holdings
95 shared in total| # | Holding | In RWR | In USRT | Overlap |
|---|---|---|---|---|
| 1 | Welltower Inc | 10.57% | 9.03% | 9.03% |
| 2 | Prologis Inc | 9.15% | 7.49% | 7.49% |
| 3 | Simon Property Group Inc | 4.66% | 4.65% | 4.65% |
| 4 | Equinix Inc | 4.45% | 6.01% | 4.45% |
| 5 | Digital Realty Trust Inc | 4.40% | 4.56% | 4.40% |
| 6 | Realty Income Corp | 4.42% | 4.23% | 4.23% |
| 7 | Public Storage | 4.36% | 4.21% | 4.21% |
| 8 | Ventas Inc | 4.06% | 3.64% | 3.64% |
| 9 | Extra Space Storage Inc | 2.88% | 2.50% | 2.50% |
| 10 | AvalonBay Communities Inc | 2.46% | 2.07% | 2.07% |
| 11 | Equity Residential | 2.18% | 1.99% | 1.99% |
| 12 | Essex Property Trust Inc | 1.76% | 1.46% | 1.46% |
Only in RWR
4 total- National Storage Affiliates Trust 0.30%
- Sila Realty Trust Inc 0.16%
- Service Properties Trust 0.10%
- Fermi Inc 0.03%
Only in USRT
29 total- IRON MOUNTAIN INC (REIT) 2.91%
- VICI PROPERTIES INC 2.30%
- LAMAR ADVERTISING COMPANY 1.10%
- GAMING AND LEISURE PROPERTIES INC 0.98%
- SABRA HEALTH CARE REIT INC 0.42%
- OUTFRONT MEDIA INC 0.40%
- MILLROSE PROPERTIES INC 0.35%
- LINEAGE INC 0.24%
- INVENTRUST PROPERTIES CORP 0.21%
- LTC PROPERTIES INC 0.16%
Related comparisons
More comparisons with RWR
- RWR vs SCHH · Schwab U.S. REIT ETF 80.5%
- RWR vs FREL · Fidelity MSCI Real Estate Index ETF 75.9%
- RWR vs IYR · iShares U.S. Real Estate ETF 74.0%
- RWR vs XLRE · State Street Real Estate Select Sector SPDR ETF 68.4%
- RWR vs VNQ · Vanguard Real Estate Index Fund ETF Shares 64.7%
- RWR vs REZ · iShares Residential and Multisector Real Estate ETF 46.0%
More comparisons with USRT
- USRT vs SCHH · Schwab U.S. REIT ETF 87.0%
- USRT vs FREL · Fidelity MSCI Real Estate Index ETF 83.5%
- USRT vs IYR · iShares U.S. Real Estate ETF 79.1%
- USRT vs VNQ · Vanguard Real Estate Index Fund ETF Shares 71.6%
- USRT vs XLRE · State Street Real Estate Select Sector SPDR ETF 69.1%
- USRT vs REZ · iShares Residential and Multisector Real Estate ETF 40.8%
Percentages are holdings overlap with the named fund.
Open RWR or USRT at a brokerage
Both funds trade commission-free at major US brokerages.
Affiliate links — opening an account through these earns PlainIndex a one-time referral. Scoring is computed before any affiliate consideration; see our methodology and funding disclosure.
Holdings overlap is the sum of min(weight_a, weight_b) over positions
matched on ISIN (CUSIP fallback). Methodology: see
/methodology/.
Comparing two funds doesn't endorse swapping one for the other. Tax-lot history, account type, and personal goals matter — PlainIndex publishes data and methodology, not investment advice.