ETF comparison
USRT vs XLRE
Both Real Estate.
iShares Core U.S. REIT ETF · State Street Real Estate Select Sector SPDR ETF
Holdings overlap
25 positions appear in both funds. Buying equal dollars of USRT and XLRE would leave roughly 69.0% of each dollar exposed to the same underlying securities.
Side by side
Sub-score comparison
Tracking quality isn't part of the composite — see what we don't score for why.
Cost difference
Expense ratios are effectively identical (0.080% vs 0.080%).
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 USRT vs XLRE.
Top shared holdings
25 shared in total| # | Holding | In USRT | In XLRE | Overlap |
|---|---|---|---|---|
| 1 | WELLTOWER INC | 8.31% | 10.18% | 8.31% |
| 2 | PROLOGIS INC | 7.52% | 9.07% | 7.52% |
| 3 | EQUINIX INC | 6.44% | 7.11% | 6.44% |
| 4 | DIGITAL REALTY TRUST INC | 4.46% | 4.63% | 4.46% |
| 5 | SIMON PROPERTY GROUP INC | 4.40% | 4.57% | 4.40% |
| 6 | REALTY INCOME CORP | 4.18% | 4.39% | 4.18% |
| 7 | PUBLIC STORAGE | 3.96% | 4.19% | 3.96% |
| 8 | VENTAS INC | 3.55% | 4.40% | 3.55% |
| 9 | IRON MOUNTAIN INC (REIT) | 3.19% | 3.42% | 3.19% |
| 10 | VICI PROPERTIES INC | 2.73% | 3.31% | 2.73% |
| 11 | EXTRA SPACE STORAGE INC | 2.60% | 3.15% | 2.60% |
| 12 | AVALONBAY COMMUNITIES INC | 2.24% | 2.62% | 2.24% |
Only in USRT
102 total- WP CAREY INC 1.36%
- SUN COMMUNITIES INC 1.35%
- OMEGA HEALTHCARE INVESTORS INC 1.19%
- GAMING AND LEISURE PROPERTIES INC 1.13%
- EQUITY LIFESTYLE PROPERTIES INC 1.05%
- LAMAR ADVERTISING COMPANY 1.03%
- AMERICAN HOMES 4 RENT 0.94%
- EASTGROUP PROPERTIES INC 0.92%
- CUBESMART 0.79%
- BRIXMOR PROPERTY GROUP INC 0.79%
Only in XLRE
7 total- American Tower Corp 5.96%
- CBRE Group Inc 4.46%
- Crown Castle Inc 4.01%
- SBA Communications Corp 2.08%
- Weyerhaeuser Co 2.00%
- CoStar Group Inc 1.94%
- State Street Global Advisors 0.02%
Open USRT or XLRE 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.