BRT vs. AIV
BRT (BRT Apartments Corp.) and AIV (Apartment Investment and Management Company) are both stocks. Both operate in the REIT - Residential industry within the Real Estate sector. Over the past 10 years, BRT returned 13.77%/yr vs 4.32%/yr for AIV. Their 0.21 correlation means their historical movements had little consistent relationship.
Performance
BRT vs. AIV - Performance Comparison
Loading charts...
Returns By Period
In the year-to-date period, BRT achieves a 5.09% return, which is significantly higher than AIV's -13.28% return. Over the past 10 years, BRT has outperformed AIV with an annualized return of 13.77%, while AIV has yielded a comparatively lower 4.32% annualized return.
BRT
- 1D
- -1.26%
- 1M
- 0.88%
- 6M
- 5.16%
- YTD
- 5.09%
- 1Y
- 9.90%
- 3Y*
- -2.38%
- 5Y*
- 2.31%
- 10Y*
- 13.77%
- ALL TIME*
- 2.87%
AIV
- 1D
- 1.13%
- 1M
- -9.12%
- 6M
- -12.39%
- YTD
- -13.28%
- 1Y
- -14.24%
- 3Y*
- -2.19%
- 5Y*
- 2.11%
- 10Y*
- 4.32%
- ALL TIME*
- 9.44%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $2.39M | $2.89M | $4.41M | |
| $460.88K | $463.04K | $524.69K |
BRT vs. AIV - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
BRT BRT Apartments Corp. | 5.09% | -13.25% | 2.72% | -0.04% | -14.36% | 65.66% | -3.09% | 57.19% | 3.74% | 48.82% |
AIV Apartment Investment and Management Company | -13.28% | -2.20% | 16.09% | 9.97% | -7.57% | 46.21% | -18.86% | 21.58% | 4.14% | -0.66% |
Correlation
The correlation between BRT and AIV is 0.23, which is low. Their historical price movements had little consistent relationship.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.23 |
Correlation (3Y) Balances recent behavior with more history. | 0.45 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.50 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.39 |
Correlation (All Time) Calculated using the full available price history since Jul 22, 1994 | 0.21 |
The correlation between BRT and AIV shifts across timeframes, from 0.21 (all time) to 0.50 (5 years), reflecting how their relationship changes across market environments.
Fundamentals
BRT:
$280.64M
AIV:
$386.97M
BRT:
-$0.68
AIV:
$3.93
BRT:
2.74
AIV:
3.05
BRT:
1.59
AIV:
0.52
BRT:
$98.01M
AIV:
$122.53M
BRT:
$12.37M
AIV:
-$75.71M
BRT:
$38.34M
AIV:
$90.78M
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Return for Risk
BRT vs. AIV — Risk / Return Rank
BRT
AIV
BRT vs. AIV - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for BRT Apartments Corp. (BRT) and Apartment Investment and Management Company (AIV). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| BRT | AIV | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +1.14 | ||
| Sortino ratioReturn per unit of downside risk | +1.74 | ||
| Omega ratioGain probability vs. loss probability | 1.10 | 0.90 | +0.20 |
| Calmar ratioReturn relative to maximum drawdown | 0.61 | -0.74 | +1.35 |
| Martin ratioReturn relative to average drawdown | 1.21 | -1.42 | +2.63 |
Loading charts...
Drawdowns
BRT vs. AIV - Drawdown Comparison
The maximum BRT drawdown since its inception was -95.37%, which is greater than AIV's maximum drawdown of -87.51%. Use the drawdown chart below to compare losses from any high point for BRT and AIV.
Loading charts...
Drawdown Indicators
| BRT | AIV | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -95.37% | -87.51% | -7.86% |
Max Drawdown (1Y)Largest decline over 1 year | -16.00% | -19.57% | +3.57% |
Max Drawdown (3Y)Largest decline over 3 years | -27.60% | -31.81% | +4.21% |
Max Drawdown (5Y)Largest decline over 5 years | -35.28% | -40.70% | +5.42% |
Max Drawdown (10Y)Largest decline over 10 years | -58.76% | -54.42% | -4.34% |
Current DrawdownCurrent decline from peak | -25.70% | -21.10% | -4.60% |
Average DrawdownAverage peak-to-trough decline | -50.83% | -15.90% | -34.93% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 8.00% | 10.17% | -2.17% |
Volatility
BRT vs. AIV - Volatility Comparison
BRT Apartments Corp. (BRT) has a higher volatility of 6.69% compared to Apartment Investment and Management Company (AIV) at 6.20%. This indicates that BRT's price experiences larger fluctuations and is considered to be riskier than AIV based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading charts...
Volatility by Period
| BRT | AIV | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.69% | 6.20% | +0.49% |
Volatility (6M)Calculated over the trailing 6-month period | 14.72% | 13.35% | +1.37% |
Volatility (1Y)Calculated over the trailing 1-year period | 21.29% | 21.37% | -0.08% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 29.29% | 28.38% | +0.91% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 36.63% | 31.17% | +5.46% |
Dividends
BRT vs. AIV - Dividend Comparison
BRT's dividend yield for the trailing twelve months is around 6.71%, less than AIV's 185.13% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AIV Apartment Investment and Management Company | 185.13% | 47.64% | 0.00% | 0.00% | 0.28% | 0.00% | 5.18% | 6.00% | 3.46% | 3.29% | 2.90% | 2.95% |
BRT BRT Apartments Corp. | 6.71% | 6.80% | 5.55% | 5.38% | 4.99% | 3.75% | 5.79% | 4.95% | 6.99% | 3.05% | 0.00% | 0.00% |
Financials
BRT vs. AIV - Financials Comparison
This section allows you to compare key financial metrics between BRT Apartments Corp. and Apartment Investment and Management Company. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.
Total Revenue: Total amount of money received from sales and other business activities
Frequently Asked Questions
BRT and AIV have a correlation of 0.23, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
BRT has higher volatility (6.69%) compared to AIV (6.20%). In terms of maximum drawdown, BRT dropped -95.37% vs AIV's -87.51%.
BRT currently has the higher Sharpe Ratio (0.46 vs -0.68), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
Find the right allocation for BRT and AIV
Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.
Open Portfolio Optimizer