EQR vs. UDR
EQR (Equity Residential) and UDR (UDR, Inc.) are both stocks. Both operate in the REIT - Residential industry within the Real Estate sector. Over the past 10 years, EQR returned 4.34%/yr vs 4.71%/yr for UDR. A 0.68 correlation means they provide meaningful diversification when combined.
Performance
EQR vs. UDR - Performance Comparison
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Returns By Period
In the year-to-date period, EQR achieves a 7.37% return, which is significantly higher than UDR's 5.05% return. Over the past 10 years, EQR has underperformed UDR with an annualized return of 4.34%, while UDR has yielded a comparatively higher 4.71% annualized return.
EQR
- 1D
- -0.11%
- 1M
- 1.38%
- YTD
- 7.37%
- 6M
- 9.11%
- 1Y
- 0.30%
- 3Y*
- 5.89%
- 5Y*
- 0.35%
- 10Y*
- 4.34%
UDR
- 1D
- 2.09%
- 1M
- 3.44%
- YTD
- 5.05%
- 6M
- 7.78%
- 1Y
- -4.09%
- 3Y*
- 1.39%
- 5Y*
- -1.36%
- 10Y*
- 4.71%
EQR vs. UDR - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
EQR Equity Residential | 7.37% | -8.57% | 20.81% | 8.34% | -32.46% | 57.33% | -23.61% | 26.16% | 7.08% | 2.19% |
UDR UDR, Inc. | 5.05% | -11.75% | 18.29% | 3.12% | -33.44% | 61.12% | -14.54% | 21.48% | 6.40% | 9.11% |
Correlation
The correlation between EQR and UDR is 0.84, indicating a strong positive relationship between their price movements. Combining them offers limited diversification - they tend to fall together during downturns.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.84 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.88 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.90 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.89 |
Correlation (All Time) Calculated using the full available price history since Aug 13, 1993 | 0.68 |
The correlation between EQR and UDR shifts across timeframes, from 0.68 (all time) to 0.90 (5 years), reflecting how their relationship changes across market environments.
Fundamentals
EQR:
$24.85B
UDR:
$12.42B
EQR:
$2.47
UDR:
$1.45
EQR:
26.82
UDR:
25.96
EQR:
8.20
UDR:
7.40
EQR:
2.33
UDR:
3.78
EQR:
$3.12B
UDR:
$1.72B
EQR:
$1.63B
UDR:
$812.64M
EQR:
$2.53B
UDR:
$1.05B
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Return for Risk
EQR vs. UDR — Risk / Return Rank
EQR
UDR
EQR vs. UDR - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Equity Residential (EQR) and UDR, Inc. (UDR). 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.
| EQR | UDR | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.23 | ||
| Sortino ratioReturn per unit of downside risk | +0.33 | ||
| Omega ratioGain probability vs. loss probability | 1.02 | 0.98 | +0.04 |
| Calmar ratioReturn relative to maximum drawdown | 0.02 | -0.23 | +0.25 |
| Martin ratioReturn relative to average drawdown | 0.04 | -0.41 | +0.44 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| EQR | UDR | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.02 | -0.21 | +0.23 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.02 | -0.06 | +0.08 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.17 | 0.19 | -0.01 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.34 | 0.35 | -0.01 |
Drawdowns
EQR vs. UDR - Drawdown Comparison
The maximum EQR drawdown since its inception was -67.40%, smaller than the maximum UDR drawdown of -74.67%. Use the drawdown chart below to compare losses from any high point for EQR and UDR.
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Drawdown Indicators
| EQR | UDR | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -67.40% | -74.67% | +7.27% |
Max Drawdown (1Y)Largest decline over 1 year | -14.70% | -18.18% | +3.48% |
Max Drawdown (3Y)Largest decline over 3 years | -22.12% | -26.80% | +4.68% |
Max Drawdown (5Y)Largest decline over 5 years | -39.32% | -44.44% | +5.12% |
Max Drawdown (10Y)Largest decline over 10 years | -45.91% | -44.44% | -1.47% |
Current DrawdownCurrent decline from peak | -16.37% | -25.72% | +9.35% |
Average DrawdownAverage peak-to-trough decline | -12.14% | -11.90% | -0.24% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 8.30% | 10.10% | -1.80% |
Volatility
EQR vs. UDR - Volatility Comparison
The current volatility for Equity Residential (EQR) is 4.50%, while UDR, Inc. (UDR) has a volatility of 4.92%. This indicates that EQR experiences smaller price fluctuations and is considered to be less risky than UDR based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| EQR | UDR | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.50% | 4.92% | -0.42% |
Volatility (6M)Calculated over the trailing 6-month period | 14.24% | 14.72% | -0.48% |
Volatility (1Y)Calculated over the trailing 1-year period | 19.91% | 19.48% | +0.43% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 22.45% | 22.96% | -0.51% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 24.93% | 25.36% | -0.43% |
Dividends
EQR vs. UDR - Dividend Comparison
EQR's dividend yield for the trailing twelve months is around 4.20%, less than UDR's 4.59% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
EQR Equity Residential | 4.20% | 4.37% | 2.82% | 4.33% | 4.24% | 2.66% | 4.07% | 2.81% | 3.27% | 3.16% | 20.22% | 2.71% |
UDR UDR, Inc. | 4.59% | 4.68% | 3.90% | 4.28% | 3.88% | 2.41% | 3.70% | 2.89% | 3.22% | 3.18% | 3.19% | 2.91% |
Financials
EQR vs. UDR - Financials Comparison
This section allows you to compare key financial metrics between Equity Residential and UDR, Inc.. 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
EQR vs. UDR - Profitability Comparison
EQR - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Equity Residential reported a gross profit of 662.82M and revenue of 779.85M. Therefore, the gross margin over that period was 85.0%.
UDR - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, UDR, Inc. reported a gross profit of 285.26M and revenue of 425.85M. Therefore, the gross margin over that period was 67.0%.
EQR - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Equity Residential reported an operating income of 645.96M and revenue of 779.85M, resulting in an operating margin of 82.8%.
UDR - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, UDR, Inc. reported an operating income of 229.81M and revenue of 425.85M, resulting in an operating margin of 54.0%.
EQR - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Equity Residential reported a net income of 90.08M and revenue of 779.85M, resulting in a net margin of 11.6%.
UDR - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, UDR, Inc. reported a net income of 188.61M and revenue of 425.85M, resulting in a net margin of 44.3%.
Frequently Asked Questions
EQR and UDR have a correlation of 0.84, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
UDR has higher volatility (4.92%) compared to EQR (4.50%). In terms of maximum drawdown, EQR dropped -67.40% vs UDR's -74.67%.
EQR currently has the higher Sharpe Ratio (0.01 vs -0.21), 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.
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