HOG vs. REZ
Compare and contrast key facts about Harley-Davidson, Inc. (HOG) and iShares Residential Real Estate ETF (REZ).
REZ is a passively managed fund by iShares that tracks the performance of the FTSE NAREIT All Residential Capped Index. It was launched on May 4, 2007.
Performance
HOG vs. REZ - Performance Comparison
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HOG vs. REZ - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
HOG Harley-Davidson, Inc. | -0.28% | -30.05% | -16.61% | -9.76% | 12.13% | 4.29% | 0.19% | 13.62% | -30.54% | -10.29% |
REZ iShares Residential Real Estate ETF | 0.69% | 4.80% | 12.73% | 10.97% | -28.31% | 47.86% | -6.62% | 24.49% | 3.89% | 3.87% |
Returns By Period
In the year-to-date period, HOG achieves a -0.28% return, which is significantly lower than REZ's 0.69% return. Over the past 10 years, HOG has underperformed REZ with an annualized return of -6.66%, while REZ has yielded a comparatively higher 5.55% annualized return.
HOG
- 1D
- 4.01%
- 1M
- 13.52%
- YTD
- -0.28%
- 6M
- -26.17%
- 1Y
- -17.33%
- 3Y*
- -16.94%
- 5Y*
- -10.91%
- 10Y*
- -6.66%
REZ
- 1D
- 1.02%
- 1M
- -7.10%
- YTD
- 0.69%
- 6M
- -1.00%
- 1Y
- -1.49%
- 3Y*
- 8.30%
- 5Y*
- 4.57%
- 10Y*
- 5.55%
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Return for Risk
HOG vs. REZ — Risk / Return Rank
HOG
REZ
HOG vs. REZ - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Harley-Davidson, Inc. (HOG) and iShares Residential Real Estate ETF (REZ). 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.
| HOG | REZ | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | -0.40 | -0.09 | -0.31 |
Sortino ratioReturn per unit of downside risk | -0.32 | -0.01 | -0.31 |
Omega ratioGain probability vs. loss probability | 0.96 | 1.00 | -0.04 |
Calmar ratioReturn relative to maximum drawdown | -0.39 | -0.07 | -0.32 |
Martin ratioReturn relative to average drawdown | -0.80 | -0.22 | -0.58 |
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
| HOG | REZ | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | -0.40 | -0.09 | -0.31 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | -0.27 | 0.24 | -0.52 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | -0.16 | 0.26 | -0.41 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.30 | 0.23 | +0.07 |
Correlation
The correlation between HOG and REZ is 0.39, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Dividends
HOG vs. REZ - Dividend Comparison
HOG's dividend yield for the trailing twelve months is around 3.60%, more than REZ's 2.28% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
HOG Harley-Davidson, Inc. | 3.60% | 3.51% | 2.29% | 1.79% | 1.51% | 1.59% | 1.20% | 4.03% | 4.34% | 2.87% | 2.40% | 2.73% |
REZ iShares Residential Real Estate ETF | 2.28% | 2.74% | 2.26% | 2.94% | 3.37% | 1.81% | 3.17% | 2.90% | 3.63% | 3.57% | 5.55% | 3.18% |
Drawdowns
HOG vs. REZ - Drawdown Comparison
The maximum HOG drawdown since its inception was -88.26%, which is greater than REZ's maximum drawdown of -66.87%. Use the drawdown chart below to compare losses from any high point for HOG and REZ.
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Drawdown Indicators
| HOG | REZ | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -88.26% | -66.87% | -21.39% |
Max Drawdown (1Y)Largest decline over 1 year | -43.24% | -11.82% | -31.42% |
Max Drawdown (5Y)Largest decline over 5 years | -64.11% | -35.05% | -29.06% |
Max Drawdown (10Y)Largest decline over 10 years | -73.28% | -44.15% | -29.13% |
Current DrawdownCurrent decline from peak | -63.36% | -7.70% | -55.66% |
Average DrawdownAverage peak-to-trough decline | -24.26% | -12.79% | -11.47% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 21.31% | 3.84% | +17.47% |
Volatility
HOG vs. REZ - Volatility Comparison
Harley-Davidson, Inc. (HOG) has a higher volatility of 12.30% compared to iShares Residential Real Estate ETF (REZ) at 4.65%. This indicates that HOG's price experiences larger fluctuations and is considered to be riskier than REZ based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| HOG | REZ | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 12.30% | 4.65% | +7.65% |
Volatility (6M)Calculated over the trailing 6-month period | 24.76% | 10.18% | +14.58% |
Volatility (1Y)Calculated over the trailing 1-year period | 43.81% | 16.81% | +27.00% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 40.28% | 18.88% | +21.40% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 42.76% | 21.52% | +21.24% |