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.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: HOG or REZ.
Correlation
The correlation between HOG and REZ is 0.56, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
HOG vs. REZ - Performance Comparison
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Key characteristics
HOG:
-0.74
REZ:
0.65
HOG:
-0.80
REZ:
1.07
HOG:
0.91
REZ:
1.13
HOG:
-0.42
REZ:
0.55
HOG:
-1.15
REZ:
2.22
HOG:
23.09%
REZ:
5.76%
HOG:
40.24%
REZ:
18.20%
HOG:
-88.26%
REZ:
-66.84%
HOG:
-56.25%
REZ:
-10.77%
Returns By Period
In the year-to-date period, HOG achieves a -16.72% return, which is significantly lower than REZ's 0.78% return. Over the past 10 years, HOG has underperformed REZ with an annualized return of -5.46%, while REZ has yielded a comparatively higher 6.44% annualized return.
HOG
-16.72%
10.36%
-20.99%
-29.43%
6.54%
-5.46%
REZ
0.78%
0.16%
-5.76%
11.74%
11.72%
6.44%
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Risk-Adjusted Performance
HOG vs. REZ — Risk-Adjusted Performance Rank
HOG
REZ
HOG vs. REZ - Risk-Adjusted Performance 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.
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Dividends
HOG vs. REZ - Dividend Comparison
HOG's dividend yield for the trailing twelve months is around 2.80%, more than REZ's 2.33% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
HOG Harley-Davidson, Inc. | 2.80% | 2.30% | 1.79% | 1.52% | 1.59% | 1.20% | 4.03% | 4.34% | 2.87% | 2.40% | 2.73% | 1.67% |
REZ iShares Residential Real Estate ETF | 2.33% | 2.26% | 2.94% | 3.37% | 1.81% | 3.17% | 2.90% | 3.63% | 3.57% | 5.54% | 3.18% | 3.13% |
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 -66.84%. Use the drawdown chart below to compare losses from any high point for HOG and REZ. For additional features, visit the drawdowns tool.
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Volatility
HOG vs. REZ - Volatility Comparison
Harley-Davidson, Inc. (HOG) has a higher volatility of 10.73% compared to iShares Residential Real Estate ETF (REZ) at 4.48%. 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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