HTHIY vs. ET
HTHIY (Hitachi Ltd ADR) and ET (Energy Transfer LP) are both stocks. HTHIY operates in Conglomerates (Industrials), while ET operates in Oil & Gas Midstream (Energy). Over the past 10 years, HTHIY returned 21.50%/yr vs 12.09%/yr for ET. At a 0.22 correlation, their price movements are largely independent.
Performance
HTHIY vs. ET - Performance Comparison
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Returns By Period
In the year-to-date period, HTHIY achieves a -6.70% return, which is significantly lower than ET's 19.03% return. Over the past 10 years, HTHIY has outperformed ET with an annualized return of 21.50%, while ET has yielded a comparatively lower 12.09% annualized return.
HTHIY
- 1D
- -0.92%
- 1M
- -7.88%
- YTD
- -6.70%
- 6M
- -9.65%
- 1Y
- 5.24%
- 3Y*
- 34.63%
- 5Y*
- 20.55%
- 10Y*
- 21.50%
ET
- 1D
- -1.46%
- 1M
- -5.63%
- YTD
- 19.03%
- 6M
- 19.76%
- 1Y
- 15.35%
- 3Y*
- 24.32%
- 5Y*
- 21.26%
- 10Y*
- 12.09%
HTHIY vs. ET - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
HTHIY Hitachi Ltd ADR | -6.70% | 26.95% | 71.97% | 43.04% | -6.74% | 36.49% | -5.96% | 59.42% | -32.14% | 47.89% |
ET Energy Transfer LP | 19.03% | -9.37% | 53.87% | 27.87% | 55.74% | 42.96% | -44.92% | 5.88% | -17.74% | -4.66% |
Correlation
The correlation between HTHIY and ET is -0.05, meaning there is essentially no relationship between their price movements. Each responds to its own set of market drivers, making them strong candidates for combining in a diversified portfolio.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | -0.05 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.10 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.19 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.23 |
Correlation (All Time) Calculated using the full available price history since Apr 27, 2012 | 0.22 |
The correlation between HTHIY and ET shifts across timeframes, from -0.05 (1 year) to 0.23 (10 years), reflecting how their relationship changes across market environments.
Fundamentals
HTHIY:
$131.06B
ET:
$65.48B
HTHIY:
¥137.13
ET:
$1.36
HTHIY:
34.33
ET:
13.92
HTHIY:
2.52
ET:
0.75
HTHIY:
3.21
ET:
1.32
HTHIY:
¥8.49T
ET:
$89.38B
HTHIY:
¥2.57T
ET:
$20.48B
HTHIY:
¥1.52T
ET:
$13.02B
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Return for Risk
HTHIY vs. ET — Risk / Return Rank
HTHIY
ET
HTHIY vs. ET - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Hitachi Ltd ADR (HTHIY) and Energy Transfer LP (ET). 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.
| HTHIY | ET | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.82 | ||
| Sortino ratioReturn per unit of downside risk | -1.03 | ||
| Omega ratioGain probability vs. loss probability | 1.06 | 1.17 | -0.11 |
| Calmar ratioReturn relative to maximum drawdown | 0.20 | 1.75 | -1.55 |
| Martin ratioReturn relative to average drawdown | 0.40 | 3.84 | -3.44 |
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Drawdowns
HTHIY vs. ET - Drawdown Comparison
The maximum HTHIY drawdown since its inception was -52.86%, smaller than the maximum ET drawdown of -87.81%. Use the drawdown chart below to compare losses from any high point for HTHIY and ET.
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Drawdown Indicators
| HTHIY | ET | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -52.86% | -87.81% | +34.95% |
Max Drawdown (1Y)Largest decline over 1 year | -26.43% | -8.79% | -17.64% |
Max Drawdown (3Y)Largest decline over 3 years | -34.05% | -24.56% | -9.49% |
Max Drawdown (5Y)Largest decline over 5 years | -35.47% | -24.56% | -10.91% |
Max Drawdown (10Y)Largest decline over 10 years | -44.98% | -72.82% | +27.84% |
Current DrawdownCurrent decline from peak | -23.76% | -7.11% | -16.65% |
Average DrawdownAverage peak-to-trough decline | -15.85% | -25.70% | +9.85% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 13.01% | 4.00% | +9.01% |
Volatility
HTHIY vs. ET - Volatility Comparison
Hitachi Ltd ADR (HTHIY) has a higher volatility of 10.93% compared to Energy Transfer LP (ET) at 5.20%. This indicates that HTHIY's price experiences larger fluctuations and is considered to be riskier than ET based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| HTHIY | ET | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 10.93% | 5.20% | +5.73% |
Volatility (6M)Calculated over the trailing 6-month period | 32.11% | 12.16% | +19.95% |
Volatility (1Y)Calculated over the trailing 1-year period | 40.63% | 16.17% | +24.46% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 34.47% | 24.66% | +9.81% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 31.40% | 34.50% | -3.10% |
Dividends
HTHIY vs. ET - Dividend Comparison
HTHIY has not paid dividends to shareholders, while ET's dividend yield for the trailing twelve months is around 7.05%.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ET Energy Transfer LP | 7.05% | 7.97% | 6.51% | 8.95% | 7.33% | 7.41% | 17.27% | 9.51% | 9.24% | 6.66% | 5.90% | 7.42% |
HTHIY Hitachi Ltd ADR | 0.00% | 0.49% | 0.56% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 1.70% | 1.99% | 0.00% |
Financials
HTHIY vs. ET - Financials Comparison
This section allows you to compare key financial metrics between Hitachi Ltd ADR and Energy Transfer LP. 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
HTHIY vs. ET - Profitability Comparison
HTHIY - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Hitachi Ltd ADR reported a gross profit of 961.99B and revenue of 3.14T. Therefore, the gross margin over that period was 30.6%.
ET - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Energy Transfer LP reported a gross profit of 6.62B and revenue of 27.77B. Therefore, the gross margin over that period was 23.9%.
HTHIY - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Hitachi Ltd ADR reported an operating income of 380.42B and revenue of 3.14T, resulting in an operating margin of 12.1%.
ET - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Energy Transfer LP reported an operating income of 2.98B and revenue of 27.77B, resulting in an operating margin of 10.7%.
HTHIY - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Hitachi Ltd ADR reported a net income of 166.82B and revenue of 3.14T, resulting in a net margin of 5.3%.
ET - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Energy Transfer LP reported a net income of 1.25B and revenue of 27.77B, resulting in a net margin of 4.5%.
Frequently Asked Questions
HTHIY and ET have a correlation of -0.05, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
HTHIY has higher volatility (10.93%) compared to ET (5.20%). In terms of maximum drawdown, HTHIY dropped -52.86% vs ET's -87.81%.
ET currently has the higher Sharpe Ratio (0.95 vs 0.13), 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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