HTHT vs. IWV
HTHT (Huazhu Group Limited) is a stock, while IWV (iShares Russell 3000 ETF) is Large Cap Blend Equities fund tracking the Russell 3000 Index. Over the past 10 years, HTHT returned 19.03%/yr vs 15.13%/yr for IWV. At a 0.33 correlation, their price movements are largely independent.
Performance
HTHT vs. IWV - Performance Comparison
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Returns By Period
In the year-to-date period, HTHT achieves a -7.50% return, which is significantly lower than IWV's 10.01% return. Over the past 10 years, HTHT has outperformed IWV with an annualized return of 19.03%, while IWV has yielded a comparatively lower 15.13% annualized return.
HTHT
- 1D
- -0.24%
- 1M
- -5.31%
- YTD
- -7.50%
- 6M
- -10.56%
- 1Y
- 33.16%
- 3Y*
- 7.89%
- 5Y*
- -1.71%
- 10Y*
- 19.03%
IWV
- 1D
- -0.27%
- 1M
- 0.53%
- YTD
- 10.01%
- 6M
- 9.26%
- 1Y
- 26.55%
- 3Y*
- 20.91%
- 5Y*
- 12.24%
- 10Y*
- 15.13%
HTHT vs. IWV - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
HTHT Huazhu Group Limited | -7.50% | 50.26% | 0.96% | -19.00% | 14.31% | -17.08% | 13.28% | 39.96% | -19.86% | 180.24% |
IWV iShares Russell 3000 ETF | 10.01% | 16.96% | 23.49% | 25.82% | -19.28% | 25.54% | 20.55% | 30.66% | -5.43% | 20.97% |
Correlation
The correlation between HTHT and IWV is 0.13, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.13 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.23 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.30 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.34 |
Correlation (All Time) Calculated using the full available price history since Mar 26, 2010 | 0.33 |
The correlation between HTHT and IWV shifts across timeframes, from 0.13 (1 year) to 0.34 (10 years), reflecting how their relationship changes across market environments.
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Return for Risk
HTHT vs. IWV — Risk / Return Rank
HTHT
IWV
HTHT vs. IWV - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Huazhu Group Limited (HTHT) and iShares Russell 3000 ETF (IWV). 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.
| HTHT | IWV | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.99 | ||
| Sortino ratioReturn per unit of downside risk | -1.10 | ||
| Omega ratioGain probability vs. loss probability | 1.20 | 1.38 | -0.18 |
| Calmar ratioReturn relative to maximum drawdown | 1.49 | 3.00 | -1.51 |
| Martin ratioReturn relative to average drawdown | 4.30 | 13.42 | -9.12 |
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Drawdowns
HTHT vs. IWV - Drawdown Comparison
The maximum HTHT drawdown since its inception was -64.02%, which is greater than IWV's maximum drawdown of -55.61%. Use the drawdown chart below to compare losses from any high point for HTHT and IWV.
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Drawdown Indicators
| HTHT | IWV | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -64.02% | -55.61% | -8.41% |
Max Drawdown (1Y)Largest decline over 1 year | -22.37% | -8.89% | -13.48% |
Max Drawdown (3Y)Largest decline over 3 years | -41.05% | -19.28% | -21.77% |
Max Drawdown (5Y)Largest decline over 5 years | -58.92% | -25.11% | -33.81% |
Max Drawdown (10Y)Largest decline over 10 years | -64.02% | -35.22% | -28.80% |
Current DrawdownCurrent decline from peak | -22.37% | -1.46% | -20.91% |
Average DrawdownAverage peak-to-trough decline | -25.78% | -10.57% | -15.21% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 7.73% | 1.98% | +5.75% |
Volatility
HTHT vs. IWV - Volatility Comparison
Huazhu Group Limited (HTHT) has a higher volatility of 8.62% compared to iShares Russell 3000 ETF (IWV) at 4.65%. This indicates that HTHT's price experiences larger fluctuations and is considered to be riskier than IWV based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| HTHT | IWV | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 8.62% | 4.65% | +3.97% |
Volatility (6M)Calculated over the trailing 6-month period | 22.44% | 9.89% | +12.55% |
Volatility (1Y)Calculated over the trailing 1-year period | 29.84% | 12.67% | +17.17% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 50.06% | 17.32% | +32.74% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 48.97% | 18.45% | +30.52% |
Dividends
HTHT vs. IWV - Dividend Comparison
HTHT's dividend yield for the trailing twelve months is around 4.98%, more than IWV's 0.88% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
HTHT Huazhu Group Limited | 4.98% | 3.78% | 1.91% | 2.78% | 0.50% | 0.00% | 0.71% | 0.00% | 1.12% | 0.43% | 0.00% | 2.18% |
IWV iShares Russell 3000 ETF | 0.88% | 0.96% | 1.08% | 1.30% | 1.56% | 1.04% | 1.30% | 1.69% | 1.97% | 1.58% | 1.79% | 1.99% |
Frequently Asked Questions
HTHT and IWV have a correlation of 0.13, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
HTHT has higher volatility (8.62%) compared to IWV (4.65%). In terms of maximum drawdown, HTHT dropped -64.02% vs IWV's -55.61%.
IWV currently has the higher Sharpe Ratio (2.11 vs 1.12), 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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