HTHT vs. IWV
Compare and contrast key facts about Huazhu Group Limited (HTHT) and iShares Russell 3000 ETF (IWV).
IWV is a passively managed fund by iShares that tracks the performance of the Russell 3000 Index. It was launched on May 22, 2000.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: HTHT or IWV.
Key characteristics
| HTHT | IWV | |
|---|---|---|
| YTD Return | 17.11% | 5.91% |
| 1Y Return | -10.52% | 25.94% |
| 3Y Return (Ann) | -11.81% | 6.46% |
| 5Y Return (Ann) | -1.47% | 12.50% |
| 10Y Return (Ann) | 22.69% | 11.85% |
| Sharpe Ratio | -0.26 | 1.95 |
| Daily Std Dev | 40.34% | 12.25% |
| Max Drawdown | -64.02% | -55.61% |
| Current Drawdown | -34.61% | -3.63% |
Correlation
The correlation between HTHT and IWV is 0.35, 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.
Performance
HTHT vs. IWV - Performance Comparison
In the year-to-date period, HTHT achieves a 17.11% return, which is significantly higher than IWV's 5.91% return. Over the past 10 years, HTHT has outperformed IWV with an annualized return of 22.69%, while IWV has yielded a comparatively lower 11.85% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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Risk-Adjusted Performance
HTHT vs. IWV - Risk-Adjusted Performance 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.
Dividends
HTHT vs. IWV - Dividend Comparison
HTHT's dividend yield for the trailing twelve months is around 2.37%, more than IWV's 1.20% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
HTHT Huazhu Group Limited | 2.37% | 2.78% | 0.49% | 0.00% | 0.74% | 0.00% | 1.17% | 0.44% | 0.00% | 2.13% | 0.00% | 0.00% |
IWV iShares Russell 3000 ETF | 1.20% | 1.30% | 1.56% | 1.04% | 1.30% | 1.69% | 1.97% | 1.58% | 1.79% | 1.99% | 1.62% | 1.61% |
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. For additional features, visit the drawdowns tool.
Volatility
HTHT vs. IWV - Volatility Comparison
Huazhu Group Limited (HTHT) has a higher volatility of 9.17% compared to iShares Russell 3000 ETF (IWV) at 3.71%. 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.