KWHIY vs. HTHIY
KWHIY (Kawasaki Heavy Industries Ltd ADR) and HTHIY (Hitachi Ltd ADR) are both stocks. Both are in the Industrials sector — KWHIY in Specialty Industrial Machinery, HTHIY in Conglomerates. Over the past 10 years, KWHIY returned 12.10%/yr vs 22.67%/yr for HTHIY. Their 0.37 correlation means their historical movements had little consistent relationship.
Performance
KWHIY vs. HTHIY - Performance Comparison
Loading charts...
Returns By Period
In the year-to-date period, KWHIY achieves a 30.47% return, which is significantly higher than HTHIY's 8.91% return. Over the past 10 years, KWHIY has underperformed HTHIY with an annualized return of 12.10%, while HTHIY has yielded a comparatively higher 22.67% annualized return.
KWHIY
- 1D
- 0.00%
- 1M
- -0.58%
- 6M
- 0.09%
- YTD
- 30.47%
- 1Y
- 16.35%
- 3Y*
- 48.70%
- 5Y*
- 32.86%
- 10Y*
- 12.10%
- ALL TIME*
- 8.91%
HTHIY
- 1D
- 3.91%
- 1M
- 17.92%
- 6M
- -3.85%
- YTD
- 8.91%
- 1Y
- 19.87%
- 3Y*
- 38.75%
- 5Y*
- 25.32%
- 10Y*
- 22.67%
- ALL TIME*
- 12.95%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
HTHIY Hitachi Ltd ADR | $18.29M | $25.92M | $19.47M |
| $1.83M | $2.24M | $2.05M |
KWHIY vs. HTHIY - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
KWHIY Kawasaki Heavy Industries Ltd ADR | 30.47% | 44.36% | 113.86% | -5.41% | 24.97% | -17.66% | 4.24% | 1.23% | -39.85% | 14.23% |
HTHIY Hitachi Ltd ADR | 8.91% | 26.95% | 71.97% | 43.04% | -6.74% | 36.49% | -5.96% | 59.42% | -32.14% | 47.89% |
Correlation
The correlation between KWHIY and HTHIY is 0.40, which is low. Their historical price movements had little consistent relationship.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.40 |
Correlation (3Y) Balances recent behavior with more history. | 0.37 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.35 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.35 |
Correlation (All Time) Calculated using the full available price history since Jan 4, 2016 | 0.37 |
Fundamentals
KWHIY:
$14.39B
HTHIY:
$152.18B
KWHIY:
¥52.66
HTHIY:
¥180.02
KWHIY:
20.61
HTHIY:
29.73
KWHIY:
0.22
HTHIY:
2.32
KWHIY:
0.97
HTHIY:
2.15
KWHIY:
2.57
HTHIY:
3.68
KWHIY:
¥2.34T
HTHIY:
¥11.22T
KWHIY:
¥461.47B
HTHIY:
¥3.38T
KWHIY:
¥239.54B
HTHIY:
¥1.93T
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Return for Risk
KWHIY vs. HTHIY — Risk / Return Rank
KWHIY
HTHIY
KWHIY vs. HTHIY - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Kawasaki Heavy Industries Ltd ADR (KWHIY) and Hitachi Ltd ADR (HTHIY). 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.
| KWHIY | HTHIY | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.18 | ||
| Sortino ratioReturn per unit of downside risk | -0.10 | ||
| Omega ratioGain probability vs. loss probability | 1.10 | 1.12 | -0.02 |
| Calmar ratioReturn relative to maximum drawdown | 0.51 | 0.70 | -0.19 |
| Martin ratioReturn relative to average drawdown | 0.96 | 1.40 | -0.44 |
Loading charts...
Drawdowns
KWHIY vs. HTHIY - Drawdown Comparison
The maximum KWHIY drawdown since its inception was -71.68%, which is greater than HTHIY's maximum drawdown of -52.86%. Use the drawdown chart below to compare losses from any high point for KWHIY and HTHIY.
Loading charts...
Drawdown Indicators
| KWHIY | HTHIY | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -71.68% | -52.86% | -18.82% |
Max Drawdown (1Y)Largest decline over 1 year | -32.04% | -28.37% | -3.67% |
Max Drawdown (3Y)Largest decline over 3 years | -38.76% | -34.05% | -4.71% |
Max Drawdown (5Y)Largest decline over 5 years | -38.76% | -35.47% | -3.29% |
Max Drawdown (10Y)Largest decline over 10 years | -71.68% | -44.98% | -26.70% |
Current DrawdownCurrent decline from peak | -28.07% | -11.00% | -17.07% |
Average DrawdownAverage peak-to-trough decline | -33.29% | -15.89% | -17.40% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 17.08% | 14.27% | +2.81% |
Volatility
KWHIY vs. HTHIY - Volatility Comparison
Kawasaki Heavy Industries Ltd ADR (KWHIY) has a higher volatility of 12.89% compared to Hitachi Ltd ADR (HTHIY) at 11.40%. This indicates that KWHIY's price experiences larger fluctuations and is considered to be riskier than HTHIY based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading charts...
Volatility by Period
| KWHIY | HTHIY | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 12.89% | 11.40% | +1.49% |
Volatility (6M)Calculated over the trailing 6-month period | 42.00% | 33.40% | +8.60% |
Volatility (1Y)Calculated over the trailing 1-year period | 53.58% | 40.89% | +12.69% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 49.22% | 34.68% | +14.54% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 44.14% | 31.51% | +12.63% |
Dividends
KWHIY vs. HTHIY - Dividend Comparison
Neither KWHIY nor HTHIY has paid dividends to shareholders.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 |
|---|---|---|---|---|---|---|---|---|---|---|---|
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% |
KWHIY Kawasaki Heavy Industries Ltd ADR | 0.00% | 0.84% | 1.02% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.50% | 3.33% |
Financials
KWHIY vs. HTHIY - Financials Comparison
This section allows you to compare key financial metrics between Kawasaki Heavy Industries Ltd ADR and Hitachi Ltd ADR. 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
KWHIY vs. HTHIY - Profitability Comparison
KWHIY - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Aug 2026, Kawasaki Heavy Industries Ltd ADR reported a gross profit of 156.76B and revenue of 763.64B. Therefore, the gross margin over that period was 20.5%.
HTHIY - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Aug 2026, Hitachi Ltd ADR reported a gross profit of 820.33B and revenue of 2.75T. Therefore, the gross margin over that period was 29.9%.
KWHIY - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Aug 2026, Kawasaki Heavy Industries Ltd ADR reported an operating income of 59.74B and revenue of 763.64B, resulting in an operating margin of 7.8%.
HTHIY - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Aug 2026, Hitachi Ltd ADR reported an operating income of 298.16B and revenue of 2.75T, resulting in an operating margin of 10.9%.
KWHIY - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Aug 2026, Kawasaki Heavy Industries Ltd ADR reported a net income of 43.08B and revenue of 763.64B, resulting in a net margin of 5.6%.
HTHIY - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Aug 2026, Hitachi Ltd ADR reported a net income of 191.94B and revenue of 2.75T, resulting in a net margin of 7.0%.
Frequently Asked Questions
KWHIY and HTHIY have a correlation of 0.40, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
KWHIY has higher volatility (12.89%) compared to HTHIY (11.40%). In terms of maximum drawdown, KWHIY dropped -71.68% vs HTHIY's -52.86%.
HTHIY currently has the higher Sharpe Ratio (0.49 vs 0.31), 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.
Find the right allocation for KWHIY and HTHIY
Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.
Open Portfolio Optimizer