RDOG vs. REZ
Compare and contrast key facts about ALPS REIT Dividend Dogs ETF (RDOG) and iShares Residential Real Estate ETF (REZ).
RDOG and REZ are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. RDOG is a passively managed fund by SS&C that tracks the performance of the S-Network REIT Dividend Dogs Index. It was launched on May 7, 2008. 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. Both RDOG and REZ are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: RDOG or REZ.
Key characteristics
| RDOG | REZ | |
|---|---|---|
| YTD Return | -6.33% | -3.82% |
| 1Y Return | 12.86% | 1.96% |
| 3Y Return (Ann) | -3.55% | -1.43% |
| 5Y Return (Ann) | -0.42% | 2.77% |
| 10Y Return (Ann) | 2.75% | 6.51% |
| Sharpe Ratio | 0.48 | 0.02 |
| Daily Std Dev | 22.13% | 18.49% |
| Max Drawdown | -69.88% | -66.84% |
| Current Drawdown | -23.58% | -24.46% |
Correlation
The correlation between RDOG and REZ is 0.73, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Performance
RDOG vs. REZ - Performance Comparison
In the year-to-date period, RDOG achieves a -6.33% return, which is significantly lower than REZ's -3.82% return. Over the past 10 years, RDOG has underperformed REZ with an annualized return of 2.75%, while REZ has yielded a comparatively higher 6.51% 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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RDOG vs. REZ - Expense Ratio Comparison
RDOG has a 0.35% expense ratio, which is lower than REZ's 0.48% expense ratio.
Risk-Adjusted Performance
RDOG vs. REZ - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for ALPS REIT Dividend Dogs ETF (RDOG) 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.
Dividends
RDOG vs. REZ - Dividend Comparison
RDOG's dividend yield for the trailing twelve months is around 7.49%, more than REZ's 2.99% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
RDOG ALPS REIT Dividend Dogs ETF | 7.49% | 7.07% | 5.25% | 2.98% | 5.12% | 3.10% | 3.13% | 3.64% | 3.66% | 3.43% | 2.90% | 1.03% |
REZ iShares Residential Real Estate ETF | 2.99% | 2.94% | 3.37% | 1.81% | 3.17% | 2.90% | 3.63% | 3.57% | 5.55% | 3.18% | 3.13% | 3.92% |
Drawdowns
RDOG vs. REZ - Drawdown Comparison
The maximum RDOG drawdown since its inception was -69.88%, roughly equal to the maximum REZ drawdown of -66.84%. Use the drawdown chart below to compare losses from any high point for RDOG and REZ. For additional features, visit the drawdowns tool.
Volatility
RDOG vs. REZ - Volatility Comparison
ALPS REIT Dividend Dogs ETF (RDOG) has a higher volatility of 6.32% compared to iShares Residential Real Estate ETF (REZ) at 5.53%. This indicates that RDOG'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.