REZ vs. UDR
Compare and contrast key facts about iShares Residential Real Estate ETF (REZ) and UDR, Inc. (UDR).
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.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: REZ or UDR.
Correlation
The correlation between REZ and UDR is 0.53, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
REZ vs. UDR - Performance Comparison
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Key characteristics
REZ:
0.76
UDR:
0.50
REZ:
1.17
UDR:
0.84
REZ:
1.15
UDR:
1.11
REZ:
0.61
UDR:
0.35
REZ:
2.48
UDR:
1.87
REZ:
5.73%
UDR:
5.97%
REZ:
18.16%
UDR:
22.12%
REZ:
-66.84%
UDR:
-74.67%
REZ:
-9.72%
UDR:
-21.48%
Returns By Period
In the year-to-date period, REZ achieves a 1.96% return, which is significantly higher than UDR's -2.00% return. Over the past 10 years, REZ has outperformed UDR with an annualized return of 6.57%, while UDR has yielded a comparatively lower 5.91% annualized return.
REZ
1.96%
3.76%
-3.98%
13.70%
11.98%
6.57%
UDR
-2.00%
5.55%
-3.90%
10.96%
7.60%
5.91%
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Risk-Adjusted Performance
REZ vs. UDR — Risk-Adjusted Performance Rank
REZ
UDR
REZ vs. UDR - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares Residential Real Estate ETF (REZ) and UDR, Inc. (UDR). 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.
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Dividends
REZ vs. UDR - Dividend Comparison
REZ's dividend yield for the trailing twelve months is around 2.30%, less than UDR's 4.09% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
REZ iShares Residential Real Estate ETF | 2.30% | 2.26% | 2.94% | 3.37% | 1.81% | 3.17% | 2.90% | 3.63% | 3.57% | 5.54% | 3.18% | 3.13% |
UDR UDR, Inc. | 4.09% | 3.90% | 4.28% | 3.88% | 2.42% | 3.70% | 2.90% | 3.23% | 3.18% | 3.19% | 2.91% | 3.29% |
Drawdowns
REZ vs. UDR - Drawdown Comparison
The maximum REZ drawdown since its inception was -66.84%, smaller than the maximum UDR drawdown of -74.67%. Use the drawdown chart below to compare losses from any high point for REZ and UDR. For additional features, visit the drawdowns tool.
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Volatility
REZ vs. UDR - Volatility Comparison
The current volatility for iShares Residential Real Estate ETF (REZ) is 4.88%, while UDR, Inc. (UDR) has a volatility of 6.81%. This indicates that REZ experiences smaller price fluctuations and is considered to be less risky than UDR based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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