UDR vs. EQR
UDR (UDR, Inc.) and EQR (Equity Residential) are both stocks. Both operate in the REIT - Residential industry within the Real Estate sector. Over the past 10 years, UDR returned 4.50%/yr vs 4.36%/yr for EQR. A 0.68 correlation means they provide meaningful diversification when combined.
Performance
UDR vs. EQR - Performance Comparison
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Returns By Period
In the year-to-date period, UDR achieves a 2.90% return, which is significantly lower than EQR's 7.48% return. Both investments have delivered pretty close results over the past 10 years, with UDR having a 4.50% annualized return and EQR not far behind at 4.36%.
UDR
- 1D
- 0.66%
- 1M
- 1.24%
- YTD
- 2.90%
- 6M
- 4.00%
- 1Y
- -6.78%
- 3Y*
- 0.69%
- 5Y*
- -1.78%
- 10Y*
- 4.50%
EQR
- 1D
- 0.61%
- 1M
- 1.60%
- YTD
- 7.48%
- 6M
- 9.32%
- 1Y
- -1.08%
- 3Y*
- 5.92%
- 5Y*
- 0.21%
- 10Y*
- 4.36%
UDR vs. EQR - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
UDR UDR, Inc. | 2.90% | -11.75% | 18.29% | 3.12% | -33.44% | 61.12% | -14.54% | 21.48% | 6.40% | 9.11% |
EQR Equity Residential | 7.48% | -8.57% | 20.81% | 8.34% | -32.46% | 57.33% | -23.61% | 26.16% | 7.08% | 2.19% |
Correlation
The correlation between UDR and EQR is 0.84, indicating a strong positive relationship between their price movements. Combining them offers limited diversification - they tend to fall together during downturns.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.85 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.88 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.90 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.89 |
Correlation (All Time) Calculated using the full available price history since Aug 13, 1993 | 0.68 |
The correlation between UDR and EQR shifts across timeframes, from 0.68 (all time) to 0.90 (5 years), reflecting how their relationship changes across market environments.
Fundamentals
UDR:
$12.17B
EQR:
$24.87B
UDR:
$1.45
EQR:
$2.47
UDR:
25.42
EQR:
26.85
UDR:
7.25
EQR:
8.21
UDR:
3.70
EQR:
2.33
UDR:
$1.72B
EQR:
$3.12B
UDR:
$812.64M
EQR:
$1.63B
UDR:
$1.05B
EQR:
$2.53B
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Return for Risk
UDR vs. EQR — Risk / Return Rank
UDR
EQR
UDR vs. EQR - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for UDR, Inc. (UDR) and Equity Residential (EQR). 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.
| UDR | EQR | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | -0.35 | -0.05 | -0.30 |
Sortino ratioReturn per unit of downside risk | -0.37 | 0.06 | -0.44 |
Omega ratioGain probability vs. loss probability | 0.96 | 1.01 | -0.05 |
Calmar ratioReturn relative to maximum drawdown | -0.38 | -0.09 | -0.28 |
Martin ratioReturn relative to average drawdown | -0.68 | -0.17 | -0.51 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| UDR | EQR | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | -0.35 | -0.05 | -0.30 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | -0.08 | 0.01 | -0.09 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.18 | 0.18 | 0.00 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.35 | 0.34 | +0.01 |
Drawdowns
UDR vs. EQR - Drawdown Comparison
The maximum UDR drawdown since its inception was -74.67%, which is greater than EQR's maximum drawdown of -67.40%. Use the drawdown chart below to compare losses from any high point for UDR and EQR.
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Drawdown Indicators
| UDR | EQR | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -74.67% | -67.40% | -7.27% |
Max Drawdown (1Y)Largest decline over 1 year | -18.18% | -14.70% | -3.48% |
Max Drawdown (3Y)Largest decline over 3 years | -26.80% | -22.12% | -4.68% |
Max Drawdown (5Y)Largest decline over 5 years | -44.44% | -39.32% | -5.12% |
Max Drawdown (10Y)Largest decline over 10 years | -44.44% | -45.91% | +1.47% |
Current DrawdownCurrent decline from peak | -27.25% | -16.28% | -10.97% |
Average DrawdownAverage peak-to-trough decline | -11.90% | -12.14% | +0.24% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 10.09% | 8.30% | +1.79% |
Volatility
UDR vs. EQR - Volatility Comparison
UDR, Inc. (UDR) and Equity Residential (EQR) have volatilities of 4.50% and 4.50%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| UDR | EQR | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.50% | 4.50% | 0.00% |
Volatility (6M)Calculated over the trailing 6-month period | 14.61% | 14.25% | +0.36% |
Volatility (1Y)Calculated over the trailing 1-year period | 19.37% | 19.92% | -0.55% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 22.94% | 22.45% | +0.49% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 25.36% | 24.94% | +0.42% |
Dividends
UDR vs. EQR - Dividend Comparison
UDR's dividend yield for the trailing twelve months is around 4.68%, more than EQR's 4.20% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
EQR Equity Residential | 4.20% | 4.37% | 2.82% | 4.33% | 4.24% | 2.66% | 4.07% | 2.81% | 3.27% | 3.16% | 20.22% | 2.71% |
UDR UDR, Inc. | 4.68% | 4.68% | 3.90% | 4.28% | 3.88% | 2.41% | 3.70% | 2.89% | 3.22% | 3.18% | 3.19% | 2.91% |
Financials
UDR vs. EQR - Financials Comparison
This section allows you to compare key financial metrics between UDR, Inc. and Equity Residential. 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
UDR vs. EQR - Profitability Comparison
UDR - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, UDR, Inc. reported a gross profit of 285.26M and revenue of 425.85M. Therefore, the gross margin over that period was 67.0%.
EQR - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Equity Residential reported a gross profit of 662.82M and revenue of 779.85M. Therefore, the gross margin over that period was 85.0%.
UDR - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, UDR, Inc. reported an operating income of 229.81M and revenue of 425.85M, resulting in an operating margin of 54.0%.
EQR - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Equity Residential reported an operating income of 645.96M and revenue of 779.85M, resulting in an operating margin of 82.8%.
UDR - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, UDR, Inc. reported a net income of 188.61M and revenue of 425.85M, resulting in a net margin of 44.3%.
EQR - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Equity Residential reported a net income of 90.08M and revenue of 779.85M, resulting in a net margin of 11.6%.
Frequently Asked Questions
UDR and EQR have a correlation of 0.84, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
EQR has higher volatility (4.50%) compared to UDR (4.50%). In terms of maximum drawdown, UDR dropped -74.67% vs EQR's -67.40%.
EQR currently has the higher Sharpe Ratio (-0.05 vs -0.35), 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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