UDR vs. INDS
Compare and contrast key facts about UDR, Inc. (UDR) and Pacer Benchmark Industrial Real Estate SCTR ETF (INDS).
INDS is a passively managed fund by Pacer Advisors that tracks the performance of the Benchmark Industrial Real Estate SCTR Index. It was launched on May 14, 2018.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: UDR or INDS.
Key characteristics
| UDR | INDS | |
|---|---|---|
| YTD Return | 21.20% | -3.74% |
| 1Y Return | 45.07% | 19.05% |
| 3Y Return (Ann) | -3.32% | -5.43% |
| 5Y Return (Ann) | 2.47% | 5.93% |
| Sharpe Ratio | 2.05 | 0.93 |
| Sortino Ratio | 2.90 | 1.46 |
| Omega Ratio | 1.34 | 1.17 |
| Calmar Ratio | 0.96 | 0.48 |
| Martin Ratio | 10.83 | 2.41 |
| Ulcer Index | 3.85% | 7.26% |
| Daily Std Dev | 20.33% | 18.76% |
| Max Drawdown | -74.67% | -40.44% |
| Current Drawdown | -17.90% | -24.06% |
Correlation
The correlation between UDR and INDS is 0.71, 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
UDR vs. INDS - Performance Comparison
In the year-to-date period, UDR achieves a 21.20% return, which is significantly higher than INDS's -3.74% 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
UDR vs. INDS - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for UDR, Inc. (UDR) and Pacer Benchmark Industrial Real Estate SCTR ETF (INDS). 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
UDR vs. INDS - Dividend Comparison
UDR's dividend yield for the trailing twelve months is around 3.81%, more than INDS's 2.26% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
UDR UDR, Inc. | 3.81% | 4.28% | 3.88% | 2.42% | 3.70% | 2.90% | 3.23% | 3.18% | 3.19% | 2.91% | 3.29% | 3.96% |
INDS Pacer Benchmark Industrial Real Estate SCTR ETF | 2.26% | 3.11% | 2.14% | 1.24% | 1.68% | 2.26% | 1.81% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
UDR vs. INDS - Drawdown Comparison
The maximum UDR drawdown since its inception was -74.67%, which is greater than INDS's maximum drawdown of -40.44%. Use the drawdown chart below to compare losses from any high point for UDR and INDS. For additional features, visit the drawdowns tool.
Volatility
UDR vs. INDS - Volatility Comparison
UDR, Inc. (UDR) has a higher volatility of 6.97% compared to Pacer Benchmark Industrial Real Estate SCTR ETF (INDS) at 6.07%. This indicates that UDR's price experiences larger fluctuations and is considered to be riskier than INDS based on this measure. The chart below showcases a comparison of their rolling one-month volatility.