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REZ vs PCN

Comparison between ISHARES RESIDENTIAL AND MULTISECTOR REAL ESTATE ETF (REZ, ETF) and PIMCO Corporate & Income Strategy Fund (PCN, ETF).

5-Year PerformanceREZ has outperformed PCN, delivering a return of +4.5% compared to +0.8%

REZ vs PCN - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
Winner
REZ
$875M
PCN
$870M
Expense Ratio
REZ
0.48%
PCN
N/A
Max Drawdown
REZ
70.29%
Winner
PCN
66.71%
Sharpe Ratio
Winner
REZ
1.01
PCN
0.09
5Y Beta
Winner
REZ
0.37
PCN
0.37
P/E Ratio
REZ
41.96
PCN
N/A
Forward P/E
REZ
40.44
PCN
N/A
5Y Dividends CAGR
REZ
-1.35%
Winner
PCN
0.00%
5Y EPS CAGR
REZ
5.93%
PCN
N/A
Debt to Equity
REZ
50.95%
PCN
N/A
P/S Ratio
REZ
8.43
PCN
N/A
P/B Ratio
REZ
2.78
PCN
N/A

REZ vs PCN - Historical Returns

Returns include dividend reinvestment.

1M
Winner
REZ
+8.71%
PCN
+1.31%
3M
Winner
REZ
+11.88%
PCN
+0.67%
6M
Winner
REZ
+15.55%
PCN
-2.77%
1Y
Winner
REZ
+20.14%
PCN
+4.51%
5Y(CAGR)
Winner
REZ
+4.52%
PCN
+0.81%
10Y(CAGR)
REZ
+6.84%
Winner
PCN
+7.02%
Max(CAGR)
REZ
+7.47%
Winner
PCN
+9.58%

REZ vs PCN - Annual Returns (2001 - 2026)

Returns include dividend reinvestment.

YearREZPCN
2026+19.04%-1.37%
2025+5.92%+4.82%
2024+11.32%+19.92%
2023+11.47%+14.25%
2022-27.56%-23.63%
2021+53.51%+7.41%
2020-5.33%-1.96%
2019+28.23%+35.29%
2018+4.66%-7.08%
2017+4.47%+25.20%
2016+4.24%+24.67%
2015+9.49%-4.28%
2014+35.31%+6.18%
2013-4.39%-0.04%
2012+12.79%+21.16%
2011+14.21%+13.26%
2010+33.25%+29.75%
2009+25.83%+35.40%
2008-23.84%-3.19%
2007-18.32%-13.18%
2006N/A+19.95%
2005N/A+5.48%
2004N/A+7.02%
2003N/A+26.92%
2002N/A+2.02%
2001N/A+0.07%

REZ vs PCN Drawdown Comparison

The maximum drawdown for REZ was -66.88%, occurring on Mar 5, 2009. Recovery took 987 trading sessions.

The maximum drawdown for PCN was -61.08%, occurring on Mar 9, 2009. Recovery took 410 trading sessions.

The current REZ drawdown is -0.25%. The current PCN drawdown is -4.31%.

RankREZPCN
#1-66.88%
May 30, 2007 - Apr 28, 2011
-61.08%
Jan 31, 2008 - Sep 16, 2009
#2-44.15%
Feb 14, 2020 - Apr 20, 2021
-50.25%
Feb 13, 2020 - May 5, 2021
#3-35.03%
Apr 20, 2022 - Feb 13, 2026
-33.35%
Aug 13, 2021 - Oct 1, 2024
#4-20.19%
Jul 22, 2011 - Jan 25, 2012
-24.93%
Sep 13, 2018 - Jun 5, 2019
#5-20.10%
May 21, 2013 - Aug 18, 2014
-23.93%
Jul 8, 2011 - Jan 31, 2012
#6-17.68%
Jun 26, 2017 - Aug 15, 2018
-22.07%
Jun 5, 2007 - Jan 30, 2008
#7-15.17%
Jul 22, 2016 - Jun 16, 2017
-18.87%
Jan 22, 2004 - Sep 17, 2004
#8-13.44%
Jan 27, 2015 - Dec 28, 2015
-17.45%
May 10, 2013 - Jan 21, 2014
#9-12.69%
Jan 5, 2016 - Mar 14, 2016
-16.49%
Jun 20, 2014 - Apr 22, 2016
#10-10.79%
Dec 6, 2018 - Jan 29, 2019
-14.57%
Jun 13, 2002 - Jan 2, 2003
#11-10.37%
Dec 31, 2021 - Mar 29, 2022
-14.00%
Feb 19, 2025 - Sep 2, 2025
#12-10.00%
Oct 21, 2019 - Feb 14, 2020
-13.27%
Sep 8, 2016 - Jan 6, 2017
#13-8.76%
Feb 17, 2026 - Apr 30, 2026
-12.07%
Feb 8, 2005 - Jun 7, 2005
#14-8.22%
Sep 5, 2014 - Oct 23, 2014
-11.66%
Nov 10, 2010 - Jan 24, 2011
#15-7.79%
Aug 17, 2018 - Nov 16, 2018
-11.54%
Apr 12, 2010 - Jun 15, 2010

Correlation

Correlation between REZ and PCN is 0.97 which considered as a very strong positive correlation - the stocks move almost identically together.

0.97
-101

Dividend Comparison (2002 - 2026)

REZ vs PCN dividend yield comparison.

YearREZPCN
20260.52%6.70%
20252.74%10.58%
20242.26%10.06%
20232.94%10.88%
20223.37%12.66%
20211.81%7.89%
20203.17%7.83%
20192.90%7.37%
20183.63%9.60%
20173.57%7.85%
20165.55%11.98%
20153.18%10.22%
20143.13%11.27%
20133.92%14.56%
20123.09%8.72%
20113.12%11.06%
20103.03%10.81%
20093.83%13.46%
20088.89%11.08%
20074.58%9.91%
20060.00%8.46%
20050.00%9.06%
20040.00%10.12%
20030.00%10.87%
20020.00%11.43%

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