REZ vs TPYP
Comparison between ISHARES RESIDENTIAL AND MULTISECTOR REAL ESTATE ETF (REZ, ETF) and TORTOISE NORTH AMERICAN PIPELINE ETF (TPYP, ETF).
5-Year PerformanceTPYP has outperformed REZ, delivering a return of +19.8% compared to +4.6%
REZ vs TPYP - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
REZ
$874M
Winner
TPYP
$877M
Expense Ratio
REZ
0.48%
Winner
TPYP
0.40%
Max Drawdown
REZ
70.29%
Winner
TPYP
53.78%
Sharpe Ratio
REZ
0.95
Winner
TPYP
1.35
5Y Beta
Winner
REZ
0.35
TPYP
0.35
P/E Ratio
REZ
43.25
Winner
TPYP
19.08
Forward P/E
REZ
40.38
Winner
TPYP
17.58
PEG Ratio
REZ
N/A
TPYP
0.55
5Y Dividends CAGR
REZ
-1.35%
Winner
TPYP
10.91%
5Y EPS CAGR
REZ
7.49%
Winner
TPYP
18.51%
Debt to Equity
REZ
53.01%
TPYP
N/A
P/S Ratio
REZ
8.28
Winner
TPYP
1.78
P/B Ratio
Winner
REZ
2.80
TPYP
2.96
REZ vs TPYP - Holdings Comparison
REZ and TPYP have 1 common holdings. Overlap is 0.00%
REZ's top 25 holdings weight is 97.71%. TPYP's top 25 holdings weight is 91.83%.
| Rank | REZ | TPYP |
|---|---|---|
| #1 | WELLTOWER INC (WELL) - 24.46% | CHENIERE ENERGY INC (LNG) - 7.66% |
| #2 | PUBLIC STORAGE (PSA) - 9.84% | WILLIAMS COMPANIES INC (WMB) - 7.45% |
| #3 | EQUITY RESIDENTIAL (VMRK) - 8.27% | KINDER MORGAN INC CLASS P (KMI) - 7.42% |
| #4 | VENTAS INC (VTR) - 8.02% | TC ENERGY CORP (n/a) - 7.32% |
| #5 | EXTRA SPACE STORAGE INC (EXR) - 5.59% | ENBRIDGE INC (n/a) - 7.21% |
| #6 | ESSEX PROPERTY TRUST INC (ESS) - 3.78% | TARGA RESOURCES CORP (TRGP) - 7.04% |
| #7 | INVITATION HOMES INC (INVH) - 3.68% | ONEOK INC (OKE) - 6.77% |
| #8 | MID-AMERICA APARTMENT COMMUNITIES INC (MAA) - 3.12% | ENERGY TRANSFER LP (ET) - 4.16% |
| #9 | SUN COMMUNITIES INC (SUI) - 3.06% | ATMOS ENERGY CORP (ATO) - 4.05% |
| #10 | HEALTHPEAK PROPERTIES INC (DOC) - 2.96% | PEMBINA PIPELINE CORP (n/a) - 4.03% |
| #11 | OMEGA HEALTHCARE INVESTORS INC (OHI) - 2.87% | ENTERPRISE PRODUCTS PARTNERS LP (EPD) - 3.98% |
| #12 | EQUITY LIFESTYLE PROPERTIES INC (ELS) - 2.60% | NISOURCE INC (NI) - 3.81% |
| #13 | UDR INC (UDR) - 2.50% | ALTAGAS LTD (n/a) - 2.61% |
| #14 | AMERICAN HOMES 4 RENT CLASS A (AMH) - 2.36% | KEYERA CORP (n/a) - 2.55% |
| #15 | CAMDEN PROPERTY TRUST (CPT) - 2.19% | MPLX LP PARTNERSHIP UNITS (MPLX) - 2.37% |
| #16 | AMERICAN HEALTHCARE REIT INC ORDINARY SHARES (AHR) - 2.16% | NATIONAL FUEL GAS CO (NFG) - 1.65% |
| #17 | CUBESMART (CUBE) - 1.93% | DT MIDSTREAM INC ORDINARY SHARES (DTM) - 1.62% |
| #18 | CARETRUST REIT INC (CTRE) - 1.81% | ANTERO MIDSTREAM CORP (AM) - 1.61% |
| #19 | ALEXANDRIA REAL ESTATE EQUITIES INC (ARE) - 1.78% | ARCHROCK INC (AROC) - 1.44% |
| #20 | HEALTHCARE REALTY TRUST INC (HR) - 1.33% | SOUTHWEST GAS HOLDINGS INC (SWX) - 1.28% |
| #21 | SABRA HEALTH CARE REIT INC (SBRA) - 1.05% | NEW JERSEY RESOURCES CORP (NJR) - 1.27% |
| #22 | INDEPENDENCE REALTY TRUST INC (IRT) - 0.80% | PLAINS ALL AMERICAN PIPELINE LP (PAA) - 1.26% |
| #23 | NATIONAL HEALTH INVESTORS INC (NHI) - 0.72% | WESTERN MIDSTREAM PARTNERS LP (WES) - 1.19% |
| #24 | MEDICAL PROPERTIES TRUST INC (MPT) - 0.43% | ONE GAS INC (OGS) - 1.06% |
| #25 | LTC PROPERTIES INC (LTC) - 0.40% | SPIRE INC (SR) - 1.02% |
| Total Holdings | 39 | 43 |
REZ vs TPYP - Historical Returns
Returns include dividend reinvestment.
1M
Winner
REZ
-2.58%
TPYP
-2.99%
3M
Winner
REZ
+5.73%
TPYP
-2.19%
6M
Winner
REZ
+8.88%
TPYP
+6.61%
1Y
REZ
+18.67%
Winner
TPYP
+25.16%
5Y(CAGR)
REZ
+4.57%
Winner
TPYP
+19.85%
10Y(CAGR)
REZ
+7.13%
Winner
TPYP
+11.40%
Max(CAGR)
REZ
+7.37%
Winner
TPYP
+9.73%
REZ vs TPYP - Annual Returns (2007 - 2026)
Returns include dividend reinvestment.
| Year | REZ | TPYP |
|---|---|---|
| 2026 | +17.69% | +22.18% |
| 2025 | +5.92% | +5.69% |
| 2024 | +11.32% | +36.44% |
| 2023 | +11.47% | +12.49% |
| 2022 | -27.56% | +14.72% |
| 2021 | +53.51% | +35.79% |
| 2020 | -5.33% | -20.62% |
| 2019 | +28.23% | +21.98% |
| 2018 | +4.66% | -12.40% |
| 2017 | +4.47% | +1.52% |
| 2016 | +4.24% | +37.46% |
| 2015 | +9.49% | -28.32% |
| 2014 | +35.31% | N/A |
| 2013 | -4.39% | N/A |
| 2012 | +12.79% | N/A |
| 2011 | +14.21% | N/A |
| 2010 | +33.25% | N/A |
| 2009 | +25.83% | N/A |
| 2008 | -23.84% | N/A |
| 2007 | -18.32% | N/A |
REZ vs TPYP Drawdown Comparison
The maximum drawdown for REZ was -66.88%, occurring on Mar 5, 2009. Recovery took 987 trading sessions.
The maximum drawdown for TPYP was -51.91%, occurring on Mar 18, 2020. Recovery took 461 trading sessions.
The current REZ drawdown is -2.58%. The current TPYP drawdown is -3.14%.
| Rank | REZ | TPYP |
|---|---|---|
| #1 | -66.88% May 30, 2007 - Apr 28, 2011 | -51.91% Jul 11, 2019 - May 10, 2021 |
| #2 | -44.15% Feb 14, 2020 - Apr 20, 2021 | -38.23% Jun 30, 2015 - Sep 8, 2016 |
| #3 | -35.03% Apr 20, 2022 - Feb 13, 2026 | -21.02% Aug 22, 2018 - Mar 20, 2019 |
| #4 | -20.19% Jul 22, 2011 - Jan 25, 2012 | -17.93% Jun 7, 2022 - Jan 3, 2024 |
| #5 | -20.10% May 21, 2013 - Aug 18, 2014 | -14.35% Jan 23, 2018 - Jul 19, 2018 |
| #6 | -17.68% Jun 26, 2017 - Aug 15, 2018 | -13.17% Apr 2, 2025 - Sep 24, 2025 |
| #7 | -15.17% Jul 22, 2016 - Jun 16, 2017 | -11.61% Jun 16, 2021 - Oct 14, 2021 |
| #8 | -13.44% Jan 27, 2015 - Dec 28, 2015 | -10.82% Oct 20, 2021 - Jan 12, 2022 |
| #9 | -12.69% Jan 5, 2016 - Mar 14, 2016 | -9.91% Nov 29, 2024 - Jan 16, 2025 |
| #10 | -10.79% Dec 6, 2018 - Jan 29, 2019 | -9.17% Sep 8, 2016 - Dec 23, 2016 |
| #11 | -10.37% Dec 31, 2021 - Mar 29, 2022 | -8.30% Feb 3, 2017 - Jan 3, 2018 |
| #12 | -10.00% Oct 21, 2019 - Feb 14, 2020 | -7.89% Jan 21, 2025 - Apr 2, 2025 |
| #13 | -8.76% Feb 17, 2026 - Apr 30, 2026 | -7.44% Apr 20, 2022 - Jun 1, 2022 |
| #14 | -8.22% Sep 5, 2014 - Oct 23, 2014 | -6.84% May 19, 2026 - Jul 23, 2026 |
| #15 | -7.79% Aug 17, 2018 - Nov 16, 2018 | -6.79% Sep 26, 2025 - Jan 21, 2026 |
Correlation
Correlation between REZ and TPYP is 0.84 which considered as a strong positive correlation - the stocks tend to move together.
0.84
-101
Dividend Comparison (2007 - 2026)
REZ vs TPYP dividend yield comparison.
| Year | REZ | TPYP |
|---|---|---|
| 2026 | 0.52% | 1.61% |
| 2025 | 2.74% | 3.91% |
| 2024 | 2.26% | 3.95% |
| 2023 | 2.94% | 4.83% |
| 2022 | 3.37% | 4.48% |
| 2021 | 1.81% | 4.86% |
| 2020 | 3.17% | 6.14% |
| 2019 | 2.90% | 4.45% |
| 2018 | 3.63% | 4.58% |
| 2017 | 3.57% | 3.71% |
| 2016 | 5.55% | 3.49% |
| 2015 | 3.18% | 2.56% |
| 2014 | 3.13% | 0.00% |
| 2013 | 3.92% | 0.00% |
| 2012 | 3.09% | 0.00% |
| 2011 | 3.12% | 0.00% |
| 2010 | 3.03% | 0.00% |
| 2009 | 3.83% | 0.00% |
| 2008 | 8.89% | 0.00% |
| 2007 | 4.58% | 0.00% |
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