REZ vs UDOW
Comparison between ISHARES RESIDENTIAL AND MULTISECTOR REAL ESTATE ETF (REZ, ETF) and PROSHARES ULTRAPRO DOW30 (UDOW, ETF).
5-Year PerformanceUDOW has outperformed REZ, delivering a return of +14.4% compared to +4.5%
REZ vs UDOW - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
REZ
$875M
UDOW
$874M
Expense Ratio
REZ
0.48%
UDOW
N/A
Max Drawdown
Winner
REZ
70.29%
UDOW
80.29%
Sharpe Ratio
REZ
1.01
Winner
UDOW
1.14
5Y Beta
Winner
REZ
0.37
UDOW
2.37
P/E Ratio
REZ
41.96
Winner
UDOW
25.02
Forward P/E
REZ
40.44
Winner
UDOW
21.07
PEG Ratio
REZ
N/A
UDOW
0.73
5Y Dividends CAGR
REZ
-1.35%
Winner
UDOW
67.12%
5Y EPS CAGR
REZ
5.93%
Winner
UDOW
14.23%
Debt to Equity
REZ
50.95%
Winner
UDOW
-33.07%
P/S Ratio
REZ
8.43
Winner
UDOW
3.34
P/B Ratio
Winner
REZ
2.78
UDOW
5.91
REZ vs UDOW - Holdings Comparison
REZ and UDOW have 1 common holdings. Overlap is 0.00%
REZ's top 25 holdings weight is 96.75%. UDOW's top 25 holdings weight is 81.22%.
| Rank | REZ | UDOW |
|---|---|---|
| #1 | WELLTOWER INC (WELL) - 24.27% | PROSHARES GENIUS MONEY MARKET ETF (IQMM) - 17.12% |
| #2 | PUBLIC STORAGE (PSA) - 9.01% | DJ INDUSTRIAL AVERAGE SWAP (n/a) - 12.92% |
| #3 | VENTAS INC (VTR) - 8.00% | THE GOLDMAN SACHS GROUP INC (GS) - 6.73% |
| #4 | EXTRA SPACE STORAGE INC (EXR) - 5.45% | CATERPILLAR INC (CAT) - 5.51% |
| #5 | AVALONBAY COMMUNITIES INC (AVB) - 4.30% | DJ INDUSTRIAL AVERAGE INDEX SWAP (n/a) - 4.21% |
| #6 | EQUITY RESIDENTIAL (EQR) - 4.29% | UNITEDHEALTH GROUP INC (UNH) - 2.51% |
| #7 | ESSEX PROPERTY TRUST INC (ESS) - 3.88% | MICROSOFT CORP (MSFT) - 2.27% |
| #8 | INVITATION HOMES INC (INVH) - 3.65% | ALPHABET INC CLASS A (GOOGL) - 2.12% |
| #9 | MID-AMERICA APARTMENT COMMUNITIES INC (MAA) - 3.11% | VISA INC CLASS A (V) - 2.10% |
| #10 | HEALTHPEAK PROPERTIES INC (DOC) - 3.06% | AMGEN INC (AMGN) - 2.10% |
| #11 | SUN COMMUNITIES INC (SUI) - 2.98% | AMERICAN EXPRESS CO (AXP) - 2.10% |
| #12 | OMEGA HEALTHCARE INVESTORS INC (OHI) - 2.93% | JPMORGAN CHASE & CO (JPM) - 2.02% |
| #13 | UDR INC (UDR) - 2.64% | THE HOME DEPOT INC (HD) - 1.99% |
| #14 | EQUITY LIFESTYLE PROPERTIES INC (ELS) - 2.52% | THE TRAVELERS COMPANIES INC (TRV) - 1.99% |
| #15 | AMERICAN HOMES 4 RENT CLASS A (AMH) - 2.31% | SHERWIN-WILLIAMS CO (SHW) - 1.94% |
| #16 | CAMDEN PROPERTY TRUST (CPT) - 2.27% | APPLE INC (AAPL) - 1.86% |
| #17 | AMERICAN HEALTHCARE REIT INC ORDINARY SHARES (AHR) - 2.13% | MCDONALD'S CORP (MCD) - 1.59% |
| #18 | CUBESMART (CUBE) - 1.87% | JOHNSON & JOHNSON (JNJ) - 1.50% |
| #19 | CARETRUST REIT INC (CTRE) - 1.83% | AMAZON.COM INC (AMZN) - 1.46% |
| #20 | ALEXANDRIA REAL ESTATE EQUITIES INC (ARE) - 1.66% | HONEYWELL INTERNATIONAL INC (HON) - 1.31% |
| #21 | HEALTHCARE REALTY TRUST INC (HR) - 1.42% | INTERNATIONAL BUSINESS MACHINES CORP (IBM) - 1.28% |
| #22 | SABRA HEALTH CARE REIT INC (SBRA) - 1.00% | BOEING CO (BA) - 1.28% |
| #23 | INDEPENDENCE REALTY TRUST INC (IRT) - 0.79% | NVIDIA CORP (NVDA) - 1.25% |
| #24 | NATIONAL HEALTH INVESTORS INC (NHI) - 0.73% | CHEVRON CORP (CVX) - 1.07% |
| #25 | NATIONAL STORAGE AFFILIATES TRUST (NSA) - 0.65% | SALESFORCE INC (CRM) - 0.99% |
| Total Holdings | 41 | 35 |
REZ vs UDOW - Historical Returns
Returns include dividend reinvestment.
1M
Winner
REZ
+8.71%
UDOW
+2.19%
3M
REZ
+11.88%
Winner
UDOW
+17.13%
6M
Winner
REZ
+15.55%
UDOW
+14.10%
1Y
REZ
+20.14%
Winner
UDOW
+47.15%
5Y(CAGR)
REZ
+4.52%
Winner
UDOW
+14.41%
10Y(CAGR)
REZ
+6.84%
Winner
UDOW
+22.80%
Max(CAGR)
REZ
+7.47%
Winner
UDOW
+26.28%
REZ vs UDOW - Annual Returns (2007 - 2026)
Returns include dividend reinvestment.
| Year | REZ | UDOW |
|---|---|---|
| 2026 | +19.04% | +18.42% |
| 2025 | +5.92% | +25.89% |
| 2024 | +11.32% | +28.33% |
| 2023 | +11.47% | +32.92% |
| 2022 | -27.56% | -33.72% |
| 2021 | +53.51% | +71.28% |
| 2020 | -5.33% | -20.26% |
| 2019 | +28.23% | +74.84% |
| 2018 | +4.66% | -24.56% |
| 2017 | +4.47% | +96.42% |
| 2016 | +4.24% | +54.65% |
| 2015 | +9.49% | -8.48% |
| 2014 | +35.31% | +28.98% |
| 2013 | -4.39% | +94.12% |
| 2012 | +12.79% | +20.87% |
| 2011 | +14.21% | +6.56% |
| 2010 | +33.25% | +51.43% |
| 2009 | +25.83% | N/A |
| 2008 | -23.84% | N/A |
| 2007 | -18.32% | N/A |
REZ vs UDOW Drawdown Comparison
The maximum drawdown for REZ was -66.88%, occurring on Mar 5, 2009. Recovery took 987 trading sessions.
The maximum drawdown for UDOW was -80.29%, occurring on Mar 23, 2020. Recovery took 291 trading sessions.
The current REZ drawdown is -0.25%. The current UDOW drawdown is -5.15%.
| Rank | REZ | UDOW |
|---|---|---|
| #1 | -66.88% May 30, 2007 - Apr 28, 2011 | -80.29% Feb 12, 2020 - Apr 9, 2021 |
| #2 | -44.15% Feb 14, 2020 - Apr 20, 2021 | -55.79% Jan 4, 2022 - Jul 16, 2024 |
| #3 | -35.03% Apr 20, 2022 - Feb 13, 2026 | -49.22% Jan 26, 2018 - Nov 15, 2019 |
| #4 | -20.19% Jul 22, 2011 - Jan 25, 2012 | -45.60% Apr 29, 2011 - Mar 13, 2012 |
| #5 | -20.10% May 21, 2013 - Aug 18, 2014 | -44.83% Dec 4, 2024 - Oct 24, 2025 |
| #6 | -17.68% Jun 26, 2017 - Aug 15, 2018 | -39.01% May 19, 2015 - Jul 14, 2016 |
| #7 | -15.17% Jul 22, 2016 - Jun 16, 2017 | -36.80% Apr 26, 2010 - Nov 4, 2010 |
| #8 | -13.44% Jan 27, 2015 - Dec 28, 2015 | -28.07% Feb 10, 2026 - May 29, 2026 |
| #9 | -12.69% Jan 5, 2016 - Mar 14, 2016 | -23.97% May 1, 2012 - Aug 16, 2012 |
| #10 | -10.79% Dec 6, 2018 - Jan 29, 2019 | -21.51% Oct 5, 2012 - Jan 17, 2013 |
| #11 | -10.37% Dec 31, 2021 - Mar 29, 2022 | -20.52% Dec 31, 2013 - Apr 2, 2014 |
| #12 | -10.00% Oct 21, 2019 - Feb 14, 2020 | -19.43% Sep 19, 2014 - Oct 31, 2014 |
| #13 | -8.76% Feb 17, 2026 - Apr 30, 2026 | -18.38% Nov 8, 2021 - Dec 29, 2021 |
| #14 | -8.22% Sep 5, 2014 - Oct 23, 2014 | -17.98% Jul 17, 2024 - Aug 30, 2024 |
| #15 | -7.79% Aug 17, 2018 - Nov 16, 2018 | -17.77% Feb 18, 2011 - Apr 6, 2011 |
Correlation
Correlation between REZ and UDOW is 0.94 which considered as a very strong positive correlation - the stocks move almost identically together.
0.94
-101
Dividend Comparison (2007 - 2026)
REZ vs UDOW dividend yield comparison.
| Year | REZ | UDOW |
|---|---|---|
| 2026 | 0.52% | 0.51% |
| 2025 | 2.74% | 1.38% |
| 2024 | 2.26% | 0.95% |
| 2023 | 2.94% | 0.95% |
| 2022 | 3.37% | 0.83% |
| 2021 | 1.81% | 0.26% |
| 2020 | 3.17% | 0.19% |
| 2019 | 2.90% | 0.61% |
| 2018 | 3.63% | 0.73% |
| 2017 | 3.57% | 0.13% |
| 2016 | 5.55% | 0.26% |
| 2015 | 3.18% | 0.21% |
| 2014 | 3.13% | 0.46% |
| 2013 | 3.92% | 0.35% |
| 2012 | 3.09% | 0.32% |
| 2011 | 3.12% | 0.33% |
| 2010 | 3.03% | 0.22% |
| 2009 | 3.83% | 0.00% |
| 2008 | 8.89% | 0.00% |
| 2007 | 4.58% | 0.00% |
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