TPYP vs REZ
Comparison between TORTOISE NORTH AMERICAN PIPELINE ETF (TPYP, ETF) and ISHARES RESIDENTIAL AND MULTISECTOR REAL ESTATE ETF (REZ, ETF).
5-Year PerformanceTPYP has outperformed REZ, delivering a return of +20.3% compared to +4.2%
TPYP vs REZ - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
TPYP
$877M
REZ
$874M
Expense Ratio
Winner
TPYP
0.40%
REZ
0.48%
Max Drawdown
Winner
TPYP
53.78%
REZ
70.29%
Sharpe Ratio
Winner
TPYP
1.37
REZ
0.91
5Y Beta
Winner
TPYP
0.35
REZ
0.35
P/E Ratio
Winner
TPYP
19.08
REZ
41.00
Forward P/E
Winner
TPYP
17.76
REZ
41.11
PEG Ratio
TPYP
0.55
REZ
N/A
5Y Dividends CAGR
Winner
TPYP
10.91%
REZ
-1.35%
5Y EPS CAGR
Winner
TPYP
18.51%
REZ
6.94%
Debt to Equity
TPYP
N/A
REZ
51.96%
P/S Ratio
Winner
TPYP
1.78
REZ
8.28
P/B Ratio
TPYP
2.96
Winner
REZ
2.75
TPYP vs REZ - Holdings Comparison
TPYP and REZ have 1 common holdings. Overlap is 0.00%
TPYP's top 25 holdings weight is 91.83%. REZ's top 25 holdings weight is 97.06%.
| Rank | TPYP | REZ |
|---|---|---|
| #1 | CHENIERE ENERGY INC (LNG) - 7.66% | WELLTOWER INC (WELL) - 24.27% |
| #2 | WILLIAMS COMPANIES INC (WMB) - 7.45% | PUBLIC STORAGE (PSA) - 9.95% |
| #3 | KINDER MORGAN INC CLASS P (KMI) - 7.42% | VENTAS INC (VTR) - 7.89% |
| #4 | TC ENERGY CORP (n/a) - 7.32% | EXTRA SPACE STORAGE INC (EXR) - 5.63% |
| #5 | ENBRIDGE INC (n/a) - 7.21% | AVALONBAY COMMUNITIES INC (AVB) - 4.13% |
| #6 | TARGA RESOURCES CORP (TRGP) - 7.04% | EQUITY RESIDENTIAL (EQR) - 4.12% |
| #7 | ONEOK INC (OKE) - 6.77% | ESSEX PROPERTY TRUST INC (ESS) - 3.75% |
| #8 | ENERGY TRANSFER LP (ET) - 4.16% | INVITATION HOMES INC (INVH) - 3.68% |
| #9 | ATMOS ENERGY CORP (ATO) - 4.05% | MID-AMERICA APARTMENT COMMUNITIES INC (MAA) - 3.19% |
| #10 | PEMBINA PIPELINE CORP (n/a) - 4.03% | SUN COMMUNITIES INC (SUI) - 3.01% |
| #11 | ENTERPRISE PRODUCTS PARTNERS LP (EPD) - 3.98% | HEALTHPEAK PROPERTIES INC (DOC) - 2.99% |
| #12 | NISOURCE INC (NI) - 3.81% | OMEGA HEALTHCARE INVESTORS INC (OHI) - 2.85% |
| #13 | ALTAGAS LTD (n/a) - 2.61% | EQUITY LIFESTYLE PROPERTIES INC (ELS) - 2.58% |
| #14 | KEYERA CORP (n/a) - 2.55% | UDR INC (UDR) - 2.52% |
| #15 | MPLX LP PARTNERSHIP UNITS (MPLX) - 2.37% | AMERICAN HOMES 4 RENT CLASS A (AMH) - 2.37% |
| #16 | NATIONAL FUEL GAS CO (NFG) - 1.65% | CAMDEN PROPERTY TRUST (CPT) - 2.23% |
| #17 | DT MIDSTREAM INC ORDINARY SHARES (DTM) - 1.62% | AMERICAN HEALTHCARE REIT INC ORDINARY SHARES (AHR) - 2.09% |
| #18 | ANTERO MIDSTREAM CORP (AM) - 1.61% | CUBESMART (CUBE) - 1.95% |
| #19 | ARCHROCK INC (AROC) - 1.44% | CARETRUST REIT INC (CTRE) - 1.81% |
| #20 | SOUTHWEST GAS HOLDINGS INC (SWX) - 1.28% | ALEXANDRIA REAL ESTATE EQUITIES INC (ARE) - 1.72% |
| #21 | NEW JERSEY RESOURCES CORP (NJR) - 1.27% | HEALTHCARE REALTY TRUST INC (HR) - 1.34% |
| #22 | PLAINS ALL AMERICAN PIPELINE LP (PAA) - 1.26% | SABRA HEALTH CARE REIT INC (SBRA) - 1.05% |
| #23 | WESTERN MIDSTREAM PARTNERS LP (WES) - 1.19% | INDEPENDENCE REALTY TRUST INC (IRT) - 0.82% |
| #24 | ONE GAS INC (OGS) - 1.06% | NATIONAL HEALTH INVESTORS INC (NHI) - 0.70% |
| #25 | SPIRE INC (SR) - 1.02% | MEDICAL PROPERTIES TRUST INC (MPT) - 0.42% |
| Total Holdings | 43 | 40 |
TPYP vs REZ - Historical Returns
Returns include dividend reinvestment.
1M
Winner
TPYP
-1.35%
REZ
-1.82%
3M
TPYP
-1.57%
Winner
REZ
+5.45%
6M
TPYP
+6.69%
Winner
REZ
+8.70%
1Y
Winner
TPYP
+24.56%
REZ
+18.09%
5Y(CAGR)
Winner
TPYP
+20.34%
REZ
+4.24%
10Y(CAGR)
Winner
TPYP
+11.37%
REZ
+7.00%
Max(CAGR)
Winner
TPYP
+9.72%
REZ
+7.33%
TPYP vs REZ - Annual Returns (2007 - 2026)
Returns include dividend reinvestment.
| Year | TPYP | REZ |
|---|---|---|
| 2026 | +22.05% | +16.88% |
| 2025 | +5.69% | +5.92% |
| 2024 | +36.44% | +11.32% |
| 2023 | +12.49% | +11.47% |
| 2022 | +14.72% | -27.56% |
| 2021 | +35.79% | +53.51% |
| 2020 | -20.62% | -5.33% |
| 2019 | +21.98% | +28.23% |
| 2018 | -12.40% | +4.66% |
| 2017 | +1.52% | +4.47% |
| 2016 | +37.46% | +4.24% |
| 2015 | -28.32% | +9.49% |
| 2014 | N/A | +35.31% |
| 2013 | N/A | -4.39% |
| 2012 | N/A | +12.79% |
| 2011 | N/A | +14.21% |
| 2010 | N/A | +33.25% |
| 2009 | N/A | +25.83% |
| 2008 | N/A | -23.84% |
| 2007 | N/A | -18.32% |
TPYP vs REZ Drawdown Comparison
The maximum drawdown for TPYP was -51.91%, occurring on Mar 18, 2020. Recovery took 461 trading sessions.
The maximum drawdown for REZ was -66.88%, occurring on Mar 5, 2009. Recovery took 987 trading sessions.
The current TPYP drawdown is -3.24%. The current REZ drawdown is -3.25%.
| Rank | TPYP | REZ |
|---|---|---|
| #1 | -51.91% Jul 11, 2019 - May 10, 2021 | -66.88% May 30, 2007 - Apr 28, 2011 |
| #2 | -38.23% Jun 30, 2015 - Sep 8, 2016 | -44.15% Feb 14, 2020 - Apr 20, 2021 |
| #3 | -21.02% Aug 22, 2018 - Mar 20, 2019 | -35.03% Apr 20, 2022 - Feb 13, 2026 |
| #4 | -17.93% Jun 7, 2022 - Jan 3, 2024 | -20.19% Jul 22, 2011 - Jan 25, 2012 |
| #5 | -14.35% Jan 23, 2018 - Jul 19, 2018 | -20.10% May 21, 2013 - Aug 18, 2014 |
| #6 | -13.17% Apr 2, 2025 - Sep 24, 2025 | -17.68% Jun 26, 2017 - Aug 15, 2018 |
| #7 | -11.61% Jun 16, 2021 - Oct 14, 2021 | -15.17% Jul 22, 2016 - Jun 16, 2017 |
| #8 | -10.82% Oct 20, 2021 - Jan 12, 2022 | -13.44% Jan 27, 2015 - Dec 28, 2015 |
| #9 | -9.91% Nov 29, 2024 - Jan 16, 2025 | -12.69% Jan 5, 2016 - Mar 14, 2016 |
| #10 | -9.17% Sep 8, 2016 - Dec 23, 2016 | -10.79% Dec 6, 2018 - Jan 29, 2019 |
| #11 | -8.30% Feb 3, 2017 - Jan 3, 2018 | -10.37% Dec 31, 2021 - Mar 29, 2022 |
| #12 | -7.89% Jan 21, 2025 - Apr 2, 2025 | -10.00% Oct 21, 2019 - Feb 14, 2020 |
| #13 | -7.44% Apr 20, 2022 - Jun 1, 2022 | -8.76% Feb 17, 2026 - Apr 30, 2026 |
| #14 | -6.84% May 19, 2026 - Jul 23, 2026 | -8.22% Sep 5, 2014 - Oct 23, 2014 |
| #15 | -6.79% Sep 26, 2025 - Jan 21, 2026 | -7.79% Aug 17, 2018 - Nov 16, 2018 |
Correlation
Correlation between TPYP and REZ is 0.84 which considered as a strong positive correlation - the stocks tend to move together.
0.84
-101
Dividend Comparison (2007 - 2026)
TPYP vs REZ dividend yield comparison.
| Year | TPYP | REZ |
|---|---|---|
| 2026 | 1.61% | 0.53% |
| 2025 | 3.91% | 2.74% |
| 2024 | 3.95% | 2.26% |
| 2023 | 4.83% | 2.94% |
| 2022 | 4.48% | 3.37% |
| 2021 | 4.86% | 1.81% |
| 2020 | 6.14% | 3.17% |
| 2019 | 4.45% | 2.90% |
| 2018 | 4.58% | 3.63% |
| 2017 | 3.71% | 3.57% |
| 2016 | 3.49% | 5.55% |
| 2015 | 2.56% | 3.18% |
| 2014 | 0.00% | 3.13% |
| 2013 | 0.00% | 3.92% |
| 2012 | 0.00% | 3.09% |
| 2011 | 0.00% | 3.12% |
| 2010 | 0.00% | 3.03% |
| 2009 | 0.00% | 3.83% |
| 2008 | 0.00% | 8.89% |
| 2007 | 0.00% | 4.58% |
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