AEG vs EQH
Comparison between Aegon Ltd (AEG, Company) and Equitable Holdings Inc (EQH, Company).
Both AEG and EQH are from the Financial Services sector.
5-Year PerformanceAEG has outperformed EQH, delivering a return of +21.4% compared to +11.8%
AEG vs EQH - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
AEG vs EQH - Historical Returns
Returns include dividend reinvestment.
AEG vs EQH - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | AEG | EQH |
|---|---|---|
| 2026 | +11.65% | -4.25% |
| 2025 | +39.17% | +2.13% |
| 2024 | +8.78% | +45.79% |
| 2023 | +20.84% | +19.98% |
| 2022 | +5.13% | -11.54% |
| 2021 | +31.82% | +35.63% |
| 2020 | -11.82% | +6.06% |
| 2019 | +6.23% | +55.18% |
| 2018 | -22.83% | -17.22% |
| 2017 | +17.94% | N/A |
| 2016 | +6.18% | N/A |
| 2015 | -20.99% | N/A |
| 2014 | -17.10% | N/A |
| 2013 | +51.63% | N/A |
| 2012 | +61.75% | N/A |
| 2011 | -35.27% | N/A |
| 2010 | -10.25% | N/A |
| 2009 | -1.38% | N/A |
| 2008 | -62.99% | N/A |
| 2007 | -4.61% | N/A |
| 2006 | +16.78% | N/A |
| 2005 | +24.34% | N/A |
| 2004 | -3.45% | N/A |
| 2003 | +13.18% | N/A |
| 2002 | -50.21% | N/A |
| 2001 | -33.63% | N/A |
| 2000 | -15.08% | N/A |
| 1999 | +6.18% | N/A |
AEG vs EQH Drawdown Comparison
The maximum drawdown for AEG was -93.29%, occurring on Mar 9, 2009. This drawdown has not yet recovered.
The maximum drawdown for EQH was -61.31%, occurring on Mar 23, 2020. Recovery took 194 trading sessions.
The current AEG drawdown is -49.63%. The current EQH drawdown is -17.20%.
| Rank | AEG | EQH |
|---|---|---|
| #1 | -93.29% Jan 3, 2000 - Mar 9, 2009 | -61.31% Feb 20, 2020 - Nov 24, 2020 |
| #2 | -3.71% Dec 8, 1999 - Dec 20, 1999 | -35.87% Jun 30, 2025 - Mar 27, 2026 |
| #3 | -2.97% Nov 26, 1999 - Dec 7, 1999 | -35.10% Feb 10, 2022 - Dec 14, 2023 |
| #4 | -1.99% Nov 8, 1999 - Nov 16, 1999 | -34.83% Sep 4, 2018 - May 3, 2019 |
| #5 | -1.94% Dec 27, 1999 - Jan 3, 2000 | -20.65% Feb 19, 2025 - Jun 26, 2025 |
| #6 | -1.44% Nov 17, 1999 - Nov 24, 1999 | -19.60% May 5, 2021 - Nov 4, 2021 |
| #7 | -0.93% Dec 20, 1999 - Dec 22, 1999 | -15.04% Jul 31, 2024 - Oct 11, 2024 |
| #8 | -0.08% Nov 3, 1999 - Nov 5, 1999 | -13.18% Nov 4, 2021 - Jan 7, 2022 |
| #9 | N/A | -13.03% Jul 24, 2019 - Sep 27, 2019 |
| #10 | N/A | -12.24% May 3, 2019 - Jul 23, 2019 |
| #11 | N/A | -11.55% Nov 6, 2024 - Jan 15, 2025 |
| #12 | N/A | -11.29% Jan 14, 2021 - Feb 16, 2021 |
| #13 | N/A | -11.09% Jan 14, 2022 - Feb 9, 2022 |
| #14 | N/A | -10.91% Sep 27, 2019 - Oct 28, 2019 |
| #15 | N/A | -8.85% Dec 4, 2020 - Jan 12, 2021 |
Correlation
Correlation between AEG and EQH is 0.87 which considered as a strong positive correlation - the stocks tend to move together.
Dividend Comparison (2000 - 2026)
AEG vs EQH dividend yield comparison.
| Year | AEG | EQH |
|---|---|---|
| 2026 | 2.93% | 1.26% |
| 2025 | 5.72% | 2.20% |
| 2024 | 5.93% | 1.99% |
| 2023 | 4.89% | 2.58% |
| 2022 | 4.08% | 2.72% |
| 2021 | 3.37% | 2.17% |
| 2020 | 1.80% | 2.58% |
| 2019 | 7.37% | 2.34% |
| 2018 | 7.02% | 1.56% |
| 2017 | 4.74% | 0.00% |
| 2016 | 5.30% | 0.00% |
| 2015 | 4.72% | 0.00% |
| 2014 | 3.95% | 0.00% |
| 2013 | 3.03% | 0.00% |
| 2012 | 3.58% | 0.00% |
| 2008 | 15.81% | 0.00% |
| 2007 | 4.74% | 0.00% |
| 2006 | 3.13% | 0.00% |
| 2005 | 3.36% | 0.00% |
| 2004 | 3.60% | 0.00% |
| 2003 | 1.53% | 0.00% |
| 2002 | 5.99% | 0.00% |
| 2001 | 2.70% | 0.00% |
| 2000 | 0.66% | 0.00% |
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