AGNC vs EQH

Comparison between AGNC Investment Corp (AGNC, Company) and Equitable Holdings Inc (EQH, Company).

AGNC is from the Real Estate sector, while EQH is from the Financial Services sector.

5-Year PerformanceEQH has outperformed AGNC, delivering a return of +6.6% compared to +3.1%

AGNC vs EQH - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	AGNC(COMPANY)	EQH(COMPANY)
Market Cap	$12B	$12B
Max Drawdown	81.08%	61.62%
Sharpe Ratio	1.75	-0.45
5Y Beta	0.67	1.38
Industry	Reit - Mortgage	Asset Management
P/E Ratio	8.00	-9.27
Forward P/E	6.74	4.58
PEG Ratio	0.05	N/A
Dividend Yield	13.40%	2.32%
5Y Dividends CAGR	1.61%	9.72%
5Y EPS CAGR	-25.22%	25.02%
Debt to Equity	0.00%	-5216.22%
Free Cash Flow Yield	6.85%	5.76%
P/S Ratio	7.72	1.09
P/B Ratio	1.20	164.14

Market Cap

AGNC

$12B

Winner

EQH

$12B

Max Drawdown

AGNC

81.08%

Winner

EQH

61.62%

Sharpe Ratio

Winner

AGNC

1.75

EQH

-0.45

5Y Beta

Winner

AGNC

0.67

EQH

1.38

Industry

AGNC

Reit - Mortgage

EQH

Asset Management

P/E Ratio

AGNC

8.00

Winner

EQH

-9.27

Forward P/E

AGNC

6.74

Winner

EQH

4.58

PEG Ratio

AGNC

0.05

EQH

N/A

Dividend Yield

Winner

AGNC

13.40%

EQH

2.32%

5Y Dividends CAGR

AGNC

1.61%

Winner

EQH

9.72%

5Y EPS CAGR

AGNC

-25.22%

Winner

EQH

25.02%

Debt to Equity

AGNC

0.00%

Winner

EQH

-5216.22%

Free Cash Flow Yield

Winner

AGNC

6.85%

EQH

5.76%

P/S Ratio

AGNC

7.72

Winner

EQH

1.09

P/B Ratio

Winner

AGNC

1.20

EQH

164.14

AGNC vs EQH - Historical Returns

Returns include dividend reinvestment.

Period	AGNC	EQH
1 month	+6.38%	+9.76%
3 months	-0.98%	-6.72%
6 months	+12.23%	-4.64%
1 year	+40.91%	-14.78%
5 years(CAGR)	+3.10%	+6.61%
10 years(CAGR)	+6.97%	N/A
Max(CAGR)	+11.62%	+12.47%

AGNC

+6.38%

Winner

EQH

+9.76%

Winner

AGNC

-0.98%

EQH

-6.72%

Winner

AGNC

+12.23%

EQH

-4.64%

Winner

AGNC

+40.91%

EQH

-14.78%

5Y(CAGR)

AGNC

+3.10%

Winner

EQH

+6.61%

10Y(CAGR)

AGNC

+6.97%

EQH

N/A

Max(CAGR)

AGNC

+11.62%

Winner

EQH

+12.47%

AGNC vs EQH - Annual Returns (2008 - 2026)

Returns include dividend reinvestment.

Year	AGNC	EQH
2026	+3.81%	-10.53%
2025	+33.83%	+2.13%
2024	+10.58%	+45.79%
2023	+8.86%	+19.98%
2022	-23.81%	-11.54%
2021	+6.67%	+35.63%
2020	-2.19%	+6.06%
2019	+12.74%	+55.18%
2018	-1.28%	-17.22%
2017	+20.77%	N/A
2016	+15.72%	N/A
2015	-11.87%	N/A
2014	+26.43%	N/A
2013	-25.71%	N/A
2012	+19.74%	N/A
2011	+18.83%	N/A
2010	+31.30%	N/A
2009	+56.39%	N/A
2008	+25.51%	N/A

AGNC vs EQH Drawdown Comparison

The maximum drawdown for AGNC was -54.54%, occurring on Oct 10, 2022. Recovery took 1109 trading sessions.

The maximum drawdown for EQH was -61.31%, occurring on Mar 23, 2020. Recovery took 194 trading sessions.

The current AGNC drawdown is -6.76%. The current EQH drawdown is -22.64%.

Rank	AGNC	EQH
#1	-54.54% Jun 8, 2021 - Nov 5, 2025	-61.31% Feb 20, 2020 - Nov 24, 2020
#2	-51.76% Feb 20, 2020 - Apr 16, 2021	-35.87% Jun 30, 2025 - Mar 27, 2026
#3	-37.29% Apr 30, 2013 - Apr 4, 2017	-35.10% Feb 10, 2022 - Dec 14, 2023
#4	-31.04% Dec 31, 2008 - Jun 9, 2009	-34.83% Sep 4, 2018 - May 3, 2019
#5	-28.81% May 16, 2008 - Sep 8, 2008	-20.65% Feb 19, 2025 - Jun 26, 2025
#6	-22.42% Sep 8, 2008 - Nov 4, 2008	-19.60% May 5, 2021 - Nov 4, 2021
#7	-18.99% Sep 17, 2012 - Mar 28, 2013	-15.04% Jul 31, 2024 - Oct 11, 2024
#8	-18.68% Jan 27, 2026 - Mar 27, 2026	-13.18% Nov 4, 2021 - Jan 7, 2022
#9	-15.90% Oct 17, 2017 - Nov 7, 2019	-13.03% Jul 24, 2019 - Sep 27, 2019
#10	-15.36% Sep 23, 2009 - Mar 22, 2010	-12.24% May 3, 2019 - Jul 23, 2019
#11	-11.69% Jul 6, 2011 - Dec 6, 2011	-11.55% Nov 6, 2024 - Jan 15, 2025
#12	-11.06% Nov 5, 2008 - Nov 25, 2008	-11.29% Jan 14, 2021 - Feb 16, 2021
#13	-10.94% Apr 29, 2010 - Jun 14, 2010	-11.09% Jan 14, 2022 - Feb 9, 2022
#14	-10.17% Dec 3, 2008 - Dec 19, 2008	-10.91% Sep 27, 2019 - Oct 28, 2019
#15	-7.92% Apr 27, 2017 - Jun 9, 2017	-8.85% Dec 4, 2020 - Jan 12, 2021

Correlation

Correlation between AGNC and EQH is 0.59 which considered as a moderate positive correlation - the stocks show some tendency to move together.

0.59

-101

Dividend Comparison (2008 - 2026)

AGNC vs EQH dividend yield comparison.

Year	AGNC	EQH
2026	4.42%	0.63%
2025	13.43%	2.20%
2024	15.64%	1.99%
2023	14.68%	2.58%
2022	13.91%	2.72%
2021	9.57%	2.17%
2020	10.00%	2.58%
2019	11.31%	2.34%
2018	12.31%	1.56%
2017	10.70%	0.00%
2016	12.69%	0.00%
2015	14.30%	0.00%
2014	11.96%	0.00%
2013	19.44%	0.00%
2012	17.30%	0.00%
2011	19.94%	0.00%
2010	19.49%	0.00%
2009	19.40%	0.00%
2008	11.75%	0.00%