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EQH-P-C vs SPY

Comparison between Equitable Holdings Inc (EQH-P-C, Company) and SPDR S&P 500 ETF Trust (SPY, ETF).

5-Year PerformanceSPY has outperformed EQH-P-C, delivering a return of +13.8% compared to -2.8%

EQH-P-C vs SPY - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Market Cap / Net Assets
EQH-P-C
$4.68B
Winner
SPY
$735B
Expense Ratio
EQH-P-C
N/A
SPY
0.09%
Max Drawdown
Winner
EQH-P-C
45.74%
SPY
56.47%
Sharpe Ratio
EQH-P-C
0.19
Winner
SPY
1.67
5Y Beta
Winner
EQH-P-C
0.26
SPY
1.00
P/E Ratio
Winner
EQH-P-C
-3.50
SPY
28.81
Forward P/E
EQH-P-C
N/A
SPY
22.07
5Y Dividends CAGR
Winner
EQH-P-C
46.35%
SPY
5.43%
5Y EPS CAGR
EQH-P-C
25.02%
Winner
SPY
25.84%
Debt to Equity
Winner
EQH-P-C
-5216.22%
SPY
34.16%
Free Cash Flow Yield
EQH-P-C
15.27%
SPY
N/A
P/S Ratio
EQH-P-C
N/A
SPY
3.69
P/B Ratio
EQH-P-C
N/A
SPY
5.54

EQH-P-C vs SPY - Historical Returns

Returns include dividend reinvestment.

1M
EQH-P-C
-0.61%
Winner
SPY
+4.59%
3M
EQH-P-C
-1.52%
Winner
SPY
+7.81%
6M
EQH-P-C
+5.01%
Winner
SPY
+14.24%
1Y
EQH-P-C
+5.37%
Winner
SPY
+26.47%
5Y(CAGR)
EQH-P-C
-2.82%
Winner
SPY
+13.84%
10Y(CAGR)
EQH-P-C
N/A
SPY
+15.57%
Max(CAGR)
EQH-P-C
-2.45%
Winner
SPY
+8.50%

EQH-P-C vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearEQH-P-CSPY
2026+0.51%+8.80%
2025-3.07%+18.00%
2024+11.09%+25.59%
2023-0.91%+26.72%
2022-25.50%-18.64%
2021+5.15%+30.52%
2020N/A+17.28%
2019N/A+31.09%
2018N/A-5.24%
2017N/A+20.78%
2016N/A+13.59%
2015N/A+1.31%
2014N/A+14.56%
2013N/A+29.00%
2012N/A+14.17%
2011N/A+0.85%
2010N/A+13.14%
2009N/A+22.67%
2008N/A-36.25%
2007N/A+5.32%
2006N/A+13.85%
2005N/A+5.32%
2004N/A+10.75%
2003N/A+24.18%
2002N/A-22.42%
2001N/A-10.13%
2000N/A-8.84%
1999N/A+8.61%

EQH-P-C vs SPY Drawdown Comparison

The maximum drawdown for EQH-P-C was -38.69%, occurring on Oct 19, 2023. This drawdown has not yet recovered.

The maximum drawdown for SPY was -55.20%, occurring on Mar 9, 2009. Recovery took 1224 trading sessions.

The current EQH-P-C drawdown is -16.75%. The current SPY drawdown is -0.92%.

RankEQH-P-CSPY
#1-38.69%
Dec 31, 2021 - Oct 19, 2023		-55.20%
Oct 9, 2007 - Aug 16, 2012
#2-4.90%
Feb 10, 2021 - Jun 9, 2021		-47.50%
Mar 24, 2000 - Oct 26, 2006
#3-2.99%
Nov 4, 2021 - Dec 31, 2021		-33.70%
Feb 19, 2020 - Aug 10, 2020
#4-2.17%
Sep 16, 2021 - Nov 4, 2021		-24.50%
Jan 3, 2022 - Dec 13, 2023
#5-1.72%
Jan 6, 2021 - Feb 1, 2021		-19.34%
Sep 20, 2018 - Apr 12, 2019
#6-0.87%
Jun 30, 2021 - Sep 2, 2021		-18.76%
Feb 19, 2025 - Jun 26, 2025
#7-0.79%
Jun 9, 2021 - Jun 30, 2021		-13.02%
Jul 20, 2015 - Apr 18, 2016
#8-0.16%
Sep 3, 2021 - Sep 8, 2021		-10.10%
Jan 26, 2018 - Aug 6, 2018
#9-0.16%
Feb 2, 2021 - Feb 8, 2021		-9.44%
Sep 2, 2020 - Nov 11, 2020
#10-0.12%
Sep 10, 2021 - Sep 14, 2021		-9.30%
Jan 19, 2000 - Mar 17, 2000
#11N/A-9.05%
Jul 19, 2007 - Oct 5, 2007
#12N/A-8.88%
Jan 27, 2026 - Apr 14, 2026
#13N/A-8.41%
Jul 16, 2024 - Sep 19, 2024
#14N/A-7.35%
Sep 14, 2012 - Jan 2, 2013
#15N/A-7.27%
Sep 18, 2014 - Oct 31, 2014

Correlation

Correlation between EQH-P-C and SPY is 0.10 which considered as a very weak or no correlation - the stocks move independently of each other.

0.10
-101

Dividend Comparison (1999 - 2026)

EQH-P-C vs SPY dividend yield comparison.

YearEQH-P-CSPY
20261.65%0.24%
20256.61%1.07%
20246.17%1.21%
20236.49%1.40%
20226.08%1.65%
20213.98%1.20%
20200.00%1.52%
20190.00%1.75%
20180.00%2.04%
20170.00%1.80%
20160.00%2.03%
20150.00%2.06%
20140.00%1.87%
20130.00%1.81%
20120.00%2.18%
20110.00%2.05%
20100.00%1.80%
20090.00%1.95%
20080.00%3.02%
20070.00%1.85%
20060.00%1.73%
20050.00%1.73%
20040.00%1.82%
20030.00%1.47%
20020.00%1.70%
20010.00%1.25%
20000.00%1.15%
19990.00%0.24%

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