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