EQH vs AGNC

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

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

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

EQH vs AGNC - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

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

Market Cap

Winner

EQH

$12B

AGNC

$12B

Max Drawdown

Winner

EQH

61.62%

AGNC

81.08%

Sharpe Ratio

EQH

-0.45

Winner

AGNC

1.75

5Y Beta

EQH

1.38

Winner

AGNC

0.67

Industry

EQH

Asset Management

AGNC

Reit - Mortgage

P/E Ratio

Winner

EQH

-9.27

AGNC

8.00

Forward P/E

Winner

EQH

4.58

AGNC

6.74

PEG Ratio

EQH

N/A

AGNC

0.05

Dividend Yield

EQH

2.32%

Winner

AGNC

13.40%

5Y Dividends CAGR

Winner

EQH

9.72%

AGNC

1.61%

5Y EPS CAGR

Winner

EQH

25.02%

AGNC

-25.22%

Debt to Equity

Winner

EQH

-5216.22%

AGNC

0.00%

Free Cash Flow Yield

EQH

5.76%

Winner

AGNC

6.85%

P/S Ratio

Winner

EQH

1.09

AGNC

7.72

P/B Ratio

EQH

164.14

Winner

AGNC

1.20

EQH vs AGNC - Historical Returns

Returns include dividend reinvestment.

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

Winner

EQH

+9.76%

AGNC

+6.38%

EQH

-6.72%

Winner

AGNC

-0.98%

EQH

-4.64%

Winner

AGNC

+12.23%

EQH

-14.78%

Winner

AGNC

+40.91%

5Y(CAGR)

Winner

EQH

+6.61%

AGNC

+3.10%

10Y(CAGR)

EQH

N/A

AGNC

+6.97%

Max(CAGR)

Winner

EQH

+12.47%

AGNC

+11.62%

EQH vs AGNC - Annual Returns (2008 - 2026)

Returns include dividend reinvestment.

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

EQH vs AGNC Drawdown Comparison

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

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

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

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

Correlation

Correlation between EQH and AGNC 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)

EQH vs AGNC dividend yield comparison.

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