EQH vs ERIE

Comparison between Equitable Holdings Inc (EQH, Company) and Erie Indemnity Co. - Class A (ERIE, Company).

Both EQH and ERIE are from the Financial Services sector.

5-Year PerformanceEQH has outperformed ERIE, delivering a return of +7.8% compared to +3.7%

EQH vs ERIE - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	EQH(COMPANY)	ERIE(COMPANY)
Market Cap	$12B	$12B
Max Drawdown	61.62%	61.34%
Sharpe Ratio	-0.59	-1.43
Industry	Asset Management	Insurance Brokers
P/E Ratio	-15.23	20.31
Forward P/E	4.58	26.74
Dividend Yield	0.07%	2.52%
5Y Dividends CAGR	9.72%	3.19%
5Y EPS CAGR	-30.68%	13.73%
Debt to Equity	1405.49%	0.00%
Free Cash Flow Yield	9.06%	4.62%

Market Cap

Winner

EQH

$12B

ERIE

$12B

Max Drawdown

EQH

61.62%

Winner

ERIE

61.34%

Sharpe Ratio

Winner

EQH

-0.59

ERIE

-1.43

Industry

EQH

Asset Management

ERIE

Insurance Brokers

P/E Ratio

Winner

EQH

-15.23

ERIE

20.31

Forward P/E

Winner

EQH

4.58

ERIE

26.74

Dividend Yield

EQH

0.07%

Winner

ERIE

2.52%

5Y Dividends CAGR

Winner

EQH

9.72%

ERIE

3.19%

5Y EPS CAGR

EQH

-30.68%

Winner

ERIE

13.73%

Debt to Equity

EQH

1405.49%

Winner

ERIE

0.00%

Free Cash Flow Yield

Winner

EQH

9.06%

ERIE

4.62%

EQH vs ERIE - Historical Returns

Returns include dividend reinvestment.

Period	EQH	ERIE
1 month	-0.41%	-4.55%
3 months	+3.58%	-17.60%
6 months	-11.02%	-24.16%
1 year	-21.54%	-36.33%
5 years(CAGR)	+7.77%	+3.69%
10 years(CAGR)	+11.97%	+10.90%
Max(CAGR)	+11.97%	+10.52%

Winner

EQH

-0.41%

ERIE

-4.55%

Winner

EQH

+3.58%

ERIE

-17.60%

Winner

EQH

-11.02%

ERIE

-24.16%

Winner

EQH

-21.54%

ERIE

-36.33%

5Y(CAGR)

Winner

EQH

+7.77%

ERIE

+3.69%

10Y(CAGR)

Winner

EQH

+11.97%

ERIE

+10.90%

Max(CAGR)

Winner

EQH

+11.97%

ERIE

+10.52%

EQH vs ERIE - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	EQH	ERIE
2026	-13.16%	-19.68%
2025	+2.13%	-28.92%
2024	+45.79%	+24.67%
2023	+19.98%	+39.75%
2022	-11.54%	+31.76%
2021	+35.63%	-18.76%
2020	+6.06%	+53.13%
2019	+55.18%	+30.09%
2018	-17.22%	+14.91%
2017	N/A	+10.96%
2016	N/A	+21.90%
2015	N/A	+10.52%
2014	N/A	+29.89%
2013	N/A	+8.06%
2012	N/A	-4.19%
2011	N/A	+21.00%
2010	N/A	+71.55%
2009	N/A	+8.54%
2008	N/A	-23.30%
2007	N/A	-7.83%
2006	N/A	+11.45%
2005	N/A	+4.58%
2004	N/A	+27.59%
2003	N/A	+18.16%
2002	N/A	-2.49%
2001	N/A	+30.77%
2000	N/A	-1.93%
1999	N/A	+1.57%

EQH vs ERIE Drawdown Comparison

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

The maximum drawdown for ERIE was -60.21%, occurring on May 4, 2026. This drawdown has not yet recovered.

The current EQH drawdown is -24.91%. The current ERIE drawdown is -58.31%.

Rank	EQH	ERIE
#1	-61.31% Feb 20, 2020 - Nov 24, 2020	-60.21% Sep 24, 2024 - May 4, 2026
#2	-35.87% Jun 30, 2025 - Mar 27, 2026	-50.77% Sep 18, 2007 - Sep 1, 2010
#3	-35.10% Feb 10, 2022 - Dec 14, 2023	-49.12% Jul 25, 2019 - Jan 8, 2021
#4	-34.83% Sep 4, 2018 - May 3, 2019	-36.75% Feb 9, 2021 - Oct 31, 2022
#5	-20.65% Feb 19, 2025 - Jun 26, 2025	-27.64% Nov 30, 2022 - Aug 9, 2023
#6	-19.60% May 5, 2021 - Nov 4, 2021	-27.08% Nov 30, 1999 - May 16, 2001
#7	-15.04% Jul 31, 2024 - Oct 11, 2024	-24.03% May 6, 2002 - Feb 9, 2004
#8	-13.18% Nov 4, 2021 - Jan 7, 2022	-20.26% Oct 27, 2011 - Mar 15, 2013
#9	-13.03% Jul 24, 2019 - Sep 27, 2019	-17.94% Jul 22, 2013 - Oct 17, 2014
#10	-12.24% May 3, 2019 - Jul 23, 2019	-17.64% May 31, 2001 - Jul 30, 2001
#11	-11.55% Nov 6, 2024 - Jan 15, 2025	-15.91% Mar 7, 2024 - Jul 26, 2024
#12	-11.29% Jan 14, 2021 - Feb 16, 2021	-15.67% Jul 21, 2011 - Oct 10, 2011
#13	-11.09% Jan 14, 2022 - Feb 9, 2022	-13.29% Feb 23, 2015 - Nov 18, 2015
#14	-10.91% Sep 27, 2019 - Oct 28, 2019	-12.66% Jul 28, 2017 - Aug 1, 2018
#15	-8.85% Dec 4, 2020 - Jan 12, 2021	-12.36% Oct 17, 2023 - Dec 11, 2023

Correlation

Correlation between EQH and ERIE is 0.80 which considered as a strong positive correlation - the stocks tend to move together.

0.80

-101

Dividend Comparison (2000 - 2026)

EQH vs ERIE dividend yield comparison.

Year	EQH	ERIE
2026	0.65%	1.33%
2025	2.20%	1.90%
2024	1.99%	1.24%
2023	2.58%	1.42%
2022	2.72%	1.79%
2021	2.17%	2.15%
2020	2.58%	2.39%
2019	2.34%	2.17%
2018	1.56%	2.52%
2017	0.00%	2.57%
2016	0.00%	1.95%
2015	0.00%	3.61%
2014	0.00%	2.80%
2013	0.00%	2.43%
2012	0.00%	6.94%
2011	0.00%	2.64%
2010	0.00%	2.20%
2009	0.00%	4.69%
2008	0.00%	5.87%
2007	0.00%	3.08%
2006	0.00%	2.48%
2005	0.00%	2.44%
2004	0.00%	1.23%
2003	0.00%	2.30%
2002	0.00%	1.88%
2001	0.00%	1.58%
2000	0.00%	1.81%