EQR vs PHM
Comparison between Equity Residential Properties Trust (EQR, Company) and PulteGroup Inc (PHM, Company).
EQR is from the Real Estate sector, while PHM is from the Consumer Cyclical sector.
5-Year PerformancePHM has outperformed EQR, delivering a return of +20.7% compared to +1.5%
EQR vs PHM - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
EQR vs PHM - Historical Returns
Returns include dividend reinvestment.
EQR vs PHM - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | EQR | PHM |
|---|---|---|
| 2026 | +15.28% | +10.80% |
| 2025 | -7.23% | +9.82% |
| 2024 | +18.93% | +7.98% |
| 2023 | +8.64% | +125.46% |
| 2022 | -32.88% | -17.68% |
| 2021 | +62.17% | +36.94% |
| 2020 | -22.43% | +13.00% |
| 2019 | +30.60% | +49.88% |
| 2018 | +7.51% | -21.05% |
| 2017 | +3.37% | +81.73% |
| 2016 | -3.01% | +9.17% |
| 2015 | +14.42% | -14.74% |
| 2014 | +42.62% | +8.11% |
| 2013 | -5.83% | +10.47% |
| 2012 | +3.23% | +178.53% |
| 2011 | +11.66% | -18.89% |
| 2010 | +60.64% | -26.56% |
| 2009 | +27.63% | -10.47% |
| 2008 | -13.79% | +6.27% |
| 2007 | -25.00% | -67.13% |
| 2006 | +31.71% | -19.29% |
| 2005 | +15.70% | +24.89% |
| 2004 | +29.41% | +40.78% |
| 2003 | +25.46% | +84.87% |
| 2002 | -8.77% | +8.56% |
| 2001 | +12.55% | +11.32% |
| 2000 | +40.24% | +101.03% |
| 1999 | +3.19% | +9.65% |
EQR vs PHM Drawdown Comparison
The maximum drawdown for EQR was -67.36%, occurring on Mar 5, 2009. Recovery took 822 trading sessions.
The maximum drawdown for PHM was -92.39%, occurring on Oct 3, 2011. Recovery took 3644 trading sessions.
The current EQR drawdown is -10.59%. The current PHM drawdown is -10.59%.
| Rank | EQR | PHM |
|---|---|---|
| #1 | -67.36% Feb 6, 2007 - May 12, 2010 | -92.39% Jul 28, 2005 - Jan 21, 2020 |
| #2 | -45.85% Oct 30, 2019 - Jul 15, 2021 | -62.09% Feb 11, 2020 - Aug 21, 2020 |
| #3 | -39.32% Apr 21, 2022 - Nov 1, 2023 | -45.40% Apr 27, 2001 - Feb 26, 2002 |
| #4 | -26.77% Apr 12, 2002 - Aug 5, 2003 | -40.98% May 10, 2021 - Apr 18, 2023 |
| #5 | -21.56% Jul 22, 2011 - Mar 30, 2012 | -38.01% Oct 18, 2024 - Apr 8, 2025 |
| #6 | -20.85% Nov 8, 2017 - Nov 13, 2018 | -37.85% Jun 24, 2002 - May 7, 2003 |
| #7 | -20.26% Jul 17, 2012 - May 7, 2014 | -31.65% Nov 16, 1999 - May 16, 2000 |
| #8 | -16.92% Mar 29, 2016 - Nov 6, 2017 | -25.43% Sep 21, 2004 - Dec 15, 2004 |
| #9 | -15.77% May 12, 2010 - Sep 1, 2010 | -25.27% Dec 5, 2000 - Apr 24, 2001 |
| #10 | -15.57% Aug 22, 2001 - Mar 21, 2002 | -20.93% Mar 5, 2004 - Aug 16, 2004 |
| #11 | -14.98% Mar 20, 2015 - Oct 26, 2015 | -19.11% Oct 9, 2000 - Nov 3, 2000 |
| #12 | -13.75% Dec 30, 2004 - May 19, 2005 | -18.85% Aug 8, 2023 - Nov 14, 2023 |
| #13 | -13.72% Dec 29, 2015 - Mar 17, 2016 | -18.38% Jun 16, 2003 - Oct 2, 2003 |
| #14 | -13.18% Dec 28, 2000 - Jun 15, 2001 | -17.87% Oct 12, 2020 - Feb 10, 2021 |
| #15 | -12.35% Dec 6, 2018 - Jan 29, 2019 | -15.44% Mar 4, 2002 - May 1, 2002 |
Correlation
Correlation between EQR and PHM is 0.68 which considered as a moderate positive correlation - the stocks show some tendency to move together.
Dividend Comparison (1999 - 2026)
EQR vs PHM dividend yield comparison.
| Year | EQR | PHM |
|---|---|---|
| 2026 | 3.00% | 0.40% |
| 2025 | 4.37% | 0.78% |
| 2024 | 2.82% | 0.75% |
| 2023 | 4.33% | 0.66% |
| 2022 | 4.24% | 1.34% |
| 2021 | 2.66% | 1.00% |
| 2020 | 4.07% | 1.16% |
| 2019 | 2.81% | 1.16% |
| 2018 | 3.27% | 1.46% |
| 2017 | 3.16% | 1.08% |
| 2016 | 20.22% | 1.96% |
| 2015 | 2.71% | 1.85% |
| 2014 | 2.78% | 1.07% |
| 2013 | 3.57% | 0.74% |
| 2012 | 3.14% | 0.00% |
| 2011 | 2.77% | 0.00% |
| 2010 | 2.83% | 0.00% |
| 2009 | 4.85% | 0.00% |
| 2008 | 6.47% | 1.46% |
| 2007 | 5.13% | 1.52% |
| 2006 | 3.53% | 0.48% |
| 2005 | 4.45% | 0.33% |
| 2004 | 4.78% | 0.31% |
| 2003 | 5.86% | 0.18% |
| 2002 | 7.04% | 0.33% |
| 2001 | 5.85% | 0.36% |
| 2000 | 5.70% | 0.38% |
| 1999 | 1.78% | 0.18% |
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