EQR vs SPY
Comparison between Equity Residential Properties Trust (EQR, Company) and SPDR S&P 500 ETF Trust (SPY, ETF).
5-Year PerformanceSPY has outperformed EQR, delivering a return of +13.3% compared to +1.4%
EQR vs SPY - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Market Cap / Net Assets
EQR
$25B
Winner
SPY
$652B
Expense Ratio
EQR
N/A
SPY
0.09%
Max Drawdown
EQR
70.35%
Winner
SPY
56.47%
Sharpe Ratio
EQR
-0.23
Winner
SPY
2.07
5Y Beta
Winner
EQR
0.57
SPY
1.00
Industry
EQR
Reit - Residential
SPY
N/A
P/E Ratio
Winner
EQR
26.29
SPY
28.24
Forward P/E
EQR
47.39
Winner
SPY
21.85
PEG Ratio
EQR
16.10
SPY
N/A
Dividend Yield
EQR
4.22%
SPY
N/A
5Y Dividends CAGR
Winner
EQR
7.58%
SPY
5.43%
5Y EPS CAGR
EQR
7.18%
Winner
SPY
25.79%
Debt to Equity
Winner
EQR
0.00%
SPY
22.35%
Free Cash Flow Yield
EQR
6.55%
SPY
N/A
P/S Ratio
EQR
8.17
Winner
SPY
3.55
P/B Ratio
Winner
EQR
2.33
SPY
5.29
EQR vs SPY - Historical Returns
Returns include dividend reinvestment.
1M
EQR
+7.78%
Winner
SPY
+9.11%
3M
EQR
+2.54%
Winner
SPY
+6.59%
6M
Winner
EQR
+12.30%
SPY
+10.56%
1Y
EQR
-1.72%
Winner
SPY
+32.04%
5Y(CAGR)
EQR
+1.44%
Winner
SPY
+13.35%
10Y(CAGR)
EQR
+3.20%
Winner
SPY
+15.49%
Max(CAGR)
Winner
EQR
+9.55%
SPY
+8.50%
EQR vs SPY - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | EQR | SPY |
|---|---|---|
| 2026 | +6.91% | +8.27% |
| 2025 | -7.23% | +18.00% |
| 2024 | +18.93% | +25.59% |
| 2023 | +8.64% | +26.72% |
| 2022 | -32.88% | -18.64% |
| 2021 | +62.17% | +30.52% |
| 2020 | -22.43% | +17.28% |
| 2019 | +30.60% | +31.09% |
| 2018 | +7.51% | -5.24% |
| 2017 | +3.37% | +20.78% |
| 2016 | -3.01% | +13.59% |
| 2015 | +14.42% | +1.31% |
| 2014 | +42.62% | +14.56% |
| 2013 | -5.83% | +29.00% |
| 2012 | +3.23% | +14.17% |
| 2011 | +11.66% | +0.85% |
| 2010 | +60.64% | +13.14% |
| 2009 | +27.63% | +22.67% |
| 2008 | -13.79% | -36.25% |
| 2007 | -25.00% | +5.32% |
| 2006 | +31.71% | +13.85% |
| 2005 | +15.70% | +5.32% |
| 2004 | +29.41% | +10.75% |
| 2003 | +25.46% | +24.18% |
| 2002 | -8.77% | -22.42% |
| 2001 | +12.55% | -10.13% |
| 2000 | +40.24% | -8.84% |
| 1999 | +3.19% | +8.61% |
EQR vs SPY Drawdown Comparison
The maximum drawdown for EQR was -67.36%, occurring on Mar 5, 2009. Recovery took 822 trading sessions.
The maximum drawdown for SPY was -55.20%, occurring on Mar 9, 2009. Recovery took 1224 trading sessions.
The current EQR drawdown is -17.08%.
| Rank | EQR | SPY |
|---|---|---|
| #1 | -67.36% Feb 6, 2007 - May 12, 2010 | -55.20% Oct 9, 2007 - Aug 16, 2012 |
| #2 | -45.85% Oct 30, 2019 - Jul 15, 2021 | -47.50% Mar 24, 2000 - Oct 26, 2006 |
| #3 | -39.32% Apr 21, 2022 - Nov 1, 2023 | -33.70% Feb 19, 2020 - Aug 10, 2020 |
| #4 | -26.77% Apr 12, 2002 - Aug 5, 2003 | -24.50% Jan 3, 2022 - Dec 13, 2023 |
| #5 | -21.56% Jul 22, 2011 - Mar 30, 2012 | -19.34% Sep 20, 2018 - Apr 12, 2019 |
| #6 | -20.85% Nov 8, 2017 - Nov 13, 2018 | -18.76% Feb 19, 2025 - Jun 26, 2025 |
| #7 | -20.26% Jul 17, 2012 - May 7, 2014 | -13.02% Jul 20, 2015 - Apr 18, 2016 |
| #8 | -16.92% Mar 29, 2016 - Nov 6, 2017 | -10.10% Jan 26, 2018 - Aug 6, 2018 |
| #9 | -15.77% May 12, 2010 - Sep 1, 2010 | -9.44% Sep 2, 2020 - Nov 11, 2020 |
| #10 | -15.57% Aug 22, 2001 - Mar 21, 2002 | -9.30% Jan 19, 2000 - Mar 17, 2000 |
| #11 | -14.98% Mar 20, 2015 - Oct 26, 2015 | -9.05% Jul 19, 2007 - Oct 5, 2007 |
| #12 | -13.75% Dec 30, 2004 - May 19, 2005 | -8.88% Jan 27, 2026 - Apr 14, 2026 |
| #13 | -13.72% Dec 29, 2015 - Mar 17, 2016 | -8.41% Jul 16, 2024 - Sep 19, 2024 |
| #14 | -13.18% Dec 28, 2000 - Jun 15, 2001 | -7.35% Sep 14, 2012 - Jan 2, 2013 |
| #15 | -12.35% Dec 6, 2018 - Jan 29, 2019 | -7.27% Sep 18, 2014 - Oct 31, 2014 |
Correlation
Correlation between EQR and SPY is 0.86 which considered as a strong positive correlation - the stocks tend to move together.
0.86
-101
Dividend Comparison (1999 - 2026)
EQR vs SPY dividend yield comparison.
| Year | EQR | SPY |
|---|---|---|
| 2026 | 2.13% | 0.24% |
| 2025 | 4.37% | 1.07% |
| 2024 | 2.82% | 1.21% |
| 2023 | 4.33% | 1.40% |
| 2022 | 4.24% | 1.65% |
| 2021 | 2.66% | 1.20% |
| 2020 | 4.07% | 1.52% |
| 2019 | 2.81% | 1.75% |
| 2018 | 3.27% | 2.04% |
| 2017 | 3.16% | 1.80% |
| 2016 | 20.22% | 2.03% |
| 2015 | 2.71% | 2.06% |
| 2014 | 2.78% | 1.87% |
| 2013 | 3.57% | 1.81% |
| 2012 | 3.14% | 2.18% |
| 2011 | 2.77% | 2.05% |
| 2010 | 2.83% | 1.80% |
| 2009 | 4.85% | 1.95% |
| 2008 | 6.47% | 3.02% |
| 2007 | 5.13% | 1.85% |
| 2006 | 3.53% | 1.73% |
| 2005 | 4.45% | 1.73% |
| 2004 | 4.78% | 1.82% |
| 2003 | 5.86% | 1.47% |
| 2002 | 7.04% | 1.70% |
| 2001 | 5.85% | 1.25% |
| 2000 | 5.70% | 1.15% |
| 1999 | 1.78% | 0.24% |
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