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 +13.0% compared to +0.5%

EQR vs SPY - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	EQR(COMPANY)	SPY(ETF)
Market Cap / Net Assets	$24B	$784B
Expense Ratio	N/A	0.09%
Max Drawdown	70.35%	56.47%
Sharpe Ratio	-0.11	1.54
5Y Beta	0.53	1.00
Industry	Reit - Residential	N/A
P/E Ratio	25.46	27.62
Forward P/E	48.08	21.11
PEG Ratio	8.15	N/A
Dividend Yield	4.34%	N/A
5Y Dividends CAGR	7.58%	6.00%
5Y EPS CAGR	7.18%	25.30%
Debt to Equity	0.00%	31.11%
Free Cash Flow Yield	6.76%	N/A
P/S Ratio	7.95	3.49
P/B Ratio	2.25	5.30

Market Cap / Net Assets

EQR

$24B

Winner

SPY

$784B

Expense Ratio

EQR

N/A

SPY

0.09%

Max Drawdown

EQR

70.35%

Winner

SPY

56.47%

Sharpe Ratio

EQR

-0.11

Winner

SPY

1.54

5Y Beta

Winner

EQR

0.53

SPY

1.00

Industry

EQR

Reit - Residential

SPY

N/A

P/E Ratio

Winner

EQR

25.46

SPY

27.62

Forward P/E

EQR

48.08

Winner

SPY

21.11

PEG Ratio

EQR

8.15

SPY

N/A

Dividend Yield

EQR

4.34%

SPY

N/A

5Y Dividends CAGR

Winner

EQR

7.58%

SPY

6.00%

5Y EPS CAGR

EQR

7.18%

Winner

SPY

25.30%

Debt to Equity

Winner

EQR

0.00%

SPY

31.11%

Free Cash Flow Yield

EQR

6.76%

SPY

N/A

P/S Ratio

EQR

7.95

Winner

SPY

3.49

P/B Ratio

Winner

EQR

2.25

SPY

5.30

EQR vs SPY - Historical Returns

Returns include dividend reinvestment.

Period	EQR	SPY
1 month	+0.01%	-1.41%
3 months	+14.20%	+12.54%
6 months	+8.00%	+6.77%
1 year	+1.40%	+22.18%
5 years(CAGR)	+0.47%	+13.04%
10 years(CAGR)	+4.19%	+15.54%
Max(CAGR)	+9.54%	+8.44%

Winner

EQR

+0.01%

SPY

-1.41%

Winner

EQR

+14.20%

SPY

+12.54%

Winner

EQR

+8.00%

SPY

+6.77%

EQR

+1.40%

Winner

SPY

+22.18%

5Y(CAGR)

EQR

+0.47%

Winner

SPY

+13.04%

10Y(CAGR)

EQR

+4.19%

Winner

SPY

+15.54%

Max(CAGR)

Winner

EQR

+9.54%

SPY

+8.44%

EQR vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	EQR	SPY
2026	+8.01%	+7.90%
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 -16.23%. The current SPY drawdown is -3.22%.

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 0.85 which considered as a strong positive correlation - the stocks tend to move together.

0.85

-101

Dividend Comparison (1999 - 2026)

EQR vs SPY dividend yield comparison.

Year	EQR	SPY
2026	2.11%	0.50%
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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EQR vs SPY

EQR vs SPY - Performance Comparison

Key Characteristics

EQR vs SPY - Historical Returns

EQR vs SPY - Annual Returns (1999 - 2026)

EQR vs SPY Drawdown Comparison

Correlation

Dividend Comparison (1999 - 2026)

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