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ERIE vs AGNC

Comparison between Erie Indemnity Co. - Class A (ERIE, Company) and AGNC Investment Corp (AGNC, Company).

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

5-Year PerformanceERIE has outperformed AGNC, delivering a return of +6.2% compared to +4.6%

ERIE vs AGNC - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Market Cap
Winner
ERIE
$12B
AGNC
$12B
Max Drawdown
Winner
ERIE
61.96%
AGNC
81.08%
Sharpe Ratio
ERIE
-1.03
Winner
AGNC
1.47
5Y Beta
Winner
ERIE
0.28
AGNC
0.66
Industry
ERIE
Insurance Brokers
AGNC
Reit - Mortgage
P/E Ratio
ERIE
21.12
Winner
AGNC
7.77
Forward P/E
ERIE
26.74
Winner
AGNC
6.64
PEG Ratio
ERIE
2.67
Winner
AGNC
0.05
Dividend Yield
ERIE
2.46%
Winner
AGNC
13.60%
5Y Dividends CAGR
Winner
ERIE
3.19%
AGNC
1.61%
5Y EPS CAGR
Winner
ERIE
13.73%
AGNC
-25.22%
Debt to Equity
ERIE
0.00%
AGNC
0.00%
Free Cash Flow Yield
ERIE
4.44%
Winner
AGNC
7.04%
P/S Ratio
Winner
ERIE
2.94
AGNC
7.60
P/B Ratio
ERIE
5.10
Winner
AGNC
1.18

ERIE vs AGNC - Historical Returns

Returns include dividend reinvestment.

1M
Winner
ERIE
+7.01%
AGNC
+5.71%
3M
ERIE
-1.29%
Winner
AGNC
+14.62%
6M
ERIE
-14.54%
Winner
AGNC
+7.36%
1Y
ERIE
-28.58%
Winner
AGNC
+34.50%
5Y(CAGR)
Winner
ERIE
+6.21%
AGNC
+4.57%
10Y(CAGR)
Winner
ERIE
+12.04%
AGNC
+6.79%
Max(CAGR)
ERIE
+10.82%
Winner
AGNC
+11.62%

ERIE vs AGNC - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearERIEAGNC
2026-13.13%+5.40%
2025-28.92%+33.83%
2024+24.67%+10.58%
2023+39.75%+8.86%
2022+31.76%-23.81%
2021-18.76%+6.67%
2020+53.13%-2.19%
2019+30.09%+12.74%
2018+14.91%-1.28%
2017+10.96%+20.77%
2016+21.90%+15.72%
2015+10.52%-11.87%
2014+29.89%+26.43%
2013+8.06%-25.71%
2012-4.19%+19.74%
2011+21.00%+18.83%
2010+71.55%+31.30%
2009+8.54%+56.39%
2008-23.30%+25.51%
2007-7.83%N/A
2006+11.45%N/A
2005+4.58%N/A
2004+27.59%N/A
2003+18.16%N/A
2002-2.49%N/A
2001+30.77%N/A
2000-1.93%N/A
1999+1.57%N/A

ERIE vs AGNC Drawdown Comparison

The maximum drawdown for ERIE was -60.86%, occurring on Jun 3, 2026. This drawdown has not yet recovered.

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

The current ERIE drawdown is -54.91%. The current AGNC drawdown is -5.34%.

RankERIEAGNC
#1-60.86%
Sep 24, 2024 - Jun 3, 2026
-54.54%
Jun 8, 2021 - Nov 5, 2025
#2-50.77%
Sep 18, 2007 - Sep 1, 2010
-51.76%
Feb 20, 2020 - Apr 16, 2021
#3-49.12%
Jul 25, 2019 - Jan 8, 2021
-37.29%
Apr 30, 2013 - Apr 4, 2017
#4-36.75%
Feb 9, 2021 - Oct 31, 2022
-31.04%
Dec 31, 2008 - Jun 9, 2009
#5-27.64%
Nov 30, 2022 - Aug 9, 2023
-28.81%
May 16, 2008 - Sep 8, 2008
#6-27.08%
Nov 30, 1999 - May 16, 2001
-22.42%
Sep 8, 2008 - Nov 4, 2008
#7-24.03%
May 6, 2002 - Feb 9, 2004
-18.99%
Sep 17, 2012 - Mar 28, 2013
#8-20.26%
Oct 27, 2011 - Mar 15, 2013
-18.68%
Jan 27, 2026 - Mar 27, 2026
#9-17.94%
Jul 22, 2013 - Oct 17, 2014
-15.90%
Oct 17, 2017 - Nov 7, 2019
#10-17.64%
May 31, 2001 - Jul 30, 2001
-15.36%
Sep 23, 2009 - Mar 22, 2010
#11-15.91%
Mar 7, 2024 - Jul 26, 2024
-11.69%
Jul 6, 2011 - Dec 6, 2011
#12-15.67%
Jul 21, 2011 - Oct 10, 2011
-11.06%
Nov 5, 2008 - Nov 25, 2008
#13-13.29%
Feb 23, 2015 - Nov 18, 2015
-10.94%
Apr 29, 2010 - Jun 14, 2010
#14-12.66%
Jul 28, 2017 - Aug 1, 2018
-10.17%
Dec 3, 2008 - Dec 19, 2008
#15-12.36%
Oct 17, 2023 - Dec 11, 2023
-7.92%
Apr 27, 2017 - Jun 9, 2017

Correlation

Correlation between ERIE and AGNC is 0.70 which considered as a moderate positive correlation - the stocks show some tendency to move together.

0.70
-101

Dividend Comparison (2000 - 2026)

ERIE vs AGNC dividend yield comparison.

YearERIEAGNC
20261.23%5.50%
20251.90%13.43%
20241.24%15.64%
20231.42%14.68%
20221.79%13.91%
20212.15%9.57%
20202.39%10.00%
20192.17%11.31%
20182.52%12.31%
20172.57%10.70%
20161.95%12.69%
20153.61%14.30%
20142.80%11.96%
20132.43%19.44%
20126.94%17.30%
20112.64%19.94%
20102.20%19.49%
20094.69%19.40%
20085.87%11.75%
20073.08%0.00%
20062.48%0.00%
20052.44%0.00%
20041.23%0.00%
20032.30%0.00%
20021.88%0.00%
20011.58%0.00%
20001.81%0.00%

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