ERIE vs EQH

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

Both ERIE and EQH are from the Financial Services sector.

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

ERIE vs EQH - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

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

Market Cap

ERIE

$12B

Winner

EQH

$12B

Max Drawdown

Winner

ERIE

61.34%

EQH

61.62%

Sharpe Ratio

ERIE

-1.43

Winner

EQH

-0.59

Industry

ERIE

Insurance Brokers

EQH

Asset Management

P/E Ratio

ERIE

20.31

Winner

EQH

-15.23

Forward P/E

ERIE

26.74

Winner

EQH

4.58

Dividend Yield

Winner

ERIE

2.52%

EQH

0.07%

5Y Dividends CAGR

ERIE

3.19%

Winner

EQH

9.72%

5Y EPS CAGR

Winner

ERIE

13.73%

EQH

-30.68%

Debt to Equity

Winner

ERIE

0.00%

EQH

1405.49%

Free Cash Flow Yield

ERIE

4.62%

Winner

EQH

9.06%

ERIE vs EQH - Historical Returns

Returns include dividend reinvestment.

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

ERIE

-4.55%

Winner

EQH

-0.41%

ERIE

-17.60%

Winner

EQH

+3.58%

ERIE

-24.16%

Winner

EQH

-11.02%

ERIE

-36.33%

Winner

EQH

-21.54%

5Y(CAGR)

ERIE

+3.69%

Winner

EQH

+7.77%

10Y(CAGR)

ERIE

+10.90%

Winner

EQH

+11.97%

Max(CAGR)

ERIE

+10.52%

Winner

EQH

+11.97%

ERIE vs EQH - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	ERIE	EQH
2026	-19.68%	-13.16%
2025	-28.92%	+2.13%
2024	+24.67%	+45.79%
2023	+39.75%	+19.98%
2022	+31.76%	-11.54%
2021	-18.76%	+35.63%
2020	+53.13%	+6.06%
2019	+30.09%	+55.18%
2018	+14.91%	-17.22%
2017	+10.96%	N/A
2016	+21.90%	N/A
2015	+10.52%	N/A
2014	+29.89%	N/A
2013	+8.06%	N/A
2012	-4.19%	N/A
2011	+21.00%	N/A
2010	+71.55%	N/A
2009	+8.54%	N/A
2008	-23.30%	N/A
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 EQH Drawdown Comparison

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

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

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

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

Correlation

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

0.80

-101

Dividend Comparison (2000 - 2026)

ERIE vs EQH dividend yield comparison.

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