ERIE vs WTRG
Comparison between Erie Indemnity Co. - Class A (ERIE, Company) and Essential Utilities Inc (WTRG, Company).
ERIE is from the Financial Services sector, while WTRG is from the Utilities sector.
5-Year PerformanceERIE has outperformed WTRG, delivering a return of +5.1% compared to -1.1%
ERIE vs WTRG - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
ERIE vs WTRG - Historical Returns
Returns include dividend reinvestment.
ERIE vs WTRG - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | ERIE | WTRG |
|---|---|---|
| 2026 | -21.48% | +4.26% |
| 2025 | -28.92% | +10.28% |
| 2024 | +24.67% | -0.73% |
| 2023 | +39.75% | -20.09% |
| 2022 | +31.76% | -7.97% |
| 2021 | -18.76% | +18.80% |
| 2020 | +53.13% | +5.31% |
| 2019 | +30.09% | +46.23% |
| 2018 | +14.91% | -9.34% |
| 2017 | +10.96% | +34.03% |
| 2016 | +21.90% | +4.38% |
| 2015 | +10.52% | +13.90% |
| 2014 | +29.89% | +18.41% |
| 2013 | +8.06% | +14.35% |
| 2012 | -4.19% | +19.91% |
| 2011 | +21.00% | -0.03% |
| 2010 | +71.55% | +32.71% |
| 2009 | +8.54% | -13.86% |
| 2008 | -23.30% | -0.44% |
| 2007 | -7.83% | -3.81% |
| 2006 | +11.45% | -15.81% |
| 2005 | +4.58% | +53.25% |
| 2004 | +27.59% | +13.79% |
| 2003 | +18.16% | +36.99% |
| 2002 | -2.49% | -7.07% |
| 2001 | +30.77% | +26.20% |
| 2000 | -1.93% | +57.22% |
| 1999 | +1.57% | -9.58% |
ERIE vs WTRG 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 WTRG was -47.97%, occurring on Jul 15, 2008. Recovery took 1599 trading sessions.
The current ERIE drawdown is -59.25%. The current WTRG drawdown is -15.11%.
| Rank | ERIE | WTRG |
|---|---|---|
| #1 | -60.86% Sep 24, 2024 - Jun 3, 2026 | -47.97% Feb 27, 2006 - Jul 2, 2012 |
| #2 | -50.77% Sep 18, 2007 - Sep 1, 2010 | -39.62% Feb 18, 2020 - Dec 22, 2021 |
| #3 | -49.12% Jul 25, 2019 - Jan 8, 2021 | -36.50% Dec 31, 2021 - Oct 3, 2023 |
| #4 | -36.75% Feb 9, 2021 - Oct 31, 2022 | -34.47% May 8, 2002 - Jun 12, 2003 |
| #5 | -27.64% Nov 30, 2022 - Aug 9, 2023 | -28.60% Nov 5, 1999 - Apr 18, 2000 |
| #6 | -27.08% Nov 30, 1999 - May 16, 2001 | -19.91% Oct 3, 2005 - Feb 22, 2006 |
| #7 | -24.03% May 6, 2002 - Feb 9, 2004 | -19.39% Dec 28, 2000 - Jun 20, 2001 |
| #8 | -20.26% Oct 27, 2011 - Mar 15, 2013 | -19.11% Jun 30, 2016 - Sep 11, 2017 |
| #9 | -17.94% Jul 22, 2013 - Oct 17, 2014 | -18.44% May 2, 2000 - Dec 11, 2000 |
| #10 | -17.64% May 31, 2001 - Jul 30, 2001 | -18.32% Aug 1, 2013 - Dec 29, 2014 |
| #11 | -15.91% Mar 7, 2024 - Jul 26, 2024 | -16.87% Dec 28, 2017 - Apr 24, 2019 |
| #12 | -15.67% Jul 21, 2011 - Oct 10, 2011 | -15.16% Jan 21, 2004 - Oct 1, 2004 |
| #13 | -13.29% Feb 23, 2015 - Nov 18, 2015 | -14.96% Aug 20, 2001 - Nov 8, 2001 |
| #14 | -12.66% Jul 28, 2017 - Aug 1, 2018 | -11.74% Jan 29, 2015 - Oct 15, 2015 |
| #15 | -12.36% Oct 17, 2023 - Dec 11, 2023 | -11.60% Nov 26, 2001 - Mar 4, 2002 |
Correlation
Correlation between ERIE and WTRG is 0.83 which considered as a strong positive correlation - the stocks tend to move together.
Dividend Comparison (1999 - 2026)
ERIE vs WTRG dividend yield comparison.
| Year | ERIE | WTRG |
|---|---|---|
| 2026 | 2.05% | 1.73% |
| 2025 | 1.90% | 3.48% |
| 2024 | 1.24% | 3.48% |
| 2023 | 1.42% | 3.18% |
| 2022 | 1.79% | 2.33% |
| 2021 | 2.15% | 1.93% |
| 2020 | 2.39% | 2.05% |
| 2019 | 2.17% | 1.93% |
| 2018 | 2.52% | 2.48% |
| 2017 | 2.57% | 2.02% |
| 2016 | 1.95% | 2.46% |
| 2015 | 3.61% | 2.30% |
| 2014 | 2.80% | 2.37% |
| 2013 | 2.43% | 2.48% |
| 2012 | 6.94% | 2.64% |
| 2011 | 2.64% | 2.86% |
| 2010 | 2.20% | 2.62% |
| 2009 | 4.69% | 3.14% |
| 2008 | 5.87% | 2.48% |
| 2007 | 3.08% | 2.26% |
| 2006 | 2.48% | 1.95% |
| 2005 | 2.44% | 1.46% |
| 2004 | 1.23% | 1.99% |
| 2003 | 2.30% | 2.06% |
| 2002 | 1.88% | 2.60% |
| 2001 | 1.58% | 2.22% |
| 2000 | 1.81% | 2.38% |
| 1999 | 0.00% | 0.87% |
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