EVR vs AEG
Comparison between Evercore Inc - Class A (EVR, Company) and Aegon Ltd (AEG, Company).
Both EVR and AEG are from the Financial Services sector.
5-Year PerformanceEVR has outperformed AEG, delivering a return of +24.2% compared to +23.7%
EVR vs AEG - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
EVR vs AEG - Historical Returns
Returns include dividend reinvestment.
EVR vs AEG - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | EVR | AEG |
|---|---|---|
| 2026 | +0.09% | +19.07% |
| 2025 | +24.72% | +39.17% |
| 2024 | +66.57% | +8.78% |
| 2023 | +56.33% | +20.84% |
| 2022 | -18.36% | +5.13% |
| 2021 | +28.13% | +31.82% |
| 2020 | +49.85% | -11.82% |
| 2019 | +4.07% | +6.23% |
| 2018 | -19.45% | -22.83% |
| 2017 | +31.60% | +17.94% |
| 2016 | +33.07% | +6.18% |
| 2015 | +5.30% | -20.99% |
| 2014 | -7.98% | -17.10% |
| 2013 | +94.26% | +51.63% |
| 2012 | +13.75% | +61.75% |
| 2011 | -23.19% | -35.27% |
| 2010 | +10.13% | -10.25% |
| 2009 | +155.43% | -1.38% |
| 2008 | -36.38% | -62.99% |
| 2007 | -40.00% | -4.61% |
| 2006 | +43.95% | +16.78% |
| 2005 | N/A | +24.34% |
| 2004 | N/A | -3.45% |
| 2003 | N/A | +13.18% |
| 2002 | N/A | -50.21% |
| 2001 | N/A | -33.63% |
| 2000 | N/A | -15.08% |
| 1999 | N/A | +6.18% |
EVR vs AEG Drawdown Comparison
The maximum drawdown for EVR was -81.51%, occurring on Nov 20, 2008. Recovery took 877 trading sessions.
The maximum drawdown for AEG was -93.29%, occurring on Mar 9, 2009. This drawdown has not yet recovered.
The current EVR drawdown is -8.23%. The current AEG drawdown is -46.28%.
| Rank | EVR | AEG |
|---|---|---|
| #1 | -81.51% Oct 26, 2006 - Apr 23, 2010 | -93.29% Jan 3, 2000 - Mar 9, 2009 |
| #2 | -67.41% Aug 2, 2018 - Dec 18, 2020 | -3.71% Dec 8, 1999 - Dec 20, 1999 |
| #3 | -49.63% Oct 20, 2021 - Dec 8, 2023 | -2.97% Nov 26, 1999 - Dec 7, 1999 |
| #4 | -47.87% Nov 6, 2024 - Aug 13, 2025 | -1.99% Nov 8, 1999 - Nov 16, 1999 |
| #5 | -43.33% May 3, 2010 - Jan 29, 2013 | -1.94% Dec 27, 1999 - Jan 3, 2000 |
| #6 | -32.10% Jan 22, 2014 - Nov 10, 2016 | -1.44% Nov 17, 1999 - Nov 24, 1999 |
| #7 | -30.07% Jan 15, 2026 - Mar 12, 2026 | -0.93% Dec 20, 1999 - Dec 22, 1999 |
| #8 | -20.86% Mar 20, 2013 - Jul 23, 2013 | -0.08% Nov 3, 1999 - Nov 5, 1999 |
| #9 | -19.61% Sep 18, 2025 - Jan 5, 2026 | N/A |
| #10 | -17.77% Feb 1, 2018 - May 1, 2018 | N/A |
| #11 | -17.62% Mar 16, 2017 - Nov 13, 2017 | N/A |
| #12 | -16.12% Aug 25, 2006 - Oct 9, 2006 | N/A |
| #13 | -15.67% May 24, 2021 - Oct 13, 2021 | N/A |
| #14 | -11.92% Sep 18, 2013 - Oct 24, 2013 | N/A |
| #15 | -11.54% Jan 19, 2021 - Feb 16, 2021 | N/A |
Correlation
Correlation between EVR and AEG is 0.42 which considered as a weak positive correlation - the stocks show a slight tendency to move together.
Dividend Comparison (2000 - 2026)
EVR vs AEG dividend yield comparison.
| Year | EVR | AEG |
|---|---|---|
| 2026 | 0.49% | 2.69% |
| 2025 | 0.98% | 5.72% |
| 2024 | 1.14% | 5.93% |
| 2023 | 1.75% | 4.89% |
| 2022 | 2.60% | 4.08% |
| 2021 | 1.95% | 3.37% |
| 2020 | 2.14% | 1.80% |
| 2019 | 3.00% | 7.37% |
| 2018 | 2.66% | 7.02% |
| 2017 | 1.58% | 4.74% |
| 2016 | 1.85% | 5.30% |
| 2015 | 2.13% | 4.72% |
| 2014 | 1.97% | 3.95% |
| 2013 | 1.52% | 3.03% |
| 2012 | 2.72% | 3.58% |
| 2011 | 2.78% | 0.00% |
| 2010 | 1.85% | 0.00% |
| 2009 | 1.68% | 0.00% |
| 2008 | 3.84% | 15.81% |
| 2007 | 1.90% | 4.74% |
| 2006 | 0.00% | 3.13% |
| 2005 | 0.00% | 3.36% |
| 2004 | 0.00% | 3.60% |
| 2003 | 0.00% | 1.53% |
| 2002 | 0.00% | 5.99% |
| 2001 | 0.00% | 2.70% |
| 2000 | 0.00% | 0.66% |
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