PHM vs EQR
Comparison between PulteGroup Inc (PHM, Company) and Equity Residential Properties Trust (EQR, Company).
PHM is from the Consumer Cyclical sector, while EQR is from the Real Estate sector.
5-Year PerformancePHM has outperformed EQR, delivering a return of +20.7% compared to +1.5%
PHM vs EQR - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
PHM vs EQR - Historical Returns
Returns include dividend reinvestment.
PHM vs EQR - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | PHM | EQR |
|---|---|---|
| 2026 | +10.80% | +15.28% |
| 2025 | +9.82% | -7.23% |
| 2024 | +7.98% | +18.93% |
| 2023 | +125.46% | +8.64% |
| 2022 | -17.68% | -32.88% |
| 2021 | +36.94% | +62.17% |
| 2020 | +13.00% | -22.43% |
| 2019 | +49.88% | +30.60% |
| 2018 | -21.05% | +7.51% |
| 2017 | +81.73% | +3.37% |
| 2016 | +9.17% | -3.01% |
| 2015 | -14.74% | +14.42% |
| 2014 | +8.11% | +42.62% |
| 2013 | +10.47% | -5.83% |
| 2012 | +178.53% | +3.23% |
| 2011 | -18.89% | +11.66% |
| 2010 | -26.56% | +60.64% |
| 2009 | -10.47% | +27.63% |
| 2008 | +6.27% | -13.79% |
| 2007 | -67.13% | -25.00% |
| 2006 | -19.29% | +31.71% |
| 2005 | +24.89% | +15.70% |
| 2004 | +40.78% | +29.41% |
| 2003 | +84.87% | +25.46% |
| 2002 | +8.56% | -8.77% |
| 2001 | +11.32% | +12.55% |
| 2000 | +101.03% | +40.24% |
| 1999 | +9.65% | +3.19% |
PHM vs EQR Drawdown Comparison
The maximum drawdown for PHM was -92.39%, occurring on Oct 3, 2011. Recovery took 3644 trading sessions.
The maximum drawdown for EQR was -67.36%, occurring on Mar 5, 2009. Recovery took 822 trading sessions.
The current PHM drawdown is -10.59%. The current EQR drawdown is -10.59%.
| Rank | PHM | EQR |
|---|---|---|
| #1 | -92.39% Jul 28, 2005 - Jan 21, 2020 | -67.36% Feb 6, 2007 - May 12, 2010 |
| #2 | -62.09% Feb 11, 2020 - Aug 21, 2020 | -45.85% Oct 30, 2019 - Jul 15, 2021 |
| #3 | -45.40% Apr 27, 2001 - Feb 26, 2002 | -39.32% Apr 21, 2022 - Nov 1, 2023 |
| #4 | -40.98% May 10, 2021 - Apr 18, 2023 | -26.77% Apr 12, 2002 - Aug 5, 2003 |
| #5 | -38.01% Oct 18, 2024 - Apr 8, 2025 | -21.56% Jul 22, 2011 - Mar 30, 2012 |
| #6 | -37.85% Jun 24, 2002 - May 7, 2003 | -20.85% Nov 8, 2017 - Nov 13, 2018 |
| #7 | -31.65% Nov 16, 1999 - May 16, 2000 | -20.26% Jul 17, 2012 - May 7, 2014 |
| #8 | -25.43% Sep 21, 2004 - Dec 15, 2004 | -16.92% Mar 29, 2016 - Nov 6, 2017 |
| #9 | -25.27% Dec 5, 2000 - Apr 24, 2001 | -15.77% May 12, 2010 - Sep 1, 2010 |
| #10 | -20.93% Mar 5, 2004 - Aug 16, 2004 | -15.57% Aug 22, 2001 - Mar 21, 2002 |
| #11 | -19.11% Oct 9, 2000 - Nov 3, 2000 | -14.98% Mar 20, 2015 - Oct 26, 2015 |
| #12 | -18.85% Aug 8, 2023 - Nov 14, 2023 | -13.75% Dec 30, 2004 - May 19, 2005 |
| #13 | -18.38% Jun 16, 2003 - Oct 2, 2003 | -13.72% Dec 29, 2015 - Mar 17, 2016 |
| #14 | -17.87% Oct 12, 2020 - Feb 10, 2021 | -13.18% Dec 28, 2000 - Jun 15, 2001 |
| #15 | -15.44% Mar 4, 2002 - May 1, 2002 | -12.35% Dec 6, 2018 - Jan 29, 2019 |
Correlation
Correlation between PHM and EQR is 0.68 which considered as a moderate positive correlation - the stocks show some tendency to move together.
Dividend Comparison (1999 - 2026)
PHM vs EQR dividend yield comparison.
| Year | PHM | EQR |
|---|---|---|
| 2026 | 0.40% | 3.00% |
| 2025 | 0.78% | 4.37% |
| 2024 | 0.75% | 2.82% |
| 2023 | 0.66% | 4.33% |
| 2022 | 1.34% | 4.24% |
| 2021 | 1.00% | 2.66% |
| 2020 | 1.16% | 4.07% |
| 2019 | 1.16% | 2.81% |
| 2018 | 1.46% | 3.27% |
| 2017 | 1.08% | 3.16% |
| 2016 | 1.96% | 20.22% |
| 2015 | 1.85% | 2.71% |
| 2014 | 1.07% | 2.78% |
| 2013 | 0.74% | 3.57% |
| 2012 | 0.00% | 3.14% |
| 2011 | 0.00% | 2.77% |
| 2010 | 0.00% | 2.83% |
| 2009 | 0.00% | 4.85% |
| 2008 | 1.46% | 6.47% |
| 2007 | 1.52% | 5.13% |
| 2006 | 0.48% | 3.53% |
| 2005 | 0.33% | 4.45% |
| 2004 | 0.31% | 4.78% |
| 2003 | 0.18% | 5.86% |
| 2002 | 0.33% | 7.04% |
| 2001 | 0.36% | 5.85% |
| 2000 | 0.38% | 5.70% |
| 1999 | 0.18% | 1.78% |
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