WSO vs EQH
Comparison between Watsco Inc - Class A (WSO, Company) and Equitable Holdings Inc (EQH, Company).
WSO is from the Industrials sector, while EQH is from the Financial Services sector.
5-Year PerformanceEQH has outperformed WSO, delivering a return of +12.8% compared to +7.0%
WSO vs EQH - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
WSO vs EQH - Historical Returns
Returns include dividend reinvestment.
WSO vs EQH - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | WSO | EQH |
|---|---|---|
| 2026 | +6.14% | +0.34% |
| 2025 | -26.25% | +2.13% |
| 2024 | +15.59% | +45.79% |
| 2023 | +72.85% | +19.98% |
| 2022 | -15.46% | -11.54% |
| 2021 | +42.70% | +35.63% |
| 2020 | +31.13% | +6.06% |
| 2019 | +34.90% | +55.18% |
| 2018 | -15.44% | -17.22% |
| 2017 | +17.80% | N/A |
| 2016 | +31.98% | N/A |
| 2015 | +12.90% | N/A |
| 2014 | +15.03% | N/A |
| 2013 | +26.23% | N/A |
| 2012 | +25.50% | N/A |
| 2011 | +5.92% | N/A |
| 2010 | +31.75% | N/A |
| 2009 | +27.70% | N/A |
| 2008 | +12.47% | N/A |
| 2007 | -20.57% | N/A |
| 2006 | -24.16% | N/A |
| 2005 | +75.41% | N/A |
| 2004 | +55.09% | N/A |
| 2003 | +39.42% | N/A |
| 2002 | +16.77% | N/A |
| 2001 | +24.98% | N/A |
| 2000 | +2.27% | N/A |
| 1999 | +13.44% | N/A |
WSO vs EQH Drawdown Comparison
The maximum drawdown for WSO was -54.14%, occurring on Jan 18, 2008. Recovery took 1046 trading sessions.
The maximum drawdown for EQH was -61.31%, occurring on Mar 23, 2020. Recovery took 194 trading sessions.
The current WSO drawdown is -33.50%. The current EQH drawdown is -13.24%.
| Rank | WSO | EQH |
|---|---|---|
| #1 | -54.14% Feb 24, 2006 - Apr 22, 2010 | -61.31% Feb 20, 2020 - Nov 24, 2020 |
| #2 | -43.26% May 23, 2000 - Mar 7, 2002 | -35.87% Jun 30, 2025 - Mar 27, 2026 |
| #3 | -41.64% Nov 25, 2024 - Nov 20, 2025 | -35.10% Feb 10, 2022 - Dec 14, 2023 |
| #4 | -35.08% Nov 15, 1999 - Apr 20, 2000 | -34.83% Sep 4, 2018 - May 3, 2019 |
| #5 | -33.03% May 3, 2002 - Sep 2, 2003 | -20.65% Feb 19, 2025 - Jun 26, 2025 |
| #6 | -29.53% Jun 12, 2018 - Dec 6, 2019 | -19.60% May 5, 2021 - Nov 4, 2021 |
| #7 | -28.58% Apr 6, 2011 - Feb 1, 2012 | -15.04% Jul 31, 2024 - Oct 11, 2024 |
| #8 | -27.17% Dec 15, 2021 - Feb 2, 2023 | -13.18% Nov 4, 2021 - Jan 7, 2022 |
| #9 | -24.30% Mar 9, 2020 - Jun 9, 2020 | -13.03% Jul 24, 2019 - Sep 27, 2019 |
| #10 | -17.92% Apr 22, 2014 - Dec 3, 2014 | -12.24% May 3, 2019 - Jul 23, 2019 |
| #11 | -17.41% Oct 23, 2015 - Mar 18, 2016 | -11.55% Nov 6, 2024 - Jan 15, 2025 |
| #12 | -17.17% Apr 22, 2010 - Dec 2, 2010 | -11.29% Jan 14, 2021 - Feb 16, 2021 |
| #13 | -17.14% Apr 25, 2000 - May 22, 2000 | -11.09% Jan 14, 2022 - Feb 9, 2022 |
| #14 | -16.18% Jul 19, 2012 - Oct 4, 2012 | -10.91% Sep 27, 2019 - Oct 28, 2019 |
| #15 | -15.96% Apr 22, 2004 - Sep 21, 2004 | -8.85% Dec 4, 2020 - Jan 12, 2021 |
Correlation
Correlation between WSO and EQH is 0.90 which considered as a strong positive correlation - the stocks tend to move together.
Dividend Comparison (2000 - 2026)
WSO vs EQH dividend yield comparison.
| Year | WSO | EQH |
|---|---|---|
| 2026 | 2.67% | 1.20% |
| 2025 | 3.47% | 2.20% |
| 2024 | 2.23% | 1.99% |
| 2023 | 2.29% | 2.58% |
| 2022 | 3.43% | 2.72% |
| 2021 | 2.44% | 2.17% |
| 2020 | 3.06% | 2.58% |
| 2019 | 3.55% | 2.34% |
| 2018 | 4.02% | 1.56% |
| 2017 | 2.71% | 0.00% |
| 2016 | 2.43% | 0.00% |
| 2015 | 2.39% | 0.00% |
| 2014 | 1.87% | 0.00% |
| 2013 | 1.20% | 0.00% |
| 2012 | 9.99% | 0.00% |
| 2011 | 3.40% | 0.00% |
| 2010 | 3.23% | 0.00% |
| 2009 | 3.86% | 0.00% |
| 2008 | 4.56% | 0.00% |
| 2007 | 3.56% | 0.00% |
| 2006 | 2.01% | 0.00% |
| 2005 | 1.04% | 0.00% |
| 2004 | 1.08% | 0.00% |
| 2003 | 0.88% | 0.00% |
| 2002 | 0.70% | 0.00% |
| 2001 | 0.70% | 0.00% |
| 2000 | 1.04% | 0.00% |
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