EG vs. CB
EG (Everest Group Ltd) and CB (Chubb Limited) are both stocks. Both are in the Financial Services sector — EG in Insurance - Reinsurance, CB in Insurance - Property & Casualty. Over the past 10 years, EG returned 9.49%/yr vs 12.89%/yr for CB. Their 0.54 correlation means they have sometimes moved together and sometimes differently.
Performance
EG vs. CB - Performance Comparison
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Returns By Period
In the year-to-date period, EG achieves a 11.61% return, which is significantly lower than CB's 13.04% return. Over the past 10 years, EG has underperformed CB with an annualized return of 9.49%, while CB has yielded a comparatively higher 12.89% annualized return.
EG
- 1D
- -0.32%
- 1M
- 0.75%
- 6M
- 14.33%
- YTD
- 11.61%
- 1Y
- 15.71%
- 3Y*
- 3.58%
- 5Y*
- 10.53%
- 10Y*
- 9.49%
- ALL TIME*
- 11.97%
CB
- 1D
- 0.15%
- 1M
- -2.90%
- 6M
- 13.97%
- YTD
- 13.04%
- 1Y
- 32.82%
- 3Y*
- 21.57%
- 5Y*
- 17.48%
- 10Y*
- 12.89%
- ALL TIME*
- 11.11%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $775.34M | $719.59M | $600.51M | |
| $160.37M | $141.62M | $144.70M |
EG vs. CB - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
EG Everest Group Ltd | 11.61% | -4.14% | 4.59% | 8.69% | 23.74% | 19.80% | -13.03% | 30.17% | 0.73% | 4.43% |
CB Chubb Limited | 13.04% | 14.46% | 23.89% | 4.20% | 15.97% | 27.85% | 1.41% | 22.94% | -9.63% | 12.82% |
Correlation
The correlation between EG and CB is 0.62, which is moderate. They have sometimes moved together and sometimes differently, sharing some price drivers without tracking each other closely.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.62 |
Correlation (3Y) Balances recent behavior with more history. | 0.62 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.64 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.62 |
Correlation (All Time) Calculated using the full available price history since Oct 3, 1995 | 0.54 |
The correlation between EG and CB shifts across timeframes, from 0.54 (all time) to 0.64 (5 years), reflecting how their relationship changes across market environments.
Fundamentals
EG:
$14.81B
CB:
$135.29B
EG:
$61.93
CB:
$35.80
EG:
6.04
CB:
9.80
EG:
0.11
CB:
0.68
EG:
0.69
CB:
3.94
EG:
$16.71B
CB:
$35.28B
EG:
$3.83B
CB:
$10.23B
EG:
$1.70B
CB:
$15.23B
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Return for Risk
EG vs. CB — Risk / Return Rank
EG
CB
EG vs. CB - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Everest Group Ltd (EG) and Chubb Limited (CB). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| EG | CB | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.16 | ||
| Sortino ratioReturn per unit of downside risk | -1.65 | ||
| Omega ratioGain probability vs. loss probability | 1.13 | 1.32 | -0.19 |
| Calmar ratioReturn relative to maximum drawdown | 0.87 | 3.60 | -2.73 |
| Martin ratioReturn relative to average drawdown | 1.88 | 9.94 | -8.07 |
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Drawdowns
EG vs. CB - Drawdown Comparison
The maximum EG drawdown since its inception was -52.97%, roughly equal to the maximum CB drawdown of -50.99%. Use the drawdown chart below to compare losses from any high point for EG and CB.
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Drawdown Indicators
| EG | CB | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -52.97% | -50.99% | -1.98% |
Max Drawdown (1Y)Largest decline over 1 year | -16.43% | -9.36% | -7.07% |
Max Drawdown (3Y)Largest decline over 3 years | -23.39% | -14.35% | -9.04% |
Max Drawdown (5Y)Largest decline over 5 years | -23.39% | -19.26% | -4.13% |
Max Drawdown (10Y)Largest decline over 10 years | -44.21% | -42.59% | -1.62% |
Current DrawdownCurrent decline from peak | -6.16% | -3.53% | -2.63% |
Average DrawdownAverage peak-to-trough decline | -12.12% | -10.65% | -1.47% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 7.57% | 3.38% | +4.19% |
Volatility
EG vs. CB - Volatility Comparison
Everest Group Ltd (EG) and Chubb Limited (CB) have volatilities of 8.77% and 8.96%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| EG | CB | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 8.77% | 8.96% | -0.19% |
Volatility (6M)Calculated over the trailing 6-month period | 16.14% | 15.55% | +0.59% |
Volatility (1Y)Calculated over the trailing 1-year period | 24.40% | 19.27% | +5.13% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 25.80% | 20.39% | +5.41% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 27.32% | 23.81% | +3.51% |
Dividends
EG vs. CB - Dividend Comparison
EG's dividend yield for the trailing twelve months is around 2.14%, more than CB's 1.12% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CB Chubb Limited | 1.12% | 1.22% | 1.30% | 1.51% | 1.49% | 1.65% | 2.01% | 1.91% | 2.24% | 1.93% | 2.07% | 4.23% |
EG Everest Group Ltd | 2.14% | 2.36% | 2.14% | 1.92% | 1.96% | 2.26% | 2.65% | 2.08% | 2.43% | 2.28% | 2.17% | 2.18% |
Financials
EG vs. CB - Financials Comparison
This section allows you to compare key financial metrics between Everest Group Ltd and Chubb Limited. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.
Total Revenue: Total amount of money received from sales and other business activities
EG vs. CB - Profitability Comparison
EG - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Aug 2026, Everest Group Ltd reported a gross profit of 0.00 and revenue of 3.96B. Therefore, the gross margin over that period was 0.0%.
CB - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Aug 2026, Chubb Limited reported a gross profit of -6.85B and revenue of -10.99B. Therefore, the gross margin over that period was 62.3%.
EG - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Aug 2026, Everest Group Ltd reported an operating income of 0.00 and revenue of 3.96B, resulting in an operating margin of 0.0%.
CB - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Aug 2026, Chubb Limited reported an operating income of 14.07M and revenue of -10.99B, resulting in an operating margin of -0.1%.
EG - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Aug 2026, Everest Group Ltd reported a net income of 559.00M and revenue of 3.96B, resulting in a net margin of 14.1%.
CB - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Aug 2026, Chubb Limited reported a net income of 5.88B and revenue of -10.99B, resulting in a net margin of -53.5%.
Frequently Asked Questions
EG and CB have a correlation of 0.62, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
CB has higher volatility (8.96%) compared to EG (8.77%). In terms of maximum drawdown, EG dropped -52.97% vs CB's -50.99%.
CB currently has the higher Sharpe Ratio (1.75 vs 0.58), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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