EQH vs. BRK-B

The year-to-date returns for both stocks are quite close, with EQH having a 14.14% return and BRK-B slightly lower at 13.46%.

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.

This table presents a comparison of risk-adjusted performance metrics for Equitable Holdings, Inc. (EQH) and Berkshire Hathaway Inc. (BRK-B). 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.

The current EQH Sharpe Ratio is 0.99, which is comparable to the BRK-B Sharpe Ratio of 1.24. The chart below compares the historical Sharpe Ratios of EQH and BRK-B, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

EQH's dividend yield for the trailing twelve months is around 1.79%, while BRK-B has not paid dividends to shareholders.

The maximum EQH drawdown since its inception was -61.33%, which is greater than BRK-B's maximum drawdown of -53.86%. Use the drawdown chart below to compare losses from any high point for EQH and BRK-B. For additional features, visit the drawdowns tool.

Equitable Holdings, Inc. (EQH) has a higher volatility of 9.31% compared to Berkshire Hathaway Inc. (BRK-B) at 7.52%. This indicates that EQH's price experiences larger fluctuations and is considered to be riskier than BRK-B based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

This section allows you to compare key financial metrics between Equitable Holdings, Inc. and Berkshire Hathaway Inc.. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.