EQH vs. BRK-B

Last updated Apr 2, 2026

Compare and contrast key facts about Equitable Holdings, Inc. (EQH) and Berkshire Hathaway Inc. (BRK-B).

Performance

EQH vs. BRK-B - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Equitable Holdings, Inc. (EQH) and Berkshire Hathaway Inc. (BRK-B). The values are adjusted to include any dividend payments, if applicable.

EQH vs. BRK-B - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019	2018
EQH Equitable Holdings, Inc.	-20.50%	3.17%	45.04%	19.63%	-10.17%	31.00%	6.52%	53.13%	-17.22%
BRK-B Berkshire Hathaway Inc.	-4.80%	10.89%	27.09%	15.46%	3.31%	28.95%	2.37%	10.93%	1.48%

Fundamentals

EPS EQH : -$6.83 BRK-B : $31.03
PS Ratio EQH : 0.65 BRK-B : 2.78
Total Revenue (TTM) EQH : $11.67B BRK-B : $371.37B
Gross Profit (TTM) EQH : $9.23B BRK-B : $116.89B
EBITDA (TTM) EQH : -$708.00M BRK-B : $87.30B

Returns By Period

In the year-to-date period, EQH achieves a -20.50% return, which is significantly lower than BRK-B's -4.80% return.

EQH

• 1D: 1.37%
• 1M: -6.45%
• YTD: -20.50%
• 6M: -22.67%
• 1Y: -26.36%
• 3Y*: 16.92%
• 5Y*: 5.24%
• 10Y*: —

BRK-B

• 1D: -0.15%
• 1M: -0.35%
• YTD: -4.80%
• 6M: -3.95%
• 1Y: -10.22%
• 3Y*: 15.72%
• 5Y*: 13.13%
• 10Y*: 12.78%

*Multi-year figures are annualized to reflect compound growth (CAGR)

Return for Risk

EQH vs. BRK-B — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

EQH

EQH Risk / Return Rank: 11
EQH Sharpe Ratio Rank: 11
EQH Sortino Ratio Rank: 13
EQH Omega Ratio Rank: 13
EQH Calmar Ratio Rank: 15
EQH Martin Ratio Rank: 4

BRK-B

BRK-B Risk / Return Rank: 17
BRK-B Sharpe Ratio Rank: 16
BRK-B Sortino Ratio Rank: 16
BRK-B Omega Ratio Rank: 16
BRK-B Calmar Ratio Rank: 17
BRK-B Martin Ratio Rank: 19

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

EQH vs. BRK-B - Risk-Adjusted Trends Comparison

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.

	EQH	BRK-B	Difference
Sharpe ratio Return per unit of total volatility	-0.72	-0.56	-0.16
Sortino ratio Return per unit of downside risk	-0.85	-0.65	-0.20
Omega ratio Gain probability vs. loss probability	0.89	0.91	-0.02
Calmar ratio Return relative to maximum drawdown	-0.73	-0.68	-0.05
Martin ratio Return relative to average drawdown	-1.74	-1.16	-0.58
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

EQH vs. BRK-B - Sharpe Ratio Comparison

The current EQH Sharpe Ratio is -0.72, which is comparable to the BRK-B Sharpe Ratio of -0.56. 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.

Sharpe Ratios by Period

	EQH	BRK-B	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	-0.72	-0.56	-0.16
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	0.16	0.77	-0.61
Sharpe Ratio (10Y) Calculated over the trailing 10-year period	—	0.66	—
Sharpe Ratio (All Time) Calculated using the full available price history	0.28	0.48	-0.20

Correlation

The correlation between EQH and BRK-B is 0.58, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.

Dividends

EQH vs. BRK-B - Dividend Comparison

EQH's dividend yield for the trailing twelve months is around 2.87%, while BRK-B has not paid dividends to shareholders.

	TTM	2025	2024	2023	2022	2021	2020	2019	2018
EQH Equitable Holdings, Inc.	2.87%	2.20%	1.99%	2.58%	2.72%	2.17%	2.58%	2.34%	1.56%
BRK-B Berkshire Hathaway Inc.	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%

Drawdowns

EQH vs. BRK-B - Drawdown Comparison

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.

Drawdown Indicators

	EQH	BRK-B	Difference
Max Drawdown Largest peak-to-trough decline	-61.33%	-53.86%	-7.47%
Max Drawdown (1Y) Largest decline over 1 year	-35.85%	-14.95%	-20.90%
Max Drawdown (5Y) Largest decline over 5 years	-35.85%	-26.58%	-9.27%
Max Drawdown (10Y) Largest decline over 10 years	—	-29.57%	—
Current Drawdown Current decline from peak	-31.71%	-11.36%	-20.35%
Average Drawdown Average peak-to-trough decline	-11.80%	-11.07%	-0.73%
Ulcer Index Depth and duration of drawdowns from previous peaks	14.98%	8.72%	+6.26%

Volatility

EQH vs. BRK-B - Volatility Comparison

Equitable Holdings, Inc. (EQH) has a higher volatility of 12.22% compared to Berkshire Hathaway Inc. (BRK-B) at 4.33%. 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.

Volatility by Period

	EQH	BRK-B	Difference
Volatility (1M) Calculated over the trailing 1-month period	12.22%	4.33%	+7.89%
Volatility (6M) Calculated over the trailing 6-month period	24.40%	11.14%	+13.26%
Volatility (1Y) Calculated over the trailing 1-year period	36.79%	18.30%	+18.49%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	32.67%	17.20%	+15.47%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	38.84%	19.45%	+19.39%

Financials