EQH vs. BRK-B
Compare and contrast key facts about Equitable Holdings, Inc. (EQH) and Berkshire Hathaway Inc. (BRK-B).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: EQH or BRK-B.
Correlation
The correlation between EQH and BRK-B is 0.61, 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.
Performance
EQH vs. BRK-B - Performance Comparison
Key characteristics
EQH:
0.96
BRK-B:
1.64
EQH:
1.47
BRK-B:
2.29
EQH:
1.22
BRK-B:
1.33
EQH:
1.67
BRK-B:
3.47
EQH:
6.10
BRK-B:
8.96
EQH:
5.65%
BRK-B:
3.41%
EQH:
36.03%
BRK-B:
18.59%
EQH:
-61.33%
BRK-B:
-53.86%
EQH:
-15.43%
BRK-B:
-3.63%
Fundamentals
EQH:
$14.38B
BRK-B:
$1.11T
EQH:
$3.82
BRK-B:
$41.26
EQH:
12.27
BRK-B:
12.56
EQH:
1.13
BRK-B:
3.00
EQH:
182.33
BRK-B:
1.72
EQH:
$10.21B
BRK-B:
$311.97B
EQH:
$6.29B
BRK-B:
$227.52B
EQH:
$2.65B
BRK-B:
$105.57B
Returns By Period
In the year-to-date period, EQH achieves a -0.17% return, which is significantly lower than BRK-B's 14.32% return.
EQH
-0.17%
-11.16%
2.92%
32.19%
27.73%
N/A
BRK-B
14.32%
-1.34%
11.49%
29.59%
22.13%
13.93%
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Risk-Adjusted Performance
EQH vs. BRK-B — Risk-Adjusted Performance Rank
EQH
BRK-B
EQH vs. BRK-B - Risk-Adjusted Performance 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.
Dividends
EQH vs. BRK-B - Dividend Comparison
EQH's dividend yield for the trailing twelve months is around 2.05%, while BRK-B has not paid dividends to shareholders.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|
EQH Equitable Holdings, Inc. | 2.05% | 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% |
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. For additional features, visit the drawdowns tool.
Volatility
EQH vs. BRK-B - Volatility Comparison
Equitable Holdings, Inc. (EQH) has a higher volatility of 21.86% compared to Berkshire Hathaway Inc. (BRK-B) at 10.46%. 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.
Financials
EQH vs. BRK-B - Financials Comparison
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.
Total Revenue: Total amount of money received from sales and other business activities