EQH vs. TMUS
EQH (Equitable Holdings, Inc.) and TMUS (T-Mobile US, Inc.) are both stocks. EQH operates in Insurance - Diversified (Financial Services), while TMUS operates in Telecom Services (Communication Services). Over the past 5 years, EQH returned 12.45%/yr vs 6.09%/yr for TMUS. At a 0.25 correlation, their price movements are largely independent.
Performance
EQH vs. TMUS - Performance Comparison
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Returns By Period
In the year-to-date period, EQH achieves a 0.04% return, which is significantly higher than TMUS's -6.65% return.
EQH
- 1D
- 0.66%
- 1M
- 6.77%
- 6M
- -1.89%
- YTD
- 0.04%
- 1Y
- -8.69%
- 3Y*
- 22.44%
- 5Y*
- 12.45%
- 10Y*
- —
TMUS
- 1D
- 3.38%
- 1M
- -0.79%
- 6M
- -5.50%
- YTD
- -6.65%
- 1Y
- -16.08%
- 3Y*
- 11.90%
- 5Y*
- 6.09%
- 10Y*
- 16.22%
EQH vs. TMUS - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|
EQH Equitable Holdings, Inc. | 0.04% | 3.17% | 45.04% | 19.63% | -10.17% | 31.00% | 6.52% | 53.13% | -14.75% |
TMUS T-Mobile US, Inc. | -6.65% | -6.58% | 39.70% | 15.02% | 20.71% | -13.99% | 71.96% | 23.28% | 12.94% |
Correlation
The correlation between EQH and TMUS is -0.03, meaning there is essentially no relationship between their price movements. Each responds to its own set of market drivers, making them strong candidates for combining in a diversified portfolio.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | -0.03 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.11 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.23 |
Correlation (All Time) Calculated using the full available price history since May 10, 2018 | 0.25 |
The correlation between EQH and TMUS shifts across timeframes, from -0.03 (1 year) to 0.25 (all time), reflecting how their relationship changes across market environments.
Fundamentals
EQH:
$12.83B
TMUS:
$203.03B
EQH:
-$4.16
TMUS:
$9.45
EQH:
0.82
TMUS:
2.31
EQH:
$11.32B
TMUS:
$90.53B
EQH:
$6.96B
TMUS:
$34.92B
EQH:
-$759.00M
TMUS:
$28.22B
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Return for Risk
EQH vs. TMUS — Risk / Return Rank
EQH
TMUS
EQH vs. TMUS - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Equitable Holdings, Inc. (EQH) and T-Mobile US, Inc. (TMUS). 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.
| EQH | TMUS | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.30 | ||
| Sortino ratioReturn per unit of downside risk | +0.54 | ||
| Omega ratioGain probability vs. loss probability | 0.97 | 0.91 | +0.06 |
| Calmar ratioReturn relative to maximum drawdown | -0.30 | -0.48 | +0.18 |
| Martin ratioReturn relative to average drawdown | -0.59 | -0.84 | +0.25 |
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Drawdowns
EQH vs. TMUS - Drawdown Comparison
The maximum EQH drawdown since its inception was -61.33%, smaller than the maximum TMUS drawdown of -86.29%. Use the drawdown chart below to compare losses from any high point for EQH and TMUS.
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Drawdown Indicators
| EQH | TMUS | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -61.33% | -86.29% | +24.96% |
Max Drawdown (1Y)Largest decline over 1 year | -34.72% | -34.02% | -0.70% |
Max Drawdown (3Y)Largest decline over 3 years | -35.85% | -37.13% | +1.28% |
Max Drawdown (5Y)Largest decline over 5 years | -35.85% | -37.13% | +1.28% |
Max Drawdown (10Y)Largest decline over 10 years | — | -37.13% | — |
Current DrawdownCurrent decline from peak | -14.06% | -29.68% | +15.62% |
Average DrawdownAverage peak-to-trough decline | -12.17% | -25.98% | +13.81% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 17.54% | 19.44% | -1.90% |
Volatility
EQH vs. TMUS - Volatility Comparison
The current volatility for Equitable Holdings, Inc. (EQH) is 8.94%, while T-Mobile US, Inc. (TMUS) has a volatility of 10.91%. This indicates that EQH experiences smaller price fluctuations and is considered to be less risky than TMUS based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| EQH | TMUS | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 8.94% | 10.91% | -1.97% |
Volatility (6M)Calculated over the trailing 6-month period | 26.20% | 21.23% | +4.97% |
Volatility (1Y)Calculated over the trailing 1-year period | 32.16% | 26.08% | +6.08% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 32.92% | 24.30% | +8.62% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 38.68% | 26.15% | +12.53% |
Dividends
EQH vs. TMUS - Dividend Comparison
EQH's dividend yield for the trailing twelve months is around 2.36%, more than TMUS's 2.10% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 |
|---|---|---|---|---|---|---|---|---|---|
EQH Equitable Holdings, Inc. | 2.36% | 2.20% | 1.99% | 2.58% | 2.72% | 2.17% | 2.58% | 2.34% | 1.56% |
TMUS T-Mobile US, Inc. | 2.10% | 1.80% | 1.28% | 0.41% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Financials
EQH vs. TMUS - Financials Comparison
This section allows you to compare key financial metrics between Equitable Holdings, Inc. and T-Mobile US, 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
EQH vs. TMUS - Profitability Comparison
EQH - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jul 2026, Equitable Holdings, Inc. reported a gross profit of 3.61B and revenue of 4.23B. Therefore, the gross margin over that period was 85.2%.
TMUS - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jul 2026, T-Mobile US, Inc. reported a gross profit of 0.00 and revenue of 23.11B. Therefore, the gross margin over that period was 0.0%.
EQH - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jul 2026, Equitable Holdings, Inc. reported an operating income of 0.00 and revenue of 4.23B, resulting in an operating margin of 0.0%.
TMUS - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jul 2026, T-Mobile US, Inc. reported an operating income of 4.50B and revenue of 23.11B, resulting in an operating margin of 19.5%.
EQH - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jul 2026, Equitable Holdings, Inc. reported a net income of 621.00M and revenue of 4.23B, resulting in a net margin of 14.7%.
TMUS - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jul 2026, T-Mobile US, Inc. reported a net income of 2.50B and revenue of 23.11B, resulting in a net margin of 10.8%.
Frequently Asked Questions
EQH and TMUS have a correlation of -0.03, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
TMUS has higher volatility (10.91%) compared to EQH (8.94%). In terms of maximum drawdown, EQH dropped -61.33% vs TMUS's -86.29%.
EQH currently has the higher Sharpe Ratio (-0.32 vs -0.63), 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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