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EQR vs. ABR
Performance
Return for Risk
Drawdowns
Volatility
Dividends
Financials

Performance

EQR vs. ABR - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Equity Residential (EQR) and Arbor Realty Trust, Inc. (ABR). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, EQR achieves a 10.22% return, which is significantly higher than ABR's -23.53% return. Over the past 10 years, EQR has underperformed ABR with an annualized return of 4.84%, while ABR has yielded a comparatively higher 8.41% annualized return.


EQR

1D
2.66%
1M
2.49%
YTD
10.22%
6M
12.78%
1Y
2.80%
3Y*
6.64%
5Y*
0.88%
10Y*
4.84%

ABR

1D
4.91%
1M
-28.44%
YTD
-23.53%
6M
-33.77%
1Y
-34.83%
3Y*
-16.02%
5Y*
-12.04%
10Y*
8.41%
*Multi-year figures are annualized to reflect compound growth (CAGR)

EQR vs. ABR - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
EQR
Equity Residential
10.22%-8.57%20.81%8.34%-32.46%57.33%-23.61%26.16%7.08%2.19%
ABR
Arbor Realty Trust, Inc.
-23.53%-36.65%3.16%29.73%-20.73%39.42%10.04%55.19%30.04%26.60%

Correlation

The correlation between EQR and ABR is 0.29, which is low. Their price movements are largely independent, making them effective diversification partners.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.29

Correlation (3Y)
Calculated over the trailing 3-year period

0.33

Correlation (5Y)
Calculated over the trailing 5-year period

0.39

Correlation (10Y)
Calculated over the trailing 10-year period

0.37

Correlation (All Time)
Calculated using the full available price history since Apr 8, 2004

0.34

The correlation between EQR and ABR shifts across timeframes, from 0.29 (1 year) to 0.39 (5 years), reflecting how their relationship changes across market environments.

Fundamentals

Market Cap

EQR:

$25.51B

ABR:

$1.18B

EPS

EQR:

$2.47

ABR:

$0.57

PE Ratio

EQR:

27.54

ABR:

9.70

PS Ratio

EQR:

8.42

ABR:

1.25

PB Ratio

EQR:

2.39

ABR:

0.50

Total Revenue (TTM)

EQR:

$3.12B

ABR:

$940.70M

Gross Profit (TTM)

EQR:

$1.63B

ABR:

$829.57M

EBITDA (TTM)

EQR:

$2.53B

ABR:

$878.83M

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Return for Risk

EQR vs. ABR — Risk / Return Rank

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

EQR
EQR Risk / Return Rank: 4343
Overall Rank
EQR Sharpe Ratio Rank: 4747
Sharpe Ratio Rank
EQR Sortino Ratio Rank: 3939
Sortino Ratio Rank
EQR Omega Ratio Rank: 3838
Omega Ratio Rank
EQR Calmar Ratio Rank: 4646
Calmar Ratio Rank
EQR Martin Ratio Rank: 4646
Martin Ratio Rank

ABR
ABR Risk / Return Rank: 1212
Overall Rank
ABR Sharpe Ratio Rank: 88
Sharpe Ratio Rank
ABR Sortino Ratio Rank: 1111
Sortino Ratio Rank
ABR Omega Ratio Rank: 1111
Omega Ratio Rank
ABR Calmar Ratio Rank: 1818
Calmar Ratio Rank
ABR Martin Ratio Rank: 1212
Martin Ratio Rank
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.

EQR vs. ABR - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Equity Residential (EQR) and Arbor Realty Trust, Inc. (ABR). 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.


EQRABRDifference
Sharpe ratioReturn per unit of total volatility

+0.99

Sortino ratioReturn per unit of downside risk

+1.40

Omega ratioGain probability vs. loss probability

1.04

0.86

+0.18

Calmar ratioReturn relative to maximum drawdown

0.19

-0.66

+0.85

Martin ratioReturn relative to average drawdown

0.34

-1.29

+1.63

EQR vs. ABR - Sharpe Ratio Comparison

The current EQR Sharpe Ratio is 0.14, which is higher than the ABR Sharpe Ratio of -0.85. The chart below compares the historical Sharpe Ratios of EQR and ABR, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Sharpe Ratios by Period


EQRABRDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

0.14

-0.85

+0.99

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.04

-0.33

+0.36

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.19

0.21

-0.01

Sharpe Ratio (All Time)

Calculated using the full available price history

0.35

0.05

+0.30

Drawdowns

EQR vs. ABR - Drawdown Comparison

The maximum EQR drawdown since its inception was -67.40%, smaller than the maximum ABR drawdown of -97.76%. Use the drawdown chart below to compare losses from any high point for EQR and ABR.


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Drawdown Indicators


EQRABRDifference

Max Drawdown

Largest peak-to-trough decline

-67.40%

-97.76%

+30.36%

Max Drawdown (1Y)

Largest decline over 1 year

-14.70%

-53.05%

+38.35%

Max Drawdown (3Y)

Largest decline over 3 years

-22.12%

-57.96%

+35.84%

Max Drawdown (5Y)

Largest decline over 5 years

-39.32%

-57.96%

+18.64%

Max Drawdown (10Y)

Largest decline over 10 years

-45.91%

-72.76%

+26.85%

Current Drawdown

Current decline from peak

-14.14%

-55.90%

+41.76%

Average Drawdown

Average peak-to-trough decline

-12.14%

-41.86%

+29.72%

Ulcer Index

Depth and duration of drawdowns from previous peaks

8.30%

26.96%

-18.66%

Volatility

EQR vs. ABR - Volatility Comparison

The current volatility for Equity Residential (EQR) is 4.98%, while Arbor Realty Trust, Inc. (ABR) has a volatility of 22.14%. This indicates that EQR experiences smaller price fluctuations and is considered to be less risky than ABR based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


EQRABRDifference

Volatility (1M)

Calculated over the trailing 1-month period

4.98%

22.14%

-17.16%

Volatility (6M)

Calculated over the trailing 6-month period

14.45%

33.80%

-19.35%

Volatility (1Y)

Calculated over the trailing 1-year period

20.03%

41.19%

-21.16%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

22.47%

37.16%

-14.69%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

24.94%

40.41%

-15.47%

Dividends

EQR vs. ABR - Dividend Comparison

EQR's dividend yield for the trailing twelve months is around 4.09%, less than ABR's 19.24% yield.


PositionTTM20252024202320222021202020192018201720162015
ABR
Arbor Realty Trust, Inc.
19.24%17.14%12.42%11.07%11.68%7.53%8.67%7.94%11.22%8.33%8.31%8.11%
EQR
Equity Residential
4.09%4.37%2.82%4.33%4.24%2.66%4.07%2.81%3.27%3.16%20.22%2.71%

Financials

EQR vs. ABR - Financials Comparison

This section allows you to compare key financial metrics between Equity Residential and Arbor Realty Trust, 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.


Quarterly
Annual

Total Revenue: Total amount of money received from sales and other business activities


0.00200.00M400.00M600.00M800.00M20222023202420252026
779.85M
25.74M
(EQR) Total Revenue
(ABR) Total Revenue
Values in USD except per share items

EQR vs. ABR - Profitability Comparison

The chart below illustrates the profitability comparison between Equity Residential and Arbor Realty Trust, Inc. over time, highlighting three key metrics: Gross Profit Margin, Operating Margin, and Net Profit Margin.

Gross Margin
Operating Margin
Net Margin
Quarterly
Annual

-100.0%-50.0%0.0%50.0%100.0%20222023202420252026
85.0%
-85.3%
Portfolio components
EQR - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Equity Residential reported a gross profit of 662.82M and revenue of 779.85M. Therefore, the gross margin over that period was 85.0%.

ABR - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Arbor Realty Trust, Inc. reported a gross profit of -21.94M and revenue of 25.74M. Therefore, the gross margin over that period was -85.3%.

EQR - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Equity Residential reported an operating income of 645.96M and revenue of 779.85M, resulting in an operating margin of 82.8%.

ABR - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Arbor Realty Trust, Inc. reported an operating income of 8.06M and revenue of 25.74M, resulting in an operating margin of 31.3%.

EQR - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Equity Residential reported a net income of 90.08M and revenue of 779.85M, resulting in a net margin of 11.6%.

ABR - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Arbor Realty Trust, Inc. reported a net income of 12.92M and revenue of 25.74M, resulting in a net margin of 50.2%.


Frequently Asked Questions


EQR and ABR have a correlation of 0.29, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

ABR has higher volatility (22.14%) compared to EQR (4.98%). In terms of maximum drawdown, EQR dropped -67.40% vs ABR's -97.76%.

EQR currently has the higher Sharpe Ratio (0.14 vs -0.85), 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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