EQR vs. MAA
EQR (Equity Residential) and MAA (Mid-America Apartment Communities, Inc.) are both stocks. Both operate in the REIT - Residential industry within the Real Estate sector. Over the past 10 years, EQR returned 4.11%/yr vs 6.64%/yr for MAA. A 0.63 correlation means they provide meaningful diversification when combined.
Performance
EQR vs. MAA - Performance Comparison
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Returns By Period
In the year-to-date period, EQR achieves a 6.65% return, which is significantly higher than MAA's -1.32% return. Over the past 10 years, EQR has underperformed MAA with an annualized return of 4.11%, while MAA has yielded a comparatively higher 6.64% annualized return.
EQR
- 1D
- 1.50%
- 1M
- -0.76%
- YTD
- 6.65%
- 6M
- 7.87%
- 1Y
- -0.60%
- 3Y*
- 5.70%
- 5Y*
- 0.31%
- 10Y*
- 4.11%
MAA
- 1D
- 1.33%
- 1M
- 2.10%
- YTD
- -1.32%
- 6M
- 0.61%
- 1Y
- -6.74%
- 3Y*
- 1.42%
- 5Y*
- -0.94%
- 10Y*
- 6.64%
EQR vs. MAA - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
EQR Equity Residential | 6.65% | -8.57% | 20.81% | 8.34% | -32.46% | 57.33% | -23.61% | 26.16% | 7.08% | 2.19% |
MAA Mid-America Apartment Communities, Inc. | -1.32% | -6.36% | 19.94% | -10.44% | -29.75% | 85.87% | -0.64% | 42.52% | -1.06% | 6.28% |
Correlation
The correlation between EQR and MAA is 0.86, indicating a strong positive relationship between their price movements. Combining them offers limited diversification - they tend to fall together during downturns.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.86 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.83 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.85 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.81 |
Correlation (All Time) Calculated using the full available price history since Jan 28, 1994 | 0.63 |
Over the past year, EQR and MAA have become more correlated (0.86) than their long-term average of 0.63, meaning their price movements have been converging.
Fundamentals
EQR:
$2.47
MAA:
$4.58
EQR:
26.64
MAA:
29.22
EQR:
8.14
MAA:
7.09
EQR:
$3.12B
MAA:
$1.66B
EQR:
$1.63B
MAA:
$450.10M
EQR:
$2.53B
MAA:
$1.28B
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Return for Risk
EQR vs. MAA — Risk / Return Rank
EQR
MAA
EQR vs. MAA - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Equity Residential (EQR) and Mid-America Apartment Communities, Inc. (MAA). 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.
| EQR | MAA | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.33 | ||
| Sortino ratioReturn per unit of downside risk | +0.49 | ||
| Omega ratioGain probability vs. loss probability | 1.01 | 0.95 | +0.06 |
| Calmar ratioReturn relative to maximum drawdown | -0.05 | -0.35 | +0.30 |
| Martin ratioReturn relative to average drawdown | -0.09 | -0.61 | +0.52 |
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Drawdowns
EQR vs. MAA - Drawdown Comparison
The maximum EQR drawdown since its inception was -67.40%, which is greater than MAA's maximum drawdown of -60.29%. Use the drawdown chart below to compare losses from any high point for EQR and MAA.
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Drawdown Indicators
| EQR | MAA | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -67.40% | -60.29% | -7.11% |
Max Drawdown (1Y)Largest decline over 1 year | -13.30% | -19.49% | +6.19% |
Max Drawdown (3Y)Largest decline over 3 years | -22.12% | -26.41% | +4.29% |
Max Drawdown (5Y)Largest decline over 5 years | -39.32% | -45.01% | +5.69% |
Max Drawdown (10Y)Largest decline over 10 years | -45.91% | -45.01% | -0.90% |
Current DrawdownCurrent decline from peak | -16.92% | -30.27% | +13.35% |
Average DrawdownAverage peak-to-trough decline | -12.14% | -10.42% | -1.72% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 7.07% | 11.12% | -4.05% |
Volatility
EQR vs. MAA - Volatility Comparison
The current volatility for Equity Residential (EQR) is 5.64%, while Mid-America Apartment Communities, Inc. (MAA) has a volatility of 6.08%. This indicates that EQR experiences smaller price fluctuations and is considered to be less risky than MAA based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| EQR | MAA | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.64% | 6.08% | -0.44% |
Volatility (6M)Calculated over the trailing 6-month period | 14.86% | 14.19% | +0.67% |
Volatility (1Y)Calculated over the trailing 1-year period | 20.29% | 18.93% | +1.36% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 22.50% | 22.20% | +0.30% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 24.98% | 24.16% | +0.82% |
Dividends
EQR vs. MAA - Dividend Comparison
EQR's dividend yield for the trailing twelve months is around 4.23%, less than MAA's 4.55% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
EQR Equity Residential | 4.23% | 4.37% | 2.82% | 4.33% | 4.24% | 2.66% | 4.07% | 2.81% | 3.27% | 3.16% | 20.22% | 2.71% |
MAA Mid-America Apartment Communities, Inc. | 4.55% | 4.36% | 3.80% | 4.96% | 2.98% | 1.79% | 3.16% | 2.91% | 3.86% | 3.46% | 3.35% | 3.39% |
Financials
EQR vs. MAA - Financials Comparison
This section allows you to compare key financial metrics between Equity Residential and Mid-America Apartment Communities, 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
Frequently Asked Questions
EQR and MAA have a correlation of 0.86, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
MAA has higher volatility (6.08%) compared to EQR (5.64%). In terms of maximum drawdown, EQR dropped -67.40% vs MAA's -60.29%.
EQR currently has the higher Sharpe Ratio (-0.03 vs -0.36), 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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