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

Performance

EQR vs. MAA - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Equity Residential (EQR) and Mid-America Apartment Communities, Inc. (MAA). 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 10.83% return, which is significantly higher than MAA's -0.50% return. Over the past 10 years, EQR has underperformed MAA with an annualized return of 4.24%, while MAA has yielded a comparatively higher 6.43% annualized return.


EQR

1D
1.69%
1M
-3.24%
6M
12.15%
YTD
10.83%
1Y
12.53%
3Y*
5.37%
5Y*
-0.43%
10Y*
4.24%
ALL TIME*
10.50%

MAA

1D
0.85%
1M
-5.05%
6M
3.30%
YTD
-0.50%
1Y
-0.14%
3Y*
1.50%
5Y*
-3.14%
10Y*
6.43%
ALL TIME*
12.09%
*Multi-year figures are annualized to reflect compound growth (CAGR)

Liquidity Comparison


PositionAvg. Volume Value (2W)Avg. Volume Value (1M)Avg. Volume Value (3M)
$241.21M$202.59M$207.12M
$167.18M$156.17M$141.06M

EQR vs. MAA - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
EQR
Equity Residential
10.83%-8.57%20.81%8.34%-32.46%57.33%-23.61%26.16%7.08%2.19%
MAA
Mid-America Apartment Communities, Inc.
-0.50%-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 0.85, meaning they have usually moved in the same direction, including during past declines.


Correlation
Correlation (1Y)
Focuses on recent behavior, but can change the most.

0.85

Correlation (3Y)
Balances recent behavior with more history.

0.83

Correlation (5Y)
Shows whether the relationship held over a longer period.

0.85

Correlation (10Y)
Provides a long-term view across more market conditions.

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 (0.85) than their long-term average of 0.63, meaning their price movements have been converging.

Fundamentals

Market Cap

EQR:

$25.33B

MAA:

$15.53B

EPS

EQR:

$2.26

MAA:

$4.79

PE Ratio

EQR:

29.89

MAA:

27.87

PS Ratio

EQR:

8.34

MAA:

10.54

Total Revenue (TTM)

EQR:

$3.14B

MAA:

$1.11B

Gross Profit (TTM)

EQR:

$1.44B

MAA:

$203.69M

EBITDA (TTM)

EQR:

$2.27B

MAA:

$1.26B

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Return for Risk

EQR vs. MAA — Risk / Return Rank

Compare historical risk-adjusted metric ranks over the past 12 months.

EQR
EQR Risk / Return Rank: 6363
Overall Rank
EQR Sharpe Ratio Rank: 6666
Sharpe Ratio Rank
EQR Sortino Ratio Rank: 5959
Sortino Ratio Rank
EQR Omega Ratio Rank: 5656
Omega Ratio Rank
EQR Calmar Ratio Rank: 6868
Calmar Ratio Rank
EQR Martin Ratio Rank: 6767
Martin Ratio Rank

MAA
MAA Risk / Return Rank: 4040
Overall Rank
MAA Sharpe Ratio Rank: 4444
Sharpe Ratio Rank
MAA Sortino Ratio Rank: 3636
Sortino Ratio Rank
MAA Omega Ratio Rank: 3535
Omega Ratio Rank
MAA Calmar Ratio Rank: 4444
Calmar Ratio Rank
MAA Martin Ratio Rank: 4343
Martin Ratio Rank
The rank (0–100) uses a weighted average of the Sharpe, Sortino, Omega, Calmar, and Martin percentile ranks for the trailing 12 months. Higher means stronger historical risk-adjusted performance within the peer group.

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.


EQRMAADifference
Sharpe ratioReturn per unit of total volatility

+0.64

Sortino ratioReturn per unit of downside risk

+0.88

Omega ratioGain probability vs. loss probability

1.12

1.01

+0.10

Calmar ratioReturn relative to maximum drawdown

1.09

-0.01

+1.10

Martin ratioReturn relative to average drawdown

2.35

-0.02

+2.36

EQR vs. MAA - Sharpe Ratio Comparison

The current EQR Sharpe Ratio is 0.63, which is higher than the MAA Sharpe Ratio of -0.01. The chart below compares the historical Sharpe Ratios of EQR and MAA, 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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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


EQRMAADifference

Max Drawdown

Largest peak-to-trough decline

-67.40%

-60.29%

-7.11%

Max Drawdown (1Y)

Largest decline over 1 year

-11.58%

-15.42%

+3.84%

Max Drawdown (3Y)

Largest decline over 3 years

-21.25%

-26.41%

+5.16%

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 Drawdown

Current decline from peak

-13.67%

-29.68%

+16.01%

Average Drawdown

Average peak-to-trough decline

-12.14%

-10.48%

-1.66%

Ulcer Index

Depth and duration of drawdowns from previous peaks

5.36%

7.26%

-1.90%

Volatility

EQR vs. MAA - Volatility Comparison

Equity Residential (EQR) and Mid-America Apartment Communities, Inc. (MAA) have volatilities of 6.12% and 6.33%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


EQRMAADifference

Volatility (1M)

Calculated over the trailing 1-month period

6.12%

6.33%

-0.21%

Volatility (6M)

Calculated over the trailing 6-month period

14.64%

14.67%

-0.03%

Volatility (1Y)

Calculated over the trailing 1-year period

19.97%

19.00%

+0.97%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

22.57%

22.29%

+0.28%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

24.95%

24.21%

+0.74%

Dividends

EQR vs. MAA - Dividend Comparison

EQR's dividend yield for the trailing twelve months is around 4.13%, less than MAA's 4.57% yield.


PositionTTM20252024202320222021202020192018201720162015
EQR
Equity Residential
4.13%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.
4.57%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.


Quarterly
Annual

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


Values in USD except per share items

EQR vs. MAA - Profitability Comparison

The chart below illustrates the profitability comparison between Equity Residential and Mid-America Apartment Communities, Inc. over time, highlighting three key metrics: Gross Profit Margin, Operating Margin, and Net Profit Margin.

Gross Margin
Operating Margin
Net Margin
Quarterly
Annual

EQR - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Aug 2026, Equity Residential reported a gross profit of 481.89M and revenue of 785.05M. Therefore, the gross margin over that period was 61.4%.

MAA - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Aug 2026, Mid-America Apartment Communities, Inc. reported a gross profit of -508.31M and revenue of -553.73M. Therefore, the gross margin over that period was 91.8%.

EQR - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Aug 2026, Equity Residential reported an operating income of 218.87M and revenue of 785.05M, resulting in an operating margin of 27.9%.

MAA - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Aug 2026, Mid-America Apartment Communities, Inc. reported an operating income of -165.21M and revenue of -553.73M, resulting in an operating margin of 29.8%.

EQR - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Aug 2026, Equity Residential reported a net income of 114.14M and revenue of 785.05M, resulting in a net margin of 14.5%.

MAA - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Aug 2026, Mid-America Apartment Communities, Inc. reported a net income of 138.47M and revenue of -553.73M, resulting in a net margin of -25.0%.


Frequently Asked Questions


EQR and MAA have a correlation of 0.85, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

MAA has higher volatility (6.33%) compared to EQR (6.12%). In terms of maximum drawdown, EQR dropped -67.40% vs MAA's -60.29%.

EQR currently has the higher Sharpe Ratio (0.63 vs -0.01), 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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