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EQR vs. MAA
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Correlation

The correlation between EQR and MAA is 0.43, 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.


-0.50.00.51.0
Correlation: 0.4

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.

2,000.00%2,500.00%3,000.00%3,500.00%4,000.00%4,500.00%NovemberDecember2025FebruaryMarchApril
2,323.44%
4,263.47%
EQR
MAA

Key characteristics

Sharpe Ratio

EQR:

0.57

MAA:

1.43

Sortino Ratio

EQR:

0.93

MAA:

2.04

Omega Ratio

EQR:

1.12

MAA:

1.26

Calmar Ratio

EQR:

0.49

MAA:

0.76

Martin Ratio

EQR:

2.12

MAA:

6.24

Ulcer Index

EQR:

6.03%

MAA:

4.82%

Daily Std Dev

EQR:

22.49%

MAA:

21.04%

Max Drawdown

EQR:

-67.40%

MAA:

-60.29%

Current Drawdown

EQR:

-17.06%

MAA:

-21.20%

Fundamentals

Market Cap

EQR:

$27.89B

MAA:

$18.99B

EPS

EQR:

$2.72

MAA:

$4.53

PE Ratio

EQR:

25.48

MAA:

35.21

PEG Ratio

EQR:

16.52

MAA:

10.19

PS Ratio

EQR:

9.36

MAA:

8.73

PB Ratio

EQR:

2.46

MAA:

3.13

Total Revenue (TTM)

EQR:

$2.24B

MAA:

$1.65B

Gross Profit (TTM)

EQR:

$1.20B

MAA:

$530.46M

EBITDA (TTM)

EQR:

$1.37B

MAA:

$967.27M

Returns By Period

In the year-to-date period, EQR achieves a -2.65% return, which is significantly lower than MAA's 5.16% return. Over the past 10 years, EQR has underperformed MAA with an annualized return of 4.05%, while MAA has yielded a comparatively higher 11.49% annualized return.


EQR

YTD

-2.65%

1M

-3.31%

6M

-6.44%

1Y

9.69%

5Y*

5.32%

10Y*

4.05%

MAA

YTD

5.16%

1M

-2.18%

6M

6.02%

1Y

30.39%

5Y*

12.35%

10Y*

11.49%

*Annualized

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Risk-Adjusted Performance

EQR vs. MAA — Risk-Adjusted Performance Rank

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

EQR
The Risk-Adjusted Performance Rank of EQR is 7070
Overall Rank
The Sharpe Ratio Rank of EQR is 7373
Sharpe Ratio Rank
The Sortino Ratio Rank of EQR is 6464
Sortino Ratio Rank
The Omega Ratio Rank of EQR is 6363
Omega Ratio Rank
The Calmar Ratio Rank of EQR is 7373
Calmar Ratio Rank
The Martin Ratio Rank of EQR is 7474
Martin Ratio Rank

MAA
The Risk-Adjusted Performance Rank of MAA is 8686
Overall Rank
The Sharpe Ratio Rank of MAA is 9191
Sharpe Ratio Rank
The Sortino Ratio Rank of MAA is 8787
Sortino Ratio Rank
The Omega Ratio Rank of MAA is 8484
Omega Ratio Rank
The Calmar Ratio Rank of MAA is 8080
Calmar Ratio Rank
The Martin Ratio Rank of MAA is 9090
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

EQR vs. MAA - Risk-Adjusted Performance 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.


The chart of Sharpe ratio for EQR, currently valued at 0.57, compared to the broader market-2.00-1.000.001.002.003.00
EQR: 0.57
MAA: 1.43
The chart of Sortino ratio for EQR, currently valued at 0.93, compared to the broader market-6.00-4.00-2.000.002.004.00
EQR: 0.93
MAA: 2.04
The chart of Omega ratio for EQR, currently valued at 1.12, compared to the broader market0.501.001.502.00
EQR: 1.12
MAA: 1.26
The chart of Calmar ratio for EQR, currently valued at 0.49, compared to the broader market0.001.002.003.004.005.00
EQR: 0.49
MAA: 0.76
The chart of Martin ratio for EQR, currently valued at 2.12, compared to the broader market-5.000.005.0010.0015.0020.00
EQR: 2.12
MAA: 6.24

The current EQR Sharpe Ratio is 0.57, which is lower than the MAA Sharpe Ratio of 1.43. The chart below compares the historical Sharpe Ratios of EQR and MAA, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


Rolling 12-month Sharpe Ratio0.000.501.001.502.00NovemberDecember2025FebruaryMarchApril
0.57
1.43
EQR
MAA

Dividends

EQR vs. MAA - Dividend Comparison

EQR's dividend yield for the trailing twelve months is around 3.97%, more than MAA's 3.75% yield.


TTM20242023202220212020201920182017201620152014
EQR
Equity Residential
3.97%2.82%4.34%4.24%2.67%4.07%2.81%3.27%3.16%20.22%2.71%2.78%
MAA
Mid-America Apartment Communities, Inc.
3.75%3.80%4.16%2.98%2.25%3.16%2.91%3.86%3.46%3.35%3.39%3.91%

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. For additional features, visit the drawdowns tool.


-30.00%-25.00%-20.00%-15.00%-10.00%NovemberDecember2025FebruaryMarchApril
-17.06%
-21.20%
EQR
MAA

Volatility

EQR vs. MAA - Volatility Comparison

Equity Residential (EQR) has a higher volatility of 13.67% compared to Mid-America Apartment Communities, Inc. (MAA) at 10.58%. This indicates that EQR's price experiences larger fluctuations and is considered to be riskier than MAA based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


4.00%6.00%8.00%10.00%12.00%14.00%NovemberDecember2025FebruaryMarchApril
13.67%
10.58%
EQR
MAA

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