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ERIE vs. ET
Performance
Return for Risk
Dividends
Drawdowns
Volatility
Financials

Performance

ERIE vs. ET - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Erie Indemnity Company (ERIE) and Energy Transfer LP (ET). The values are adjusted to include any dividend payments, if applicable.

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ERIE vs. ET - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
ERIE
Erie Indemnity Company
-13.39%-29.40%24.67%37.35%32.03%-19.98%52.39%27.08%12.54%11.23%
ET
Energy Transfer LP
17.51%-9.37%53.87%27.87%55.74%42.96%-44.92%5.88%-17.74%-4.66%

Fundamentals

EPS

ERIE:

$15.98

ET:

$1.37

PE Ratio

ERIE:

15.45

ET:

13.90

PS Ratio

ERIE:

2.13

ET:

0.82

Total Revenue (TTM)

ERIE:

$4.07B

ET:

$82.63B

Gross Profit (TTM)

ERIE:

$796.81M

ET:

$18.01B

EBITDA (TTM)

ERIE:

$776.91M

ET:

$14.93B

Returns By Period

In the year-to-date period, ERIE achieves a -13.39% return, which is significantly lower than ET's 17.51% return. Over the past 10 years, ERIE has underperformed ET with an annualized return of 12.64%, while ET has yielded a comparatively higher 20.33% annualized return.


ERIE

1D
-1.72%
1M
-7.41%
YTD
-13.39%
6M
-20.09%
1Y
-38.88%
3Y*
3.81%
5Y*
3.90%
10Y*
12.64%

ET

1D
-1.45%
1M
-0.42%
YTD
17.51%
6M
16.34%
1Y
9.61%
3Y*
24.91%
5Y*
29.13%
10Y*
20.33%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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Return for Risk

ERIE vs. ET — Risk / Return Rank

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

ERIE
ERIE Risk / Return Rank: 55
Overall Rank
ERIE Sharpe Ratio Rank: 22
Sharpe Ratio Rank
ERIE Sortino Ratio Rank: 44
Sortino Ratio Rank
ERIE Omega Ratio Rank: 55
Omega Ratio Rank
ERIE Calmar Ratio Rank: 66
Calmar Ratio Rank
ERIE Martin Ratio Rank: 88
Martin Ratio Rank

ET
ET Risk / Return Rank: 5353
Overall Rank
ET Sharpe Ratio Rank: 5555
Sharpe Ratio Rank
ET Sortino Ratio Rank: 4747
Sortino Ratio Rank
ET Omega Ratio Rank: 4848
Omega Ratio Rank
ET Calmar Ratio Rank: 5656
Calmar Ratio Rank
ET Martin Ratio Rank: 5757
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.

ERIE vs. ET - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Erie Indemnity Company (ERIE) and Energy Transfer LP (ET). 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.


ERIEETDifference

Sharpe ratio

Return per unit of total volatility

-1.22

0.41

-1.62

Sortino ratio

Return per unit of downside risk

-1.68

0.72

-2.39

Omega ratio

Gain probability vs. loss probability

0.79

1.10

-0.31

Calmar ratio

Return relative to maximum drawdown

-0.92

0.60

-1.52

Martin ratio

Return relative to average drawdown

-1.54

1.67

-3.22

ERIE vs. ET - Sharpe Ratio Comparison

The current ERIE Sharpe Ratio is -1.22, which is lower than the ET Sharpe Ratio of 0.41. The chart below compares the historical Sharpe Ratios of ERIE and ET, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


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Sharpe Ratios by Period


ERIEETDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

-1.22

0.41

-1.62

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.14

1.15

-1.01

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.44

0.56

-0.12

Sharpe Ratio (All Time)

Calculated using the full available price history

0.25

0.35

-0.10

Correlation

The correlation between ERIE and ET is 0.19, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.


Dividends

ERIE vs. ET - Dividend Comparison

ERIE's dividend yield for the trailing twelve months is around 2.25%, less than ET's 6.97% yield.


TTM20252024202320222021202020192018201720162015
ERIE
Erie Indemnity Company
2.25%1.90%1.24%1.42%1.79%2.15%2.39%2.17%2.52%2.57%1.95%3.61%
ET
Energy Transfer LP
6.97%7.97%6.51%8.95%7.33%7.41%17.27%9.51%9.24%6.66%5.90%7.42%

Drawdowns

ERIE vs. ET - Drawdown Comparison

The maximum ERIE drawdown since its inception was -78.28%, smaller than the maximum ET drawdown of -87.81%. Use the drawdown chart below to compare losses from any high point for ERIE and ET.


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Drawdown Indicators


ERIEETDifference

Max Drawdown

Largest peak-to-trough decline

-78.28%

-87.81%

+9.53%

Max Drawdown (1Y)

Largest decline over 1 year

-43.55%

-17.33%

-26.22%

Max Drawdown (5Y)

Largest decline over 5 years

-55.67%

-25.82%

-29.85%

Max Drawdown (10Y)

Largest decline over 10 years

-55.67%

-72.82%

+17.15%

Current Drawdown

Current decline from peak

-53.63%

-3.30%

-50.33%

Average Drawdown

Average peak-to-trough decline

-33.42%

-25.95%

-7.47%

Ulcer Index

Depth and duration of drawdowns from previous peaks

25.95%

6.24%

+19.71%

Volatility

ERIE vs. ET - Volatility Comparison

Erie Indemnity Company (ERIE) has a higher volatility of 9.01% compared to Energy Transfer LP (ET) at 5.02%. This indicates that ERIE's price experiences larger fluctuations and is considered to be riskier than ET based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


ERIEETDifference

Volatility (1M)

Calculated over the trailing 1-month period

9.01%

5.02%

+3.99%

Volatility (6M)

Calculated over the trailing 6-month period

22.17%

11.78%

+10.39%

Volatility (1Y)

Calculated over the trailing 1-year period

32.14%

23.83%

+8.31%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

28.70%

25.47%

+3.23%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

28.81%

36.63%

-7.82%

Financials

ERIE vs. ET - Financials Comparison

This section allows you to compare key financial metrics between Erie Indemnity Company and Energy Transfer LP. 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


0.005.00B10.00B15.00B20.00B25.00BAprilJulyOctober2022AprilJulyOctober2023AprilJulyOctober2024AprilJulyOctober2025AprilJulyOctober
713.69M
22.41B
(ERIE) Total Revenue
(ET) Total Revenue
Values in USD except per share items

ERIE vs. ET - Profitability Comparison

The chart below illustrates the profitability comparison between Erie Indemnity Company and Energy Transfer LP over time, highlighting three key metrics: Gross Profit Margin, Operating Margin, and Net Profit Margin.

Gross Margin
Operating Margin
Net Margin
Quarterly
Annual

0.0%5.0%10.0%15.0%20.0%25.0%30.0%35.0%AprilJulyOctober2022AprilJulyOctober2023AprilJulyOctober2024AprilJulyOctober2025AprilJulyOctober0
25.8%
Portfolio components
ERIE - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Apr 2026, Erie Indemnity Company reported a gross profit of 0.00 and revenue of 713.69M. Therefore, the gross margin over that period was 0.0%.

ET - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Apr 2026, Energy Transfer LP reported a gross profit of 5.78B and revenue of 22.41B. Therefore, the gross margin over that period was 25.8%.

ERIE - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Apr 2026, Erie Indemnity Company reported an operating income of 156.38M and revenue of 713.69M, resulting in an operating margin of 21.9%.

ET - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Apr 2026, Energy Transfer LP reported an operating income of 2.37B and revenue of 22.41B, resulting in an operating margin of 10.6%.

ERIE - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Apr 2026, Erie Indemnity Company reported a net income of 63.38M and revenue of 713.69M, resulting in a net margin of 8.9%.

ET - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Apr 2026, Energy Transfer LP reported a net income of 1.46B and revenue of 22.41B, resulting in a net margin of 6.5%.