EQH vs VCTR: Correlation
Equitable Holdings, Inc. (EQH) and Victory Capital Holdings, Inc. (VCTR) show a moderate relationship: their 3-year correlation of weekly returns is 0.59.
Data as of 2026-08-27 · refreshed every trading day · weekly returns · methodology
How correlated are EQH and VCTR?
Over the past 3 years, EQH and VCTR moved with a correlation of 0.59, which is moderate. Little has changed lately, as the 1-year reading of 0.52 lands near the 3-year figure. Over 5 years the correlation is 0.59, and the annualized covariance of weekly returns is 495.6 %².
Within EQH's tracked universe of 20 assets, VCTR comes in at #10 by 3-year correlation. The last year tells two different stories: VCTR led by 78.3 percentage points, -4.2% for EQH against +74.1% for VCTR.
How is this computed?
Pearson correlation on weekly returns: ρ(A,B) = cov(rA, rB) / (σA · σB), over windows of 52, 156 and 260 weeks. Covariance is annualized (×52) and expressed in %². Full definitions on the methodology page.
EQH vs VCTR: side by side
| EQH (Equitable Holdings, Inc.) | VCTR (Victory Capital Holdings, Inc.) | |
|---|---|---|
| 1-year return | -4.2% | +74.1% |
| 5-year return | +83.5% | +309.1% |
| Volatility (ann.) | 27.3% | 30.9% |
| Beta vs S&P 500 | 1.19 | 1.15 |
| Max drawdown (3Y) | -35.8% | -28.1% |
| Market cap | $13.7B | $7.5B |
| P/E (trailing) | – | 21.9 |
| Dividend yield | 2.29% | 1.63% |
| Sector / category | US Listed | US Listed |
Year-by-year returns
| Year | EQH | VCTR |
|---|---|---|
| 2022 | -10.2% | -23.9% |
| 2023 | +19.6% | +33.5% |
| 2024 | +45.0% | +95.9% |
| 2025 | +3.2% | -0.8% |
| 2026 | +7.4% | +94.5% |
Calendar-year price returns; the current year is year-to-date as of the data date above.
Are EQH and VCTR good diversifiers for each other?
To a limited degree. At 0.59 the two still catch most of the same waves, so the pair smooths returns a little without insulating either from a shared selloff.
FAQ
What is the correlation between EQH and VCTR?
The EQH/VCTR correlation stands at 0.59 on a 3-year window (1 year: 0.52, 5 years: 0.59), computed from weekly returns as of 2026-08-27.
Is VCTR a good diversifier for EQH?
To a limited degree. At 0.59 the two still catch most of the same waves, so the pair smooths returns a little without insulating either from a shared selloff.
What does a correlation of 0.59 mean?
On the −1 to +1 scale, 0.59 describes how much the two returns move together: +1 is lockstep, 0 is independence, negative values mean opposite directions. It says nothing about which performed better.
Use this data
$ curl https://www.pairbook.io/api/v1/pairs/eqh-vs-vctr.json
Markdown for the live badge, attribution link included:
[](https://www.pairbook.io/pair/eqh-vs-vctr/)
The core API is free. Terms and every endpoint in the API documentation.
Related comparisons
Hubs: EQH correlations · VCTR correlations
