EQH
Price
$51.61
Change
-$1.47 (-2.77%)
Updated
Jun 13 closing price
Capitalization
12.53B
45 days until earnings call
IYF
Price
$114.37
Change
-$1.58 (-1.36%)
Updated
Jun 13 closing price
Net Assets
3.39B
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EQH vs IYF

Header iconEQH vs IYF Comparison
Open Charts EQH vs IYFBanner chart's image
Equitable Holdings
Price$51.61
Change-$1.47 (-2.77%)
Volume$2.15M
Capitalization12.53B
iShares US Financials ETF
Price$114.37
Change-$1.58 (-1.36%)
Volume$406.81K
Net Assets3.39B
EQH vs IYF Comparison Chart
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EQH
Daily Signalchanged days ago
Gain/Loss if bought
Show more...
IYF
Daily Signalchanged days ago
Gain/Loss if bought
Show more...
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EQH vs. IYF commentary
Jun 15, 2025

To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is EQH is a StrongBuy and IYF is a Hold.

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COMPARISON
Comparison
Jun 15, 2025

Short-Term Analysis

It is best to consider a short-term outlook for a ticker by using Technical Analysis (TA) indicators. We use Odds of Success as the percentage of outcomes which confirm successful trade signals in the past.

If the Odds of Success (the likelihood of the continuation of a trend) for each indicator are greater than 50%, then the generated signal is confirmed. A green percentage from 90% to 51% indicates that the ticker is in a bullish trend. A red percentage from 90% - 51% indicates that the ticker is in a bearish trend. All grey percentages are below 50% and are considered not to confirm the trend signal.

EQH’s TA Score shows that 4 TA indicator(s) are bullish.

  • EQH’s TA Score: 4 bullish, 5 bearish.
SUMMARIES
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FUNDAMENTALS RATINGS
EQH: Fundamental Ratings
EQH
OUTLOOK RATING
1..100
50
VALUATION
overvalued / fair valued / undervalued
1..100
37
Fair valued
PROFIT vs RISK RATING
1..100
7
SMR RATING
1..100
12
PRICE GROWTH RATING
1..100
50
P/E GROWTH RATING
1..100
33
SEASONALITY SCORE
1..100
n/a

Tickeron ratings are formulated such that a rating of 1 designates the most successful stocks in a given industry, while a rating of 100 points to the least successful stocks for that industry.

TECHNICAL ANALYSIS
Technical Analysis
EQHIYF
RSI
ODDS (%)
Bearish Trend 3 days ago
55%
Bearish Trend 3 days ago
78%
Stochastic
ODDS (%)
Bearish Trend 3 days ago
70%
Bearish Trend 3 days ago
75%
Momentum
ODDS (%)
Bearish Trend 3 days ago
71%
Bearish Trend 3 days ago
82%
MACD
ODDS (%)
Bearish Trend 3 days ago
77%
Bearish Trend 3 days ago
70%
TrendWeek
ODDS (%)
Bearish Trend 3 days ago
66%
Bearish Trend 3 days ago
79%
TrendMonth
ODDS (%)
Bearish Trend 3 days ago
62%
Bearish Trend 3 days ago
78%
Advances
ODDS (%)
Bullish Trend 28 days ago
69%
Bullish Trend about 1 month ago
88%
Declines
ODDS (%)
Bearish Trend 3 days ago
66%
Bearish Trend 5 days ago
78%
BollingerBands
ODDS (%)
Bullish Trend 3 days ago
88%
Bullish Trend 3 days ago
90%
Aroon
ODDS (%)
Bullish Trend 3 days ago
63%
Bullish Trend 3 days ago
83%
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EQH
Daily Signalchanged days ago
Gain/Loss if bought
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IYF
Daily Signalchanged days ago
Gain/Loss if bought
Show more...
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EQH and

Correlation & Price change

A.I.dvisor indicates that over the last year, EQH has been loosely correlated with AIG. These tickers have moved in lockstep 51% of the time. This A.I.-generated data suggests there is some statistical probability that if EQH jumps, then AIG could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To EQH
1D Price
Change %
EQH100%
-2.77%
AIG - EQH
51%
Loosely correlated
-0.87%
ORI - EQH
51%
Loosely correlated
+0.38%
AEG - EQH
48%
Loosely correlated
-2.12%
AVVIY - EQH
43%
Loosely correlated
-0.77%
NNGRY - EQH
39%
Loosely correlated
-1.12%
More

IYF and

Correlation & Price change

A.I.dvisor indicates that over the last year, IYF has been closely correlated with BAC. These tickers have moved in lockstep 84% of the time. This A.I.-generated data suggests there is a high statistical probability that if IYF jumps, then BAC could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To IYF
1D Price
Change %
IYF100%
-1.36%
BAC - IYF
84%
Closely correlated
-1.19%
RF - IYF
82%
Closely correlated
-2.58%
PRI - IYF
81%
Closely correlated
-1.09%
EQH - IYF
81%
Closely correlated
-2.77%
AMP - IYF
81%
Closely correlated
-2.69%
More