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FINW vs SPY

Comparison between FinWise Bancorp (FINW, Company) and SPDR S&P 500 ETF Trust (SPY, ETF).

5-Year PerformanceSPY has outperformed FINW, delivering a return of +13.4% compared to +2.7%

FINW vs SPY - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Market Cap / Net Assets
FINW
$192M
Winner
SPY
$784B
Expense Ratio
FINW
N/A
SPY
0.09%
Max Drawdown
FINW
63.35%
Winner
SPY
56.47%
Sharpe Ratio
FINW
0.04
Winner
SPY
1.67
5Y Beta
Winner
FINW
0.82
SPY
1.00
Industry
FINW
Banks - Regional
SPY
N/A
P/E Ratio
Winner
FINW
12.17
SPY
29.17
Forward P/E
FINW
N/A
SPY
21.89
PEG Ratio
FINW
0.60
SPY
N/A
5Y Dividends CAGR
FINW
N/A
SPY
5.43%
5Y EPS CAGR
FINW
N/A
SPY
26.36%
Debt to Equity
Winner
FINW
0.00%
SPY
32.38%
Free Cash Flow Yield
FINW
5.94%
SPY
N/A
P/S Ratio
Winner
FINW
1.85
SPY
3.79
P/B Ratio
Winner
FINW
0.99
SPY
5.68

FINW vs SPY - Historical Returns

Returns include dividend reinvestment.

1M
Winner
FINW
+6.36%
SPY
+0.22%
3M
FINW
-10.84%
Winner
SPY
+9.29%
6M
FINW
-19.11%
Winner
SPY
+8.75%
1Y
FINW
-0.35%
Winner
SPY
+24.68%
5Y(CAGR)
FINW
+2.73%
Winner
SPY
+13.40%
10Y(CAGR)
FINW
N/A
SPY
+15.16%
Max(CAGR)
FINW
+2.73%
Winner
SPY
+8.48%

FINW vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearFINWSPY
2026-17.49%+8.50%
2025+14.34%+18.00%
2024+9.53%+25.59%
2023+59.00%+26.72%
2022-33.07%-18.64%
2021+8.33%+30.52%
2020N/A+17.28%
2019N/A+31.09%
2018N/A-5.24%
2017N/A+20.78%
2016N/A+13.59%
2015N/A+1.31%
2014N/A+14.56%
2013N/A+29.00%
2012N/A+14.17%
2011N/A+0.85%
2010N/A+13.14%
2009N/A+22.67%
2008N/A-36.25%
2007N/A+5.32%
2006N/A+13.85%
2005N/A+5.32%
2004N/A+10.75%
2003N/A+24.18%
2002N/A-22.42%
2001N/A-10.13%
2000N/A-8.84%
1999N/A+8.61%

FINW vs SPY Drawdown Comparison

The maximum drawdown for FINW was -63.35%, occurring on May 22, 2023. Recovery took 891 trading sessions.

The maximum drawdown for SPY was -55.20%, occurring on Mar 9, 2009. Recovery took 1224 trading sessions.

The current FINW drawdown is -36.02%. The current SPY drawdown is -2.68%.

RankFINWSPY
#1-63.35%
Mar 2, 2022 - Sep 19, 2025		-55.20%
Oct 9, 2007 - Aug 16, 2012
#2-42.29%
Sep 19, 2025 - May 12, 2026		-47.50%
Mar 24, 2000 - Oct 26, 2006
#3-8.08%
Feb 17, 2022 - Feb 25, 2022		-33.70%
Feb 19, 2020 - Aug 10, 2020
#4-6.67%
Nov 22, 2021 - Dec 15, 2021		-24.50%
Jan 3, 2022 - Dec 13, 2023
#5-4.02%
Feb 1, 2022 - Feb 10, 2022		-19.34%
Sep 20, 2018 - Apr 12, 2019
#6-3.95%
Jan 24, 2022 - Jan 28, 2022		-18.76%
Feb 19, 2025 - Jun 26, 2025
#7-3.69%
Feb 25, 2022 - Mar 2, 2022		-13.02%
Jul 20, 2015 - Apr 18, 2016
#8-2.20%
Jan 6, 2022 - Jan 12, 2022		-10.10%
Jan 26, 2018 - Aug 6, 2018
#9-2.07%
Dec 15, 2021 - Dec 31, 2021		-9.44%
Sep 2, 2020 - Nov 11, 2020
#10-1.75%
Jan 18, 2022 - Jan 24, 2022		-9.30%
Jan 19, 2000 - Mar 17, 2000
#11N/A-9.05%
Jul 19, 2007 - Oct 5, 2007
#12N/A-8.88%
Jan 27, 2026 - Apr 14, 2026
#13N/A-8.41%
Jul 16, 2024 - Sep 19, 2024
#14N/A-7.35%
Sep 14, 2012 - Jan 2, 2013
#15N/A-7.27%
Sep 18, 2014 - Oct 31, 2014

Correlation

Correlation between FINW and SPY is 0.67 which considered as a moderate positive correlation - the stocks show some tendency to move together.

0.67
-101

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