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WAFD vs SPY

Comparison between WaFd Inc (WAFD, Company) and SPDR S&P 500 ETF Trust (SPY, ETF).

5-Year PerformanceSPY has outperformed WAFD, delivering a return of +13.0% compared to +6.4%

WAFD vs SPY - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Market Cap / Net Assets
WAFD
$2.84B
Winner
SPY
$781B
Expense Ratio
WAFD
N/A
SPY
0.09%
Max Drawdown
WAFD
63.31%
Winner
SPY
56.47%
Sharpe Ratio
WAFD
1.02
Winner
SPY
1.25
5Y Beta
Winner
WAFD
0.85
SPY
1.00
Industry
WAFD
Banks - Regional
SPY
N/A
P/E Ratio
Winner
WAFD
11.69
SPY
28.78
Forward P/E
Winner
WAFD
13.55
SPY
21.23
PEG Ratio
WAFD
0.72
SPY
N/A
Dividend Yield
WAFD
1.42%
SPY
N/A
5Y Dividends CAGR
Winner
WAFD
8.45%
SPY
6.00%
5Y EPS CAGR
WAFD
9.98%
Winner
SPY
25.62%
Debt to Equity
Winner
WAFD
0.00%
SPY
31.92%
Free Cash Flow Yield
WAFD
7.64%
SPY
N/A
P/S Ratio
Winner
WAFD
3.74
SPY
3.76
P/B Ratio
Winner
WAFD
1.05
SPY
5.64

WAFD vs SPY - Historical Returns

Returns include dividend reinvestment.

1M
Winner
WAFD
+0.76%
SPY
+0.52%
3M
Winner
WAFD
+6.85%
SPY
+6.55%
6M
Winner
WAFD
+15.52%
SPY
+9.76%
1Y
Winner
WAFD
+28.14%
SPY
+20.32%
5Y(CAGR)
WAFD
+6.44%
Winner
SPY
+13.01%
10Y(CAGR)
WAFD
+7.23%
Winner
SPY
+15.06%
Max(CAGR)
WAFD
+7.00%
Winner
SPY
+8.50%

WAFD vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearWAFDSPY
2026+17.25%+10.11%
2025+3.85%+18.00%
2024+1.04%+25.59%
2023+2.41%+26.72%
2022+2.61%-18.64%
2021+34.34%+30.52%
2020-26.97%+17.28%
2019+37.92%+31.09%
2018-20.29%-5.24%
2017+2.13%+20.78%
2016+52.58%+13.59%
2015+11.13%+1.31%
2014-2.01%+14.56%
2013+39.22%+29.00%
2012+18.93%+14.17%
2011-15.77%+0.85%
2010-12.60%+13.14%
2009+30.42%+22.67%
2008-25.59%-36.25%
2007-7.54%+5.32%
2006+5.47%+13.85%
2005+0.61%+5.32%
2004+10.57%+10.75%
2003+27.78%+24.18%
2002+9.17%-22.42%
2001+11.14%-10.13%
2000+64.09%-8.84%
1999-10.23%+8.61%

WAFD vs SPY Drawdown Comparison

The maximum drawdown for WAFD was -61.58%, occurring on Mar 5, 2009. Recovery took 1575 trading sessions.

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

The current WAFD drawdown is -5.70%. The current SPY drawdown is -1.24%.

RankWAFDSPY
#1-61.58%
Oct 9, 2007 - Jan 10, 2014		-55.20%
Oct 9, 2007 - Aug 16, 2012
#2-45.54%
Dec 20, 2019 - Oct 15, 2021		-47.50%
Mar 24, 2000 - Oct 26, 2006
#3-36.00%
Nov 10, 2022 - Aug 23, 2024		-33.70%
Feb 19, 2020 - Aug 10, 2020
#4-34.63%
Nov 6, 2024 - May 26, 2026		-24.50%
Jan 3, 2022 - Dec 13, 2023
#5-33.83%
Nov 2, 1999 - Sep 26, 2000		-19.34%
Sep 20, 2018 - Apr 12, 2019
#6-31.78%
Jan 22, 2018 - Jul 24, 2019		-18.76%
Feb 19, 2025 - Jun 26, 2025
#7-23.21%
Nov 10, 2015 - Aug 8, 2016		-13.02%
Jul 20, 2015 - Apr 18, 2016
#8-23.19%
May 31, 2002 - Jun 5, 2003		-10.10%
Jan 26, 2018 - Aug 6, 2018
#9-19.65%
Aug 13, 2001 - Jan 23, 2002		-9.44%
Sep 2, 2020 - Nov 11, 2020
#10-19.39%
Jan 14, 2022 - Oct 18, 2022		-9.30%
Jan 19, 2000 - Mar 17, 2000
#11-17.13%
Jan 13, 2014 - Jun 15, 2015		-9.05%
Jul 19, 2007 - Oct 5, 2007
#12-15.56%
Dec 28, 2000 - Feb 12, 2001		-8.88%
Jan 27, 2026 - Apr 14, 2026
#13-14.89%
Feb 10, 2004 - Sep 7, 2004		-8.41%
Jul 16, 2024 - Sep 19, 2024
#14-14.32%
Feb 23, 2017 - Oct 19, 2017		-7.35%
Sep 14, 2012 - Jan 2, 2013
#15-14.07%
Jun 4, 2007 - Aug 16, 2007		-7.27%
Sep 18, 2014 - Oct 31, 2014

Correlation

Correlation between WAFD and SPY is 0.88 which considered as a strong positive correlation - the stocks tend to move together.

0.88
-101

Dividend Comparison (1999 - 2026)

WAFD vs SPY dividend yield comparison.

YearWAFDSPY
20261.46%0.49%
20253.37%1.07%
20243.23%1.21%
20233.03%1.40%
20222.86%1.65%
20212.76%1.20%
20203.42%1.52%
20192.24%1.75%
20182.62%2.04%
20172.48%1.80%
20161.63%2.03%
20152.18%2.06%
20141.61%1.87%
20131.63%1.81%
20121.90%2.18%
20111.86%2.05%
20101.24%1.80%
20091.03%1.95%
20084.55%3.02%
20073.96%1.85%
20063.46%1.73%
20053.44%1.73%
20043.87%1.82%
20032.29%1.47%
20023.66%1.70%
20013.69%1.25%
20004.32%1.15%
19990.00%0.24%

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