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WAFDP vs SPY

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

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

WAFDP vs SPY - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Market Cap / Net Assets
WAFDP
$2.23B
Winner
SPY
$784B
Expense Ratio
WAFDP
N/A
SPY
0.09%
Max Drawdown
Winner
WAFDP
53.38%
SPY
56.47%
Sharpe Ratio
WAFDP
0.66
Winner
SPY
1.50
5Y Beta
Winner
WAFDP
0.21
SPY
1.00
Industry
WAFDP
Banks - Regional
SPY
N/A
P/E Ratio
Winner
WAFDP
6.01
SPY
28.29
Forward P/E
WAFDP
N/A
SPY
21.76
Dividend Yield
WAFDP
3.30%
SPY
N/A
5Y Dividends CAGR
WAFDP
N/A
SPY
5.43%
5Y EPS CAGR
WAFDP
N/A
SPY
25.98%
Debt to Equity
WAFDP
N/A
SPY
30.79%
P/S Ratio
WAFDP
N/A
SPY
3.79
P/B Ratio
WAFDP
N/A
SPY
5.67

WAFDP vs SPY - Historical Returns

Returns include dividend reinvestment.

1M
WAFDP
-2.34%
Winner
SPY
+0.48%
3M
WAFDP
+1.58%
Winner
SPY
+11.67%
6M
WAFDP
-0.22%
Winner
SPY
+9.42%
1Y
WAFDP
+11.83%
Winner
SPY
+24.27%
5Y(CAGR)
WAFDP
-2.66%
Winner
SPY
+13.36%
10Y(CAGR)
WAFDP
N/A
SPY
+15.42%
Max(CAGR)
WAFDP
-1.66%
Winner
SPY
+8.49%

WAFDP vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearWAFDPSPY
2026-0.74%+8.88%
2025+5.49%+18.00%
2024+20.27%+25.59%
2023-7.85%+26.72%
2022-28.12%-18.64%
2021+8.05%+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%

WAFDP vs SPY Drawdown Comparison

The maximum drawdown for WAFDP was -46.44%, occurring on Oct 20, 2023. This drawdown has not yet recovered.

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

The current WAFDP drawdown is -16.36%. The current SPY drawdown is -2.35%.

RankWAFDPSPY
#1-46.44%
Nov 5, 2021 - Oct 20, 2023		-55.20%
Oct 9, 2007 - Aug 16, 2012
#2-3.68%
Feb 9, 2021 - Mar 26, 2021		-47.50%
Mar 24, 2000 - Oct 26, 2006
#3-3.29%
Jun 30, 2021 - Oct 13, 2021		-33.70%
Feb 19, 2020 - Aug 10, 2020
#4-1.99%
May 7, 2021 - May 21, 2021		-24.50%
Jan 3, 2022 - Dec 13, 2023
#5-1.50%
Oct 15, 2021 - Nov 4, 2021		-19.34%
Sep 20, 2018 - Apr 12, 2019
#6-0.73%
Apr 22, 2021 - May 3, 2021		-18.76%
Feb 19, 2025 - Jun 26, 2025
#7-0.71%
Feb 3, 2021 - Feb 9, 2021		-13.02%
Jul 20, 2015 - Apr 18, 2016
#8-0.62%
Mar 26, 2021 - Apr 12, 2021		-10.10%
Jan 26, 2018 - Aug 6, 2018
#9-0.61%
Jun 2, 2021 - Jun 9, 2021		-9.44%
Sep 2, 2020 - Nov 11, 2020
#10-0.38%
May 21, 2021 - Jun 2, 2021		-9.30%
Jan 19, 2000 - Mar 17, 2000
#11-0.37%
Jun 28, 2021 - Jun 30, 2021		-9.05%
Jul 19, 2007 - Oct 5, 2007
#12-0.15%
Jun 24, 2021 - Jun 28, 2021		-8.88%
Jan 27, 2026 - Apr 14, 2026
#13-0.08%
Jun 10, 2021 - Jun 16, 2021		-8.41%
Jul 16, 2024 - Sep 19, 2024
#14-0.04%
Apr 16, 2021 - Apr 22, 2021		-7.35%
Sep 14, 2012 - Jan 2, 2013
#15-0.04%
Jun 18, 2021 - Jun 23, 2021		-7.27%
Sep 18, 2014 - Oct 31, 2014

Correlation

Correlation between WAFDP and SPY is 0.10 which considered as a very weak or no correlation - the stocks move independently of each other.

0.10
-101

Dividend Comparison (1999 - 2026)

WAFDP vs SPY dividend yield comparison.

YearWAFDPSPY
20261.88%0.24%
20257.27%1.07%
20247.27%1.21%
20238.09%1.40%
20226.91%1.65%
20214.34%1.20%
20200.00%1.52%
20190.00%1.75%
20180.00%2.04%
20170.00%1.80%
20160.00%2.03%
20150.00%2.06%
20140.00%1.87%
20130.00%1.81%
20120.00%2.18%
20110.00%2.05%
20100.00%1.80%
20090.00%1.95%
20080.00%3.02%
20070.00%1.85%
20060.00%1.73%
20050.00%1.73%
20040.00%1.82%
20030.00%1.47%
20020.00%1.70%
20010.00%1.25%
20000.00%1.15%
19990.00%0.24%

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