WBS vs SPY

Comparison between Webster Financial Corp (WBS, Company) and SPDR S&P 500 ETF Trust (SPY, ETF).

5-Year PerformanceSPY has outperformed WBS, delivering a return of +13.3% compared to +8.8%

WBS vs SPY - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	WBS(COMPANY)	SPY(ETF)
Market Cap / Net Assets	$12B	$652B
Expense Ratio	N/A	0.09%
Max Drawdown	94.25%	56.47%
Sharpe Ratio	1.62	2.07
5Y Beta	1.29	1.00
Industry	Banks - Regional	N/A
P/E Ratio	11.75	28.24
Forward P/E	11.26	21.85
PEG Ratio	0.32	N/A
Dividend Yield	2.20%	N/A
5Y Dividends CAGR	4.56%	5.43%
5Y EPS CAGR	14.90%	25.79%
Debt to Equity	7.71%	22.35%
Free Cash Flow Yield	10.10%	N/A
P/S Ratio	4.31	3.55
P/B Ratio	1.28	5.29

Market Cap / Net Assets

WBS

$12B

Winner

SPY

$652B

Expense Ratio

WBS

N/A

SPY

0.09%

Max Drawdown

WBS

94.25%

Winner

SPY

56.47%

Sharpe Ratio

WBS

1.62

Winner

SPY

2.07

5Y Beta

WBS

1.29

Winner

SPY

1.00

Industry

WBS

Banks - Regional

SPY

N/A

P/E Ratio

Winner

WBS

11.75

SPY

28.24

Forward P/E

Winner

WBS

11.26

SPY

21.85

PEG Ratio

WBS

0.32

SPY

N/A

Dividend Yield

WBS

2.20%

SPY

N/A

5Y Dividends CAGR

WBS

4.56%

Winner

SPY

5.43%

5Y EPS CAGR

WBS

14.90%

Winner

SPY

25.79%

Debt to Equity

Winner

WBS

7.71%

SPY

22.35%

Free Cash Flow Yield

WBS

10.10%

SPY

N/A

P/S Ratio

WBS

4.31

Winner

SPY

3.55

P/B Ratio

Winner

WBS

1.28

SPY

5.29

WBS vs SPY - Historical Returns

Returns include dividend reinvestment.

Period	WBS	SPY
1 month	+2.33%	+9.11%
3 months	+0.14%	+6.59%
6 months	+28.95%	+10.56%
1 year	+50.18%	+32.04%
5 years(CAGR)	+8.84%	+13.35%
10 years(CAGR)	+10.95%	+15.49%
Max(CAGR)	+6.19%	+8.50%

WBS

+2.33%

Winner

SPY

+9.11%

WBS

+0.14%

Winner

SPY

+6.59%

Winner

WBS

+28.95%

SPY

+10.56%

Winner

WBS

+50.18%

SPY

+32.04%

5Y(CAGR)

WBS

+8.84%

Winner

SPY

+13.35%

10Y(CAGR)

WBS

+10.95%

Winner

SPY

+15.49%

Max(CAGR)

WBS

+6.19%

Winner

SPY

+8.50%

WBS vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	WBS	SPY
2026	+15.50%	+8.27%
2025	+18.15%	+18.00%
2024	+11.36%	+25.59%
2023	+12.53%	+26.72%
2022	-15.39%	-18.64%
2021	+37.28%	+30.52%
2020	-16.99%	+17.28%
2019	+9.59%	+31.09%
2018	-10.81%	-5.24%
2017	+5.98%	+20.78%
2016	+54.74%	+13.59%
2015	+17.95%	+1.31%
2014	+8.87%	+14.56%
2013	+50.00%	+29.00%
2012	-1.43%	+14.17%
2011	+4.02%	+0.85%
2010	+57.96%	+13.14%
2009	-13.80%	+22.67%
2008	-54.09%	-36.25%
2007	-32.59%	+5.32%
2006	+5.12%	+13.85%
2005	-3.58%	+5.32%
2004	+13.58%	+10.75%
2003	+31.02%	+24.18%
2002	+12.07%	-22.42%
2001	+15.67%	-10.13%
2000	+25.59%	-8.84%
1999	-16.60%	+8.61%

WBS vs SPY Drawdown Comparison

The maximum drawdown for WBS was -93.72%, occurring on Mar 6, 2009. Recovery took 2450 trading sessions.

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

The current WBS drawdown is -0.70%.

Rank	WBS	SPY
#1	-93.72% Feb 20, 2007 - Nov 9, 2016	-55.20% Oct 9, 2007 - Aug 16, 2012
#2	-71.99% Jul 23, 2018 - Jan 6, 2022	-47.50% Mar 24, 2000 - Oct 26, 2006
#3	-47.90% Jan 11, 2022 - Nov 6, 2024	-33.70% Feb 19, 2020 - Aug 10, 2020
#4	-33.07% Nov 25, 2024 - Aug 26, 2025	-24.50% Jan 3, 2022 - Dec 13, 2023
#5	-29.59% Nov 3, 1999 - Dec 22, 2000	-19.34% Sep 20, 2018 - Apr 12, 2019
#6	-24.02% Aug 16, 2001 - Mar 15, 2002	-18.76% Feb 19, 2025 - Jun 26, 2025
#7	-22.89% May 2, 2002 - Jul 8, 2003	-13.02% Jul 20, 2015 - Apr 18, 2016
#8	-21.59% Mar 1, 2017 - Nov 29, 2017	-10.10% Jan 26, 2018 - Aug 6, 2018
#9	-17.15% Mar 9, 2004 - Nov 11, 2004	-9.44% Sep 2, 2020 - Nov 11, 2020
#10	-14.49% Dec 1, 2004 - Dec 26, 2006	-9.30% Jan 19, 2000 - Mar 17, 2000
#11	-14.02% Sep 4, 2025 - Dec 5, 2025	-9.05% Jul 19, 2007 - Oct 5, 2007
#12	-12.77% Feb 13, 2001 - Apr 19, 2001	-8.88% Jan 27, 2026 - Apr 14, 2026
#13	-11.82% Jan 12, 2018 - Apr 20, 2018	-8.41% Jul 16, 2024 - Sep 19, 2024
#14	-8.91% Feb 25, 2026 - Mar 13, 2026	-7.35% Sep 14, 2012 - Jan 2, 2013
#15	-8.29% Jul 14, 2003 - Sep 4, 2003	-7.27% Sep 18, 2014 - Oct 31, 2014

Correlation

Correlation between WBS and SPY is 0.86 which considered as a strong positive correlation - the stocks tend to move together.

0.86

-101

Dividend Comparison (1999 - 2026)

WBS vs SPY dividend yield comparison.

Year	WBS	SPY
2026	1.10%	0.24%
2025	2.54%	1.07%
2024	2.90%	1.21%
2023	3.15%	1.40%
2022	3.38%	1.65%
2021	2.87%	1.20%
2020	3.80%	1.52%
2019	2.87%	1.75%
2018	2.54%	2.04%
2017	1.83%	1.80%
2016	1.81%	2.03%
2015	2.39%	2.06%
2014	2.31%	1.87%
2013	1.76%	1.81%
2012	1.70%	2.18%
2011	0.78%	2.05%
2010	0.20%	1.80%
2009	0.34%	1.95%
2008	8.71%	3.02%
2007	3.66%	1.85%
2006	2.18%	1.73%
2005	2.09%	1.73%
2004	1.78%	1.82%
2003	1.79%	1.47%
2002	2.13%	1.70%
2001	1.59%	1.25%
2000	1.62%	1.15%
1999	0.00%	0.24%