WFC vs SPY
Comparison between Wells Fargo & Company (WFC, Company) and SPDR S&P 500 ETF Trust (SPY, ETF).
5-Year PerformanceSPY has outperformed WFC, delivering a return of +13.3% compared to +12.9%
WFC vs SPY - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Market Cap / Net Assets
WFC
$246B
Winner
SPY
$652B
Expense Ratio
WFC
N/A
SPY
0.09%
Max Drawdown
WFC
79.60%
Winner
SPY
56.47%
Sharpe Ratio
WFC
0.22
Winner
SPY
2.07
5Y Beta
WFC
1.00
Winner
SPY
1.00
Industry
WFC
Banks - Diversified
SPY
N/A
P/E Ratio
Winner
WFC
11.61
SPY
28.24
Forward P/E
Winner
WFC
11.43
SPY
21.85
PEG Ratio
WFC
0.77
SPY
N/A
Dividend Yield
WFC
2.22%
SPY
N/A
5Y Dividends CAGR
Winner
WFC
40.63%
SPY
5.43%
5Y EPS CAGR
Winner
WFC
32.94%
SPY
25.79%
Debt to Equity
WFC
121.20%
Winner
SPY
22.35%
Free Cash Flow Yield
WFC
0.48%
SPY
N/A
P/S Ratio
Winner
WFC
3.03
SPY
3.55
P/B Ratio
Winner
WFC
1.49
SPY
5.29
WFC vs SPY - Historical Returns
Returns include dividend reinvestment.
1M
WFC
-10.12%
Winner
SPY
+9.11%
3M
WFC
-19.58%
Winner
SPY
+6.59%
6M
WFC
-11.14%
Winner
SPY
+10.56%
1Y
WFC
+6.02%
Winner
SPY
+32.04%
5Y(CAGR)
WFC
+12.89%
Winner
SPY
+13.35%
10Y(CAGR)
WFC
+7.40%
Winner
SPY
+15.49%
Max(CAGR)
WFC
+7.41%
Winner
SPY
+8.50%
WFC vs SPY - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | WFC | SPY |
|---|---|---|
| 2026 | -19.69% | +8.27% |
| 2025 | +35.66% | +18.00% |
| 2024 | +46.15% | +25.59% |
| 2023 | +21.46% | +26.72% |
| 2022 | -16.66% | -18.64% |
| 2021 | +63.73% | +30.52% |
| 2020 | -41.61% | +17.28% |
| 2019 | +19.18% | +31.09% |
| 2018 | -22.36% | -5.24% |
| 2017 | +11.39% | +20.78% |
| 2016 | +7.53% | +13.59% |
| 2015 | +2.07% | +1.31% |
| 2014 | +25.14% | +14.56% |
| 2013 | +33.32% | +29.00% |
| 2012 | +23.48% | +14.17% |
| 2011 | -11.23% | +0.85% |
| 2010 | +14.23% | +13.14% |
| 2009 | -7.77% | +22.67% |
| 2008 | +5.69% | -36.25% |
| 2007 | -12.57% | +5.32% |
| 2006 | +15.04% | +13.85% |
| 2005 | +4.88% | +5.32% |
| 2004 | +10.32% | +10.75% |
| 2003 | +24.92% | +24.18% |
| 2002 | +10.33% | -22.42% |
| 2001 | -17.66% | -10.13% |
| 2000 | +45.45% | -8.84% |
| 1999 | -13.36% | +8.61% |
WFC vs SPY Drawdown Comparison
The maximum drawdown for WFC was -78.98%, occurring on Mar 5, 2009. Recovery took 1122 trading sessions.
The maximum drawdown for SPY was -55.20%, occurring on Mar 9, 2009. Recovery took 1224 trading sessions.
The current WFC drawdown is -20.68%.
| Rank | WFC | SPY |
|---|---|---|
| #1 | -78.98% Sep 19, 2008 - Mar 7, 2013 | -55.20% Oct 9, 2007 - Aug 16, 2012 |
| #2 | -64.47% Jan 26, 2018 - Feb 8, 2022 | -47.50% Mar 24, 2000 - Oct 26, 2006 |
| #3 | -43.56% Oct 5, 2007 - Sep 18, 2008 | -33.70% Feb 19, 2020 - Aug 10, 2020 |
| #4 | -37.07% Feb 9, 2022 - Mar 4, 2024 | -24.50% Jan 3, 2022 - Dec 13, 2023 |
| #5 | -35.23% Nov 16, 1999 - Jun 2, 2000 | -19.34% Sep 20, 2018 - Apr 12, 2019 |
| #6 | -29.24% Dec 28, 2000 - Jul 14, 2003 | -18.76% Feb 19, 2025 - Jun 26, 2025 |
| #7 | -24.73% Feb 6, 2025 - Jul 1, 2025 | -13.02% Jul 20, 2015 - Apr 18, 2016 |
| #8 | -22.76% Jan 6, 2026 - Mar 13, 2026 | -10.10% Jan 26, 2018 - Aug 6, 2018 |
| #9 | -22.43% Jul 22, 2015 - Dec 7, 2016 | -9.44% Sep 2, 2020 - Nov 11, 2020 |
| #10 | -19.77% Jun 2, 2000 - Oct 3, 2000 | -9.30% Jan 19, 2000 - Mar 17, 2000 |
| #11 | -16.65% May 15, 2024 - Oct 14, 2024 | -9.05% Jul 19, 2007 - Oct 5, 2007 |
| #12 | -15.81% Mar 1, 2017 - Dec 5, 2017 | -8.88% Jan 27, 2026 - Apr 14, 2026 |
| #13 | -12.69% Oct 3, 2000 - Nov 9, 2000 | -8.41% Jul 16, 2024 - Sep 19, 2024 |
| #14 | -11.11% Nov 26, 2024 - Jan 21, 2025 | -7.35% Sep 14, 2012 - Jan 2, 2013 |
| #15 | -10.33% Sep 19, 2014 - Nov 3, 2014 | -7.27% Sep 18, 2014 - Oct 31, 2014 |
Correlation
Correlation between WFC and SPY is 0.90 which considered as a strong positive correlation - the stocks tend to move together.
0.90
-101
Dividend Comparison (1999 - 2026)
WFC vs SPY dividend yield comparison.
| Year | WFC | SPY |
|---|---|---|
| 2026 | 1.19% | 0.24% |
| 2025 | 1.82% | 1.07% |
| 2024 | 2.14% | 1.21% |
| 2023 | 2.64% | 1.40% |
| 2022 | 2.66% | 1.65% |
| 2021 | 1.25% | 1.20% |
| 2020 | 4.04% | 1.52% |
| 2019 | 3.57% | 1.75% |
| 2018 | 3.56% | 2.04% |
| 2017 | 2.54% | 1.80% |
| 2016 | 2.75% | 2.03% |
| 2015 | 2.71% | 2.06% |
| 2014 | 2.46% | 1.87% |
| 2013 | 2.53% | 1.81% |
| 2012 | 2.57% | 2.18% |
| 2011 | 1.74% | 2.05% |
| 2010 | 0.65% | 1.80% |
| 2009 | 1.82% | 1.95% |
| 2008 | 4.41% | 3.02% |
| 2007 | 3.91% | 1.85% |
| 2006 | 3.04% | 1.73% |
| 2005 | 3.18% | 1.73% |
| 2004 | 2.99% | 1.82% |
| 2003 | 2.55% | 1.47% |
| 2002 | 2.35% | 1.70% |
| 2001 | 2.30% | 1.25% |
| 2000 | 1.62% | 1.15% |
| 1999 | 0.49% | 0.24% |
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