WSFS vs SPY
Comparison between WSFS Financial Corp (WSFS, Company) and SPDR S&P 500 ETF Trust (SPY, ETF).
5-Year PerformanceSPY has outperformed WSFS, delivering a return of +14.0% compared to +7.6%
WSFS vs SPY - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
WSFS vs SPY - Historical Returns
Returns include dividend reinvestment.
WSFS vs SPY - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | WSFS | SPY |
|---|---|---|
| 2026 | +30.92% | +9.45% |
| 2025 | +7.65% | +18.00% |
| 2024 | +18.05% | +25.59% |
| 2023 | +3.60% | +26.72% |
| 2022 | -12.82% | -18.64% |
| 2021 | +14.15% | +30.52% |
| 2020 | +3.59% | +17.28% |
| 2019 | +16.01% | +31.09% |
| 2018 | -20.41% | -5.24% |
| 2017 | +3.47% | +20.78% |
| 2016 | +50.55% | +13.59% |
| 2015 | +28.61% | +1.31% |
| 2014 | -0.02% | +14.56% |
| 2013 | +77.10% | +29.00% |
| 2012 | +14.03% | +14.17% |
| 2011 | -26.12% | +0.85% |
| 2010 | +85.42% | +13.14% |
| 2009 | -46.14% | +22.67% |
| 2008 | +1.00% | -36.25% |
| 2007 | -24.53% | +5.32% |
| 2006 | +10.54% | +13.85% |
| 2005 | +3.13% | +5.32% |
| 2004 | +34.44% | +10.75% |
| 2003 | +36.05% | +24.18% |
| 2002 | +89.00% | -22.42% |
| 2001 | +40.25% | -10.13% |
| 2000 | +6.58% | -8.84% |
| 1999 | -12.72% | +8.61% |
WSFS vs SPY Drawdown Comparison
The maximum drawdown for WSFS was -74.97%, occurring on Mar 6, 2009. Recovery took 1694 trading sessions.
The maximum drawdown for SPY was -55.20%, occurring on Mar 9, 2009. Recovery took 1224 trading sessions.
The current WSFS drawdown is -0.72%. The current SPY drawdown is -0.34%.
| Rank | WSFS | SPY |
|---|---|---|
| #1 | -74.97% Feb 2, 2007 - Oct 24, 2013 | -55.20% Oct 9, 2007 - Aug 16, 2012 |
| #2 | -65.49% Aug 1, 2018 - Oct 20, 2021 | -47.50% Mar 24, 2000 - Oct 26, 2006 |
| #3 | -45.52% Jan 14, 2022 - Jul 16, 2024 | -33.70% Feb 19, 2020 - Aug 10, 2020 |
| #4 | -32.53% Nov 8, 1999 - May 16, 2001 | -24.50% Jan 3, 2022 - Dec 13, 2023 |
| #5 | -24.67% Nov 25, 2024 - Jan 27, 2026 | -19.34% Sep 20, 2018 - Apr 12, 2019 |
| #6 | -23.10% Dec 2, 2015 - May 18, 2016 | -18.76% Feb 19, 2025 - Jun 26, 2025 |
| #7 | -20.81% Aug 28, 2002 - Nov 27, 2002 | -13.02% Jul 20, 2015 - Apr 18, 2016 |
| #8 | -19.93% Nov 29, 2004 - Oct 20, 2005 | -10.10% Jan 26, 2018 - Aug 6, 2018 |
| #9 | -19.79% Jun 28, 2002 - Aug 9, 2002 | -9.44% Sep 2, 2020 - Nov 11, 2020 |
| #10 | -16.86% Dec 24, 2013 - Feb 5, 2015 | -9.30% Jan 19, 2000 - Mar 17, 2000 |
| #11 | -16.46% Jun 8, 2016 - Aug 11, 2016 | -9.05% Jul 19, 2007 - Oct 5, 2007 |
| #12 | -16.12% Aug 21, 2001 - Jan 18, 2002 | -8.88% Jan 27, 2026 - Apr 14, 2026 |
| #13 | -14.85% Jul 23, 2024 - Nov 6, 2024 | -8.41% Jul 16, 2024 - Sep 19, 2024 |
| #14 | -14.66% Nov 11, 2021 - Jan 14, 2022 | -7.35% Sep 14, 2012 - Jan 2, 2013 |
| #15 | -14.52% Apr 26, 2017 - Oct 11, 2017 | -7.27% Sep 18, 2014 - Oct 31, 2014 |
Correlation
Correlation between WSFS and SPY is 0.90 which considered as a very strong positive correlation - the stocks move almost identically together.
Dividend Comparison (1999 - 2026)
WSFS vs SPY dividend yield comparison.
| Year | WSFS | SPY |
|---|---|---|
| 2026 | 0.52% | 0.24% |
| 2025 | 1.19% | 1.07% |
| 2024 | 1.13% | 1.21% |
| 2023 | 1.31% | 1.40% |
| 2022 | 1.24% | 1.65% |
| 2021 | 1.02% | 1.20% |
| 2020 | 1.07% | 1.52% |
| 2019 | 1.07% | 1.75% |
| 2018 | 1.11% | 2.04% |
| 2017 | 0.63% | 1.80% |
| 2016 | 0.54% | 2.03% |
| 2015 | 0.65% | 2.06% |
| 2014 | 0.66% | 1.87% |
| 2013 | 0.62% | 1.81% |
| 2012 | 1.14% | 2.18% |
| 2011 | 1.33% | 2.05% |
| 2010 | 1.01% | 1.80% |
| 2009 | 1.87% | 1.95% |
| 2008 | 0.96% | 3.02% |
| 2007 | 0.76% | 1.85% |
| 2006 | 0.46% | 1.73% |
| 2005 | 0.44% | 1.73% |
| 2004 | 0.38% | 1.82% |
| 2003 | 0.45% | 1.47% |
| 2002 | 0.58% | 1.70% |
| 2001 | 0.92% | 1.25% |
| 2000 | 1.16% | 1.15% |
| 1999 | 0.24% | 0.24% |
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