WT vs ZIONP

Comparison between WisdomTree Inc (WT, Company) and Zions Bancorporation N.A (ZIONP, Company).

Both WT and ZIONP are from the Financial Services sector.

5-Year PerformanceWT has outperformed ZIONP, delivering a return of +27.6% compared to -0.3%

WT vs ZIONP - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	WT(COMPANY)	ZIONP(COMPANY)
Market Cap	$2.78B	$2.77B
Max Drawdown	99.82%	47.71%
Sharpe Ratio	1.08	-1.46
5Y Beta	1.29	0.11
Industry	Asset Management	Banks - Regional
P/E Ratio	41.30	2.89
Forward P/E	15.72	N/A
PEG Ratio	1.54	0.14
Dividend Yield	0.66%	9.82%
5Y Dividends CAGR	4.56%	3.97%
5Y EPS CAGR	N/A	4.77%
Debt to Equity	0.00%	0.00%
Free Cash Flow Yield	5.73%	43.23%
P/S Ratio	5.27	N/A
P/B Ratio	5.87	N/A

Market Cap

Winner

$2.78B

ZIONP

$2.77B

Max Drawdown

99.82%

Winner

ZIONP

47.71%

Sharpe Ratio

Winner

1.08

ZIONP

-1.46

5Y Beta

1.29

Winner

ZIONP

0.11

Industry

Asset Management

ZIONP

Banks - Regional

P/E Ratio

41.30

Winner

ZIONP

2.89

Forward P/E

15.72

ZIONP

N/A

PEG Ratio

1.54

Winner

ZIONP

0.14

Dividend Yield

0.66%

Winner

ZIONP

9.82%

5Y Dividends CAGR

Winner

4.56%

ZIONP

3.97%

5Y EPS CAGR

N/A

ZIONP

4.77%

Debt to Equity

0.00%

ZIONP

0.00%

Free Cash Flow Yield

5.73%

Winner

ZIONP

43.23%

P/S Ratio

5.27

ZIONP

N/A

P/B Ratio

5.87

ZIONP

N/A

WT vs ZIONP - Historical Returns

Returns include dividend reinvestment.

Period	WT	ZIONP
1 month	+9.97%	-0.05%
3 months	+16.70%	-2.36%
6 months	+19.94%	-5.10%
1 year	+47.13%	-15.50%
5 years(CAGR)	+27.62%	-0.30%
10 years(CAGR)	+8.92%	+1.82%
Max(CAGR)	+8.45%	+3.05%

Winner

+9.97%

ZIONP

-0.05%

Winner

+16.70%

ZIONP

-2.36%

Winner

+19.94%

ZIONP

-5.10%

Winner

+47.13%

ZIONP

-15.50%

5Y(CAGR)

Winner

+27.62%

ZIONP

-0.30%

10Y(CAGR)

Winner

+8.92%

ZIONP

+1.82%

Max(CAGR)

Winner

+8.45%

ZIONP

+3.05%

WT vs ZIONP - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	WT	ZIONP
2026	+55.32%	-5.81%
2025	+21.91%	-11.77%
2024	+57.18%	+28.46%
2023	+28.15%	+15.61%
2022	-11.12%	-25.56%
2021	+15.49%	+5.04%
2020	+17.51%	+4.35%
2019	-26.74%	+17.14%
2018	-44.86%	-2.36%
2017	+9.09%	+8.72%
2016	-24.85%	+8.41%
2015	+4.48%	+2.52%
2014	-7.32%	+0.01%
2013	+173.72%	N/A
2012	+1.66%	N/A
2011	+36.57%	N/A
2010	+107.50%	N/A
2009	+117.65%	N/A
2008	-75.09%	N/A
2007	-63.79%	N/A
2006	+229.79%	N/A
2005	+32.95%	N/A
2004	+4225.00%	N/A
2003	-69.23%	N/A
2002	+85.71%	N/A
2001	-84.09%	N/A
2000	-89.24%	N/A
1999	+19.01%	N/A

WT vs ZIONP Drawdown Comparison

The maximum drawdown for WT was -99.82%, occurring on Oct 25, 2004. Recovery took 1677 trading sessions.

The maximum drawdown for ZIONP was -43.07%, occurring on May 4, 2023. Recovery took 734 trading sessions.

The current WT drawdown is -6.40%. The current ZIONP drawdown is -19.03%.

Rank	WT	ZIONP
#1	-99.82% Mar 22, 2000 - Nov 21, 2006	-43.07% Jun 22, 2021 - May 22, 2024
#2	-94.18% Dec 6, 2006 - Mar 7, 2013	-33.63% Mar 3, 2020 - Sep 21, 2020
#3	-91.14% Aug 3, 2015 - Jul 21, 2026	-19.87% May 30, 2025 - Jul 24, 2026
#4	-48.33% Jan 22, 2014 - Jan 26, 2015	-17.60% Sep 18, 2017 - Apr 24, 2019
#5	-33.40% Dec 10, 1999 - Mar 22, 2000	-12.53% Jan 30, 2015 - May 17, 2016
#6	-26.52% Nov 5, 1999 - Dec 6, 1999	-11.24% Aug 30, 2016 - Jul 18, 2017
#7	-23.70% May 21, 2013 - Oct 25, 2013	-9.79% May 30, 2024 - Jul 29, 2024
#8	-16.92% Apr 10, 2015 - Jun 10, 2015	-8.04% Feb 26, 2025 - May 30, 2025
#9	-12.58% Jun 26, 2015 - Jul 31, 2015	-6.67% Nov 18, 2014 - Jan 20, 2015
#10	-11.84% Jul 21, 2026 - Jul 29, 2026	-4.90% Apr 24, 2019 - Aug 21, 2019
#11	-9.24% Oct 29, 2013 - Nov 26, 2013	-4.76% May 22, 2024 - May 30, 2024
#12	-8.00% Apr 10, 2013 - Apr 29, 2013	-4.46% Sep 22, 2014 - Oct 27, 2014
#13	-7.56% Jan 7, 2014 - Jan 22, 2014	-4.44% Jul 29, 2024 - Aug 21, 2024
#14	-7.39% Mar 20, 2013 - Apr 10, 2013	-4.35% Sep 17, 2019 - Nov 26, 2019
#15	-7.38% Mar 20, 2015 - Apr 10, 2015	-3.79% Aug 22, 2024 - Nov 6, 2024

Correlation

Correlation between WT and ZIONP is 0.04 which considered as a very weak or no correlation - the stocks move independently of each other.

0.04

-101

Dividend Comparison (2014 - 2026)

WT vs ZIONP dividend yield comparison.

Year	WT	ZIONP
2026	0.31%	3.30%
2025	0.98%	6.66%
2024	1.14%	6.39%
2023	1.73%	7.23%
2022	2.20%	5.69%
2021	1.96%	4.03%
2020	2.24%	4.06%
2019	2.48%	4.05%
2018	1.80%	4.64%
2017	2.55%	3.15%
2016	2.87%	3.29%
2015	3.64%	0.00%
2014	0.51%	0.00%