StockComparison Logo
vs

WTFC vs SPY

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

5-Year PerformanceWTFC has outperformed SPY, delivering a return of +17.5% compared to +13.0%

WTFC vs SPY - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Market Cap / Net Assets
WTFC
$11B
Winner
SPY
$784B
Expense Ratio
WTFC
N/A
SPY
0.09%
Max Drawdown
WTFC
84.27%
Winner
SPY
56.47%
Sharpe Ratio
WTFC
1.07
Winner
SPY
1.46
5Y Beta
WTFC
1.14
Winner
SPY
1.00
Industry
WTFC
Banks - Regional
SPY
N/A
P/E Ratio
Winner
WTFC
12.92
SPY
28.46
Forward P/E
Winner
WTFC
12.61
SPY
21.63
PEG Ratio
WTFC
0.90
SPY
N/A
Dividend Yield
WTFC
1.32%
SPY
N/A
5Y Dividends CAGR
Winner
WTFC
12.22%
SPY
6.00%
5Y EPS CAGR
WTFC
14.67%
Winner
SPY
25.28%
Debt to Equity
Winner
WTFC
0.00%
SPY
31.07%
Free Cash Flow Yield
WTFC
15.52%
SPY
N/A
P/S Ratio
WTFC
N/A
SPY
3.64
P/B Ratio
WTFC
N/A
SPY
5.53

WTFC vs SPY - Historical Returns

Returns include dividend reinvestment.

1M
Winner
WTFC
+6.62%
SPY
-1.41%
3M
Winner
WTFC
+17.86%
SPY
+12.54%
6M
Winner
WTFC
+12.00%
SPY
+6.77%
1Y
Winner
WTFC
+32.03%
SPY
+22.18%
5Y(CAGR)
Winner
WTFC
+17.47%
SPY
+13.04%
10Y(CAGR)
WTFC
+14.17%
Winner
SPY
+15.54%
Max(CAGR)
Winner
WTFC
+11.56%
SPY
+8.44%

WTFC vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearWTFCSPY
2026+12.83%+7.90%
2025+14.57%+18.00%
2024+36.99%+25.59%
2023+13.12%+26.72%
2022-7.67%-18.64%
2021+51.50%+30.52%
2020-11.98%+17.28%
2019+5.86%+31.09%
2018-18.49%-5.24%
2017+14.74%+20.78%
2016+55.03%+13.59%
2015+5.45%+1.31%
2014+3.22%+14.56%
2013+21.89%+29.00%
2012+25.49%+14.17%
2011-17.48%+0.85%
2010+9.07%+13.14%
2009+53.77%+22.67%
2008-35.46%-36.25%
2007-30.75%+5.32%
2006-11.48%+13.85%
2005-1.29%+5.32%
2004+27.69%+10.75%
2003+41.02%+24.18%
2002+59.48%-22.42%
2001+93.64%-10.13%
2000+8.73%-8.84%
1999-10.29%+8.61%

WTFC vs SPY Drawdown Comparison

The maximum drawdown for WTFC was -83.56%, occurring on Mar 5, 2009. Recovery took 3007 trading sessions.

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

The current WTFC drawdown is -0.58%. The current SPY drawdown is -3.22%.

RankWTFCSPY
#1-83.56%
Dec 2, 2004 - Nov 10, 2016		-55.20%
Oct 9, 2007 - Aug 16, 2012
#2-74.50%
May 21, 2018 - Nov 3, 2021		-47.50%
Mar 24, 2000 - Oct 26, 2006
#3-40.71%
Feb 8, 2022 - Mar 26, 2024		-33.70%
Feb 19, 2020 - Aug 10, 2020
#4-31.02%
Nov 27, 2024 - Aug 27, 2025		-24.50%
Jan 3, 2022 - Dec 13, 2023
#5-28.04%
Aug 22, 2002 - Aug 18, 2003		-19.34%
Sep 20, 2018 - Apr 12, 2019
#6-21.82%
Nov 18, 1999 - Aug 7, 2000		-18.76%
Feb 19, 2025 - Jun 26, 2025
#7-19.30%
Feb 6, 2026 - Mar 13, 2026		-13.02%
Jul 20, 2015 - Apr 18, 2016
#8-17.50%
Aug 7, 2001 - Dec 13, 2001		-10.10%
Jan 26, 2018 - Aug 6, 2018
#9-16.84%
Jun 28, 2002 - Aug 19, 2002		-9.44%
Sep 2, 2020 - Nov 11, 2020
#10-15.14%
Dec 17, 2001 - Mar 27, 2002		-9.30%
Jan 19, 2000 - Mar 17, 2000
#11-14.11%
Mar 1, 2017 - Jun 9, 2017		-9.05%
Jul 19, 2007 - Oct 5, 2007
#12-14.00%
Sep 4, 2025 - Dec 10, 2025		-8.88%
Jan 27, 2026 - Apr 14, 2026
#13-13.61%
Jul 16, 2024 - Oct 14, 2024		-8.41%
Jul 16, 2024 - Sep 19, 2024
#14-13.09%
Jul 7, 2017 - Sep 29, 2017		-7.35%
Sep 14, 2012 - Jan 2, 2013
#15-12.06%
Nov 23, 2021 - Jan 6, 2022		-7.27%
Sep 18, 2014 - Oct 31, 2014

Correlation

Correlation between WTFC and SPY is 0.94 which considered as a very strong positive correlation - the stocks move almost identically together.

0.94
-101

Dividend Comparison (1999 - 2026)

WTFC vs SPY dividend yield comparison.

YearWTFCSPY
20260.69%0.50%
20251.43%1.07%
20241.44%1.21%
20231.73%1.40%
20221.61%1.65%
20211.37%1.20%
20201.83%1.52%
20191.41%1.75%
20181.14%2.04%
20170.68%1.80%
20160.66%2.03%
20150.91%2.06%
20140.86%1.87%
20130.39%1.81%
20120.49%2.18%
20110.64%2.05%
20100.54%1.80%
20090.88%1.95%
20081.75%3.02%
20070.97%1.85%
20060.58%1.73%
20050.44%1.73%
20040.35%1.82%
20030.35%1.47%
20020.38%1.70%
20010.46%1.25%
20000.63%1.15%
19990.00%0.24%

Select Stocks to Compare

Popular: WTFC vs SPY