CAIXY vs. SAN
Compare and contrast key facts about Caixabank SA ADR (CAIXY) and Banco Santander, S.A. (SAN).
Performance
CAIXY vs. SAN - Performance Comparison
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CAIXY vs. SAN - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
CAIXY Caixabank SA ADR | -2.96% | 149.59% | 46.64% | 16.68% | 45.44% | 10.31% | -14.12% | -10.97% | -23.98% | 52.94% |
SAN Banco Santander, S.A. | -3.84% | 164.72% | 14.96% | 46.20% | -6.62% | 10.41% | -21.99% | -2.32% | -28.49% | 32.28% |
Fundamentals
CAIXY:
$82.93B
SAN:
$179.66B
CAIXY:
$0.28
SAN:
$0.87
CAIXY:
14.14
SAN:
12.97
CAIXY:
4.23
SAN:
2.34
CAIXY:
2.15
SAN:
1.74
CAIXY:
$19.63B
SAN:
$75.11B
CAIXY:
$8.07B
SAN:
$0.00
CAIXY:
$6.55B
SAN:
$17.52B
Returns By Period
In the year-to-date period, CAIXY achieves a -2.96% return, which is significantly higher than SAN's -3.84% return. Over the past 10 years, CAIXY has outperformed SAN with an annualized return of 21.42%, while SAN has yielded a comparatively lower 14.62% annualized return.
CAIXY
- 1D
- 3.15%
- 1M
- -3.91%
- YTD
- -2.96%
- 6M
- 14.98%
- 1Y
- 68.97%
- 3Y*
- 61.05%
- 5Y*
- 40.36%
- 10Y*
- 21.42%
SAN
- 1D
- 5.42%
- 1M
- -8.74%
- YTD
- -3.84%
- 6M
- 9.04%
- 1Y
- 73.26%
- 3Y*
- 50.67%
- 5Y*
- 31.51%
- 10Y*
- 14.62%
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Return for Risk
CAIXY vs. SAN — Risk / Return Rank
CAIXY
SAN
CAIXY vs. SAN - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Caixabank SA ADR (CAIXY) and Banco Santander, S.A. (SAN). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
| CAIXY | SAN | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 2.14 | 2.13 | +0.01 |
Sortino ratioReturn per unit of downside risk | 2.63 | 2.60 | +0.03 |
Omega ratioGain probability vs. loss probability | 1.37 | 1.35 | +0.02 |
Calmar ratioReturn relative to maximum drawdown | 3.97 | 3.50 | +0.47 |
Martin ratioReturn relative to average drawdown | 12.84 | 11.96 | +0.88 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| CAIXY | SAN | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.14 | 2.13 | +0.01 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.93 | 0.95 | -0.01 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.45 | 0.41 | +0.04 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.26 | 0.22 | +0.04 |
Correlation
The correlation between CAIXY and SAN is 0.49, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Dividends
CAIXY vs. SAN - Dividend Comparison
CAIXY's dividend yield for the trailing twelve months is around 7.03%, more than SAN's 2.19% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CAIXY Caixabank SA ADR | 7.03% | 6.82% | 10.76% | 6.11% | 4.26% | 1.22% | 2.17% | 2.69% | 3.70% | 3.16% | 2.70% | 2.71% |
SAN Banco Santander, S.A. | 2.19% | 2.11% | 4.63% | 3.58% | 3.83% | 2.71% | 0.00% | 6.20% | 5.83% | 4.60% | 3.29% | 7.06% |
Drawdowns
CAIXY vs. SAN - Drawdown Comparison
The maximum CAIXY drawdown since its inception was -74.24%, smaller than the maximum SAN drawdown of -82.94%. Use the drawdown chart below to compare losses from any high point for CAIXY and SAN.
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Drawdown Indicators
| CAIXY | SAN | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -74.24% | -82.94% | +8.70% |
Max Drawdown (1Y)Largest decline over 1 year | -17.04% | -20.29% | +3.25% |
Max Drawdown (5Y)Largest decline over 5 years | -31.74% | -44.15% | +12.41% |
Max Drawdown (10Y)Largest decline over 10 years | -70.45% | -73.84% | +3.39% |
Current DrawdownCurrent decline from peak | -11.88% | -14.61% | +2.73% |
Average DrawdownAverage peak-to-trough decline | -32.97% | -30.78% | -2.19% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.27% | 5.93% | -0.66% |
Volatility
CAIXY vs. SAN - Volatility Comparison
The current volatility for Caixabank SA ADR (CAIXY) is 11.31%, while Banco Santander, S.A. (SAN) has a volatility of 15.59%. This indicates that CAIXY experiences smaller price fluctuations and is considered to be less risky than SAN based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| CAIXY | SAN | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 11.31% | 15.59% | -4.28% |
Volatility (6M)Calculated over the trailing 6-month period | 20.65% | 25.14% | -4.49% |
Volatility (1Y)Calculated over the trailing 1-year period | 32.46% | 34.66% | -2.20% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 43.42% | 33.45% | +9.97% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 47.61% | 35.93% | +11.68% |
Financials
CAIXY vs. SAN - Financials Comparison
This section allows you to compare key financial metrics between Caixabank SA ADR and Banco Santander, S.A.. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.
Total Revenue: Total amount of money received from sales and other business activities