FINW vs. VTI

In the year-to-date period, FINW achieves a -10.26% return, which is significantly lower than VTI's 0.38% return.

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This table presents a comparison of risk-adjusted performance metrics for FinWise Bancorp (FINW) and Vanguard Total Stock Market ETF (VTI). 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.

The current FINW Sharpe Ratio is 1.07, which is higher than the VTI Sharpe Ratio of 0.68. The chart below compares the historical Sharpe Ratios of FINW and VTI, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

FINW has not paid dividends to shareholders, while VTI's dividend yield for the trailing twelve months is around 1.29%.

The maximum FINW drawdown since its inception was -63.35%, which is greater than VTI's maximum drawdown of -55.45%. Use the drawdown chart below to compare losses from any high point for FINW and VTI.

FinWise Bancorp (FINW) has a higher volatility of 9.98% compared to Vanguard Total Stock Market ETF (VTI) at 4.90%. This indicates that FINW's price experiences larger fluctuations and is considered to be riskier than VTI based on this measure. The chart below showcases a comparison of their rolling one-month volatility.