IDA vs. WEC
Compare and contrast key facts about IDACORP, Inc. (IDA) and WEC Energy Group, Inc. (WEC).
Performance
IDA vs. WEC - Performance Comparison
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IDA vs. WEC - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
IDA IDACORP, Inc. | 13.71% | 19.19% | 14.95% | -5.97% | -2.07% | 21.45% | -7.47% | 17.70% | 4.55% | 16.45% |
WEC WEC Energy Group, Inc. | 10.70% | 15.96% | 16.11% | -7.00% | -0.45% | 8.66% | 2.49% | 37.05% | 7.87% | 17.11% |
Fundamentals
IDA:
$7.84B
WEC:
$37.96B
IDA:
$5.91
WEC:
$4.80
IDA:
24.20
WEC:
24.13
IDA:
4.54
WEC:
5.52
IDA:
4.32
WEC:
3.84
IDA:
2.19
WEC:
0.94
IDA:
$1.81B
WEC:
$9.80B
IDA:
$1.42B
WEC:
$4.74B
IDA:
$560.83M
WEC:
$4.05B
Returns By Period
In the year-to-date period, IDA achieves a 13.71% return, which is significantly higher than WEC's 10.70% return. Over the past 10 years, IDA has underperformed WEC with an annualized return of 9.77%, while WEC has yielded a comparatively higher 10.31% annualized return.
IDA
- 1D
- 0.60%
- 1M
- -0.69%
- YTD
- 13.71%
- 6M
- 9.65%
- 1Y
- 26.46%
- 3Y*
- 13.13%
- 5Y*
- 10.61%
- 10Y*
- 9.77%
WEC
- 1D
- 0.38%
- 1M
- -1.02%
- YTD
- 10.70%
- 6M
- 2.70%
- 1Y
- 9.82%
- 3Y*
- 10.78%
- 5Y*
- 7.97%
- 10Y*
- 10.31%
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Return for Risk
IDA vs. WEC — Risk / Return Rank
IDA
WEC
IDA vs. WEC - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for IDACORP, Inc. (IDA) and WEC Energy Group, Inc. (WEC). 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.
| IDA | WEC | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.57 | 0.64 | +0.92 |
Sortino ratioReturn per unit of downside risk | 2.14 | 0.97 | +1.17 |
Omega ratioGain probability vs. loss probability | 1.27 | 1.12 | +0.16 |
Calmar ratioReturn relative to maximum drawdown | 3.17 | 1.00 | +2.16 |
Martin ratioReturn relative to average drawdown | 7.57 | 2.56 | +5.01 |
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
| IDA | WEC | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.57 | 0.64 | +0.92 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.56 | 0.42 | +0.14 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.45 | 0.48 | -0.03 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.41 | 0.61 | -0.20 |
Correlation
The correlation between IDA and WEC is 0.54, 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
IDA vs. WEC - Dividend Comparison
IDA's dividend yield for the trailing twelve months is around 2.43%, less than WEC's 3.14% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IDA IDACORP, Inc. | 2.43% | 2.73% | 3.07% | 3.25% | 2.82% | 2.54% | 2.83% | 2.40% | 2.58% | 2.45% | 2.58% | 2.82% |
WEC WEC Energy Group, Inc. | 3.14% | 3.39% | 3.55% | 3.71% | 3.10% | 2.79% | 2.75% | 2.56% | 3.19% | 3.13% | 3.38% | 3.81% |
Drawdowns
IDA vs. WEC - Drawdown Comparison
The maximum IDA drawdown since its inception was -54.01%, which is greater than WEC's maximum drawdown of -45.06%. Use the drawdown chart below to compare losses from any high point for IDA and WEC.
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Drawdown Indicators
| IDA | WEC | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -54.01% | -45.06% | -8.95% |
Max Drawdown (1Y)Largest decline over 1 year | -8.80% | -11.22% | +2.42% |
Max Drawdown (5Y)Largest decline over 5 years | -21.98% | -26.02% | +4.04% |
Max Drawdown (10Y)Largest decline over 10 years | -34.30% | -32.31% | -1.99% |
Current DrawdownCurrent decline from peak | -1.01% | -1.81% | +0.80% |
Average DrawdownAverage peak-to-trough decline | -11.58% | -8.34% | -3.24% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.68% | 4.41% | -0.73% |
Volatility
IDA vs. WEC - Volatility Comparison
The current volatility for IDACORP, Inc. (IDA) is 4.95%, while WEC Energy Group, Inc. (WEC) has a volatility of 5.23%. This indicates that IDA experiences smaller price fluctuations and is considered to be less risky than WEC based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| IDA | WEC | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.95% | 5.23% | -0.28% |
Volatility (6M)Calculated over the trailing 6-month period | 11.54% | 10.20% | +1.34% |
Volatility (1Y)Calculated over the trailing 1-year period | 17.00% | 15.42% | +1.58% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 19.00% | 18.97% | +0.03% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.70% | 21.60% | +0.10% |
Financials
IDA vs. WEC - Financials Comparison
This section allows you to compare key financial metrics between IDACORP, Inc. and WEC Energy Group, Inc.. 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