ITUB vs. WEGZY
ITUB (Itaú Unibanco Holding S.A.) and WEGZY (WEG SA ADR) are both stocks. ITUB operates in Banks - Regional (Financial Services), while WEGZY operates in Specialty Industrial Machinery (Industrials). Over the past 10 years, ITUB returned 16.25%/yr vs 23.18%/yr for WEGZY. Their 0.16 correlation means their historical movements had little consistent relationship.
Performance
ITUB vs. WEGZY - Performance Comparison
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Returns By Period
In the year-to-date period, ITUB achieves a 20.68% return, which is significantly higher than WEGZY's 5.11% return. Over the past 10 years, ITUB has underperformed WEGZY with an annualized return of 16.25%, while WEGZY has yielded a comparatively higher 23.18% annualized return.
ITUB
- 1D
- 0.24%
- 1M
- 4.19%
- 6M
- 0.55%
- YTD
- 20.68%
- 1Y
- 51.71%
- 3Y*
- 27.07%
- 5Y*
- 27.62%
- 10Y*
- 16.25%
- ALL TIME*
- 15.33%
WEGZY
- 1D
- 1.61%
- 1M
- 5.94%
- 6M
- -3.44%
- YTD
- 5.11%
- 1Y
- 44.18%
- 3Y*
- 6.92%
- 5Y*
- 7.48%
- 10Y*
- 23.18%
- ALL TIME*
- 8.47%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $145.20M | $157.33M | $184.57M | |
WEGZY WEG SA ADR | $698.61K | $474.42K | $674.58K |
ITUB vs. WEGZY - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
ITUB Itaú Unibanco Holding S.A. | 20.68% | 86.06% | -23.49% | 54.53% | 30.82% | -6.05% | -30.47% | 8.46% | 12.68% | 30.90% |
WEGZY WEG SA ADR | 5.11% | 0.76% | 23.23% | 7.90% | 26.59% | -19.95% | 63.94% | 117.38% | -23.15% | 71.26% |
Correlation
The correlation between ITUB and WEGZY is 0.35, which is low. Their historical price movements had little consistent relationship.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.35 |
Correlation (3Y) Balances recent behavior with more history. | 0.34 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.34 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.21 |
Correlation (All Time) Calculated using the full available price history since Oct 4, 2010 | 0.16 |
The correlation between ITUB and WEGZY shifts across timeframes, from 0.16 (all time) to 0.35 (1 year), reflecting how their relationship changes across market environments.
Fundamentals
ITUB:
$93.24B
WEGZY:
$39.69B
ITUB:
R$3.93
WEGZY:
R$1.50
ITUB:
10.89
WEGZY:
31.82
ITUB:
1.08
WEGZY:
2.04
ITUB:
1.30
WEGZY:
4.96
ITUB:
2.19
WEGZY:
10.67
ITUB:
R$384.43B
WEGZY:
R$40.52B
ITUB:
R$131.20B
WEGZY:
R$12.96B
ITUB:
R$54.38B
WEGZY:
R$9.10B
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Return for Risk
ITUB vs. WEGZY — Risk / Return Rank
ITUB
WEGZY
ITUB vs. WEGZY - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Itaú Unibanco Holding S.A. (ITUB) and WEG SA ADR (WEGZY). 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| ITUB | WEGZY | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.52 | ||
| Sortino ratioReturn per unit of downside risk | +0.55 | ||
| Omega ratioGain probability vs. loss probability | 1.28 | 1.21 | +0.07 |
| Calmar ratioReturn relative to maximum drawdown | 2.44 | 2.04 | +0.40 |
| Martin ratioReturn relative to average drawdown | 5.80 | 4.58 | +1.22 |
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Drawdowns
ITUB vs. WEGZY - Drawdown Comparison
The maximum ITUB drawdown since its inception was -69.35%, roughly equal to the maximum WEGZY drawdown of -71.92%. Use the drawdown chart below to compare losses from any high point for ITUB and WEGZY.
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Drawdown Indicators
| ITUB | WEGZY | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -69.35% | -71.92% | +2.57% |
Max Drawdown (1Y)Largest decline over 1 year | -21.53% | -24.77% | +3.24% |
Max Drawdown (3Y)Largest decline over 3 years | -28.17% | -35.65% | +7.48% |
Max Drawdown (5Y)Largest decline over 5 years | -31.59% | -42.54% | +10.95% |
Max Drawdown (10Y)Largest decline over 10 years | -61.96% | -63.53% | +1.57% |
Current DrawdownCurrent decline from peak | -9.78% | -11.28% | +1.50% |
Average DrawdownAverage peak-to-trough decline | -20.97% | -27.98% | +7.01% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 9.02% | 10.98% | -1.96% |
Volatility
ITUB vs. WEGZY - Volatility Comparison
The current volatility for Itaú Unibanco Holding S.A. (ITUB) is 7.80%, while WEG SA ADR (WEGZY) has a volatility of 11.79%. This indicates that ITUB experiences smaller price fluctuations and is considered to be less risky than WEGZY based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| ITUB | WEGZY | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.80% | 11.79% | -3.99% |
Volatility (6M)Calculated over the trailing 6-month period | 24.04% | 32.83% | -8.79% |
Volatility (1Y)Calculated over the trailing 1-year period | 30.96% | 43.41% | -12.45% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 33.68% | 45.46% | -11.78% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 38.21% | 81.29% | -43.08% |
Dividends
ITUB vs. WEGZY - Dividend Comparison
ITUB's dividend yield for the trailing twelve months is around 7.72%, more than WEGZY's 2.65% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ITUB Itaú Unibanco Holding S.A. | 7.72% | 11.26% | 9.20% | 3.61% | 4.21% | 29.81% | 4.80% | 8.21% | 6.93% | 3.35% | 15.63% | 3.89% |
WEGZY WEG SA ADR | 2.65% | 3.26% | 1.54% | 1.60% | 1.37% | 1.35% | 0.55% | 0.89% | 1.28% | 1.37% | 2.89% | 1.19% |
Financials
ITUB vs. WEGZY - Financials Comparison
This section allows you to compare key financial metrics between Itaú Unibanco Holding S.A. and WEG SA ADR. 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
ITUB vs. WEGZY - Profitability Comparison
ITUB - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Aug 2026, Itaú Unibanco Holding S.A. reported a gross profit of 32.47B and revenue of 94.91B. Therefore, the gross margin over that period was 34.2%.
WEGZY - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Aug 2026, WEG SA ADR reported a gross profit of 3.45B and revenue of 10.37B. Therefore, the gross margin over that period was 33.3%.
ITUB - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Aug 2026, Itaú Unibanco Holding S.A. reported an operating income of 12.47B and revenue of 94.91B, resulting in an operating margin of 13.1%.
WEGZY - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Aug 2026, WEG SA ADR reported an operating income of 2.16B and revenue of 10.37B, resulting in an operating margin of 20.8%.
ITUB - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Aug 2026, Itaú Unibanco Holding S.A. reported a net income of 11.42B and revenue of 94.91B, resulting in a net margin of 12.0%.
WEGZY - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Aug 2026, WEG SA ADR reported a net income of 1.59B and revenue of 10.37B, resulting in a net margin of 15.4%.
Frequently Asked Questions
ITUB and WEGZY have a correlation of 0.35, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
WEGZY has higher volatility (11.79%) compared to ITUB (7.80%). In terms of maximum drawdown, ITUB dropped -69.35% vs WEGZY's -71.92%.
ITUB currently has the higher Sharpe Ratio (1.69 vs 1.17), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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