SVT vs. WTRG

Last updated Jun 4, 2026

SVT (Servotronics, Inc.) and WTRG (Essential Utilities, Inc.) are both stocks. SVT operates in Electrical Equipment & Parts (Industrials), while WTRG operates in Utilities - Regulated Water (Utilities). At a 0.04 correlation, their price movements are largely independent.

Performance

SVT vs. WTRG - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Servotronics, Inc. (SVT) and Essential Utilities, Inc. (WTRG). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

SVT

• 1D: —
• 1M: —
• YTD: —
• 6M: —
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —

WTRG

• 1D: -0.11%
• 1M: -1.61%
• YTD: -1.76%
• 6M: -3.02%
• 1Y: -0.25%
• 3Y*: 0.07%
• 5Y*: -1.89%
• 10Y*: 3.78%

*Multi-year figures are annualized to reflect compound growth (CAGR)

SVT vs. WTRG - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019	2018	2017
SVT Servotronics, Inc.	0.00%	323.37%	-11.30%	18.37%	-16.72%	49.35%	-15.61%	2.79%	-9.03%	14.10%
WTRG Essential Utilities, Inc.	-1.76%	9.40%	0.52%	-19.40%	-8.94%	16.05%	2.92%	40.43%	-10.66%	33.77%

Correlation

The correlation between SVT and WTRG is -0.04, meaning there is essentially no relationship between their price movements. Each responds to its own set of market drivers, making them strong candidates for combining in a diversified portfolio.

	Correlation
Correlation (1Y) Calculated over the trailing 1-year period	-0.04
Correlation (3Y) Calculated over the trailing 3-year period	0.04
Correlation (5Y) Calculated over the trailing 5-year period	0.05
Correlation (10Y) Calculated over the trailing 10-year period	0.06
Correlation (All Time) Calculated using the full available price history since Dec 31, 1987	0.04

The correlation between SVT and WTRG shifts across timeframes, from -0.04 (1 year) to 0.06 (10 years), reflecting how their relationship changes across market environments.

Fundamentals

Total Revenue (TTM) SVT : $46.17M WTRG : $2.55B
Gross Profit (TTM) SVT : $8.89M WTRG : $862.18M
EBITDA (TTM) SVT : $10.37M WTRG : $1.23B

Return for Risk

SVT vs. WTRG — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

WTRG

WTRG Risk / Return Rank: 37
WTRG Sharpe Ratio Rank: 40
WTRG Sortino Ratio Rank: 33
WTRG Omega Ratio Rank: 32
WTRG Calmar Ratio Rank: 39
WTRG Martin Ratio Rank: 39

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

SVT vs. WTRG - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Servotronics, Inc. (SVT) and Essential Utilities, Inc. (WTRG). 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.

Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.

Sharpe Ratios by Period

	SVT	WTRG	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	—	-0.01	—
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	—	-0.08	—
Sharpe Ratio (10Y) Calculated over the trailing 10-year period	—	0.15	—
Sharpe Ratio (All Time) Calculated using the full available price history	—	0.46	—

Drawdowns

Drawdown Indicators

	SVT	WTRG	Difference
Max Drawdown Largest peak-to-trough decline	—	-47.95%	—
Max Drawdown (1Y) Largest decline over 1 year	—	-12.16%	—
Max Drawdown (3Y) Largest decline over 3 years	—	-23.80%	—
Max Drawdown (5Y) Largest decline over 5 years	—	-36.53%	—
Max Drawdown (10Y) Largest decline over 10 years	—	-39.62%	—
Current Drawdown Current decline from peak	—	-20.71%	—
Average Drawdown Average peak-to-trough decline	—	-12.14%	—
Ulcer Index Depth and duration of drawdowns from previous peaks	—	5.57%	—

Volatility

Volatility by Period

	SVT	WTRG	Difference
Volatility (1M) Calculated over the trailing 1-month period	—	5.08%	—
Volatility (6M) Calculated over the trailing 6-month period	—	15.26%	—
Volatility (1Y) Calculated over the trailing 1-year period	—	20.94%	—
Volatility (5Y) Calculated over the trailing 5-year period, annualized	—	22.38%	—
Volatility (10Y) Calculated over the trailing 10-year period, annualized	—	24.85%	—

Dividends

SVT vs. WTRG - Dividend Comparison

SVT has not paid dividends to shareholders, while WTRG's dividend yield for the trailing twelve months is around 3.70%.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
SVT Servotronics, Inc.	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	1.59%	1.61%	2.70%	1.49%	1.80%
WTRG Essential Utilities, Inc.	3.70%	3.48%	3.48%	3.18%	2.33%	1.93%	2.05%	1.93%	2.48%	2.02%	2.46%	2.30%

Financials

Frequently Asked Questions

Can I hold both SVT and WTRG in my portfolio?

SVT and WTRG have a correlation of -0.04, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.