WEC vs. SPY
Compare and contrast key facts about WEC Energy Group, Inc. (WEC) and SPDR S&P 500 ETF (SPY).
SPY is a passively managed fund by State Street that tracks the performance of the S&P 500 Index. It was launched on Jan 22, 1993.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: WEC or SPY.
Correlation
The correlation between WEC and SPY is 0.35, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Performance
WEC vs. SPY - Performance Comparison
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Key characteristics
WEC:
1.50
SPY:
0.70
WEC:
2.10
SPY:
1.13
WEC:
1.26
SPY:
1.17
WEC:
1.11
SPY:
0.76
WEC:
6.31
SPY:
2.93
WEC:
4.07%
SPY:
4.86%
WEC:
17.48%
SPY:
20.29%
WEC:
-45.05%
SPY:
-55.19%
WEC:
-5.65%
SPY:
-3.97%
Returns By Period
In the year-to-date period, WEC achieves a 11.08% return, which is significantly higher than SPY's 0.43% return. Over the past 10 years, WEC has underperformed SPY with an annualized return of 11.50%, while SPY has yielded a comparatively higher 12.66% annualized return.
WEC
11.08%
-3.18%
7.67%
25.30%
7.41%
11.50%
SPY
0.43%
9.91%
-1.06%
14.09%
17.31%
12.66%
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Risk-Adjusted Performance
WEC vs. SPY — Risk-Adjusted Performance Rank
WEC
SPY
WEC vs. SPY - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for WEC Energy Group, Inc. (WEC) and SPDR S&P 500 ETF (SPY). 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.
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Dividends
WEC vs. SPY - Dividend Comparison
WEC's dividend yield for the trailing twelve months is around 3.34%, more than SPY's 1.22% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
WEC WEC Energy Group, Inc. | 3.34% | 3.55% | 3.71% | 3.10% | 2.79% | 2.75% | 2.56% | 3.19% | 3.13% | 3.38% | 3.40% | 2.96% |
SPY SPDR S&P 500 ETF | 1.22% | 1.21% | 1.40% | 1.65% | 1.20% | 1.52% | 1.75% | 2.04% | 1.80% | 2.03% | 2.06% | 1.87% |
Drawdowns
WEC vs. SPY - Drawdown Comparison
The maximum WEC drawdown since its inception was -45.05%, smaller than the maximum SPY drawdown of -55.19%. Use the drawdown chart below to compare losses from any high point for WEC and SPY. For additional features, visit the drawdowns tool.
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Volatility
WEC vs. SPY - Volatility Comparison
The current volatility for WEC Energy Group, Inc. (WEC) is 4.66%, while SPDR S&P 500 ETF (SPY) has a volatility of 6.25%. This indicates that WEC experiences smaller price fluctuations and is considered to be less risky than SPY based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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