WEGZY vs. ITUB
Compare and contrast key facts about WEG SA ADR (WEGZY) and Itaú Unibanco Holding S.A. (ITUB).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: WEGZY or ITUB.
Correlation
The correlation between WEGZY and ITUB is 0.30, 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
WEGZY vs. ITUB - Performance Comparison
Key characteristics
WEGZY:
1.34
ITUB:
-0.20
WEGZY:
1.96
ITUB:
-0.10
WEGZY:
1.26
ITUB:
0.99
WEGZY:
1.70
ITUB:
-0.20
WEGZY:
5.37
ITUB:
-0.43
WEGZY:
7.32%
ITUB:
12.88%
WEGZY:
29.52%
ITUB:
27.25%
WEGZY:
-55.87%
ITUB:
-69.31%
WEGZY:
-10.12%
ITUB:
-10.82%
Fundamentals
WEGZY:
$39.48B
ITUB:
$56.53B
WEGZY:
$0.26
ITUB:
$0.73
WEGZY:
36.19
ITUB:
8.27
WEGZY:
0.00
ITUB:
0.97
WEGZY:
$27.16B
ITUB:
$156.29B
WEGZY:
$8.79B
ITUB:
$204.34B
WEGZY:
$7.29B
ITUB:
$10.50B
Returns By Period
In the year-to-date period, WEGZY achieves a 8.17% return, which is significantly lower than ITUB's 21.91% return.
WEGZY
8.17%
3.51%
-4.86%
39.62%
14.82%
N/A
ITUB
21.91%
13.59%
-9.77%
-6.73%
3.81%
5.90%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Risk-Adjusted Performance
WEGZY vs. ITUB — Risk-Adjusted Performance Rank
WEGZY
ITUB
WEGZY vs. ITUB - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for WEG SA ADR (WEGZY) and Itaú Unibanco Holding S.A. (ITUB). 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.
Dividends
WEGZY vs. ITUB - Dividend Comparison
WEGZY's dividend yield for the trailing twelve months is around 1.54%, less than ITUB's 7.66% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
WEGZY WEG SA ADR | 1.54% | 1.66% | 1.61% | 1.36% | 1.35% | 0.62% | 1.25% | 2.08% | 2.00% | 0.00% | 0.00% | 0.00% |
ITUB Itaú Unibanco Holding S.A. | 7.66% | 9.29% | 3.63% | 4.10% | 3.96% | 4.85% | 8.05% | 6.84% | 3.68% | 4.67% | 8.23% | 3.51% |
Drawdowns
WEGZY vs. ITUB - Drawdown Comparison
The maximum WEGZY drawdown since its inception was -55.87%, smaller than the maximum ITUB drawdown of -69.31%. Use the drawdown chart below to compare losses from any high point for WEGZY and ITUB. For additional features, visit the drawdowns tool.
Volatility
WEGZY vs. ITUB - Volatility Comparison
WEG SA ADR (WEGZY) has a higher volatility of 12.61% compared to Itaú Unibanco Holding S.A. (ITUB) at 7.05%. This indicates that WEGZY's price experiences larger fluctuations and is considered to be riskier than ITUB based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Financials
WEGZY vs. ITUB - Financials Comparison
This section allows you to compare key financial metrics between WEG SA ADR and Itaú Unibanco Holding S.A.. 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