WEN vs. SPY
Compare and contrast key facts about The Wendy's Company (WEN) 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: WEN or SPY.
Correlation
The correlation between WEN and SPY is 0.37, 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
WEN vs. SPY - Performance Comparison
Key characteristics
WEN:
-0.45
SPY:
2.21
WEN:
-0.50
SPY:
2.93
WEN:
0.94
SPY:
1.41
WEN:
-0.29
SPY:
3.26
WEN:
-1.08
SPY:
14.43
WEN:
10.34%
SPY:
1.90%
WEN:
25.07%
SPY:
12.41%
WEN:
-86.09%
SPY:
-55.19%
WEN:
-33.60%
SPY:
-2.74%
Returns By Period
In the year-to-date period, WEN achieves a -9.51% return, which is significantly lower than SPY's 25.54% return. Over the past 10 years, WEN has underperformed SPY with an annualized return of 9.27%, while SPY has yielded a comparatively higher 12.97% annualized return.
WEN
-9.51%
-6.79%
2.82%
-10.93%
-2.30%
9.27%
SPY
25.54%
-0.42%
8.90%
25.98%
14.66%
12.97%
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Risk-Adjusted Performance
WEN vs. SPY - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for The Wendy's Company (WEN) 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.
Dividends
WEN vs. SPY - Dividend Comparison
WEN's dividend yield for the trailing twelve months is around 6.01%, more than SPY's 0.86% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
WEN The Wendy's Company | 6.01% | 5.13% | 2.21% | 1.80% | 1.32% | 1.89% | 2.18% | 1.71% | 1.81% | 2.09% | 2.27% | 2.06% |
SPY SPDR S&P 500 ETF | 0.86% | 1.40% | 1.65% | 1.20% | 1.52% | 1.75% | 2.04% | 1.80% | 2.03% | 2.06% | 1.87% | 1.81% |
Drawdowns
WEN vs. SPY - Drawdown Comparison
The maximum WEN drawdown since its inception was -86.09%, which is greater than SPY's maximum drawdown of -55.19%. Use the drawdown chart below to compare losses from any high point for WEN and SPY. For additional features, visit the drawdowns tool.
Volatility
WEN vs. SPY - Volatility Comparison
The Wendy's Company (WEN) has a higher volatility of 5.58% compared to SPDR S&P 500 ETF (SPY) at 3.72%. This indicates that WEN's price experiences larger fluctuations and is considered to be riskier than SPY based on this measure. The chart below showcases a comparison of their rolling one-month volatility.