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
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Key characteristics
WEN:
-1.11
SPY:
0.64
WEN:
-1.69
SPY:
1.16
WEN:
0.81
SPY:
1.17
WEN:
-0.64
SPY:
0.79
WEN:
-1.79
SPY:
3.04
WEN:
18.80%
SPY:
4.87%
WEN:
29.39%
SPY:
20.29%
WEN:
-86.09%
SPY:
-55.19%
WEN:
-51.85%
SPY:
-3.38%
Returns By Period
In the year-to-date period, WEN achieves a -25.92% return, which is significantly lower than SPY's 1.05% return. Over the past 10 years, WEN has underperformed SPY with an annualized return of 3.45%, while SPY has yielded a comparatively higher 12.69% annualized return.
WEN
-25.92%
-10.14%
-33.54%
-32.31%
-7.52%
3.45%
SPY
1.05%
9.83%
0.15%
12.87%
17.33%
12.69%
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Risk-Adjusted Performance
WEN vs. SPY — Risk-Adjusted Performance Rank
WEN
SPY
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.
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Dividends
WEN vs. SPY - Dividend Comparison
WEN's dividend yield for the trailing twelve months is around 8.42%, more than SPY's 1.21% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
WEN The Wendy's Company | 8.42% | 6.13% | 5.13% | 2.21% | 1.80% | 1.32% | 1.89% | 2.18% | 1.71% | 1.81% | 2.09% | 2.27% |
SPY SPDR S&P 500 ETF | 1.21% | 1.21% | 1.40% | 1.65% | 1.20% | 1.52% | 1.75% | 2.04% | 1.80% | 2.03% | 2.06% | 1.87% |
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.
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Volatility
WEN vs. SPY - Volatility Comparison
The Wendy's Company (WEN) has a higher volatility of 9.25% compared to SPDR S&P 500 ETF (SPY) at 6.19%. 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.
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