WFC vs. JNJ
WFC (Wells Fargo & Company) and JNJ (Johnson & Johnson) are both stocks. WFC operates in Banks - Diversified (Financial Services), while JNJ operates in Drug Manufacturers - General (Healthcare). Over the past 10 years, WFC returned 8.96%/yr vs 10.10%/yr for JNJ. At a 0.27 correlation, their price movements are largely independent.
Performance
WFC vs. JNJ - Performance Comparison
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Returns By Period
In the year-to-date period, WFC achieves a -6.38% return, which is significantly lower than JNJ's 21.57% return. Over the past 10 years, WFC has underperformed JNJ with an annualized return of 8.96%, while JNJ has yielded a comparatively higher 10.10% annualized return.
WFC
- 1D
- -1.35%
- 1M
- 5.02%
- 6M
- -1.28%
- YTD
- -6.38%
- 1Y
- 9.41%
- 3Y*
- 26.50%
- 5Y*
- 16.28%
- 10Y*
- 8.96%
- ALL TIME*
- 11.09%
JNJ
- 1D
- -1.67%
- 1M
- 8.95%
- 6M
- 15.06%
- YTD
- 21.57%
- 1Y
- 55.80%
- 3Y*
- 16.86%
- 5Y*
- 11.06%
- 10Y*
- 10.10%
- ALL TIME*
- 12.23%
WFC vs. JNJ - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
WFC Wells Fargo & Company | -6.38% | 35.57% | 46.48% | 22.94% | -11.92% | 61.15% | -41.65% | 21.44% | -21.83% | 13.21% |
JNJ Johnson & Johnson | 21.57% | 47.48% | -4.81% | -8.58% | 5.97% | 11.44% | 10.82% | 16.22% | -5.13% | 24.43% |
Correlation
The correlation between WFC and JNJ is -0.01, 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 | -0.01 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.12 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.15 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.19 |
Correlation (All Time) Calculated using the full available price history since Jun 1, 1972 | 0.27 |
The correlation between WFC and JNJ shifts across timeframes, from -0.01 (1 year) to 0.27 (all time), reflecting how their relationship changes across market environments.
Fundamentals
WFC:
$264.23B
JNJ:
$598.96B
WFC:
$7.11
JNJ:
$8.63
WFC:
12.13
JNJ:
28.83
WFC:
1.05
JNJ:
0.96
WFC:
2.13
JNJ:
6.29
WFC:
1.61
JNJ:
7.49
WFC:
$129.11B
JNJ:
$96.36B
WFC:
$83.28B
JNJ:
$66.60B
WFC:
$33.13B
JNJ:
$31.62B
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Return for Risk
WFC vs. JNJ — Risk / Return Rank
WFC
JNJ
WFC vs. JNJ - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Wells Fargo & Company (WFC) and Johnson & Johnson (JNJ). 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| WFC | JNJ | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -2.75 | ||
| Sortino ratioReturn per unit of downside risk | -3.63 | ||
| Omega ratioGain probability vs. loss probability | 1.08 | 1.53 | -0.45 |
| Calmar ratioReturn relative to maximum drawdown | 0.41 | 5.12 | -4.71 |
| Martin ratioReturn relative to average drawdown | 0.88 | 14.40 | -13.51 |
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Drawdowns
WFC vs. JNJ - Drawdown Comparison
The maximum WFC drawdown since its inception was -79.01%, which is greater than JNJ's maximum drawdown of -50.67%. Use the drawdown chart below to compare losses from any high point for WFC and JNJ.
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Drawdown Indicators
| WFC | JNJ | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -79.01% | -50.67% | -28.34% |
Max Drawdown (1Y)Largest decline over 1 year | -23.02% | -10.96% | -12.06% |
Max Drawdown (3Y)Largest decline over 3 years | -24.73% | -15.95% | -8.78% |
Max Drawdown (5Y)Largest decline over 5 years | -37.10% | -18.41% | -18.69% |
Max Drawdown (10Y)Largest decline over 10 years | -64.46% | -27.37% | -37.09% |
Current DrawdownCurrent decline from peak | -9.48% | -6.89% | -2.59% |
Average DrawdownAverage peak-to-trough decline | -15.34% | -11.88% | -3.46% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 10.67% | 3.89% | +6.78% |
Volatility
WFC vs. JNJ - Volatility Comparison
The current volatility for Wells Fargo & Company (WFC) is 7.53%, while Johnson & Johnson (JNJ) has a volatility of 9.47%. This indicates that WFC experiences smaller price fluctuations and is considered to be less risky than JNJ based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| WFC | JNJ | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.53% | 9.47% | -1.94% |
Volatility (6M)Calculated over the trailing 6-month period | 20.20% | 14.38% | +5.82% |
Volatility (1Y)Calculated over the trailing 1-year period | 26.61% | 18.08% | +8.53% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 29.91% | 17.34% | +12.57% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 32.30% | 18.70% | +13.60% |
Dividends
WFC vs. JNJ - Dividend Comparison
WFC's dividend yield for the trailing twelve months is around 2.09%, which matches JNJ's 2.11% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
JNJ Johnson & Johnson | 2.11% | 2.48% | 3.40% | 3.00% | 2.52% | 2.45% | 2.53% | 2.57% | 2.74% | 2.38% | 2.73% | 2.87% |
WFC Wells Fargo & Company | 2.09% | 1.82% | 2.14% | 2.64% | 2.66% | 1.25% | 4.04% | 3.57% | 3.56% | 2.54% | 2.75% | 2.71% |
Financials
WFC vs. JNJ - Financials Comparison
This section allows you to compare key financial metrics between Wells Fargo & Company and Johnson & Johnson. 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
WFC vs. JNJ - Profitability Comparison
WFC - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jul 2026, Wells Fargo & Company reported a gross profit of 21.71B and revenue of 33.59B. Therefore, the gross margin over that period was 64.6%.
JNJ - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jul 2026, Johnson & Johnson reported a gross profit of 17.20B and revenue of 24.06B. Therefore, the gross margin over that period was 71.5%.
WFC - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jul 2026, Wells Fargo & Company reported an operating income of 8.05B and revenue of 33.59B, resulting in an operating margin of 24.0%.
JNJ - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jul 2026, Johnson & Johnson reported an operating income of 6.40B and revenue of 24.06B, resulting in an operating margin of 26.6%.
WFC - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jul 2026, Wells Fargo & Company reported a net income of 6.41B and revenue of 33.59B, resulting in a net margin of 19.1%.
JNJ - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jul 2026, Johnson & Johnson reported a net income of 5.24B and revenue of 24.06B, resulting in a net margin of 21.8%.
Frequently Asked Questions
WFC and JNJ have a correlation of -0.01, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
JNJ has higher volatility (9.47%) compared to WFC (7.53%). In terms of maximum drawdown, WFC dropped -79.01% vs JNJ's -50.67%.
JNJ currently has the higher Sharpe Ratio (3.11 vs 0.36), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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