WFC vs. KKR
WFC (Wells Fargo & Company) and KKR (KKR & Co. Inc.) are both stocks. Both are in the Financial Services sector — WFC in Banks - Diversified, KKR in Asset Management. Over the past 10 years, WFC returned 8.95%/yr vs 24.52%/yr for KKR. At a 0.47 correlation, their price movements are largely independent.
Performance
WFC vs. KKR - Performance Comparison
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Returns By Period
In the year-to-date period, WFC achieves a -9.20% return, which is significantly higher than KKR's -24.22% return. Over the past 10 years, WFC has underperformed KKR with an annualized return of 8.95%, while KKR has yielded a comparatively higher 24.52% annualized return.
WFC
- 1D
- 1.61%
- 1M
- 14.04%
- YTD
- -9.20%
- 6M
- -8.77%
- 1Y
- 18.25%
- 3Y*
- 28.38%
- 5Y*
- 15.64%
- 10Y*
- 8.95%
KKR
- 1D
- 0.99%
- 1M
- -0.75%
- YTD
- -24.22%
- 6M
- -29.28%
- 1Y
- -20.15%
- 3Y*
- 19.99%
- 5Y*
- 12.18%
- 10Y*
- 24.52%
WFC vs. KKR - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
WFC Wells Fargo & Company | -9.20% | 35.57% | 46.48% | 22.94% | -11.92% | 61.15% | -41.65% | 21.44% | -21.83% | 13.21% |
KKR KKR & Co. Inc. | -24.22% | -13.32% | 79.65% | 80.48% | -36.98% | 85.76% | 41.13% | 51.57% | -4.28% | 41.78% |
Correlation
The correlation between WFC and KKR is 0.40, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.40 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.46 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.51 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.47 |
Correlation (All Time) Calculated using the full available price history since Jul 15, 2010 | 0.47 |
The correlation between WFC and KKR shifts across timeframes, from 0.40 (1 year) to 0.51 (5 years), reflecting how their relationship changes across market environments.
Fundamentals
WFC:
$269.39B
KKR:
$91.83B
WFC:
$6.73
KKR:
$3.10
WFC:
12.44
KKR:
31.02
WFC:
1.07
KKR:
3.27
WFC:
2.15
KKR:
4.60
WFC:
1.65
KKR:
1.14
WFC:
$125.70B
KKR:
$19.99B
WFC:
$81.14B
KKR:
$8.35B
WFC:
$31.58B
KKR:
$9.97B
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Return for Risk
WFC vs. KKR — Risk / Return Rank
WFC
KKR
WFC vs. KKR - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Wells Fargo & Company (WFC) and KKR & Co. Inc. (KKR). 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 | KKR | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +1.20 | ||
| Sortino ratioReturn per unit of downside risk | +1.61 | ||
| Omega ratioGain probability vs. loss probability | 1.12 | 0.92 | +0.20 |
| Calmar ratioReturn relative to maximum drawdown | 0.68 | -0.51 | +1.19 |
| Martin ratioReturn relative to average drawdown | 1.54 | -0.92 | +2.46 |
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Drawdowns
WFC vs. KKR - Drawdown Comparison
The maximum WFC drawdown since its inception was -79.01%, which is greater than KKR's maximum drawdown of -53.10%. Use the drawdown chart below to compare losses from any high point for WFC and KKR.
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Drawdown Indicators
| WFC | KKR | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -79.01% | -53.10% | -25.91% |
Max Drawdown (1Y)Largest decline over 1 year | -23.02% | -44.62% | +21.60% |
Max Drawdown (3Y)Largest decline over 3 years | -24.73% | -49.42% | +24.69% |
Max Drawdown (5Y)Largest decline over 5 years | -37.10% | -49.42% | +12.32% |
Max Drawdown (10Y)Largest decline over 10 years | -64.46% | -49.42% | -15.04% |
Current DrawdownCurrent decline from peak | -12.21% | -41.85% | +29.64% |
Average DrawdownAverage peak-to-trough decline | -15.35% | -16.22% | +0.87% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 10.18% | 24.65% | -14.47% |
Volatility
WFC vs. KKR - Volatility Comparison
The current volatility for Wells Fargo & Company (WFC) is 5.95%, while KKR & Co. Inc. (KKR) has a volatility of 9.89%. This indicates that WFC experiences smaller price fluctuations and is considered to be less risky than KKR based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| WFC | KKR | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.95% | 9.89% | -3.94% |
Volatility (6M)Calculated over the trailing 6-month period | 19.95% | 29.26% | -9.31% |
Volatility (1Y)Calculated over the trailing 1-year period | 26.75% | 37.32% | -10.57% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 30.23% | 39.23% | -9.00% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 32.28% | 36.62% | -4.34% |
Dividends
WFC vs. KKR - Dividend Comparison
WFC's dividend yield for the trailing twelve months is around 2.15%, more than KKR's 0.78% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
KKR KKR & Co. Inc. | 0.78% | 0.57% | 0.47% | 0.78% | 1.31% | 0.77% | 1.31% | 1.71% | 3.23% | 3.18% | 4.16% | 10.13% |
WFC Wells Fargo & Company | 2.15% | 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. KKR - Financials Comparison
This section allows you to compare key financial metrics between Wells Fargo & Company and KKR & Co. Inc.. 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. KKR - Profitability Comparison
WFC - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Wells Fargo & Company reported a gross profit of 20.31B and revenue of 31.80B. Therefore, the gross margin over that period was 63.9%.
KKR - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, KKR & Co. Inc. reported a gross profit of 3.98B and revenue of 4.00B. Therefore, the gross margin over that period was 99.5%.
WFC - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Wells Fargo & Company reported an operating income of 5.85B and revenue of 31.80B, resulting in an operating margin of 18.4%.
KKR - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, KKR & Co. Inc. reported an operating income of 205.35M and revenue of 4.00B, resulting in an operating margin of 5.1%.
WFC - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Wells Fargo & Company reported a net income of 5.29B and revenue of 31.80B, resulting in a net margin of 16.6%.
KKR - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, KKR & Co. Inc. reported a net income of 405.23M and revenue of 4.00B, resulting in a net margin of 10.1%.
Frequently Asked Questions
WFC and KKR have a correlation of 0.40, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
KKR has higher volatility (9.89%) compared to WFC (5.95%). In terms of maximum drawdown, WFC dropped -79.01% vs KKR's -53.10%.
WFC currently has the higher Sharpe Ratio (0.59 vs -0.61), 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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