WFC vs. KRE
WFC (Wells Fargo & Company) is a stock, while KRE (SPDR S&P Regional Banking ETF) is Financials Equities fund tracking the S&P Regional Banks Select Industry Index. Over the past 10 years, WFC returned 8.95%/yr vs 9.20%/yr for KRE. A 0.76 correlation means they provide meaningful diversification when combined.
Performance
WFC vs. KRE - Performance Comparison
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Returns By Period
In the year-to-date period, WFC achieves a -9.20% return, which is significantly lower than KRE's 13.93% return. Both investments have delivered pretty close results over the past 10 years, with WFC having a 8.95% annualized return and KRE not far ahead at 9.20%.
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%
KRE
- 1D
- 1.47%
- 1M
- 9.62%
- YTD
- 13.93%
- 6M
- 10.76%
- 1Y
- 33.87%
- 3Y*
- 21.99%
- 5Y*
- 4.16%
- 10Y*
- 9.20%
WFC vs. KRE - 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% |
KRE SPDR S&P Regional Banking ETF | 13.93% | 10.21% | 18.58% | -7.61% | -15.08% | 39.29% | -7.43% | 27.44% | -18.81% | 7.49% |
Correlation
The correlation between WFC and KRE is 0.64, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.64 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.71 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.74 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.76 |
Correlation (All Time) Calculated using the full available price history since Jun 22, 2006 | 0.76 |
The correlation between WFC and KRE shifts across timeframes, from 0.64 (1 year) to 0.76 (10 years), reflecting how their relationship changes across market environments.
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Return for Risk
WFC vs. KRE — Risk / Return Rank
WFC
KRE
WFC vs. KRE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Wells Fargo & Company (WFC) and SPDR S&P Regional Banking ETF (KRE). 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 | KRE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.72 | ||
| Sortino ratioReturn per unit of downside risk | -0.91 | ||
| Omega ratioGain probability vs. loss probability | 1.12 | 1.24 | -0.12 |
| Calmar ratioReturn relative to maximum drawdown | 0.68 | 2.03 | -1.35 |
| Martin ratioReturn relative to average drawdown | 1.54 | 5.29 | -3.75 |
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Drawdowns
WFC vs. KRE - Drawdown Comparison
The maximum WFC drawdown since its inception was -79.01%, which is greater than KRE's maximum drawdown of -68.54%. Use the drawdown chart below to compare losses from any high point for WFC and KRE.
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Drawdown Indicators
| WFC | KRE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -79.01% | -68.54% | -10.47% |
Max Drawdown (1Y)Largest decline over 1 year | -23.02% | -14.95% | -8.07% |
Max Drawdown (3Y)Largest decline over 3 years | -24.73% | -28.20% | +3.47% |
Max Drawdown (5Y)Largest decline over 5 years | -37.10% | -52.69% | +15.59% |
Max Drawdown (10Y)Largest decline over 10 years | -64.46% | -54.92% | -9.54% |
Current DrawdownCurrent decline from peak | -12.21% | 0.00% | -12.21% |
Average DrawdownAverage peak-to-trough decline | -15.35% | -21.87% | +6.52% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 10.18% | 5.75% | +4.43% |
Volatility
WFC vs. KRE - Volatility Comparison
Wells Fargo & Company (WFC) and SPDR S&P Regional Banking ETF (KRE) have volatilities of 5.95% and 6.15%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| WFC | KRE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.95% | 6.15% | -0.20% |
Volatility (6M)Calculated over the trailing 6-month period | 19.95% | 15.76% | +4.19% |
Volatility (1Y)Calculated over the trailing 1-year period | 26.75% | 23.37% | +3.38% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 30.23% | 29.99% | +0.24% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 32.28% | 31.93% | +0.35% |
Dividends
WFC vs. KRE - Dividend Comparison
WFC's dividend yield for the trailing twelve months is around 2.15%, which matches KRE's 2.14% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
KRE SPDR S&P Regional Banking ETF | 2.14% | 2.45% | 2.59% | 2.99% | 2.51% | 1.97% | 2.78% | 2.21% | 2.48% | 1.40% | 1.40% | 1.80% |
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% |
Frequently Asked Questions
WFC and KRE have a correlation of 0.64, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
KRE has higher volatility (6.15%) compared to WFC (5.95%). In terms of maximum drawdown, WFC dropped -79.01% vs KRE's -68.54%.
KRE currently has the higher Sharpe Ratio (1.30 vs 0.59), 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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