WLFC vs. SPY
Compare and contrast key facts about Willis Lease Finance Corporation (WLFC) 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: WLFC or SPY.
Correlation
The correlation between WLFC and SPY is 0.20, 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
WLFC vs. SPY - Performance Comparison
Key characteristics
WLFC:
6.13
SPY:
1.97
WLFC:
5.52
SPY:
2.64
WLFC:
1.78
SPY:
1.36
WLFC:
9.00
SPY:
2.97
WLFC:
43.03
SPY:
12.34
WLFC:
7.56%
SPY:
2.03%
WLFC:
53.16%
SPY:
12.68%
WLFC:
-88.12%
SPY:
-55.19%
WLFC:
-15.24%
SPY:
-0.01%
Returns By Period
In the year-to-date period, WLFC achieves a -5.52% return, which is significantly lower than SPY's 4.03% return. Over the past 10 years, WLFC has outperformed SPY with an annualized return of 25.46%, while SPY has yielded a comparatively lower 13.24% annualized return.
WLFC
-5.52%
-0.97%
97.12%
304.03%
27.48%
25.46%
SPY
4.03%
2.03%
10.70%
23.63%
14.37%
13.24%
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Risk-Adjusted Performance
WLFC vs. SPY — Risk-Adjusted Performance Rank
WLFC
SPY
WLFC vs. SPY - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Willis Lease Finance Corporation (WLFC) 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
WLFC vs. SPY - Dividend Comparison
WLFC's dividend yield for the trailing twelve months is around 1.28%, more than SPY's 1.16% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
WLFC Willis Lease Finance Corporation | 1.28% | 1.08% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
SPY SPDR S&P 500 ETF | 1.16% | 1.21% | 1.40% | 1.65% | 1.20% | 1.52% | 1.75% | 2.04% | 1.80% | 2.03% | 2.06% | 1.87% |
Drawdowns
WLFC vs. SPY - Drawdown Comparison
The maximum WLFC drawdown since its inception was -88.12%, which is greater than SPY's maximum drawdown of -55.19%. Use the drawdown chart below to compare losses from any high point for WLFC and SPY. For additional features, visit the drawdowns tool.
Volatility
WLFC vs. SPY - Volatility Comparison
Willis Lease Finance Corporation (WLFC) has a higher volatility of 8.57% compared to SPDR S&P 500 ETF (SPY) at 3.15%. This indicates that WLFC'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.