WLYB vs. WLY
WLYB (John Wiley & Sons Class B) and WLY (John Wiley & Sons) are both stocks. Both operate in the Publishing industry within the Communication Services sector. Over the past 3 years, WLYB returned 15.62%/yr vs 16.79%/yr for WLY. At a 0.25 correlation, their price movements are largely independent.
Performance
WLYB vs. WLY - Performance Comparison
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Returns By Period
In the year-to-date period, WLYB achieves a 48.11% return, which is significantly higher than WLY's 44.79% return.
WLYB
- 1D
- 0.00%
- 1M
- 9.97%
- YTD
- 48.11%
- 6M
- 40.03%
- 1Y
- 6.82%
- 3Y*
- 15.62%
- 5Y*
- —
- 10Y*
- —
WLY
- 1D
- -2.33%
- 1M
- 3.78%
- YTD
- 44.79%
- 6M
- 43.61%
- 1Y
- 4.02%
- 3Y*
- 16.79%
- 5Y*
- —
- 10Y*
- —
WLYB vs. WLY - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|
WLYB John Wiley & Sons Class B | 48.11% | -27.34% | 41.46% | -14.69% | -22.86% |
WLY John Wiley & Sons | 44.79% | -27.22% | 42.19% | -17.53% | -22.85% |
Correlation
The correlation between WLYB and WLY is 0.13, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.13 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.24 |
Correlation (All Time) Calculated using the full available price history since Apr 1, 2022 | 0.25 |
The correlation between WLYB and WLY shifts across timeframes, from 0.13 (1 year) to 0.25 (all time), reflecting how their relationship changes across market environments.
Fundamentals
WLYB:
$2.35B
WLY:
$2.34B
WLYB:
$4.16
WLY:
$4.15
WLYB:
10.89
WLY:
10.58
WLYB:
0.09
WLY:
0.09
WLYB:
1.44
WLY:
1.40
WLYB:
0.91
WLY:
0.90
WLYB:
$1.68B
WLY:
$1.68B
WLYB:
$1.21B
WLY:
$1.25B
WLYB:
$389.19M
WLY:
$258.93M
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Return for Risk
WLYB vs. WLY — Risk / Return Rank
WLYB
WLY
WLYB vs. WLY - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for John Wiley & Sons Class B (WLYB) and John Wiley & Sons (WLY). 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.
| WLYB | WLY | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.05 | ||
| Sortino ratioReturn per unit of downside risk | +0.14 | ||
| Omega ratioGain probability vs. loss probability | 1.10 | 1.05 | +0.04 |
| Calmar ratioReturn relative to maximum drawdown | 0.20 | 0.12 | +0.08 |
| Martin ratioReturn relative to average drawdown | 0.39 | 0.22 | +0.16 |
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Drawdowns
WLYB vs. WLY - Drawdown Comparison
The maximum WLYB drawdown since its inception was -44.27%, roughly equal to the maximum WLY drawdown of -43.95%. Use the drawdown chart below to compare losses from any high point for WLYB and WLY.
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Drawdown Indicators
| WLYB | WLY | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -44.27% | -43.95% | -0.32% |
Max Drawdown (1Y)Largest decline over 1 year | -33.98% | -34.42% | +0.44% |
Max Drawdown (3Y)Largest decline over 3 years | -42.40% | -43.27% | +0.87% |
Current DrawdownCurrent decline from peak | -9.65% | -12.62% | +2.97% |
Average DrawdownAverage peak-to-trough decline | -21.39% | -22.69% | +1.30% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 17.74% | 18.26% | -0.52% |
Volatility
WLYB vs. WLY - Volatility Comparison
John Wiley & Sons Class B (WLYB) has a higher volatility of 10.28% compared to John Wiley & Sons (WLY) at 9.31%. This indicates that WLYB's price experiences larger fluctuations and is considered to be riskier than WLY based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| WLYB | WLY | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 10.28% | 9.31% | +0.97% |
Volatility (6M)Calculated over the trailing 6-month period | 30.42% | 24.28% | +6.14% |
Volatility (1Y)Calculated over the trailing 1-year period | 41.21% | 33.99% | +7.22% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 40.44% | 34.53% | +5.91% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 40.44% | 34.53% | +5.91% |
Dividends
WLYB vs. WLY - Dividend Comparison
WLYB's dividend yield for the trailing twelve months is around 3.13%, less than WLY's 3.23% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 |
|---|---|---|---|---|---|
WLY John Wiley & Sons | 3.23% | 4.63% | 3.22% | 4.40% | 3.46% |
WLYB John Wiley & Sons Class B | 3.13% | 4.59% | 3.19% | 4.35% | 3.54% |
Financials
WLYB vs. WLY - Financials Comparison
This section allows you to compare key financial metrics between John Wiley & Sons Class B and John Wiley & Sons. 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
WLYB vs. WLY - Profitability Comparison
WLYB - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, John Wiley & Sons Class B reported a gross profit of 324.61M and revenue of 447.94M. Therefore, the gross margin over that period was 72.5%.
WLY - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, John Wiley & Sons reported a gross profit of 377.66M and revenue of 447.94M. Therefore, the gross margin over that period was 84.3%.
WLYB - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, John Wiley & Sons Class B reported an operating income of 110.14M and revenue of 447.94M, resulting in an operating margin of 24.6%.
WLY - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, John Wiley & Sons reported an operating income of 94.02M and revenue of 447.94M, resulting in an operating margin of 21.0%.
WLYB - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, John Wiley & Sons Class B reported a net income of 135.35M and revenue of 447.94M, resulting in a net margin of 30.2%.
WLY - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, John Wiley & Sons reported a net income of 135.35M and revenue of 447.94M, resulting in a net margin of 30.2%.
Frequently Asked Questions
WLYB and WLY have a correlation of 0.13, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
WLYB has higher volatility (10.28%) compared to WLY (9.31%). In terms of maximum drawdown, WLYB dropped -44.27% vs WLY's -43.95%.
WLYB currently has the higher Sharpe Ratio (0.17 vs 0.12), 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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