WSFS vs. WBS

Last updated Jun 4, 2026

WSFS (WSFS Financial Corporation) and WBS (Webster Financial Corporation) are both stocks. Both operate in the Banks - Regional industry within the Financial Services sector. Over the past 10 years, WSFS returned 8.15%/yr vs 9.84%/yr for WBS. At a 0.40 correlation, their price movements are largely independent.

Performance

WSFS vs. WBS - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in WSFS Financial Corporation (WSFS) and Webster Financial Corporation (WBS). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

In the year-to-date period, WSFS achieves a 26.83% return, which is significantly higher than WBS's 15.88% return. Over the past 10 years, WSFS has underperformed WBS with an annualized return of 8.15%, while WBS has yielded a comparatively higher 9.84% annualized return.

WSFS

• 1D: -2.33%
• 1M: -1.86%
• YTD: 26.83%
• 6M: 25.43%
• 1Y: 32.66%
• 3Y*: 25.51%
• 5Y*: 6.79%
• 10Y*: 8.15%

WBS

• 1D: -0.65%
• 1M: 1.82%
• YTD: 15.88%
• 6M: 17.47%
• 1Y: 42.10%
• 3Y*: 27.17%
• 5Y*: 8.35%
• 10Y*: 9.84%

*Multi-year figures are annualized to reflect compound growth (CAGR)

WSFS vs. WBS - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019	2018	2017
WSFS WSFS Financial Corporation	26.83%	5.23%	17.14%	2.86%	-8.44%	12.86%	3.60%	17.32%	-20.08%	3.91%
WBS Webster Financial Corporation	15.88%	17.31%	12.48%	11.48%	-12.51%	36.63%	-16.87%	11.54%	-10.38%	5.51%

Correlation

The correlation between WSFS and WBS is 0.68, 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	0.68
Correlation (3Y) Calculated over the trailing 3-year period	0.75
Correlation (5Y) Calculated over the trailing 5-year period	0.75
Correlation (10Y) Calculated over the trailing 10-year period	0.73
Correlation (All Time) Calculated using the full available price history since Mar 27, 1990	0.40

Over the past year, WSFS and WBS have become more correlated (0.68) than their long-term average of 0.40, meaning their price movements have been converging.

Fundamentals

Market Cap WSFS : $3.70B WBS : $11.53B
EPS WSFS : $5.57 WBS : $6.28
PE Ratio WSFS : 12.51 WBS : 11.49
PEG Ratio WSFS : 19.32 WBS : 1.14
PS Ratio WSFS : 3.75 WBS : 2.70
PB Ratio WSFS : 1.36 WBS : 1.24
Total Revenue (TTM) WSFS : $1.03B WBS : $4.35B
Gross Profit (TTM) WSFS : $777.09M WBS : $2.06B
EBITDA (TTM) WSFS : $311.20M WBS : $1.07B

Return for Risk

WSFS vs. WBS — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

WSFS

WSFS Risk / Return Rank: 76
WSFS Sharpe Ratio Rank: 79
WSFS Sortino Ratio Rank: 75
WSFS Omega Ratio Rank: 72
WSFS Calmar Ratio Rank: 76
WSFS Martin Ratio Rank: 77

WBS

WBS Risk / Return Rank: 82
WBS Sharpe Ratio Rank: 84
WBS Sortino Ratio Rank: 81
WBS Omega Ratio Rank: 80
WBS Calmar Ratio Rank: 82
WBS Martin Ratio Rank: 84

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

WSFS vs. WBS - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for WSFS Financial Corporation (WSFS) and Webster Financial Corporation (WBS). 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.

	WSFS	WBS	Difference
Sharpe ratio Return per unit of total volatility	1.33	1.65	-0.32
Sortino ratio Return per unit of downside risk	1.96	2.42	-0.47
Omega ratio Gain probability vs. loss probability	1.24	1.31	-0.07
Calmar ratio Return relative to maximum drawdown	2.20	3.02	-0.82
Martin ratio Return relative to average drawdown	5.48	8.29	-2.81
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

WSFS vs. WBS - Sharpe Ratio Comparison

The current WSFS Sharpe Ratio is 1.33, which is comparable to the WBS Sharpe Ratio of 1.65. The chart below compares the historical Sharpe Ratios of WSFS and WBS, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

Sharpe Ratios by Period

	WSFS	WBS	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	1.33	1.65	-0.32
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	0.21	0.23	-0.02
Sharpe Ratio (10Y) Calculated over the trailing 10-year period	0.23	0.25	-0.02
Sharpe Ratio (All Time) Calculated using the full available price history	0.22	0.24	-0.02

Drawdowns

WSFS vs. WBS - Drawdown Comparison

The maximum WSFS drawdown since its inception was -80.77%, smaller than the maximum WBS drawdown of -93.72%. Use the drawdown chart below to compare losses from any high point for WSFS and WBS.

Drawdown Indicators

	WSFS	WBS	Difference
Max Drawdown Largest peak-to-trough decline	-80.77%	-93.72%	+12.95%
Max Drawdown (1Y) Largest decline over 1 year	-14.91%	-14.02%	-0.89%
Max Drawdown (3Y) Largest decline over 3 years	-24.67%	-33.08%	+8.41%
Max Drawdown (5Y) Largest decline over 5 years	-45.54%	-47.90%	+2.36%
Max Drawdown (10Y) Largest decline over 10 years	-65.50%	-71.99%	+6.49%
Current Drawdown Current decline from peak	-4.23%	-1.75%	-2.48%
Average Drawdown Average peak-to-trough decline	-24.69%	-23.69%	-1.00%
Ulcer Index Depth and duration of drawdowns from previous peaks	5.98%	5.09%	+0.89%

Volatility

WSFS vs. WBS - Volatility Comparison

WSFS Financial Corporation (WSFS) has a higher volatility of 4.94% compared to Webster Financial Corporation (WBS) at 3.93%. This indicates that WSFS's price experiences larger fluctuations and is considered to be riskier than WBS based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	WSFS	WBS	Difference
Volatility (1M) Calculated over the trailing 1-month period	4.94%	3.93%	+1.01%
Volatility (6M) Calculated over the trailing 6-month period	16.98%	15.53%	+1.45%
Volatility (1Y) Calculated over the trailing 1-year period	24.65%	25.64%	-0.99%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	32.79%	36.37%	-3.58%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	35.78%	39.79%	-4.01%

Dividends

WSFS vs. WBS - Dividend Comparison

WSFS's dividend yield for the trailing twelve months is around 1.02%, less than WBS's 2.22% yield.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
WBS Webster Financial Corporation	2.22%	2.54%	2.90%	3.15%	3.38%	2.87%	3.80%	2.87%	2.54%	1.83%	1.81%	2.39%
WSFS WSFS Financial Corporation	1.02%	1.19%	1.13%	1.31%	1.24%	1.02%	1.07%	1.07%	1.11%	0.63%	0.54%	0.65%

Financials

Frequently Asked Questions

Can I hold both WSFS and WBS in my portfolio?

WSFS and WBS have a correlation of 0.68, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which is riskier, WSFS or WBS?

WSFS has higher volatility (4.94%) compared to WBS (3.93%). In terms of maximum drawdown, WSFS dropped -80.77% vs WBS's -93.72%.

Which has better risk-adjusted returns?

WBS currently has the higher Sharpe Ratio (1.65 vs 1.33), 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.