WTM vs. ARES
Compare and contrast key facts about White Mountains Insurance Group, Ltd. (WTM) and Ares Management Corporation (ARES).
Performance
WTM vs. ARES - Performance Comparison
Loading graphics...
WTM vs. ARES - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
WTM White Mountains Insurance Group, Ltd. | 5.77% | 6.89% | 29.31% | 6.49% | 39.63% | 1.41% | -10.19% | 30.20% | 0.88% | 1.93% |
ARES Ares Management Corporation | -31.58% | -5.72% | 52.68% | 79.52% | -12.75% | 77.75% | 37.37% | 110.13% | -5.54% | 10.72% |
Fundamentals
WTM:
$5.61B
ARES:
$24.13B
WTM:
$434.62
ARES:
$2.40
WTM:
5.05
ARES:
45.51
WTM:
0.06
ARES:
1.82
WTM:
2.07
ARES:
3.71
WTM:
1.03
ARES:
3.36
WTM:
$2.71B
ARES:
$6.47B
WTM:
$1.45B
ARES:
$2.74B
WTM:
$1.41B
ARES:
$2.24B
Returns By Period
In the year-to-date period, WTM achieves a 5.77% return, which is significantly higher than ARES's -31.58% return. Over the past 10 years, WTM has underperformed ARES with an annualized return of 10.63%, while ARES has yielded a comparatively higher 26.86% annualized return.
WTM
- 1D
- 0.14%
- 1M
- -1.02%
- YTD
- 5.77%
- 6M
- 31.49%
- 1Y
- 14.13%
- 3Y*
- 16.90%
- 5Y*
- 14.35%
- 10Y*
- 10.63%
ARES
- 1D
- 1.34%
- 1M
- -1.27%
- YTD
- -31.58%
- 6M
- -30.05%
- 1Y
- -22.71%
- 3Y*
- 12.80%
- 5Y*
- 17.27%
- 10Y*
- 26.86%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Return for Risk
WTM vs. ARES — Risk / Return Rank
WTM
ARES
WTM vs. ARES - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for White Mountains Insurance Group, Ltd. (WTM) and Ares Management Corporation (ARES). 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.
| WTM | ARES | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.57 | -0.49 | +1.07 |
Sortino ratioReturn per unit of downside risk | 1.02 | -0.43 | +1.45 |
Omega ratioGain probability vs. loss probability | 1.13 | 0.94 | +0.19 |
Calmar ratioReturn relative to maximum drawdown | 1.09 | -0.44 | +1.53 |
Martin ratioReturn relative to average drawdown | 2.70 | -1.13 | +3.83 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| WTM | ARES | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.57 | -0.49 | +1.07 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.61 | 0.47 | +0.14 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.46 | 0.74 | -0.28 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.44 | 0.60 | -0.16 |
Correlation
The correlation between WTM and ARES is 0.18, 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.
Dividends
WTM vs. ARES - Dividend Comparison
WTM's dividend yield for the trailing twelve months is around 0.05%, less than ARES's 5.09% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
WTM White Mountains Insurance Group, Ltd. | 0.05% | 0.05% | 0.05% | 0.07% | 0.07% | 0.10% | 0.10% | 0.09% | 0.12% | 0.12% | 0.12% | 0.14% |
ARES Ares Management Corporation | 5.09% | 3.29% | 2.10% | 2.59% | 3.57% | 2.31% | 3.40% | 3.59% | 7.50% | 5.65% | 4.32% | 6.81% |
Drawdowns
WTM vs. ARES - Drawdown Comparison
The maximum WTM drawdown since its inception was -77.47%, which is greater than ARES's maximum drawdown of -49.73%. Use the drawdown chart below to compare losses from any high point for WTM and ARES.
Loading graphics...
Drawdown Indicators
| WTM | ARES | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -77.47% | -49.73% | -27.74% |
Max Drawdown (1Y)Largest decline over 1 year | -13.22% | -49.05% | +35.83% |
Max Drawdown (5Y)Largest decline over 5 years | -20.23% | -49.73% | +29.50% |
Max Drawdown (10Y)Largest decline over 10 years | -40.16% | -49.73% | +9.57% |
Current DrawdownCurrent decline from peak | -2.06% | -42.39% | +40.33% |
Average DrawdownAverage peak-to-trough decline | -14.19% | -10.90% | -3.29% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.75% | 19.30% | -13.55% |
Volatility
WTM vs. ARES - Volatility Comparison
The current volatility for White Mountains Insurance Group, Ltd. (WTM) is 6.58%, while Ares Management Corporation (ARES) has a volatility of 14.86%. This indicates that WTM experiences smaller price fluctuations and is considered to be less risky than ARES based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| WTM | ARES | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.58% | 14.86% | -8.28% |
Volatility (6M)Calculated over the trailing 6-month period | 17.61% | 33.31% | -15.70% |
Volatility (1Y)Calculated over the trailing 1-year period | 24.71% | 46.21% | -21.50% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 23.46% | 36.85% | -13.39% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 23.23% | 36.36% | -13.13% |
Financials
WTM vs. ARES - Financials Comparison
This section allows you to compare key financial metrics between White Mountains Insurance Group, Ltd. and Ares Management Corporation. 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