WTM vs. HLT
WTM (White Mountains Insurance Group, Ltd.) and HLT (Hilton Worldwide Holdings Inc.) are both stocks. WTM operates in Insurance - Property & Casualty (Financial Services), while HLT operates in Lodging (Consumer Cyclical). Over the past 10 years, WTM returned 9.94%/yr vs 46.64%/yr for HLT. Their 0.24 correlation means their historical movements had little consistent relationship.
Performance
WTM vs. HLT - Performance Comparison
Loading charts...
Returns By Period
In the year-to-date period, WTM achieves a 0.99% return, which is significantly lower than HLT's 11.68% return. Over the past 10 years, WTM has underperformed HLT with an annualized return of 9.94%, while HLT has yielded a comparatively higher 46.64% annualized return.
WTM
- 1D
- -0.99%
- 1M
- -3.50%
- 6M
- 2.63%
- YTD
- 0.99%
- 1Y
- 18.24%
- 3Y*
- 9.88%
- 5Y*
- 13.21%
- 10Y*
- 9.94%
- ALL TIME*
- 11.12%
HLT
- 1D
- -0.48%
- 1M
- -5.21%
- 6M
- 7.46%
- YTD
- 11.68%
- 1Y
- 23.12%
- 3Y*
- 27.85%
- 5Y*
- 19.83%
- 10Y*
- 46.64%
- ALL TIME*
- 36.29%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $673.09M | $672.71M | $663.95M | |
| $34.51M | $37.52M | $43.82M |
WTM vs. HLT - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
WTM White Mountains Insurance Group, Ltd. | 0.99% | 6.89% | 29.31% | 6.49% | 39.63% | 1.41% | -10.19% | 30.20% | 0.88% | 1.93% |
HLT Hilton Worldwide Holdings Inc. | 11.68% | 16.49% | 36.11% | 44.68% | -18.72% | 40.20% | 0.47% | 55.48% | -9.40% | 829.98% |
Correlation
The correlation between WTM and HLT is 0.21, which is low. Their historical price movements had little consistent relationship.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.21 |
Correlation (3Y) Balances recent behavior with more history. | 0.26 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.24 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.25 |
Correlation (All Time) Calculated using the full available price history since Dec 12, 2013 | 0.24 |
Fundamentals
WTM:
$5.20B
HLT:
$72.13B
WTM:
$615.42
HLT:
$6.75
WTM:
3.41
HLT:
47.50
WTM:
0.04
HLT:
0.77
WTM:
1.42
HLT:
6.03
WTM:
$2.50B
HLT:
$12.49B
WTM:
$1.21B
HLT:
$5.84B
WTM:
$1.17B
HLT:
$2.33B
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. HLT — Risk / Return Rank
WTM
HLT
WTM vs. HLT - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for White Mountains Insurance Group, Ltd. (WTM) and Hilton Worldwide Holdings Inc. (HLT). 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.
| WTM | HLT | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.14 | ||
| Sortino ratioReturn per unit of downside risk | -0.07 | ||
| Omega ratioGain probability vs. loss probability | 1.16 | 1.16 | 0.00 |
| Calmar ratioReturn relative to maximum drawdown | 1.23 | 1.93 | -0.70 |
| Martin ratioReturn relative to average drawdown | 3.22 | 4.25 | -1.03 |
Loading charts...
Drawdowns
WTM vs. HLT - Drawdown Comparison
The maximum WTM drawdown since its inception was -77.47%, which is greater than HLT's maximum drawdown of -50.82%. Use the drawdown chart below to compare losses from any high point for WTM and HLT.
Loading charts...
Drawdown Indicators
| WTM | HLT | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -77.47% | -50.82% | -26.65% |
Max Drawdown (1Y)Largest decline over 1 year | -14.22% | -10.29% | -3.93% |
Max Drawdown (3Y)Largest decline over 3 years | -18.05% | -26.35% | +8.30% |
Max Drawdown (5Y)Largest decline over 5 years | -18.05% | -32.65% | +14.60% |
Max Drawdown (10Y)Largest decline over 10 years | -40.16% | -50.82% | +10.66% |
Current DrawdownCurrent decline from peak | -9.56% | -8.49% | -1.07% |
Average DrawdownAverage peak-to-trough decline | -14.13% | -9.66% | -4.47% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.41% | 4.69% | +0.72% |
Volatility
WTM vs. HLT - Volatility Comparison
White Mountains Insurance Group, Ltd. (WTM) and Hilton Worldwide Holdings Inc. (HLT) have volatilities of 7.19% and 6.92%, 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.
Loading charts...
Volatility by Period
| WTM | HLT | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.19% | 6.92% | +0.27% |
Volatility (6M)Calculated over the trailing 6-month period | 15.44% | 17.25% | -1.81% |
Volatility (1Y)Calculated over the trailing 1-year period | 24.25% | 23.28% | +0.97% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 23.60% | 26.85% | -3.25% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 23.41% | 180.98% | -157.57% |
Dividends
WTM vs. HLT - Dividend Comparison
WTM's dividend yield for the trailing twelve months is around 0.05%, less than HLT's 0.19% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
HLT Hilton Worldwide Holdings Inc. | 0.19% | 0.21% | 0.24% | 0.33% | 0.36% | 0.00% | 0.13% | 0.54% | 0.84% | 31.40% | 1.03% | 0.65% |
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% |
Financials
WTM vs. HLT - Financials Comparison
This section allows you to compare key financial metrics between White Mountains Insurance Group, Ltd. and Hilton Worldwide Holdings Inc.. 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
WTM vs. HLT - Profitability Comparison
WTM - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Aug 2026, White Mountains Insurance Group, Ltd. reported a gross profit of -42.70M and revenue of 372.40M. Therefore, the gross margin over that period was -11.5%.
HLT - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Aug 2026, Hilton Worldwide Holdings Inc. reported a gross profit of 1.36B and revenue of 3.34B. Therefore, the gross margin over that period was 40.7%.
WTM - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Aug 2026, White Mountains Insurance Group, Ltd. reported an operating income of -148.10M and revenue of 372.40M, resulting in an operating margin of -39.8%.
HLT - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Aug 2026, Hilton Worldwide Holdings Inc. reported an operating income of 858.00M and revenue of 3.34B, resulting in an operating margin of 25.7%.
WTM - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Aug 2026, White Mountains Insurance Group, Ltd. reported a net income of -27.20M and revenue of 372.40M, resulting in a net margin of -7.3%.
HLT - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Aug 2026, Hilton Worldwide Holdings Inc. reported a net income of 482.00M and revenue of 3.34B, resulting in a net margin of 14.4%.
Frequently Asked Questions
WTM and HLT have a correlation of 0.21, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
WTM has higher volatility (7.19%) compared to HLT (6.92%). In terms of maximum drawdown, WTM dropped -77.47% vs HLT's -50.82%.
HLT currently has the higher Sharpe Ratio (0.86 vs 0.72), 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.
Find the right allocation for WTM and HLT
Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.
Open Portfolio Optimizer