DG vs. WELL
DG (Dollar General Corporation) and WELL (Welltower Inc.) are both stocks. DG operates in Discount Stores (Consumer Defensive), while WELL operates in REIT - Healthcare Facilities (Real Estate). Over the past 10 years, DG returned 3.75%/yr vs 15.50%/yr for WELL. At a 0.16 correlation, their price movements are largely independent.
Performance
DG vs. WELL - Performance Comparison
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Returns By Period
In the year-to-date period, DG achieves a -12.75% return, which is significantly lower than WELL's 16.22% return. Over the past 10 years, DG has underperformed WELL with an annualized return of 3.75%, while WELL has yielded a comparatively higher 15.50% annualized return.
DG
- 1D
- 0.40%
- 1M
- 9.28%
- YTD
- -12.75%
- 6M
- -13.04%
- 1Y
- 4.88%
- 3Y*
- -8.59%
- 5Y*
- -9.88%
- 10Y*
- 3.75%
WELL
- 1D
- 1.69%
- 1M
- -1.62%
- YTD
- 16.22%
- 6M
- 15.53%
- 1Y
- 42.73%
- 3Y*
- 40.64%
- 5Y*
- 24.91%
- 10Y*
- 15.50%
DG vs. WELL - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
DG Dollar General Corporation | -12.75% | 79.61% | -43.12% | -44.13% | 5.57% | 13.01% | 35.89% | 45.71% | 17.55% | 26.92% |
WELL Welltower Inc. | 16.22% | 49.86% | 43.07% | 41.79% | -21.18% | 36.98% | -17.19% | 23.04% | 15.31% | 0.22% |
Correlation
The correlation between DG and WELL is 0.05, meaning there is essentially no relationship between their price movements. Each responds to its own set of market drivers, making them strong candidates for combining in a diversified portfolio.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.05 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.05 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.10 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.10 |
Correlation (All Time) Calculated using the full available price history since Nov 13, 2009 | 0.16 |
The correlation between DG and WELL shifts across timeframes, from 0.05 (1 year) to 0.16 (all time), reflecting how their relationship changes across market environments.
Fundamentals
DG:
$25.43B
WELL:
$155.59B
DG:
$7.07
WELL:
$2.02
DG:
16.23
WELL:
106.16
DG:
0.59
WELL:
12.85
DG:
2.88
WELL:
3.55
DG:
$43.08B
WELL:
$11.63B
DG:
$13.28B
WELL:
$3.25B
DG:
$3.06B
WELL:
$3.00B
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Return for Risk
DG vs. WELL — Risk / Return Rank
DG
WELL
DG vs. WELL - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Dollar General Corporation (DG) and Welltower Inc. (WELL). 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.
| DG | WELL | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.87 | ||
| Sortino ratioReturn per unit of downside risk | -2.20 | ||
| Omega ratioGain probability vs. loss probability | 1.06 | 1.34 | -0.29 |
| Calmar ratioReturn relative to maximum drawdown | 0.14 | 3.44 | -3.30 |
| Martin ratioReturn relative to average drawdown | 0.32 | 8.47 | -8.15 |
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Drawdowns
DG vs. WELL - Drawdown Comparison
The maximum DG drawdown since its inception was -72.61%, which is greater than WELL's maximum drawdown of -63.33%. Use the drawdown chart below to compare losses from any high point for DG and WELL.
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Drawdown Indicators
| DG | WELL | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -72.61% | -63.33% | -9.28% |
Max Drawdown (1Y)Largest decline over 1 year | -34.57% | -12.61% | -21.96% |
Max Drawdown (3Y)Largest decline over 3 years | -58.78% | -12.99% | -45.79% |
Max Drawdown (5Y)Largest decline over 5 years | -72.61% | -40.78% | -31.83% |
Max Drawdown (10Y)Largest decline over 10 years | -72.61% | -63.33% | -9.28% |
Current DrawdownCurrent decline from peak | -52.82% | -2.68% | -50.14% |
Average DrawdownAverage peak-to-trough decline | -15.84% | -10.31% | -5.53% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 14.72% | 5.11% | +9.61% |
Volatility
DG vs. WELL - Volatility Comparison
Dollar General Corporation (DG) has a higher volatility of 10.71% compared to Welltower Inc. (WELL) at 9.54%. This indicates that DG's price experiences larger fluctuations and is considered to be riskier than WELL based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| DG | WELL | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 10.71% | 9.54% | +1.17% |
Volatility (6M)Calculated over the trailing 6-month period | 24.94% | 17.14% | +7.80% |
Volatility (1Y)Calculated over the trailing 1-year period | 34.77% | 21.65% | +13.12% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 36.07% | 23.82% | +12.25% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 31.57% | 31.90% | -0.33% |
Dividends
DG vs. WELL - Dividend Comparison
DG's dividend yield for the trailing twelve months is around 2.06%, more than WELL's 1.38% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
DG Dollar General Corporation | 2.06% | 1.78% | 3.11% | 1.30% | 1.06% | 0.69% | 0.67% | 0.80% | 1.05% | 0.84% | 1.35% | 1.22% |
WELL Welltower Inc. | 1.38% | 1.52% | 2.03% | 2.71% | 3.72% | 2.84% | 4.18% | 4.26% | 5.01% | 5.46% | 5.14% | 4.85% |
Financials
DG vs. WELL - Financials Comparison
This section allows you to compare key financial metrics between Dollar General Corporation and Welltower 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
DG vs. WELL - Profitability Comparison
DG - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Dollar General Corporation reported a gross profit of 3.41B and revenue of 10.79B. Therefore, the gross margin over that period was 31.6%.
WELL - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Welltower Inc. reported a gross profit of 0.00 and revenue of 3.35B. Therefore, the gross margin over that period was 0.0%.
DG - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Dollar General Corporation reported an operating income of 638.52M and revenue of 10.79B, resulting in an operating margin of 5.9%.
WELL - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Welltower Inc. reported an operating income of 752.32M and revenue of 3.35B, resulting in an operating margin of 22.4%.
DG - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Dollar General Corporation reported a net income of 444.13M and revenue of 10.79B, resulting in a net margin of 4.1%.
WELL - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Welltower Inc. reported a net income of 728.67M and revenue of 3.35B, resulting in a net margin of 21.7%.
Frequently Asked Questions
DG and WELL have a correlation of 0.05, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
DG has higher volatility (10.71%) compared to WELL (9.54%). In terms of maximum drawdown, DG dropped -72.61% vs WELL's -63.33%.
WELL currently has the higher Sharpe Ratio (2.01 vs 0.14), 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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