ERET vs. WELL

Last updated Jun 24, 2026

ERET (Ishares Environmentally Aware Real Estate ETF) is REIT fund tracking the FTSE EPRA Nareit Developed Green Target Index, while WELL (Welltower Inc.) is a stock. Over the past 3 years, ERET returned 10.80%/yr vs 44.80%/yr for WELL. A 0.61 correlation means they provide meaningful diversification when combined.

Performance

ERET vs. WELL - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Ishares Environmentally Aware Real Estate ETF (ERET) and Welltower Inc. (WELL). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

In the year-to-date period, ERET achieves a 8.23% return, which is significantly lower than WELL's 18.09% return.

ERET

• 1D: 0.46%
• 1M: -0.18%
• YTD: 8.23%
• 6M: 8.67%
• 1Y: 10.66%
• 3Y*: 10.80%
• 5Y*: —
• 10Y*: —

WELL

• 1D: 2.94%
• 1M: 0.69%
• YTD: 18.09%
• 6M: 17.30%
• 1Y: 43.41%
• 3Y*: 44.80%
• 5Y*: 24.16%
• 10Y*: 15.75%

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

ERET vs. WELL - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022
ERET Ishares Environmentally Aware Real Estate ETF	8.23%	10.26%	0.60%	10.25%	0.29%
WELL Welltower Inc.	18.09%	49.86%	43.07%	41.79%	-3.02%

Correlation

The correlation between ERET and WELL is 0.51, 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	0.51
Correlation (3Y) Calculated over the trailing 3-year period	0.59
Correlation (All Time) Calculated using the full available price history since Nov 17, 2022	0.61

The correlation between ERET and WELL shifts across timeframes, from 0.51 (1 year) to 0.61 (all time), reflecting how their relationship changes across market environments.

Return for Risk

ERET vs. WELL — Risk / Return Rank

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

ERET

ERET Risk / Return Rank: 25
ERET Sharpe Ratio Rank: 26
ERET Sortino Ratio Rank: 24
ERET Omega Ratio Rank: 24
ERET Calmar Ratio Rank: 23
ERET Martin Ratio Rank: 29

WELL

WELL Risk / Return Rank: 86
WELL Sharpe Ratio Rank: 88
WELL Sortino Ratio Rank: 85
WELL Omega Ratio Rank: 85
WELL Calmar Ratio Rank: 86
WELL Martin Ratio Rank: 85

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.

ERET vs. WELL - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Ishares Environmentally Aware Real Estate ETF (ERET) 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.

	ERET	WELL	Difference
Sharpe ratio: Return per unit of total volatility	0.87	1.98	-1.11
Sortino ratio: Return per unit of downside risk	1.25	2.63	-1.38
Omega ratio: Gain probability vs. loss probability	1.16	1.34	-0.18
Calmar ratio: Return relative to maximum drawdown	1.02	3.46	-2.44
Martin ratio: Return relative to average drawdown	3.75	8.44	-4.69

ERET vs. WELL - Sharpe Ratio Comparison

The current ERET Sharpe Ratio is 0.87, which is lower than the WELL Sharpe Ratio of 1.98. The chart below compares the historical Sharpe Ratios of ERET and WELL, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

Drawdowns

ERET vs. WELL - Drawdown Comparison

The maximum ERET drawdown since its inception was -20.30%, smaller than the maximum WELL drawdown of -63.33%. Use the drawdown chart below to compare losses from any high point for ERET and WELL.

Drawdown Indicators

	ERET	WELL	Difference
Max Drawdown Largest peak-to-trough decline	-20.30%	-63.33%	+43.03%
Max Drawdown (1Y) Largest decline over 1 year	-10.47%	-12.61%	+2.14%
Max Drawdown (3Y) Largest decline over 3 years	-17.61%	-12.99%	-4.62%
Max Drawdown (5Y) Largest decline over 5 years	—	-40.78%	—
Max Drawdown (10Y) Largest decline over 10 years	—	-63.33%	—
Current Drawdown Current decline from peak	-2.48%	-1.12%	-1.36%
Average Drawdown Average peak-to-trough decline	-5.78%	-10.31%	+4.53%
Ulcer Index Depth and duration of drawdowns from previous peaks	2.85%	5.16%	-2.31%

Volatility

ERET vs. WELL - Volatility Comparison

The current volatility for Ishares Environmentally Aware Real Estate ETF (ERET) is 4.13%, while Welltower Inc. (WELL) has a volatility of 10.22%. This indicates that ERET experiences smaller price fluctuations and is considered to be less risky than WELL based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	ERET	WELL	Difference
Volatility (1M) Calculated over the trailing 1-month period	4.13%	10.22%	-6.09%
Volatility (6M) Calculated over the trailing 6-month period	9.67%	17.37%	-7.70%
Volatility (1Y) Calculated over the trailing 1-year period	12.34%	22.08%	-9.74%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	15.75%	23.85%	-8.10%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	15.75%	31.94%	-16.19%

Dividends

ERET vs. WELL - Dividend Comparison

ERET's dividend yield for the trailing twelve months is around 3.36%, more than WELL's 1.36% yield.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
ERET Ishares Environmentally Aware Real Estate ETF	3.36%	3.79%	4.26%	3.67%	0.64%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%
WELL Welltower Inc.	1.36%	1.52%	2.03%	2.71%	3.72%	2.84%	4.18%	4.26%	5.01%	5.46%	5.14%	4.85%

Frequently Asked Questions

Can I hold both ERET and WELL in my portfolio?

ERET and WELL have a correlation of 0.51, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which is riskier, ERET or WELL?

WELL has higher volatility (10.22%) compared to ERET (4.13%). In terms of maximum drawdown, ERET dropped -20.30% vs WELL's -63.33%.

Which has better risk-adjusted returns?

WELL currently has the higher Sharpe Ratio (1.98 vs 0.87), 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.