IWG.L vs. WELL
IWG.L (IWG plc) and WELL (Welltower Inc.) are both stocks. Both are in the Real Estate sector — IWG.L in Real Estate - Services, WELL in REIT - Healthcare Facilities. Over the past 10 years, IWG.L returned -4.28%/yr vs 16.45%/yr for WELL. At a 0.13 correlation, their price movements are largely independent.
Performance
IWG.L vs. WELL - Performance Comparison
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Different Trading Currencies
IWG.L is traded in GBp, while WELL is traded in USD. To make them comparable, the WELL values have been converted to GBp using the latest available exchange rates.
Returns By Period
In the year-to-date period, IWG.L achieves a -20.62% return, which is significantly lower than WELL's 13.39% return. Over the past 10 years, IWG.L has underperformed WELL with an annualized return of -4.28%, while WELL has yielded a comparatively higher 16.45% annualized return.
IWG.L
- 1D
- 0.94%
- 1M
- -2.24%
- YTD
- -20.62%
- 6M
- -18.22%
- 1Y
- -11.54%
- 3Y*
- 6.25%
- 5Y*
- -12.68%
- 10Y*
- -4.28%
WELL
- 1D
- 3.67%
- 1M
- -2.26%
- YTD
- 13.39%
- 6M
- 1.92%
- 1Y
- 39.70%
- 3Y*
- 37.63%
- 5Y*
- 26.58%
- 10Y*
- 16.45%
IWG.L vs. WELL - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
IWG.L IWG plc | -20.62% | 46.23% | -15.34% | 14.04% | -42.96% | -15.21% | -19.26% | 112.15% | -16.85% | 6.41% |
WELL Welltower Inc. | 13.39% | 39.18% | 45.57% | 34.70% | -11.80% | 38.28% | -19.62% | 18.36% | 22.15% | -8.45% |
Correlation
The correlation between IWG.L and WELL is 0.02, 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 | 0.02 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.09 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.15 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.14 |
Correlation (All Time) Calculated using the full available price history since Jul 4, 2007 | 0.13 |
The correlation between IWG.L and WELL shifts across timeframes, from 0.02 (1 year) to 0.15 (5 years), reflecting how their relationship changes across market environments.
Fundamentals
IWG.L:
£1.82B
WELL:
$150.28B
IWG.L:
£0.03
WELL:
$2.02
IWG.L:
63.65
WELL:
102.54
IWG.L:
0.33
WELL:
12.41
IWG.L:
£5.66B
WELL:
$11.63B
IWG.L:
£1.48B
WELL:
$3.25B
IWG.L:
£1.41B
WELL:
$3.00B
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Return for Risk
IWG.L vs. WELL — Risk / Return Rank
IWG.L
WELL
IWG.L vs. WELL - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for IWG plc (IWG.L) 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.
| IWG.L | WELL | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -2.11 | ||
| Sortino ratioReturn per unit of downside risk | -2.68 | ||
| Omega ratioGain probability vs. loss probability | 0.97 | 1.31 | -0.34 |
| Calmar ratioReturn relative to maximum drawdown | -0.30 | 2.53 | -2.83 |
| Martin ratioReturn relative to average drawdown | -0.68 | 7.05 | -7.73 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| IWG.L | WELL | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | -0.30 | 1.81 | -2.11 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | -0.33 | 1.15 | -1.48 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | -0.09 | 0.52 | -0.61 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.00 | 0.52 | -0.52 |
Drawdowns
IWG.L vs. WELL - Drawdown Comparison
The maximum IWG.L drawdown since its inception was -99.17%, which is greater than WELL's maximum drawdown of -61.29%. Use the drawdown chart below to compare losses from any high point for IWG.L and WELL.
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Drawdown Indicators
| IWG.L | WELL | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -99.17% | -61.29% | -37.88% |
Max Drawdown (1Y)Largest decline over 1 year | -32.32% | -15.78% | -16.54% |
Max Drawdown (3Y)Largest decline over 3 years | -32.32% | -15.78% | -16.54% |
Max Drawdown (5Y)Largest decline over 5 years | -64.91% | -31.75% | -33.16% |
Max Drawdown (10Y)Largest decline over 10 years | -75.69% | -61.29% | -14.40% |
Current DrawdownCurrent decline from peak | -59.37% | -4.71% | -54.66% |
Average DrawdownAverage peak-to-trough decline | -53.97% | -11.67% | -42.30% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 14.16% | 5.65% | +8.51% |
Volatility
IWG.L vs. WELL - Volatility Comparison
The current volatility for IWG plc (IWG.L) is 6.25%, while Welltower Inc. (WELL) has a volatility of 8.55%. This indicates that IWG.L 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.
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Volatility by Period
| IWG.L | WELL | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.25% | 8.55% | -2.30% |
Volatility (6M)Calculated over the trailing 6-month period | 24.40% | 17.44% | +6.96% |
Volatility (1Y)Calculated over the trailing 1-year period | 32.51% | 21.99% | +10.52% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 37.88% | 23.24% | +14.64% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 45.80% | 31.82% | +13.98% |
Dividends
IWG.L vs. WELL - Dividend Comparison
IWG.L's dividend yield for the trailing twelve months is around 0.55%, less than WELL's 1.43% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IWG.L IWG plc | 0.55% | 0.44% | 0.84% | 0.00% | 0.00% | 0.00% | 1.40% | 1.49% | 2.82% | 2.06% | 1.89% | 1.25% |
WELL Welltower Inc. | 1.43% | 1.52% | 2.03% | 2.71% | 3.72% | 2.84% | 4.18% | 4.26% | 5.01% | 5.46% | 5.14% | 4.85% |
Financials
IWG.L vs. WELL - Financials Comparison
This section allows you to compare key financial metrics between IWG plc 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
IWG.L vs. WELL - Profitability Comparison
IWG.L - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, IWG plc reported a gross profit of 311.40M and revenue of 1.43B. Therefore, the gross margin over that period was 21.8%.
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%.
IWG.L - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, IWG plc reported an operating income of 85.13M and revenue of 1.43B, resulting in an operating margin of 6.0%.
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%.
IWG.L - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, IWG plc reported a net income of 5.23M and revenue of 1.43B, resulting in a net margin of 0.4%.
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
IWG.L and WELL have a correlation of 0.02, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
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