V60A.DE vs. WELL

Last updated Jun 5, 2026

V60A.DE (Vanguard LifeStrategy 60% Equity UCITS ETF EUR Accumulating) is Global Allocation fund tracking the Blended Index (60% Equity / 40% Bonds), while WELL (Welltower Inc.) is a stock. Over the past 5 years, V60A.DE returned 6.55%/yr vs 26.45%/yr for WELL. At a 0.18 correlation, their price movements are largely independent.

Performance

V60A.DE vs. WELL - Performance Comparison

The chart below illustrates the hypothetical performance of a €10,000 investment in Vanguard LifeStrategy 60% Equity UCITS ETF EUR Accumulating (V60A.DE) and Welltower Inc. (WELL). The values are adjusted to include any dividend payments, if applicable.

Different Trading Currencies

V60A.DE is traded in EUR, while WELL is traded in USD. To make them comparable, the WELL values have been converted to EUR using the latest available exchange rates.

Returns By Period

In the year-to-date period, V60A.DE achieves a 7.46% return, which is significantly lower than WELL's 14.47% return.

V60A.DE

• 1D: -0.15%
• 1M: 2.08%
• YTD: 7.46%
• 6M: 7.41%
• 1Y: 16.00%
• 3Y*: 11.57%
• 5Y*: 6.55%
• 10Y*: —

WELL

• 1D: 3.85%
• 1M: -2.19%
• YTD: 14.47%
• 6M: 3.06%
• 1Y: 36.39%
• 3Y*: 37.48%
• 5Y*: 26.45%
• 10Y*: 15.29%

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

V60A.DE vs. WELL - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020
V60A.DE Vanguard LifeStrategy 60% Equity UCITS ETF EUR Accumulating	7.46%	7.02%	14.29%	12.38%	-14.22%	14.35%	1.64%
WELL Welltower Inc.	14.47%	32.07%	52.51%	37.54%	-16.29%	47.23%	-0.31%

Correlation

The correlation between V60A.DE and WELL is 0.07, 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	0.07
Correlation (3Y) Calculated over the trailing 3-year period	0.11
Correlation (5Y) Calculated over the trailing 5-year period	0.18
Correlation (All Time) Calculated using the full available price history since Dec 14, 2020	0.18

The correlation between V60A.DE and WELL shifts across timeframes, from 0.07 (1 year) to 0.18 (5 years), reflecting how their relationship changes across market environments.

Return for Risk

V60A.DE vs. WELL — Risk / Return Rank

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

V60A.DE

V60A.DE Risk / Return Rank: 72
V60A.DE Sharpe Ratio Rank: 71
V60A.DE Sortino Ratio Rank: 77
V60A.DE Omega Ratio Rank: 75
V60A.DE Calmar Ratio Rank: 63
V60A.DE Martin Ratio Rank: 74

WELL

WELL Risk / Return Rank: 82
WELL Sharpe Ratio Rank: 85
WELL Sortino Ratio Rank: 81
WELL Omega Ratio Rank: 80
WELL Calmar Ratio Rank: 83
WELL Martin Ratio Rank: 82

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.

V60A.DE vs. WELL - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Vanguard LifeStrategy 60% Equity UCITS ETF EUR Accumulating (V60A.DE) 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.

	V60A.DE	WELL	Difference
Sharpe ratio: Return per unit of total volatility	2.29	1.65	+0.64
Sortino ratio: Return per unit of downside risk	3.40	2.28	+1.12
Omega ratio: Gain probability vs. loss probability	1.44	1.29	+0.15
Calmar ratio: Return relative to maximum drawdown	3.08	2.42	+0.67
Martin ratio: Return relative to average drawdown	13.82	6.63	+7.19
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

V60A.DE vs. WELL - Sharpe Ratio Comparison

The current V60A.DE Sharpe Ratio is 2.29, which is higher than the WELL Sharpe Ratio of 1.65. The chart below compares the historical Sharpe Ratios of V60A.DE 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.

Sharpe Ratios by Period

	V60A.DE	WELL	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	2.29	1.65	+0.64
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	0.75	1.13	-0.38
Sharpe Ratio (10Y) Calculated over the trailing 10-year period	—	0.48	—
Sharpe Ratio (All Time) Calculated using the full available price history	0.85	0.48	+0.37

Drawdowns

V60A.DE vs. WELL - Drawdown Comparison

The maximum V60A.DE drawdown since its inception was -15.27%, smaller than the maximum WELL drawdown of -63.07%. Use the drawdown chart below to compare losses from any high point for V60A.DE and WELL.

Drawdown Indicators

	V60A.DE	WELL	Difference
Max Drawdown Largest peak-to-trough decline	-15.27%	-63.07%	+47.80%
Max Drawdown (1Y) Largest decline over 1 year	-5.22%	-15.14%	+9.92%
Max Drawdown (3Y) Largest decline over 3 years	-13.05%	-16.70%	+3.65%
Max Drawdown (5Y) Largest decline over 5 years	-15.27%	-34.28%	+19.01%
Max Drawdown (10Y) Largest decline over 10 years	—	-63.07%	—
Current Drawdown Current decline from peak	-0.19%	-4.47%	+4.28%
Average Drawdown Average peak-to-trough decline	-4.31%	-12.08%	+7.77%
Ulcer Index Depth and duration of drawdowns from previous peaks	1.17%	5.50%	-4.33%

Volatility

V60A.DE vs. WELL - Volatility Comparison

The current volatility for Vanguard LifeStrategy 60% Equity UCITS ETF EUR Accumulating (V60A.DE) is 2.01%, while Welltower Inc. (WELL) has a volatility of 8.60%. This indicates that V60A.DE 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

	V60A.DE	WELL	Difference
Volatility (1M) Calculated over the trailing 1-month period	2.01%	8.60%	-6.59%
Volatility (6M) Calculated over the trailing 6-month period	5.40%	17.41%	-12.01%
Volatility (1Y) Calculated over the trailing 1-year period	7.03%	22.13%	-15.10%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	8.65%	23.59%	-14.94%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	8.54%	32.21%	-23.67%

Dividends

V60A.DE vs. WELL - Dividend Comparison

V60A.DE has not paid dividends to shareholders, while WELL's dividend yield for the trailing twelve months is around 1.43%.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
V60A.DE Vanguard LifeStrategy 60% Equity UCITS ETF EUR Accumulating	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%
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%

Frequently Asked Questions

Can I hold both V60A.DE and WELL in my portfolio?

V60A.DE and WELL have a correlation of 0.07, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.