VGSR vs. WELL
VGSR (Vert Global Sustainable Real Estate ETF) is REIT fund actively managed by Vert, while WELL (Welltower Inc.) is a stock. Over the past year, VGSR returned 12.40% vs 41.96% for WELL. A 0.55 correlation means they provide meaningful diversification when combined.
Performance
VGSR vs. WELL - Performance Comparison
Loading charts...
Returns By Period
In the year-to-date period, VGSR achieves a 10.37% return, which is significantly lower than WELL's 14.72% return.
VGSR
- 1D
- 0.86%
- 1M
- 0.98%
- YTD
- 10.37%
- 6M
- 11.16%
- 1Y
- 12.40%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
WELL
- 1D
- 2.32%
- 1M
- -2.18%
- YTD
- 14.72%
- 6M
- 14.21%
- 1Y
- 41.96%
- 3Y*
- 43.41%
- 5Y*
- 23.43%
- 10Y*
- 15.42%
VGSR vs. WELL - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | |
|---|---|---|---|---|
VGSR Vert Global Sustainable Real Estate ETF | 10.37% | 6.31% | 5.59% | 7.06% |
WELL Welltower Inc. | 14.72% | 49.86% | 43.07% | 0.79% |
Correlation
The correlation between VGSR and WELL is 0.48, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.48 |
Correlation (All Time) Calculated using the full available price history since Dec 4, 2023 | 0.55 |
The correlation between VGSR and WELL has been stable across timeframes, ranging from 0.48 to 0.55 - a consistent structural relationship.
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
VGSR vs. WELL — Risk / Return Rank
VGSR
WELL
VGSR vs. WELL - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Vert Global Sustainable Real Estate ETF (VGSR) 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.
| VGSR | WELL | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.96 | ||
| Sortino ratioReturn per unit of downside risk | -1.16 | ||
| Omega ratioGain probability vs. loss probability | 1.17 | 1.33 | -0.16 |
| Calmar ratioReturn relative to maximum drawdown | 1.28 | 3.34 | -2.06 |
| Martin ratioReturn relative to average drawdown | 4.24 | 8.16 | -3.92 |
Loading charts...
Drawdowns
VGSR vs. WELL - Drawdown Comparison
The maximum VGSR drawdown since its inception was -18.33%, smaller than the maximum WELL drawdown of -63.33%. Use the drawdown chart below to compare losses from any high point for VGSR and WELL.
Loading charts...
Drawdown Indicators
| VGSR | WELL | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -18.33% | -63.33% | +45.00% |
Max Drawdown (1Y)Largest decline over 1 year | -9.74% | -12.61% | +2.87% |
Max Drawdown (3Y)Largest decline over 3 years | — | -12.99% | — |
Max Drawdown (5Y)Largest decline over 5 years | — | -40.78% | — |
Max Drawdown (10Y)Largest decline over 10 years | — | -63.33% | — |
Current DrawdownCurrent decline from peak | -1.40% | -3.95% | +2.55% |
Average DrawdownAverage peak-to-trough decline | -3.89% | -10.31% | +6.42% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.93% | 5.16% | -2.23% |
Volatility
VGSR vs. WELL - Volatility Comparison
The current volatility for Vert Global Sustainable Real Estate ETF (VGSR) is 3.72%, while Welltower Inc. (WELL) has a volatility of 9.82%. This indicates that VGSR 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.
Loading charts...
Volatility by Period
| VGSR | WELL | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.72% | 9.82% | -6.10% |
Volatility (6M)Calculated over the trailing 6-month period | 9.97% | 17.17% | -7.20% |
Volatility (1Y)Calculated over the trailing 1-year period | 12.95% | 21.95% | -9.00% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.08% | 23.82% | -8.74% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 15.08% | 31.93% | -16.85% |
Dividends
VGSR vs. WELL - Dividend Comparison
VGSR's dividend yield for the trailing twelve months is around 3.39%, more than WELL's 1.40% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VGSR Vert Global Sustainable Real Estate ETF | 3.39% | 3.41% | 3.79% | 2.64% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
WELL Welltower Inc. | 1.40% | 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
VGSR and WELL have a correlation of 0.48, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
WELL has higher volatility (9.82%) compared to VGSR (3.72%). In terms of maximum drawdown, VGSR dropped -18.33% vs WELL's -63.33%.
WELL currently has the higher Sharpe Ratio (1.92 vs 0.96), 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 VGSR and WELL
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