VTR vs. WELL
Compare and contrast key facts about Ventas, Inc. (VTR) and Welltower Inc. (WELL).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: VTR or WELL.
Correlation
The correlation between VTR and WELL is 0.74, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Performance
VTR vs. WELL - Performance Comparison
Key characteristics
VTR:
1.23
WELL:
2.39
VTR:
1.82
WELL:
3.57
VTR:
1.22
WELL:
1.43
VTR:
0.80
WELL:
3.96
VTR:
3.42
WELL:
15.99
VTR:
7.52%
WELL:
2.76%
VTR:
20.90%
WELL:
18.46%
VTR:
-83.92%
WELL:
-63.33%
VTR:
-11.61%
WELL:
-10.52%
Fundamentals
VTR:
$25.26B
WELL:
$80.47B
VTR:
-$0.14
WELL:
$1.57
VTR:
2.28
WELL:
2.19
VTR:
$4.80B
WELL:
$7.44B
VTR:
$285.12M
WELL:
$1.00B
VTR:
$1.88B
WELL:
$2.78B
Returns By Period
In the year-to-date period, VTR achieves a 21.03% return, which is significantly lower than WELL's 41.49% return. Over the past 10 years, VTR has underperformed WELL with an annualized return of 4.67%, while WELL has yielded a comparatively higher 9.49% annualized return.
VTR
21.03%
-8.62%
18.40%
21.96%
4.75%
4.67%
WELL
41.49%
-9.60%
23.12%
41.82%
12.97%
9.49%
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Risk-Adjusted Performance
VTR vs. WELL - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Ventas, Inc. (VTR) 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.
Dividends
VTR vs. WELL - Dividend Comparison
VTR's dividend yield for the trailing twelve months is around 3.06%, more than WELL's 2.05% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VTR Ventas, Inc. | 3.06% | 3.61% | 4.00% | 3.52% | 4.37% | 5.49% | 5.40% | 5.19% | 4.74% | 5.04% | 4.72% | 5.45% |
WELL Welltower Inc. | 2.05% | 2.71% | 3.72% | 2.84% | 4.18% | 4.26% | 5.01% | 5.46% | 5.14% | 4.85% | 4.20% | 5.71% |
Drawdowns
VTR vs. WELL - Drawdown Comparison
The maximum VTR drawdown since its inception was -83.92%, which is greater than WELL's maximum drawdown of -63.33%. Use the drawdown chart below to compare losses from any high point for VTR and WELL. For additional features, visit the drawdowns tool.
Volatility
VTR vs. WELL - Volatility Comparison
Ventas, Inc. (VTR) and Welltower Inc. (WELL) have volatilities of 5.55% and 5.60%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
Financials
VTR vs. WELL - Financials Comparison
This section allows you to compare key financial metrics between Ventas, Inc. 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