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.
Key characteristics
| VTR | WELL | |
|---|---|---|
| YTD Return | 32.75% | 53.19% |
| 1Y Return | 49.97% | 58.89% |
| 3Y Return (Ann) | 9.74% | 20.08% |
| 5Y Return (Ann) | 6.41% | 13.64% |
| 10Y Return (Ann) | 6.61% | 11.10% |
| Sharpe Ratio | 2.58 | 3.38 |
| Sortino Ratio | 3.48 | 4.89 |
| Omega Ratio | 1.44 | 1.60 |
| Calmar Ratio | 1.75 | 8.37 |
| Martin Ratio | 7.86 | 28.43 |
| Ulcer Index | 7.15% | 2.17% |
| Daily Std Dev | 21.76% | 18.23% |
| Max Drawdown | -83.92% | -63.33% |
| Current Drawdown | -3.05% | -2.05% |
Fundamentals
| VTR | WELL | |
|---|---|---|
| Market Cap | $27.04B | $84.66B |
| EPS | -$0.14 | $1.57 |
| PEG Ratio | 2.28 | 2.34 |
| Total Revenue (TTM) | $4.80B | $7.44B |
| Gross Profit (TTM) | $995.70M | $1.00B |
| EBITDA (TTM) | $1.70B | $2.79B |
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
In the year-to-date period, VTR achieves a 32.75% return, which is significantly lower than WELL's 53.19% return. Over the past 10 years, VTR has underperformed WELL with an annualized return of 6.61%, while WELL has yielded a comparatively higher 11.10% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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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 2.79%, more than WELL's 1.90% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VTR Ventas, Inc. | 2.79% | 3.61% | 4.00% | 3.52% | 4.36% | 5.49% | 5.40% | 5.19% | 4.74% | 13,693.53% | 23,088.62% | 26,660.61% |
WELL Welltower Inc. | 1.90% | 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
The current volatility for Ventas, Inc. (VTR) is 5.68%, while Welltower Inc. (WELL) has a volatility of 7.42%. This indicates that VTR 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.
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