WELL vs. CTRE
WELL (Welltower Inc.) and CTRE (CareTrust REIT, Inc.) are both stocks. Both operate in the REIT - Healthcare Facilities industry within the Real Estate sector. Over the past 10 years, WELL returned 15.50%/yr vs 15.93%/yr for CTRE. A 0.59 correlation means they provide meaningful diversification when combined.
Performance
WELL vs. CTRE - Performance Comparison
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Returns By Period
In the year-to-date period, WELL achieves a 16.22% return, which is significantly higher than CTRE's 3.00% return. Both investments have delivered pretty close results over the past 10 years, with WELL having a 15.50% annualized return and CTRE not far ahead at 15.93%.
WELL
- 1D
- 1.69%
- 1M
- -2.68%
- YTD
- 16.22%
- 6M
- 15.53%
- 1Y
- 43.19%
- 3Y*
- 40.64%
- 5Y*
- 24.91%
- 10Y*
- 15.50%
CTRE
- 1D
- 0.27%
- 1M
- -13.17%
- YTD
- 3.00%
- 6M
- 3.57%
- 1Y
- 32.29%
- 3Y*
- 28.79%
- 5Y*
- 14.70%
- 10Y*
- 15.93%
WELL vs. CTRE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
WELL Welltower Inc. | 16.22% | 49.86% | 43.07% | 41.79% | -21.18% | 36.98% | -17.19% | 23.04% | 15.31% | 0.22% |
CTRE CareTrust REIT, Inc. | 3.00% | 39.35% | 26.31% | 27.31% | -13.67% | 7.91% | 13.67% | 16.31% | 15.89% | 14.12% |
Correlation
The correlation between WELL and CTRE is 0.60, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.60 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.60 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.61 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.64 |
Correlation (All Time) Calculated using the full available price history since May 29, 2014 | 0.59 |
The correlation between WELL and CTRE has been stable across timeframes, ranging from 0.59 to 0.64 - a consistent structural relationship.
Fundamentals
WELL:
$155.59B
CTRE:
$8.25B
WELL:
$2.02
CTRE:
$1.61
WELL:
106.16
CTRE:
22.92
WELL:
2.35
CTRE:
0.58
WELL:
12.85
CTRE:
16.40
WELL:
3.55
CTRE:
2.00
WELL:
$11.63B
CTRE:
$468.13M
WELL:
$3.25B
CTRE:
$406.50M
WELL:
$3.00B
CTRE:
$490.99M
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Return for Risk
WELL vs. CTRE — Risk / Return Rank
WELL
CTRE
WELL vs. CTRE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Welltower Inc. (WELL) and CareTrust REIT, Inc. (CTRE). 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.
| WELL | CTRE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.66 | ||
| Sortino ratioReturn per unit of downside risk | +0.78 | ||
| Omega ratioGain probability vs. loss probability | 1.34 | 1.24 | +0.10 |
| Calmar ratioReturn relative to maximum drawdown | 3.44 | 2.42 | +1.02 |
| Martin ratioReturn relative to average drawdown | 8.47 | 8.51 | -0.04 |
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Drawdowns
WELL vs. CTRE - Drawdown Comparison
The maximum WELL drawdown since its inception was -63.33%, smaller than the maximum CTRE drawdown of -67.43%. Use the drawdown chart below to compare losses from any high point for WELL and CTRE.
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Drawdown Indicators
| WELL | CTRE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -63.33% | -67.43% | +4.10% |
Max Drawdown (1Y)Largest decline over 1 year | -12.61% | -13.41% | +0.80% |
Max Drawdown (3Y)Largest decline over 3 years | -12.99% | -23.19% | +10.20% |
Max Drawdown (5Y)Largest decline over 5 years | -40.78% | -30.98% | -9.80% |
Max Drawdown (10Y)Largest decline over 10 years | -63.33% | -67.43% | +4.10% |
Current DrawdownCurrent decline from peak | -2.68% | -13.17% | +10.49% |
Average DrawdownAverage peak-to-trough decline | -10.31% | -10.58% | +0.27% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.11% | 3.81% | +1.30% |
Volatility
WELL vs. CTRE - Volatility Comparison
Welltower Inc. (WELL) has a higher volatility of 9.54% compared to CareTrust REIT, Inc. (CTRE) at 7.12%. This indicates that WELL's price experiences larger fluctuations and is considered to be riskier than CTRE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| WELL | CTRE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 9.54% | 7.12% | +2.42% |
Volatility (6M)Calculated over the trailing 6-month period | 17.14% | 19.70% | -2.56% |
Volatility (1Y)Calculated over the trailing 1-year period | 21.65% | 24.07% | -2.42% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 23.82% | 24.55% | -0.73% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 31.90% | 35.34% | -3.44% |
Dividends
WELL vs. CTRE - Dividend Comparison
WELL's dividend yield for the trailing twelve months is around 1.38%, less than CTRE's 3.79% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CTRE CareTrust REIT, Inc. | 3.79% | 3.71% | 4.29% | 5.00% | 5.92% | 4.64% | 4.51% | 4.36% | 4.44% | 4.42% | 4.44% | 5.84% |
WELL Welltower Inc. | 1.38% | 1.52% | 2.03% | 2.71% | 3.72% | 2.84% | 4.18% | 4.26% | 5.01% | 5.46% | 5.14% | 4.85% |
Financials
WELL vs. CTRE - Financials Comparison
This section allows you to compare key financial metrics between Welltower Inc. and CareTrust REIT, 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
WELL vs. CTRE - Profitability Comparison
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%.
CTRE - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, CareTrust REIT, Inc. reported a gross profit of 142.28M and revenue of 142.78M. Therefore, the gross margin over that period was 99.7%.
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%.
CTRE - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, CareTrust REIT, Inc. reported an operating income of 127.94M and revenue of 142.78M, resulting in an operating margin of 89.6%.
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%.
CTRE - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, CareTrust REIT, Inc. reported a net income of 80.21M and revenue of 142.78M, resulting in a net margin of 56.2%.
Frequently Asked Questions
WELL and CTRE have a correlation of 0.60, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
WELL has higher volatility (9.54%) compared to CTRE (7.12%). In terms of maximum drawdown, WELL dropped -63.33% vs CTRE's -67.43%.
WELL currently has the higher Sharpe Ratio (2.01 vs 1.35), 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.
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