WELL vs. ESRT
Compare and contrast key facts about Welltower Inc. (WELL) and Empire State Realty Trust, Inc. (ESRT).
Performance
WELL vs. ESRT - Performance Comparison
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WELL vs. ESRT - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
WELL Welltower Inc. | 6.90% | 49.86% | 43.07% | 41.79% | -21.18% | 36.98% | -17.19% | 23.04% | 15.31% | 0.22% |
ESRT Empire State Realty Trust, Inc. | -19.71% | -35.68% | 7.97% | 46.32% | -22.82% | -3.53% | -31.48% | 0.90% | -28.91% | 3.77% |
Fundamentals
WELL:
$140.41B
ESRT:
$1.41B
WELL:
-$0.64
ESRT:
$0.18
WELL:
12.63
ESRT:
1.83
WELL:
$10.77B
ESRT:
$767.81M
WELL:
$3.04B
ESRT:
$13.73M
WELL:
$2.28B
ESRT:
$374.08M
Returns By Period
In the year-to-date period, WELL achieves a 6.90% return, which is significantly higher than ESRT's -19.71% return. Over the past 10 years, WELL has outperformed ESRT with an annualized return of 15.28%, while ESRT has yielded a comparatively lower -9.68% annualized return.
WELL
- 1D
- 1.23%
- 1M
- -4.54%
- YTD
- 6.90%
- 6M
- 11.81%
- 1Y
- 31.19%
- 3Y*
- 43.37%
- 5Y*
- 25.13%
- 10Y*
- 15.28%
ESRT
- 1D
- 1.96%
- 1M
- -10.97%
- YTD
- -19.71%
- 6M
- -31.31%
- 1Y
- -32.15%
- 3Y*
- -5.53%
- 5Y*
- -13.02%
- 10Y*
- -9.68%
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Return for Risk
WELL vs. ESRT — Risk / Return Rank
WELL
ESRT
WELL vs. ESRT - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Welltower Inc. (WELL) and Empire State Realty Trust, Inc. (ESRT). 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.
| WELL | ESRT | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.47 | -0.96 | +2.43 |
Sortino ratioReturn per unit of downside risk | 1.97 | -1.29 | +3.26 |
Omega ratioGain probability vs. loss probability | 1.26 | 0.85 | +0.41 |
Calmar ratioReturn relative to maximum drawdown | 2.46 | -0.77 | +3.23 |
Martin ratioReturn relative to average drawdown | 6.07 | -1.70 | +7.77 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| WELL | ESRT | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.47 | -0.96 | +2.43 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 1.08 | -0.38 | +1.45 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.48 | -0.27 | +0.75 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.56 | -0.16 | +0.72 |
Correlation
The correlation between WELL and ESRT is 0.46, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Dividends
WELL vs. ESRT - Dividend Comparison
WELL's dividend yield for the trailing twelve months is around 1.46%, less than ESRT's 2.69% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
WELL Welltower Inc. | 1.46% | 1.52% | 2.03% | 2.71% | 3.72% | 2.84% | 4.18% | 4.26% | 5.01% | 5.46% | 5.14% | 4.85% |
ESRT Empire State Realty Trust, Inc. | 2.69% | 2.15% | 1.36% | 1.44% | 2.08% | 1.18% | 2.25% | 3.01% | 2.95% | 2.05% | 1.98% | 1.88% |
Drawdowns
WELL vs. ESRT - Drawdown Comparison
The maximum WELL drawdown since its inception was -63.33%, smaller than the maximum ESRT drawdown of -72.91%. Use the drawdown chart below to compare losses from any high point for WELL and ESRT.
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Drawdown Indicators
| WELL | ESRT | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -63.33% | -72.91% | +9.58% |
Max Drawdown (1Y)Largest decline over 1 year | -12.61% | -41.89% | +29.28% |
Max Drawdown (5Y)Largest decline over 5 years | -40.78% | -57.84% | +17.06% |
Max Drawdown (10Y)Largest decline over 10 years | -63.33% | -72.91% | +9.58% |
Current DrawdownCurrent decline from peak | -7.92% | -71.49% | +63.57% |
Average DrawdownAverage peak-to-trough decline | -10.37% | -33.05% | +22.68% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.11% | 18.99% | -13.88% |
Volatility
WELL vs. ESRT - Volatility Comparison
The current volatility for Welltower Inc. (WELL) is 6.70%, while Empire State Realty Trust, Inc. (ESRT) has a volatility of 7.14%. This indicates that WELL experiences smaller price fluctuations and is considered to be less risky than ESRT based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| WELL | ESRT | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.70% | 7.14% | -0.44% |
Volatility (6M)Calculated over the trailing 6-month period | 14.89% | 22.40% | -7.51% |
Volatility (1Y)Calculated over the trailing 1-year period | 21.26% | 33.77% | -12.51% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 23.52% | 34.44% | -10.92% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 31.83% | 35.71% | -3.88% |
Financials
WELL vs. ESRT - Financials Comparison
This section allows you to compare key financial metrics between Welltower Inc. and Empire State Realty Trust, 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