WELL vs. ESRT

In the year-to-date period, WELL achieves a 17.13% return, which is significantly higher than ESRT's -30.51% return. Over the past 10 years, WELL has outperformed ESRT with an annualized return of 11.32%, while ESRT has yielded a comparatively lower -6.98% annualized return.

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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.

The current WELL Sharpe Ratio is 2.94, which is higher than the ESRT Sharpe Ratio of -0.86. The chart below compares the historical Sharpe Ratios of WELL and ESRT, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

WELL's dividend yield for the trailing twelve months is around 1.78%, less than ESRT's 1.96% yield.

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. For additional features, visit the drawdowns tool.

The current volatility for Welltower Inc. (WELL) is 9.70%, while Empire State Realty Trust, Inc. (ESRT) has a volatility of 12.07%. 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.

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.