WELL vs. IBKR
WELL (Welltower Inc.) and IBKR (Interactive Brokers Group, Inc.) are both stocks. WELL operates in REIT - Healthcare Facilities (Real Estate), while IBKR operates in Capital Markets (Financial Services). Over the past 10 years, WELL returned 15.50%/yr vs 26.54%/yr for IBKR. At a 0.22 correlation, their price movements are largely independent.
Performance
WELL vs. IBKR - Performance Comparison
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Returns By Period
In the year-to-date period, WELL achieves a 16.22% return, which is significantly lower than IBKR's 41.50% return. Over the past 10 years, WELL has underperformed IBKR with an annualized return of 15.50%, while IBKR has yielded a comparatively higher 26.54% annualized return.
WELL
- 1D
- 1.69%
- 1M
- 0.23%
- YTD
- 16.22%
- 6M
- 15.53%
- 1Y
- 42.73%
- 3Y*
- 40.64%
- 5Y*
- 24.91%
- 10Y*
- 15.50%
IBKR
- 1D
- 2.23%
- 1M
- 4.48%
- YTD
- 41.50%
- 6M
- 41.85%
- 1Y
- 80.51%
- 3Y*
- 67.33%
- 5Y*
- 41.64%
- 10Y*
- 26.54%
WELL vs. IBKR - 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% |
IBKR Interactive Brokers Group, Inc. | 41.50% | 46.37% | 114.43% | 15.14% | -8.35% | 31.12% | 31.71% | -14.01% | -7.13% | 63.75% |
Correlation
The correlation between WELL and IBKR is -0.05, meaning there is essentially no relationship between their price movements. Each responds to its own set of market drivers, making them strong candidates for combining in a diversified portfolio.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | -0.05 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.08 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.15 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.12 |
Correlation (All Time) Calculated using the full available price history since May 4, 2007 | 0.22 |
The correlation between WELL and IBKR shifts across timeframes, from -0.05 (1 year) to 0.22 (all time), reflecting how their relationship changes across market environments.
Fundamentals
WELL:
$155.59B
IBKR:
$40.72B
WELL:
$2.02
IBKR:
$3.76
WELL:
106.16
IBKR:
24.18
WELL:
2.35
IBKR:
0.83
WELL:
12.85
IBKR:
4.66
WELL:
3.55
IBKR:
1.92
WELL:
$11.63B
IBKR:
$8.69B
WELL:
$3.25B
IBKR:
$7.75B
WELL:
$3.00B
IBKR:
$7.07B
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Return for Risk
WELL vs. IBKR — Risk / Return Rank
WELL
IBKR
WELL vs. IBKR - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Welltower Inc. (WELL) and Interactive Brokers Group, Inc. (IBKR). 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 | IBKR | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.08 | ||
| Sortino ratioReturn per unit of downside risk | -0.01 | ||
| Omega ratioGain probability vs. loss probability | 1.34 | 1.33 | +0.01 |
| Calmar ratioReturn relative to maximum drawdown | 3.44 | 4.20 | -0.75 |
| Martin ratioReturn relative to average drawdown | 8.47 | 10.65 | -2.19 |
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Drawdowns
WELL vs. IBKR - Drawdown Comparison
The maximum WELL drawdown since its inception was -63.33%, roughly equal to the maximum IBKR drawdown of -63.66%. Use the drawdown chart below to compare losses from any high point for WELL and IBKR.
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Drawdown Indicators
| WELL | IBKR | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -63.33% | -63.66% | +0.33% |
Max Drawdown (1Y)Largest decline over 1 year | -12.61% | -18.70% | +6.09% |
Max Drawdown (3Y)Largest decline over 3 years | -12.99% | -38.66% | +25.67% |
Max Drawdown (5Y)Largest decline over 5 years | -40.78% | -38.66% | -2.12% |
Max Drawdown (10Y)Largest decline over 10 years | -63.33% | -55.09% | -8.24% |
Current DrawdownCurrent decline from peak | -2.68% | 0.00% | -2.68% |
Average DrawdownAverage peak-to-trough decline | -10.31% | -24.85% | +14.54% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.11% | 7.35% | -2.24% |
Volatility
WELL vs. IBKR - Volatility Comparison
The current volatility for Welltower Inc. (WELL) is 9.54%, while Interactive Brokers Group, Inc. (IBKR) has a volatility of 11.31%. This indicates that WELL experiences smaller price fluctuations and is considered to be less risky than IBKR based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| WELL | IBKR | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 9.54% | 11.31% | -1.77% |
Volatility (6M)Calculated over the trailing 6-month period | 17.14% | 27.82% | -10.68% |
Volatility (1Y)Calculated over the trailing 1-year period | 21.65% | 37.67% | -16.02% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 23.82% | 34.50% | -10.68% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 31.90% | 33.37% | -1.47% |
Dividends
WELL vs. IBKR - Dividend Comparison
WELL's dividend yield for the trailing twelve months is around 1.38%, more than IBKR's 0.36% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IBKR Interactive Brokers Group, Inc. | 0.36% | 0.47% | 0.48% | 0.48% | 0.55% | 0.50% | 0.66% | 0.86% | 0.73% | 0.68% | 1.10% | 0.92% |
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. IBKR - Financials Comparison
This section allows you to compare key financial metrics between Welltower Inc. and Interactive Brokers Group, 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
Frequently Asked Questions
WELL and IBKR have a correlation of -0.05, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
IBKR has higher volatility (11.31%) compared to WELL (9.54%). In terms of maximum drawdown, WELL dropped -63.33% vs IBKR's -63.66%.
IBKR currently has the higher Sharpe Ratio (2.08 vs 2.01), 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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