WELL vs. QQQ
Compare and contrast key facts about Welltower Inc. (WELL) and Invesco QQQ (QQQ).
QQQ is a passively managed fund by Invesco that tracks the performance of the NASDAQ-100 Index. It was launched on Mar 10, 1999.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: WELL or QQQ.
Correlation
The correlation between WELL and QQQ 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.
Performance
WELL vs. QQQ - Performance Comparison
Key characteristics
WELL:
2.94
QQQ:
0.47
WELL:
3.77
QQQ:
0.82
WELL:
1.50
QQQ:
1.11
WELL:
4.74
QQQ:
0.52
WELL:
14.72
QQQ:
1.79
WELL:
4.18%
QQQ:
6.64%
WELL:
20.95%
QQQ:
25.28%
WELL:
-63.33%
QQQ:
-82.98%
WELL:
-6.31%
QQQ:
-12.28%
Returns By Period
In the year-to-date period, WELL achieves a 17.13% return, which is significantly higher than QQQ's -7.43% return. Over the past 10 years, WELL has underperformed QQQ with an annualized return of 11.32%, while QQQ has yielded a comparatively higher 16.64% annualized return.
WELL
17.13%
-1.93%
13.94%
59.70%
31.40%
11.32%
QQQ
-7.43%
-2.44%
-4.30%
12.01%
17.97%
16.64%
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Risk-Adjusted Performance
WELL vs. QQQ — Risk-Adjusted Performance Rank
WELL
QQQ
WELL vs. QQQ - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Welltower Inc. (WELL) and Invesco QQQ (QQQ). 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
WELL vs. QQQ - Dividend Comparison
WELL's dividend yield for the trailing twelve months is around 1.78%, more than QQQ's 0.63% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
WELL Welltower Inc. | 1.78% | 2.03% | 2.71% | 3.72% | 2.84% | 4.18% | 4.26% | 5.01% | 5.46% | 5.14% | 4.85% | 4.20% |
QQQ Invesco QQQ | 0.63% | 0.56% | 0.62% | 0.80% | 0.43% | 0.55% | 0.74% | 0.91% | 0.84% | 1.06% | 0.99% | 1.41% |
Drawdowns
WELL vs. QQQ - Drawdown Comparison
The maximum WELL drawdown since its inception was -63.33%, smaller than the maximum QQQ drawdown of -82.98%. Use the drawdown chart below to compare losses from any high point for WELL and QQQ. For additional features, visit the drawdowns tool.
Volatility
WELL vs. QQQ - Volatility Comparison
The current volatility for Welltower Inc. (WELL) is 9.70%, while Invesco QQQ (QQQ) has a volatility of 16.86%. This indicates that WELL experiences smaller price fluctuations and is considered to be less risky than QQQ based on this measure. The chart below showcases a comparison of their rolling one-month volatility.