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 0.36, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Performance
WELL vs. QQQ - Performance Comparison
Key characteristics
WELL:
3.55
QQQ:
0.36
WELL:
4.73
QQQ:
0.60
WELL:
1.58
QQQ:
1.08
WELL:
6.15
QQQ:
0.52
WELL:
18.67
QQQ:
1.40
WELL:
3.67%
QQQ:
5.08%
WELL:
19.30%
QQQ:
19.63%
WELL:
-63.33%
QQQ:
-82.98%
WELL:
-1.73%
QQQ:
-12.25%
Returns By Period
In the year-to-date period, WELL achieves a 22.86% return, which is significantly higher than QQQ's -7.40% return. Over the past 10 years, WELL has underperformed QQQ with an annualized return of 11.53%, while QQQ has yielded a comparatively higher 17.18% annualized return.
WELL
22.86%
0.42%
21.97%
71.18%
36.16%
11.53%
QQQ
-7.40%
-6.84%
-1.48%
6.89%
21.36%
17.18%
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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 1.70%, more than QQQ's 0.63% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
WELL Welltower Inc. | 1.70% | 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 6.88%, while Invesco QQQ (QQQ) has a volatility of 7.73%. 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.