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.
Performance
WELL vs. QQQ - Performance Comparison
Returns By Period
In the year-to-date period, WELL achieves a 56.52% return, which is significantly higher than QQQ's 23.84% return. Over the past 10 years, WELL has underperformed QQQ with an annualized return of 11.17%, while QQQ has yielded a comparatively higher 18.03% annualized return.
WELL
56.52%
6.51%
39.41%
59.11%
14.21%
11.17%
QQQ
23.84%
1.82%
11.65%
30.35%
20.97%
18.03%
Key characteristics
| WELL | QQQ | |
|---|---|---|
| Sharpe Ratio | 3.25 | 1.78 |
| Sortino Ratio | 4.73 | 2.37 |
| Omega Ratio | 1.58 | 1.32 |
| Calmar Ratio | 8.30 | 2.28 |
| Martin Ratio | 27.16 | 8.27 |
| Ulcer Index | 2.17% | 3.73% |
| Daily Std Dev | 18.17% | 17.37% |
| Max Drawdown | -63.33% | -82.98% |
| Current Drawdown | -0.22% | -1.78% |
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Correlation
The correlation between WELL and QQQ is 0.37, 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.
Risk-Adjusted Performance
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 1.86%, more than QQQ's 0.60% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
WELL Welltower Inc. | 1.86% | 2.71% | 3.72% | 2.84% | 4.18% | 4.26% | 5.01% | 5.46% | 5.14% | 4.85% | 4.20% | 5.71% |
QQQ Invesco QQQ | 0.60% | 0.62% | 0.80% | 0.43% | 0.55% | 0.74% | 0.91% | 0.84% | 1.06% | 0.99% | 1.41% | 1.02% |
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
Welltower Inc. (WELL) has a higher volatility of 7.18% compared to Invesco QQQ (QQQ) at 5.41%. This indicates that WELL's price experiences larger fluctuations and is considered to be riskier than QQQ based on this measure. The chart below showcases a comparison of their rolling one-month volatility.