WELL vs. RTX
WELL (Welltower Inc.) and RTX (RTX Corporation) are both stocks. WELL operates in REIT - Healthcare Facilities (Real Estate), while RTX operates in Aerospace & Defense (Industrials). Over the past 10 years, WELL returned 15.21%/yr vs 15.47%/yr for RTX. At a 0.34 correlation, their price movements are largely independent.
Performance
WELL vs. RTX - Performance Comparison
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Returns By Period
In the year-to-date period, WELL achieves a 12.18% return, which is significantly higher than RTX's -0.26% return. Both investments have delivered pretty close results over the past 10 years, with WELL having a 15.21% annualized return and RTX not far ahead at 15.47%.
WELL
- 1D
- 3.39%
- 1M
- -3.33%
- YTD
- 12.18%
- 6M
- 6.34%
- 1Y
- 39.68%
- 3Y*
- 39.47%
- 5Y*
- 24.20%
- 10Y*
- 15.21%
RTX
- 1D
- 1.62%
- 1M
- 3.54%
- YTD
- -0.26%
- 6M
- 6.39%
- 1Y
- 30.84%
- 3Y*
- 24.88%
- 5Y*
- 18.09%
- 10Y*
- 15.47%
WELL vs. RTX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
WELL Welltower Inc. | 12.18% | 49.86% | 43.07% | 41.79% | -21.18% | 36.98% | -17.19% | 23.04% | 15.31% | 0.22% |
RTX RTX Corporation | -0.26% | 61.44% | 40.76% | -14.44% | 20.01% | 23.27% | -7.70% | 43.82% | -14.66% | 19.13% |
Correlation
The correlation between WELL and RTX is 0.23, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.23 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.23 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.29 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.27 |
Correlation (All Time) Calculated using the full available price history since Jan 2, 2001 | 0.34 |
The correlation between WELL and RTX shifts across timeframes, from 0.23 (1 year) to 0.34 (all time), reflecting how their relationship changes across market environments.
Fundamentals
WELL:
$150.17B
RTX:
$247.76B
WELL:
$2.02
RTX:
$5.34
WELL:
102.46
RTX:
34.02
WELL:
2.27
RTX:
1.35
WELL:
12.40
RTX:
2.73
WELL:
3.43
RTX:
3.74
WELL:
$11.63B
RTX:
$90.37B
WELL:
$3.25B
RTX:
$18.27B
WELL:
$3.00B
RTX:
$13.81B
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Return for Risk
WELL vs. RTX — Risk / Return Rank
WELL
RTX
WELL vs. RTX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Welltower Inc. (WELL) and RTX Corporation (RTX). 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.
| WELL | RTX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.57 | ||
| Sortino ratioReturn per unit of downside risk | +0.53 | ||
| Omega ratioGain probability vs. loss probability | 1.32 | 1.24 | +0.08 |
| Calmar ratioReturn relative to maximum drawdown | 3.16 | 1.60 | +1.56 |
| Martin ratioReturn relative to average drawdown | 7.80 | 4.46 | +3.34 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| WELL | RTX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.85 | 1.29 | +0.57 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 1.02 | 0.76 | +0.26 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.48 | 0.56 | -0.08 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.56 | 0.44 | +0.12 |
Drawdowns
WELL vs. RTX - Drawdown Comparison
The maximum WELL drawdown since its inception was -63.33%, which is greater than RTX's maximum drawdown of -55.14%. Use the drawdown chart below to compare losses from any high point for WELL and RTX.
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Drawdown Indicators
| WELL | RTX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -63.33% | -55.14% | -8.19% |
Max Drawdown (1Y)Largest decline over 1 year | -12.61% | -19.32% | +6.71% |
Max Drawdown (3Y)Largest decline over 3 years | -12.99% | -29.92% | +16.93% |
Max Drawdown (5Y)Largest decline over 5 years | -40.78% | -32.84% | -7.94% |
Max Drawdown (10Y)Largest decline over 10 years | -63.33% | -51.98% | -11.35% |
Current DrawdownCurrent decline from peak | -6.07% | -14.07% | +8.00% |
Average DrawdownAverage peak-to-trough decline | -10.31% | -13.03% | +2.72% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.10% | 6.93% | -1.83% |
Volatility
WELL vs. RTX - Volatility Comparison
Welltower Inc. (WELL) has a higher volatility of 9.31% compared to RTX Corporation (RTX) at 7.59%. This indicates that WELL's price experiences larger fluctuations and is considered to be riskier than RTX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| WELL | RTX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 9.31% | 7.59% | +1.72% |
Volatility (6M)Calculated over the trailing 6-month period | 17.40% | 17.93% | -0.53% |
Volatility (1Y)Calculated over the trailing 1-year period | 21.68% | 24.06% | -2.38% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 23.80% | 23.87% | -0.07% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 31.90% | 27.75% | +4.15% |
Dividends
WELL vs. RTX - Dividend Comparison
WELL's dividend yield for the trailing twelve months is around 1.43%, less than RTX's 1.53% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
RTX RTX Corporation | 1.53% | 1.46% | 2.14% | 2.76% | 2.14% | 2.33% | 21.21% | 1.96% | 2.66% | 2.13% | 2.39% | 2.66% |
WELL Welltower Inc. | 1.43% | 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. RTX - Financials Comparison
This section allows you to compare key financial metrics between Welltower Inc. and RTX Corporation. 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
WELL vs. RTX - Profitability Comparison
WELL - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Welltower Inc. reported a gross profit of 0.00 and revenue of 3.35B. Therefore, the gross margin over that period was 0.0%.
RTX - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, RTX Corporation reported a gross profit of 4.59B and revenue of 22.08B. Therefore, the gross margin over that period was 20.8%.
WELL - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Welltower Inc. reported an operating income of 752.32M and revenue of 3.35B, resulting in an operating margin of 22.4%.
RTX - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, RTX Corporation reported an operating income of 2.56B and revenue of 22.08B, resulting in an operating margin of 11.6%.
WELL - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Welltower Inc. reported a net income of 728.67M and revenue of 3.35B, resulting in a net margin of 21.7%.
RTX - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, RTX Corporation reported a net income of 2.06B and revenue of 22.08B, resulting in a net margin of 9.3%.
Frequently Asked Questions
WELL and RTX have a correlation of 0.23, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
WELL has higher volatility (9.31%) compared to RTX (7.59%). In terms of maximum drawdown, WELL dropped -63.33% vs RTX's -55.14%.
WELL currently has the higher Sharpe Ratio (1.85 vs 1.29), 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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