WELL vs. VOO
Compare and contrast key facts about Welltower Inc. (WELL) and Vanguard S&P 500 ETF (VOO).
VOO is a passively managed fund by Vanguard that tracks the performance of the S&P 500 Index. It was launched on Sep 7, 2010.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: WELL or VOO.
Correlation
The correlation between WELL and VOO is 0.40, 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. VOO - Performance Comparison
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Key characteristics
WELL:
2.38
VOO:
0.72
WELL:
3.29
VOO:
1.20
WELL:
1.43
VOO:
1.18
WELL:
4.12
VOO:
0.81
WELL:
12.25
VOO:
3.09
WELL:
4.37%
VOO:
4.88%
WELL:
21.25%
VOO:
19.37%
WELL:
-63.33%
VOO:
-33.99%
WELL:
-4.75%
VOO:
-2.75%
Returns By Period
In the year-to-date period, WELL achieves a 19.08% return, which is significantly higher than VOO's 1.73% return. Over the past 10 years, WELL has underperformed VOO with an annualized return of 11.99%, while VOO has yielded a comparatively higher 12.86% annualized return.
WELL
19.08%
1.45%
10.33%
49.75%
30.84%
11.99%
VOO
1.73%
12.89%
2.12%
13.74%
16.87%
12.86%
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Risk-Adjusted Performance
WELL vs. VOO — Risk-Adjusted Performance Rank
WELL
VOO
WELL vs. VOO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Welltower Inc. (WELL) and Vanguard S&P 500 ETF (VOO). 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.
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Dividends
WELL vs. VOO - Dividend Comparison
WELL's dividend yield for the trailing twelve months is around 1.80%, more than VOO's 1.28% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
WELL Welltower Inc. | 1.80% | 2.03% | 2.71% | 3.72% | 2.84% | 4.18% | 4.26% | 5.01% | 5.46% | 5.14% | 4.85% | 4.20% |
VOO Vanguard S&P 500 ETF | 1.28% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% |
Drawdowns
WELL vs. VOO - Drawdown Comparison
The maximum WELL drawdown since its inception was -63.33%, which is greater than VOO's maximum drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for WELL and VOO. For additional features, visit the drawdowns tool.
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Volatility
WELL vs. VOO - Volatility Comparison
Welltower Inc. (WELL) has a higher volatility of 6.48% compared to Vanguard S&P 500 ETF (VOO) at 5.49%. This indicates that WELL's price experiences larger fluctuations and is considered to be riskier than VOO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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