WELL vs. VTR
Compare and contrast key facts about Welltower Inc. (WELL) and Ventas, Inc. (VTR).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: WELL or VTR.
Correlation
The correlation between WELL and VTR is 0.75, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Performance
WELL vs. VTR - Performance Comparison
Key characteristics
WELL:
3.46
VTR:
2.70
WELL:
4.73
VTR:
3.81
WELL:
1.57
VTR:
1.48
WELL:
5.73
VTR:
1.83
WELL:
18.19
VTR:
12.51
WELL:
3.51%
VTR:
4.70%
WELL:
18.45%
VTR:
21.71%
WELL:
-63.33%
VTR:
-83.38%
WELL:
-1.89%
VTR:
-1.31%
Fundamentals
WELL:
$95.29B
VTR:
$28.89B
WELL:
$1.59
VTR:
$0.19
WELL:
93.45
VTR:
347.79
WELL:
3.36
VTR:
1.80
WELL:
$7.94B
VTR:
$4.92B
WELL:
$2.38B
VTR:
$1.50B
WELL:
$2.86B
VTR:
$1.89B
Returns By Period
In the year-to-date period, WELL achieves a 17.89% return, which is significantly higher than VTR's 12.21% return. Over the past 10 years, WELL has outperformed VTR with an annualized return of 11.10%, while VTR has yielded a comparatively lower 4.78% annualized return.
WELL
17.89%
12.36%
25.09%
61.76%
14.91%
11.10%
VTR
12.21%
11.17%
12.56%
54.80%
5.15%
4.78%
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Risk-Adjusted Performance
WELL vs. VTR — Risk-Adjusted Performance Rank
WELL
VTR
WELL vs. VTR - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Welltower Inc. (WELL) and Ventas, Inc. (VTR). 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. VTR - Dividend Comparison
WELL's dividend yield for the trailing twelve months is around 1.31%, less than VTR's 2.72% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
WELL Welltower Inc. | 1.31% | 2.03% | 2.71% | 3.72% | 2.84% | 4.18% | 4.26% | 5.01% | 5.46% | 5.14% | 4.85% | 4.20% |
VTR Ventas, Inc. | 2.72% | 3.06% | 3.61% | 4.00% | 3.52% | 4.37% | 5.49% | 5.40% | 5.19% | 4.74% | 5.04% | 4.14% |
Drawdowns
WELL vs. VTR - Drawdown Comparison
The maximum WELL drawdown since its inception was -63.33%, smaller than the maximum VTR drawdown of -83.38%. Use the drawdown chart below to compare losses from any high point for WELL and VTR. For additional features, visit the drawdowns tool.
Volatility
WELL vs. VTR - Volatility Comparison
The current volatility for Welltower Inc. (WELL) is 6.98%, while Ventas, Inc. (VTR) has a volatility of 9.90%. This indicates that WELL experiences smaller price fluctuations and is considered to be less risky than VTR based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Financials
WELL vs. VTR - Financials Comparison
This section allows you to compare key financial metrics between Welltower Inc. and Ventas, Inc.. 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