WELL vs. VTR

Last updated Apr 1, 2026

Compare and contrast key facts about Welltower Inc. (WELL) and Ventas, Inc. (VTR).

Performance

WELL vs. VTR - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Welltower Inc. (WELL) and Ventas, Inc. (VTR). The values are adjusted to include any dividend payments, if applicable.

WELL vs. VTR - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019	2018	2017
WELL Welltower Inc.	6.90%	49.86%	43.07%	41.79%	-21.18%	36.98%	-17.19%	23.04%	15.31%	0.22%
VTR Ventas, Inc.	6.36%	35.09%	22.24%	15.06%	-8.53%	7.73%	-9.80%	3.42%	3.45%	0.71%

Fundamentals

Market Cap WELL : $140.41B VTR : $39.32B
EPS WELL : -$0.64 VTR : $0.54
PS Ratio WELL : 12.63 VTR : 6.56
PB Ratio WELL : 3.33 VTR : 3.14
Total Revenue (TTM) WELL : $10.77B VTR : $5.83B
Gross Profit (TTM) WELL : $3.04B VTR : -$344.22M
EBITDA (TTM) WELL : $2.28B VTR : $2.24B

Returns By Period

In the year-to-date period, WELL achieves a 6.90% return, which is significantly higher than VTR's 6.36% return. Over the past 10 years, WELL has outperformed VTR with an annualized return of 15.28%, while VTR has yielded a comparatively lower 7.07% annualized return.

WELL

• 1D: 1.23%
• 1M: -4.54%
• YTD: 6.90%
• 6M: 11.81%
• 1Y: 31.19%
• 3Y*: 43.37%
• 5Y*: 25.13%
• 10Y*: 15.28%

VTR

• 1D: 0.84%
• 1M: -4.47%
• YTD: 6.36%
• 6M: 18.31%
• 1Y: 22.21%
• 3Y*: 27.63%
• 5Y*: 12.23%
• 10Y*: 7.07%

*Multi-year figures are annualized to reflect compound growth (CAGR)

Return for Risk

WELL vs. VTR — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

WELL

WELL Risk / Return Rank: 81
WELL Sharpe Ratio Rank: 85
WELL Sortino Ratio Rank: 78
WELL Omega Ratio Rank: 78
WELL Calmar Ratio Rank: 82
WELL Martin Ratio Rank: 81

VTR

VTR Risk / Return Rank: 76
VTR Sharpe Ratio Rank: 78
VTR Sortino Ratio Rank: 71
VTR Omega Ratio Rank: 73
VTR Calmar Ratio Rank: 79
VTR Martin Ratio Rank: 77

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

WELL vs. VTR - Risk-Adjusted Trends 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.

	WELL	VTR	Difference
Sharpe ratio Return per unit of total volatility	1.47	1.14	+0.34
Sortino ratio Return per unit of downside risk	1.97	1.61	+0.36
Omega ratio Gain probability vs. loss probability	1.26	1.23	+0.03
Calmar ratio Return relative to maximum drawdown	2.46	2.12	+0.34
Martin ratio Return relative to average drawdown	6.07	4.84	+1.23
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

WELL vs. VTR - Sharpe Ratio Comparison

The current WELL Sharpe Ratio is 1.47, which is comparable to the VTR Sharpe Ratio of 1.14. The chart below compares the historical Sharpe Ratios of WELL and VTR, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

Sharpe Ratios by Period

	WELL	VTR	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	1.47	1.14	+0.34
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	1.08	0.49	+0.58
Sharpe Ratio (10Y) Calculated over the trailing 10-year period	0.48	0.20	+0.28
Sharpe Ratio (All Time) Calculated using the full available price history	0.56	0.31	+0.25

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.

Dividends

WELL vs. VTR - Dividend Comparison

WELL's dividend yield for the trailing twelve months is around 1.46%, less than VTR's 2.40% yield.

	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
WELL Welltower Inc.	1.46%	1.52%	2.03%	2.71%	3.72%	2.84%	4.18%	4.26%	5.01%	5.46%	5.14%	4.85%
VTR Ventas, Inc.	2.40%	2.48%	3.06%	3.61%	4.00%	3.52%	4.37%	5.49%	5.40%	5.19%	4.74%	20.47%

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.

Drawdown Indicators

	WELL	VTR	Difference
Max Drawdown Largest peak-to-trough decline	-63.33%	-83.38%	+20.05%
Max Drawdown (1Y) Largest decline over 1 year	-12.61%	-10.89%	-1.72%
Max Drawdown (5Y) Largest decline over 5 years	-40.78%	-41.80%	+1.02%
Max Drawdown (10Y) Largest decline over 10 years	-63.33%	-76.92%	+13.59%
Current Drawdown Current decline from peak	-7.92%	-6.47%	-1.45%
Average Drawdown Average peak-to-trough decline	-10.37%	-18.30%	+7.93%
Ulcer Index Depth and duration of drawdowns from previous peaks	5.11%	4.76%	+0.35%

Volatility

WELL vs. VTR - Volatility Comparison

Welltower Inc. (WELL) has a higher volatility of 6.70% compared to Ventas, Inc. (VTR) at 5.52%. This indicates that WELL's price experiences larger fluctuations and is considered to be riskier than VTR based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	WELL	VTR	Difference
Volatility (1M) Calculated over the trailing 1-month period	6.70%	5.52%	+1.18%
Volatility (6M) Calculated over the trailing 6-month period	14.89%	13.27%	+1.62%
Volatility (1Y) Calculated over the trailing 1-year period	21.26%	19.63%	+1.63%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	23.52%	24.87%	-1.35%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	31.83%	34.70%	-2.87%

Financials