WELL vs. VTR
Compare and contrast key facts about Welltower Inc. (WELL) and Ventas, Inc. (VTR).
Performance
WELL vs. VTR - Performance Comparison
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WELL vs. VTR - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
WELL Welltower Inc. | 7.52% | 49.86% | 43.07% | 41.79% | -21.18% | 36.98% | -17.19% | 23.04% | 15.31% | 0.22% |
VTR Ventas, Inc. | 6.66% | 35.09% | 22.24% | 15.06% | -8.53% | 7.73% | -9.80% | 3.42% | 3.45% | 0.71% |
Fundamentals
WELL:
$141.22B
VTR:
$39.43B
WELL:
-$0.64
VTR:
$0.54
WELL:
12.70
VTR:
6.58
WELL:
3.35
VTR:
3.15
WELL:
$10.77B
VTR:
$5.83B
WELL:
$3.04B
VTR:
-$344.22M
WELL:
$2.28B
VTR:
$2.24B
Returns By Period
In the year-to-date period, WELL achieves a 7.52% return, which is significantly higher than VTR's 6.66% return. Over the past 10 years, WELL has outperformed VTR with an annualized return of 15.35%, while VTR has yielded a comparatively lower 7.10% annualized return.
WELL
- 1D
- 0.58%
- 1M
- -5.38%
- YTD
- 7.52%
- 6M
- 11.69%
- 1Y
- 31.15%
- 3Y*
- 43.65%
- 5Y*
- 25.28%
- 10Y*
- 15.35%
VTR
- 1D
- 0.28%
- 1M
- -4.76%
- YTD
- 6.66%
- 6M
- 18.09%
- 1Y
- 21.65%
- 3Y*
- 27.75%
- 5Y*
- 12.29%
- 10Y*
- 7.10%
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Return for Risk
WELL vs. VTR — Risk / Return Rank
WELL
VTR
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 ratioReturn per unit of total volatility | 1.47 | 1.11 | +0.36 |
Sortino ratioReturn per unit of downside risk | 1.97 | 1.58 | +0.39 |
Omega ratioGain probability vs. loss probability | 1.26 | 1.23 | +0.04 |
Calmar ratioReturn relative to maximum drawdown | 2.53 | 2.07 | +0.46 |
Martin ratioReturn relative to average drawdown | 6.23 | 4.72 | +1.51 |
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 | VTR | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.47 | 1.11 | +0.36 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 1.08 | 0.50 | +0.58 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.48 | 0.21 | +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 1.45%, less than VTR's 2.39% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
WELL Welltower Inc. | 1.45% | 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. | 2.39% | 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.
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Drawdown Indicators
| WELL | VTR | Difference | |
|---|---|---|---|
Max DrawdownLargest 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 DrawdownCurrent decline from peak | -7.39% | -6.21% | -1.18% |
Average DrawdownAverage peak-to-trough decline | -10.37% | -18.29% | +7.92% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.13% | 4.78% | +0.35% |
Volatility
WELL vs. VTR - Volatility Comparison
Welltower Inc. (WELL) has a higher volatility of 6.70% compared to Ventas, Inc. (VTR) at 5.55%. 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.
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Volatility by Period
| WELL | VTR | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.70% | 5.55% | +1.15% |
Volatility (6M)Calculated over the trailing 6-month period | 14.86% | 13.16% | +1.70% |
Volatility (1Y)Calculated over the trailing 1-year period | 21.26% | 19.62% | +1.64% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 23.50% | 24.86% | -1.36% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 31.82% | 34.69% | -2.87% |
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