XOM vs. WELL
XOM (Exxon Mobil Corporation) and WELL (Welltower Inc.) are both stocks. XOM operates in Oil & Gas Integrated (Energy), while WELL operates in REIT - Healthcare Facilities (Real Estate). Over the past 10 years, XOM returned 8.41%/yr vs 15.82%/yr for WELL. At a 0.25 correlation, their price movements are largely independent.
Performance
XOM vs. WELL - Performance Comparison
Loading charts...
Returns By Period
In the year-to-date period, XOM achieves a 14.77% return, which is significantly lower than WELL's 24.88% return. Over the past 10 years, XOM has underperformed WELL with an annualized return of 8.41%, while WELL has yielded a comparatively higher 15.82% annualized return.
XOM
- 1D
- -0.32%
- 1M
- -8.77%
- YTD
- 14.77%
- 6M
- 14.77%
- 1Y
- 28.73%
- 3Y*
- 11.99%
- 5Y*
- 20.99%
- 10Y*
- 8.41%
WELL
- 1D
- 1.42%
- 1M
- 16.63%
- YTD
- 24.88%
- 6M
- 24.88%
- 1Y
- 54.18%
- 3Y*
- 44.67%
- 5Y*
- 25.12%
- 10Y*
- 15.82%
XOM vs. WELL - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
XOM Exxon Mobil Corporation | 14.77% | 15.98% | 11.26% | -6.26% | 87.41% | 57.58% | -36.21% | 7.23% | -15.09% | -3.81% |
WELL Welltower Inc. | 24.88% | 49.86% | 43.07% | 41.79% | -21.18% | 36.98% | -17.19% | 23.04% | 15.31% | 0.22% |
Correlation
The correlation between XOM and WELL is -0.06, meaning there is essentially no relationship between their price movements. Each responds to its own set of market drivers, making them strong candidates for combining in a diversified portfolio.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | -0.06 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.02 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.11 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.16 |
Correlation (All Time) Calculated using the full available price history since Jan 2, 2001 | 0.25 |
The correlation between XOM and WELL shifts across timeframes, from -0.06 (1 year) to 0.25 (all time), reflecting how their relationship changes across market environments.
Fundamentals
XOM:
$570.06B
WELL:
$167.18B
XOM:
$5.96
WELL:
$1.99
XOM:
22.88
WELL:
115.67
XOM:
1.06
WELL:
2.56
XOM:
1.78
WELL:
14.00
XOM:
2.24
WELL:
3.82
XOM:
$326.01B
WELL:
$11.63B
XOM:
$83.11B
WELL:
$3.25B
XOM:
$60.44B
WELL:
$3.00B
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Return for Risk
XOM vs. WELL — Risk / Return Rank
XOM
WELL
XOM vs. WELL - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Exxon Mobil Corporation (XOM) and Welltower Inc. (WELL). 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| XOM | WELL | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.29 | ||
| Sortino ratioReturn per unit of downside risk | -1.50 | ||
| Omega ratioGain probability vs. loss probability | 1.21 | 1.41 | -0.21 |
| Calmar ratioReturn relative to maximum drawdown | 1.43 | 4.32 | -2.88 |
| Martin ratioReturn relative to average drawdown | 4.06 | 10.54 | -6.48 |
Loading charts...
Drawdowns
XOM vs. WELL - Drawdown Comparison
The maximum XOM drawdown since its inception was -62.40%, roughly equal to the maximum WELL drawdown of -63.33%. Use the drawdown chart below to compare losses from any high point for XOM and WELL.
Loading charts...
Drawdown Indicators
| XOM | WELL | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -62.40% | -63.33% | +0.93% |
Max Drawdown (1Y)Largest decline over 1 year | -20.11% | -12.61% | -7.50% |
Max Drawdown (3Y)Largest decline over 3 years | -20.11% | -12.99% | -7.12% |
Max Drawdown (5Y)Largest decline over 5 years | -20.51% | -40.78% | +20.27% |
Max Drawdown (10Y)Largest decline over 10 years | -61.34% | -63.33% | +1.99% |
Current DrawdownCurrent decline from peak | -19.98% | 0.00% | -19.98% |
Average DrawdownAverage peak-to-trough decline | -10.21% | -10.30% | +0.09% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 7.09% | 5.15% | +1.94% |
Volatility
XOM vs. WELL - Volatility Comparison
The current volatility for Exxon Mobil Corporation (XOM) is 6.92%, while Welltower Inc. (WELL) has a volatility of 8.45%. This indicates that XOM experiences smaller price fluctuations and is considered to be less risky than WELL based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading charts...
Volatility by Period
| XOM | WELL | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.92% | 8.45% | -1.53% |
Volatility (6M)Calculated over the trailing 6-month period | 20.84% | 17.53% | +3.31% |
Volatility (1Y)Calculated over the trailing 1-year period | 24.53% | 22.12% | +2.41% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 26.69% | 23.87% | +2.82% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 28.22% | 31.94% | -3.72% |
Dividends
XOM vs. WELL - Dividend Comparison
XOM's dividend yield for the trailing twelve months is around 2.99%, more than WELL's 1.29% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
WELL Welltower Inc. | 1.29% | 1.52% | 2.03% | 2.71% | 3.72% | 2.84% | 4.18% | 4.26% | 5.01% | 5.46% | 5.14% | 4.85% |
XOM Exxon Mobil Corporation | 2.99% | 3.32% | 3.57% | 3.68% | 3.22% | 5.70% | 8.44% | 4.92% | 4.74% | 3.66% | 3.30% | 3.69% |
Financials
XOM vs. WELL - Financials Comparison
This section allows you to compare key financial metrics between Exxon Mobil Corporation and Welltower 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
XOM vs. WELL - Profitability Comparison
XOM - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jul 2026, Exxon Mobil Corporation reported a gross profit of 31.36B and revenue of 83.16B. Therefore, the gross margin over that period was 37.7%.
WELL - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jul 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%.
XOM - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jul 2026, Exxon Mobil Corporation reported an operating income of 5.29B and revenue of 83.16B, resulting in an operating margin of 6.4%.
WELL - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jul 2026, Welltower Inc. reported an operating income of 752.32M and revenue of 3.35B, resulting in an operating margin of 22.4%.
XOM - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jul 2026, Exxon Mobil Corporation reported a net income of 4.18B and revenue of 83.16B, resulting in a net margin of 5.0%.
WELL - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jul 2026, Welltower Inc. reported a net income of 728.67M and revenue of 3.35B, resulting in a net margin of 21.7%.
Frequently Asked Questions
XOM and WELL have a correlation of -0.06, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
WELL has higher volatility (8.45%) compared to XOM (6.92%). In terms of maximum drawdown, XOM dropped -62.40% vs WELL's -63.33%.
WELL currently has the higher Sharpe Ratio (2.47 vs 1.18), 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.
Find the right allocation for XOM and WELL
Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.
Open Portfolio Optimizer