ZG vs. WELL
ZG (Zillow Group, Inc.) and WELL (Welltower Inc.) are both stocks. ZG operates in Internet Content & Information (Communication Services), while WELL operates in REIT - Healthcare Facilities (Real Estate). Over the past 10 years, ZG returned 1.81%/yr vs 14.94%/yr for WELL. At a 0.18 correlation, their price movements are largely independent.
Performance
ZG vs. WELL - Performance Comparison
Loading charts...
Returns By Period
In the year-to-date period, ZG achieves a -47.84% return, which is significantly lower than WELL's 8.28% return. Over the past 10 years, ZG has underperformed WELL with an annualized return of 1.81%, while WELL has yielded a comparatively higher 14.94% annualized return.
ZG
- 1D
- -2.71%
- 1M
- -19.61%
- YTD
- -47.84%
- 6M
- -51.82%
- 1Y
- -47.66%
- 3Y*
- -8.04%
- 5Y*
- -20.27%
- 10Y*
- 1.81%
WELL
- 1D
- 2.17%
- 1M
- -7.77%
- YTD
- 8.28%
- 6M
- -0.46%
- 1Y
- 33.15%
- 3Y*
- 41.00%
- 5Y*
- 24.18%
- 10Y*
- 14.94%
ZG vs. WELL - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
ZG Zillow Group, Inc. | -47.84% | -3.70% | 24.91% | 81.74% | -49.84% | -54.23% | 197.20% | 45.53% | -22.85% | 11.77% |
WELL Welltower Inc. | 8.28% | 49.86% | 43.07% | 41.79% | -21.18% | 36.98% | -17.19% | 23.04% | 15.31% | 0.22% |
Correlation
The correlation between ZG 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 | 0.13 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.18 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.19 |
Correlation (All Time) Calculated using the full available price history since Jul 21, 2011 | 0.18 |
The correlation between ZG and WELL shifts across timeframes, from -0.06 (1 year) to 0.19 (10 years), reflecting how their relationship changes across market environments.
Fundamentals
ZG:
$8.53B
WELL:
$144.95B
ZG:
$0.24
WELL:
$2.02
ZG:
145.85
WELL:
98.90
ZG:
0.96
WELL:
2.19
ZG:
3.30
WELL:
11.97
ZG:
1.93
WELL:
3.31
ZG:
$2.69B
WELL:
$11.63B
ZG:
$1.98B
WELL:
$3.25B
ZG:
$263.00M
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
ZG vs. WELL — Risk / Return Rank
ZG
WELL
ZG vs. WELL - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Zillow Group, Inc. (ZG) 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.
| ZG | WELL | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -2.69 | ||
| Sortino ratioReturn per unit of downside risk | -3.79 | ||
| Omega ratioGain probability vs. loss probability | 0.80 | 1.28 | -0.47 |
| Calmar ratioReturn relative to maximum drawdown | -0.81 | 2.64 | -3.45 |
| Martin ratioReturn relative to average drawdown | -1.52 | 6.62 | -8.13 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading charts...
Sharpe Ratios by Period
| ZG | WELL | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | -1.10 | 1.59 | -2.69 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | -0.39 | 1.03 | -1.41 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.03 | 0.47 | -0.44 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.20 | 0.56 | -0.36 |
Drawdowns
ZG vs. WELL - Drawdown Comparison
The maximum ZG drawdown since its inception was -86.74%, which is greater than WELL's maximum drawdown of -63.33%. Use the drawdown chart below to compare losses from any high point for ZG and WELL.
Loading charts...
Drawdown Indicators
| ZG | WELL | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -86.74% | -63.33% | -23.41% |
Max Drawdown (1Y)Largest decline over 1 year | -59.24% | -12.61% | -46.63% |
Max Drawdown (3Y)Largest decline over 3 years | -59.24% | -12.99% | -46.25% |
Max Drawdown (5Y)Largest decline over 5 years | -78.31% | -40.78% | -37.53% |
Max Drawdown (10Y)Largest decline over 10 years | -86.74% | -63.33% | -23.41% |
Current DrawdownCurrent decline from peak | -82.54% | -9.33% | -73.21% |
Average DrawdownAverage peak-to-trough decline | -38.29% | -10.32% | -27.97% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 31.49% | 5.02% | +26.47% |
Volatility
ZG vs. WELL - Volatility Comparison
Zillow Group, Inc. (ZG) has a higher volatility of 8.96% compared to Welltower Inc. (WELL) at 7.54%. This indicates that ZG's price experiences larger fluctuations and is considered to be riskier than WELL based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading charts...
Volatility by Period
| ZG | WELL | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 8.96% | 7.54% | +1.42% |
Volatility (6M)Calculated over the trailing 6-month period | 35.42% | 16.49% | +18.93% |
Volatility (1Y)Calculated over the trailing 1-year period | 43.31% | 21.07% | +22.24% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 52.43% | 23.68% | +28.75% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 53.04% | 31.86% | +21.18% |
Dividends
ZG vs. WELL - Dividend Comparison
ZG has not paid dividends to shareholders, while WELL's dividend yield for the trailing twelve months is around 1.48%.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
WELL Welltower Inc. | 1.48% | 1.52% | 2.03% | 2.71% | 3.72% | 2.84% | 4.18% | 4.26% | 5.01% | 5.46% | 5.14% | 4.85% |
ZG Zillow Group, Inc. | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 223.86% |
Financials
ZG vs. WELL - Financials Comparison
This section allows you to compare key financial metrics between Zillow Group, Inc. 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
ZG vs. WELL - Profitability Comparison
ZG - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Zillow Group, Inc. reported a gross profit of 519.00M and revenue of 708.00M. Therefore, the gross margin over that period was 73.3%.
WELL - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 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%.
ZG - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Zillow Group, Inc. reported an operating income of 36.00M and revenue of 708.00M, resulting in an operating margin of 5.1%.
WELL - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Welltower Inc. reported an operating income of 752.32M and revenue of 3.35B, resulting in an operating margin of 22.4%.
ZG - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Zillow Group, Inc. reported a net income of 46.00M and revenue of 708.00M, resulting in a net margin of 6.5%.
WELL - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 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
ZG 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.
ZG has higher volatility (8.96%) compared to WELL (7.54%). In terms of maximum drawdown, ZG dropped -86.74% vs WELL's -63.33%.
WELL currently has the higher Sharpe Ratio (1.59 vs -1.10), 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 ZG 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