IBKR vs WELL
Comparison between Interactive Brokers Group Inc - Class A (IBKR, Company) and Welltower Inc (WELL, Company).
IBKR is from the Financial Services sector, while WELL is from the Real Estate sector.
5-Year PerformanceIBKR has outperformed WELL, delivering a return of +37.9% compared to +26.7%
IBKR vs WELL - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
IBKR vs WELL - Historical Returns
Returns include dividend reinvestment.
IBKR vs WELL - Annual Returns (2001 - 2026)
Returns include dividend reinvestment.
| Year | IBKR | WELL |
|---|---|---|
| 2026 | +25.71% | +15.22% |
| 2025 | +41.70% | +51.44% |
| 2024 | +110.24% | +42.96% |
| 2023 | +16.70% | +38.80% |
| 2022 | -7.02% | -20.97% |
| 2021 | +30.46% | +43.69% |
| 2020 | +28.48% | -15.80% |
| 2019 | -11.62% | +26.91% |
| 2018 | -7.64% | +14.83% |
| 2017 | +61.19% | +1.35% |
| 2016 | -13.04% | +2.83% |
| 2015 | +51.79% | -7.29% |
| 2014 | +20.93% | +48.60% |
| 2013 | +79.34% | -8.18% |
| 2012 | -0.76% | +16.99% |
| 2011 | -15.36% | +19.29% |
| 2010 | +10.71% | +15.06% |
| 2009 | -2.37% | +19.75% |
| 2008 | -43.94% | -0.55% |
| 2007 | +3.26% | +9.55% |
| 2006 | N/A | +32.20% |
| 2005 | N/A | -2.11% |
| 2004 | N/A | +13.85% |
| 2003 | N/A | +43.71% |
| 2002 | N/A | +18.83% |
| 2001 | N/A | +67.80% |
IBKR vs WELL Drawdown Comparison
The maximum drawdown for IBKR was -63.66%, occurring on Mar 9, 2009. Recovery took 1722 trading sessions.
The maximum drawdown for WELL was -63.33%, occurring on Mar 18, 2020. Recovery took 465 trading sessions.
The current IBKR drawdown is -3.01%. The current WELL drawdown is -1.25%.
| Rank | IBKR | WELL |
|---|---|---|
| #1 | -63.66% Feb 1, 2008 - Dec 3, 2014 | -63.33% Sep 4, 2019 - Jul 9, 2021 |
| #2 | -55.08% May 11, 2018 - Mar 9, 2021 | -47.44% Aug 11, 2008 - Sep 2, 2010 |
| #3 | -38.66% Feb 18, 2025 - Jul 10, 2025 | -40.78% Mar 29, 2022 - Feb 14, 2024 |
| #4 | -35.29% Dec 28, 2021 - Feb 1, 2023 | -32.93% Jun 26, 2017 - Nov 30, 2018 |
| #5 | -33.31% Jul 6, 2015 - Sep 27, 2017 | -32.32% Jan 16, 2015 - Jul 22, 2016 |
| #6 | -30.35% May 4, 2007 - Dec 10, 2007 | -31.78% May 21, 2013 - Nov 28, 2014 |
| #7 | -24.48% Mar 9, 2021 - Dec 16, 2021 | -27.43% Apr 1, 2004 - Jun 14, 2005 |
| #8 | -19.97% Mar 3, 2023 - Aug 3, 2023 | -24.36% Feb 7, 2007 - Mar 20, 2008 |
| #9 | -19.12% Sep 11, 2023 - Feb 2, 2024 | -23.25% Jul 22, 2011 - Dec 22, 2011 |
| #10 | -18.69% Feb 9, 2026 - Apr 15, 2026 | -21.65% Aug 10, 2016 - Jun 19, 2017 |
| #11 | -16.46% Nov 3, 2025 - Jan 15, 2026 | -18.17% Apr 12, 2002 - Apr 23, 2003 |
| #12 | -15.35% May 28, 2024 - Aug 30, 2024 | -13.57% May 12, 2008 - Jul 31, 2008 |
| #13 | -12.16% Mar 9, 2018 - Apr 17, 2018 | -13.30% Nov 4, 2010 - Feb 25, 2011 |
| #14 | -10.93% Aug 12, 2025 - Sep 29, 2025 | -13.04% Aug 2, 2005 - Mar 20, 2006 |
| #15 | -10.81% Oct 9, 2025 - Nov 3, 2025 | -12.99% Mar 3, 2025 - Jul 14, 2025 |
Correlation
Correlation between IBKR and WELL is 0.97 which considered as a very strong positive correlation - the stocks move almost identically together.
Dividend Comparison (2001 - 2026)
IBKR vs WELL dividend yield comparison.
| Year | IBKR | WELL |
|---|---|---|
| 2026 | 0.09% | 0.34% |
| 2025 | 0.47% | 1.52% |
| 2024 | 0.48% | 2.03% |
| 2023 | 0.48% | 2.71% |
| 2022 | 0.55% | 3.72% |
| 2021 | 0.50% | 2.84% |
| 2020 | 0.66% | 4.18% |
| 2019 | 0.86% | 4.26% |
| 2018 | 0.73% | 5.01% |
| 2017 | 0.68% | 5.46% |
| 2016 | 1.10% | 5.14% |
| 2015 | 0.92% | 4.85% |
| 2014 | 1.37% | 4.20% |
| 2013 | 1.64% | 5.71% |
| 2012 | 10.23% | 4.83% |
| 2011 | 2.01% | 5.20% |
| 2010 | 10.04% | 5.75% |
| 2009 | 0.00% | 6.14% |
| 2008 | 0.00% | 6.40% |
| 2007 | 0.00% | 5.10% |
| 2006 | 0.00% | 5.26% |
| 2005 | 0.00% | 7.26% |
| 2004 | 0.00% | 6.25% |
| 2003 | 0.00% | 6.50% |
| 2002 | 0.00% | 8.65% |
| 2001 | 0.00% | 9.61% |
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