SCHW vs WELL
Comparison between Charles Schwab Corp (SCHW, Company) and Welltower Inc (WELL, Company).
SCHW is from the Financial Services sector, while WELL is from the Real Estate sector.
5-Year PerformanceWELL has outperformed SCHW, delivering a return of +27.5% compared to +6.4%
SCHW vs WELL - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
SCHW vs WELL - Historical Returns
Returns include dividend reinvestment.
SCHW vs WELL - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | SCHW | WELL |
|---|---|---|
| 2026 | -10.66% | +17.75% |
| 2025 | +36.96% | +51.44% |
| 2024 | +8.69% | +42.96% |
| 2023 | -14.61% | +38.80% |
| 2022 | -1.84% | -20.97% |
| 2021 | +61.06% | +43.69% |
| 2020 | +12.01% | -15.80% |
| 2019 | +16.22% | +26.91% |
| 2018 | -18.54% | +14.83% |
| 2017 | +28.78% | +1.35% |
| 2016 | +24.61% | +2.83% |
| 2015 | +9.81% | -7.29% |
| 2014 | +17.99% | +48.60% |
| 2013 | +74.54% | -8.18% |
| 2012 | +24.91% | +16.99% |
| 2011 | -34.61% | +19.29% |
| 2010 | -12.24% | +15.06% |
| 2009 | +17.99% | +19.75% |
| 2008 | -33.48% | -0.55% |
| 2007 | +37.09% | +9.55% |
| 2006 | +30.30% | +32.20% |
| 2005 | +26.74% | -2.11% |
| 2004 | +3.17% | +13.85% |
| 2003 | +3.64% | +43.71% |
| 2002 | -29.96% | +18.83% |
| 2001 | -40.49% | +67.80% |
| 2000 | +15.20% | N/A |
| 1999 | -1.58% | N/A |
SCHW vs WELL Drawdown Comparison
The maximum drawdown for SCHW was -84.72%, occurring on Mar 11, 2003. Recovery took 4185 trading sessions.
The maximum drawdown for WELL was -63.33%, occurring on Mar 18, 2020. Recovery took 465 trading sessions.
The current SCHW drawdown is -15.36%. The current WELL drawdown is -0.70%.
| Rank | SCHW | WELL |
|---|---|---|
| #1 | -84.72% Mar 24, 2000 - Nov 10, 2016 | -63.33% Sep 4, 2019 - Jul 9, 2021 |
| #2 | -51.08% May 22, 2018 - Jan 6, 2021 | -47.44% Aug 11, 2008 - Sep 2, 2010 |
| #3 | -49.70% Jan 14, 2022 - Jun 30, 2025 | -40.78% Mar 29, 2022 - Feb 14, 2024 |
| #4 | -28.26% Nov 16, 1999 - Mar 1, 2000 | -32.93% Jun 26, 2017 - Nov 30, 2018 |
| #5 | -17.50% Feb 9, 2026 - May 11, 2026 | -32.32% Jan 16, 2015 - Jul 22, 2016 |
| #6 | -15.78% Jan 12, 2021 - Feb 17, 2021 | -31.78% May 21, 2013 - Nov 28, 2014 |
| #7 | -13.78% Mar 16, 2017 - Jul 3, 2017 | -27.43% Apr 1, 2004 - Jun 14, 2005 |
| #8 | -13.24% Mar 12, 2018 - May 9, 2018 | -24.36% Feb 7, 2007 - Mar 20, 2008 |
| #9 | -12.64% Jan 17, 2018 - Mar 9, 2018 | -23.25% Jul 22, 2011 - Dec 22, 2011 |
| #10 | -12.59% Jul 5, 2017 - Sep 27, 2017 | -21.65% Aug 10, 2016 - Jun 19, 2017 |
| #11 | -12.27% Jun 3, 2021 - Aug 27, 2021 | -18.17% Apr 12, 2002 - Apr 23, 2003 |
| #12 | -12.02% Nov 4, 1999 - Nov 12, 1999 | -13.57% May 12, 2008 - Jul 31, 2008 |
| #13 | -9.76% Aug 27, 2021 - Sep 27, 2021 | -13.30% Nov 4, 2010 - Feb 25, 2011 |
| #14 | -8.49% Mar 10, 2000 - Mar 17, 2000 | -13.04% Aug 2, 2005 - Mar 20, 2006 |
| #15 | -8.20% Oct 22, 2021 - Dec 16, 2021 | -12.99% Mar 3, 2025 - Jul 14, 2025 |
Correlation
Correlation between SCHW and WELL is 0.90 which considered as a very strong positive correlation - the stocks move almost identically together.
Dividend Comparison (1999 - 2026)
SCHW vs WELL dividend yield comparison.
| Year | SCHW | WELL |
|---|---|---|
| 2026 | 0.71% | 0.68% |
| 2025 | 1.08% | 1.52% |
| 2024 | 1.35% | 2.03% |
| 2023 | 1.45% | 2.71% |
| 2022 | 1.01% | 3.72% |
| 2021 | 0.86% | 2.84% |
| 2020 | 1.36% | 4.18% |
| 2019 | 1.43% | 4.26% |
| 2018 | 1.11% | 5.01% |
| 2017 | 0.62% | 5.46% |
| 2016 | 0.68% | 5.14% |
| 2015 | 0.73% | 4.85% |
| 2014 | 0.79% | 4.20% |
| 2013 | 0.92% | 5.71% |
| 2012 | 1.67% | 4.83% |
| 2011 | 2.13% | 5.20% |
| 2010 | 1.40% | 5.75% |
| 2009 | 1.28% | 6.14% |
| 2008 | 1.36% | 6.40% |
| 2007 | 4.70% | 5.10% |
| 2006 | 0.70% | 5.26% |
| 2005 | 0.61% | 7.26% |
| 2004 | 0.62% | 6.25% |
| 2003 | 0.42% | 6.50% |
| 2002 | 0.41% | 8.65% |
| 2001 | 0.28% | 9.61% |
| 2000 | 0.14% | 0.00% |
| 1999 | 0.04% | 0.00% |
Select Stocks to Compare
More Comparisons
Compare with similar stocks