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