WELL vs SCHW
Comparison between Welltower Inc (WELL, Company) and Charles Schwab Corp (SCHW, Company).
WELL is from the Real Estate sector, while SCHW is from the Financial Services sector.
5-Year PerformanceWELL has outperformed SCHW, delivering a return of +25.1% compared to +4.6%
WELL vs SCHW - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
WELL vs SCHW - Historical Returns
Returns include dividend reinvestment.
WELL vs SCHW - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | WELL | SCHW |
|---|---|---|
| 2026 | +11.46% | -11.92% |
| 2025 | +51.44% | +36.96% |
| 2024 | +42.96% | +8.69% |
| 2023 | +38.80% | -14.61% |
| 2022 | -20.97% | -1.84% |
| 2021 | +43.69% | +61.06% |
| 2020 | -15.80% | +12.01% |
| 2019 | +26.91% | +16.22% |
| 2018 | +14.83% | -18.54% |
| 2017 | +1.35% | +28.78% |
| 2016 | +2.83% | +24.61% |
| 2015 | -7.29% | +9.81% |
| 2014 | +48.60% | +17.99% |
| 2013 | -8.18% | +74.54% |
| 2012 | +16.99% | +24.91% |
| 2011 | +19.29% | -34.61% |
| 2010 | +15.06% | -12.24% |
| 2009 | +19.75% | +17.99% |
| 2008 | -0.55% | -33.48% |
| 2007 | +9.55% | +37.09% |
| 2006 | +32.20% | +30.30% |
| 2005 | -2.11% | +26.74% |
| 2004 | +13.85% | +3.17% |
| 2003 | +43.71% | +3.64% |
| 2002 | +18.83% | -29.96% |
| 2001 | +67.80% | -40.49% |
| 2000 | N/A | +15.20% |
| 1999 | N/A | -1.58% |
WELL vs SCHW Drawdown Comparison
The maximum drawdown for WELL was -63.33%, occurring on Mar 18, 2020. Recovery took 465 trading sessions.
The maximum drawdown for SCHW was -84.72%, occurring on Mar 11, 2003. Recovery took 4185 trading sessions.
The current WELL drawdown is -6.00%. The current SCHW drawdown is -16.55%.
| Rank | WELL | SCHW |
|---|---|---|
| #1 | -63.33% Sep 4, 2019 - Jul 9, 2021 | -84.72% Mar 24, 2000 - Nov 10, 2016 |
| #2 | -47.44% Aug 11, 2008 - Sep 2, 2010 | -51.08% May 22, 2018 - Jan 6, 2021 |
| #3 | -40.78% Mar 29, 2022 - Feb 14, 2024 | -49.70% Jan 14, 2022 - Jun 30, 2025 |
| #4 | -32.93% Jun 26, 2017 - Nov 30, 2018 | -28.26% Nov 16, 1999 - Mar 1, 2000 |
| #5 | -32.32% Jan 16, 2015 - Jul 22, 2016 | -19.83% Feb 9, 2026 - May 28, 2026 |
| #6 | -31.78% May 21, 2013 - Nov 28, 2014 | -15.78% Jan 12, 2021 - Feb 17, 2021 |
| #7 | -27.43% Apr 1, 2004 - Jun 14, 2005 | -13.78% Mar 16, 2017 - Jul 3, 2017 |
| #8 | -24.36% Feb 7, 2007 - Mar 20, 2008 | -13.24% Mar 12, 2018 - May 9, 2018 |
| #9 | -23.25% Jul 22, 2011 - Dec 22, 2011 | -12.64% Jan 17, 2018 - Mar 9, 2018 |
| #10 | -21.65% Aug 10, 2016 - Jun 19, 2017 | -12.59% Jul 5, 2017 - Sep 27, 2017 |
| #11 | -18.17% Apr 12, 2002 - Apr 23, 2003 | -12.27% Jun 3, 2021 - Aug 27, 2021 |
| #12 | -13.57% May 12, 2008 - Jul 31, 2008 | -12.02% Nov 4, 1999 - Nov 12, 1999 |
| #13 | -13.30% Nov 4, 2010 - Feb 25, 2011 | -9.76% Aug 27, 2021 - Sep 27, 2021 |
| #14 | -13.04% Aug 2, 2005 - Mar 20, 2006 | -8.49% Mar 10, 2000 - Mar 17, 2000 |
| #15 | -12.99% Mar 3, 2025 - Jul 14, 2025 | -8.20% Oct 22, 2021 - Dec 16, 2021 |
Correlation
Correlation between WELL and SCHW is 0.90 which considered as a very strong positive correlation - the stocks move almost identically together.
Dividend Comparison (1999 - 2026)
WELL vs SCHW dividend yield comparison.
| Year | WELL | SCHW |
|---|---|---|
| 2026 | 0.72% | 0.72% |
| 2025 | 1.52% | 1.08% |
| 2024 | 2.03% | 1.35% |
| 2023 | 2.71% | 1.45% |
| 2022 | 3.72% | 1.01% |
| 2021 | 2.84% | 0.86% |
| 2020 | 4.18% | 1.36% |
| 2019 | 4.26% | 1.43% |
| 2018 | 5.01% | 1.11% |
| 2017 | 5.46% | 0.62% |
| 2016 | 5.14% | 0.68% |
| 2015 | 4.85% | 0.73% |
| 2014 | 4.20% | 0.79% |
| 2013 | 5.71% | 0.92% |
| 2012 | 4.83% | 1.67% |
| 2011 | 5.20% | 2.13% |
| 2010 | 5.75% | 1.40% |
| 2009 | 6.14% | 1.28% |
| 2008 | 6.40% | 1.36% |
| 2007 | 5.10% | 4.70% |
| 2006 | 5.26% | 0.70% |
| 2005 | 7.26% | 0.61% |
| 2004 | 6.25% | 0.62% |
| 2003 | 6.50% | 0.42% |
| 2002 | 8.65% | 0.41% |
| 2001 | 9.61% | 0.28% |
| 2000 | 0.00% | 0.14% |
| 1999 | 0.00% | 0.04% |
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