WELL vs SMFG
Comparison between Welltower Inc (WELL, Company) and Sumitomo Mitsui Financial Group Inc (SMFG, Company).
WELL is from the Real Estate sector, while SMFG is from the Financial Services sector.
5-Year PerformanceSMFG has outperformed WELL, delivering a return of +33.6% compared to +26.2%
WELL vs SMFG - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
WELL vs SMFG - Historical Returns
Returns include dividend reinvestment.
WELL vs SMFG - Annual Returns (2001 - 2026)
Returns include dividend reinvestment.
| Year | WELL | SMFG |
|---|---|---|
| 2026 | +29.33% | +30.70% |
| 2025 | +51.44% | +38.85% |
| 2024 | +42.96% | +55.35% |
| 2023 | +38.80% | +24.49% |
| 2022 | -20.97% | +19.20% |
| 2021 | +43.69% | +11.31% |
| 2020 | -15.80% | -11.77% |
| 2019 | +26.91% | +16.07% |
| 2018 | +14.83% | -22.94% |
| 2017 | +1.35% | +16.68% |
| 2016 | +2.83% | +5.46% |
| 2015 | -7.29% | +7.21% |
| 2014 | +48.60% | -27.28% |
| 2013 | -8.18% | +43.57% |
| 2012 | +16.99% | +33.70% |
| 2011 | +19.29% | -18.79% |
| 2010 | +15.06% | +26.02% |
| 2009 | +19.75% | -32.78% |
| 2008 | -0.55% | -44.70% |
| 2007 | +9.55% | -28.27% |
| 2006 | +32.20% | -7.33% |
| 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 SMFG Drawdown Comparison
The maximum drawdown for WELL was -63.33%, occurring on Mar 18, 2020. Recovery took 465 trading sessions.
The maximum drawdown for SMFG was -77.26%, occurring on Mar 9, 2009. Recovery took 4587 trading sessions.
The current WELL drawdown is -4.75%. The current SMFG drawdown is -5.47%.
| Rank | WELL | SMFG |
|---|---|---|
| #1 | -63.33% Sep 4, 2019 - Jul 9, 2021 | -77.26% Apr 10, 2006 - Jul 2, 2024 |
| #2 | -47.44% Aug 11, 2008 - Sep 2, 2010 | -25.67% Mar 21, 2025 - Aug 14, 2025 |
| #3 | -40.78% Mar 29, 2022 - Feb 14, 2024 | -21.41% Jul 31, 2024 - Nov 14, 2024 |
| #4 | -32.93% Jun 26, 2017 - Nov 30, 2018 | -20.12% Feb 13, 2026 - Jun 4, 2026 |
| #5 | -32.32% Jan 16, 2015 - Jul 22, 2016 | -11.11% Jan 31, 2006 - Apr 10, 2006 |
| #6 | -31.78% May 21, 2013 - Nov 28, 2014 | -9.68% Aug 15, 2025 - Nov 14, 2025 |
| #7 | -27.43% Apr 1, 2004 - Jun 14, 2005 | -9.28% Dec 3, 2024 - Feb 18, 2025 |
| #8 | -24.36% Feb 7, 2007 - Mar 20, 2008 | -7.40% Jul 15, 2026 - Aug 20, 2026 |
| #9 | -23.25% Jul 22, 2011 - Dec 22, 2011 | -6.54% Jun 18, 2026 - Jul 6, 2026 |
| #10 | -21.65% Aug 10, 2016 - Jun 19, 2017 | -5.40% Feb 19, 2025 - Mar 14, 2025 |
| #11 | -18.17% Apr 12, 2002 - Apr 23, 2003 | -5.38% Nov 14, 2025 - Nov 26, 2025 |
| #12 | -13.57% May 12, 2008 - Jul 31, 2008 | -4.13% Dec 15, 2025 - Dec 23, 2025 |
| #13 | -13.30% Nov 4, 2010 - Feb 25, 2011 | -3.94% Jul 23, 2024 - Jul 31, 2024 |
| #14 | -13.04% Aug 2, 2005 - Mar 20, 2006 | -3.32% Jan 15, 2026 - Feb 4, 2026 |
| #15 | -12.99% Mar 3, 2025 - Jul 14, 2025 | -2.69% Nov 25, 2024 - Nov 29, 2024 |
Correlation
Correlation between WELL and SMFG is 0.78 which considered as a strong positive correlation - the stocks tend to move together.
Dividend Comparison (2001 - 2026)
WELL vs SMFG dividend yield comparison.
| Year | WELL | SMFG |
|---|---|---|
| 2026 | 0.97% | 1.17% |
| 2025 | 1.52% | 2.84% |
| 2024 | 2.03% | 2.82% |
| 2023 | 2.71% | 3.67% |
| 2022 | 3.72% | 2.11% |
| 2021 | 2.84% | 0.00% |
| 2020 | 4.18% | 5.97% |
| 2019 | 4.26% | 4.61% |
| 2018 | 5.01% | 4.80% |
| 2017 | 5.46% | 3.17% |
| 2016 | 5.14% | 3.63% |
| 2015 | 4.85% | 3.31% |
| 2014 | 4.20% | 3.13% |
| 2013 | 5.71% | 3.35% |
| 2012 | 4.83% | 3.37% |
| 2011 | 5.20% | 6.74% |
| 2010 | 5.75% | 0.56% |
| 2009 | 6.14% | 0.00% |
| 2008 | 6.40% | 0.74% |
| 2007 | 5.10% | 2.61% |
| 2006 | 5.26% | 0.28% |
| 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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