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WELL vs SPY

Comparison between Welltower Inc (WELL, Company) and SPDR S&P 500 ETF Trust (SPY, ETF).

5-Year PerformanceWELL has outperformed SPY, delivering a return of +25.8% compared to +13.3%

WELL vs SPY - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Market Cap / Net Assets
WELL
$167B
Winner
SPY
$781B
Expense Ratio
WELL
N/A
SPY
0.09%
Max Drawdown
WELL
64.07%
Winner
SPY
56.47%
Sharpe Ratio
Winner
WELL
1.49
SPY
1.42
5Y Beta
Winner
WELL
0.20
SPY
1.00
Industry
WELL
Reit - Healthcare Facilities
SPY
N/A
P/E Ratio
WELL
112.59
Winner
SPY
26.48
Forward P/E
WELL
78.74
Winner
SPY
20.90
PEG Ratio
WELL
5.64
Winner
SPY
0.30
Dividend Yield
WELL
1.33%
SPY
N/A
5Y Dividends CAGR
WELL
3.54%
Winner
SPY
6.00%
5Y EPS CAGR
WELL
2.38%
Winner
SPY
26.40%
Debt to Equity
Winner
WELL
40.95%
SPY
48.17%
Free Cash Flow Yield
WELL
1.77%
SPY
N/A
P/S Ratio
WELL
13.39
Winner
SPY
3.72
P/B Ratio
Winner
WELL
3.60
SPY
5.55

WELL vs SPY - Historical Returns

Returns include dividend reinvestment.

1M
WELL
-0.28%
Winner
SPY
+3.42%
3M
Winner
WELL
+11.63%
SPY
+5.97%
6M
Winner
WELL
+21.76%
SPY
+12.56%
1Y
Winner
WELL
+41.77%
SPY
+23.65%
5Y(CAGR)
Winner
WELL
+25.75%
SPY
+13.33%
10Y(CAGR)
Winner
WELL
+15.86%
SPY
+15.34%
Max(CAGR)
Winner
WELL
+17.09%
SPY
+8.61%

WELL vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearWELLSPY
2026+27.61%+13.79%
2025+51.44%+18.00%
2024+42.96%+25.59%
2023+38.80%+26.72%
2022-20.97%-18.64%
2021+43.69%+30.52%
2020-15.80%+17.28%
2019+26.91%+31.09%
2018+14.83%-5.24%
2017+1.35%+20.78%
2016+2.83%+13.59%
2015-7.29%+1.31%
2014+48.60%+14.56%
2013-8.18%+29.00%
2012+16.99%+14.17%
2011+19.29%+0.85%
2010+15.06%+13.14%
2009+19.75%+22.67%
2008-0.55%-36.25%
2007+9.55%+5.32%
2006+32.20%+13.85%
2005-2.11%+5.32%
2004+13.85%+10.75%
2003+43.71%+24.18%
2002+18.83%-22.42%
2001+67.80%-10.13%
2000N/A-8.84%
1999N/A+8.61%

WELL vs SPY Drawdown Comparison

The maximum drawdown for WELL was -63.33%, occurring on Mar 18, 2020. Recovery took 465 trading sessions.

The maximum drawdown for SPY was -55.20%, occurring on Mar 9, 2009. Recovery took 1224 trading sessions.

The current WELL drawdown is -6.01%.

RankWELLSPY
#1-63.33%
Sep 4, 2019 - Jul 9, 2021		-55.20%
Oct 9, 2007 - Aug 16, 2012
#2-47.44%
Aug 11, 2008 - Sep 2, 2010		-47.50%
Mar 24, 2000 - Oct 26, 2006
#3-40.78%
Mar 29, 2022 - Feb 14, 2024		-33.70%
Feb 19, 2020 - Aug 10, 2020
#4-32.93%
Jun 26, 2017 - Nov 30, 2018		-24.50%
Jan 3, 2022 - Dec 13, 2023
#5-32.32%
Jan 16, 2015 - Jul 22, 2016		-19.34%
Sep 20, 2018 - Apr 12, 2019
#6-31.78%
May 21, 2013 - Nov 28, 2014		-18.76%
Feb 19, 2025 - Jun 26, 2025
#7-27.43%
Apr 1, 2004 - Jun 14, 2005		-13.02%
Jul 20, 2015 - Apr 18, 2016
#8-24.36%
Feb 7, 2007 - Mar 20, 2008		-10.10%
Jan 26, 2018 - Aug 6, 2018
#9-23.25%
Jul 22, 2011 - Dec 22, 2011		-9.44%
Sep 2, 2020 - Nov 11, 2020
#10-21.65%
Aug 10, 2016 - Jun 19, 2017		-9.30%
Jan 19, 2000 - Mar 17, 2000
#11-18.17%
Apr 12, 2002 - Apr 23, 2003		-9.05%
Jul 19, 2007 - Oct 5, 2007
#12-13.57%
May 12, 2008 - Jul 31, 2008		-8.88%
Jan 27, 2026 - Apr 14, 2026
#13-13.30%
Nov 4, 2010 - Feb 25, 2011		-8.41%
Jul 16, 2024 - Sep 19, 2024
#14-13.04%
Aug 2, 2005 - Mar 20, 2006		-7.35%
Sep 14, 2012 - Jan 2, 2013
#15-12.99%
Mar 3, 2025 - Jul 14, 2025		-7.27%
Sep 18, 2014 - Oct 31, 2014

Correlation

Correlation between WELL and SPY is 0.95 which considered as a very strong positive correlation - the stocks move almost identically together.

0.95
-101

Dividend Comparison (1999 - 2026)

WELL vs SPY dividend yield comparison.

YearWELLSPY
20260.62%0.48%
20251.52%1.07%
20242.03%1.21%
20232.71%1.40%
20223.72%1.65%
20212.84%1.20%
20204.18%1.52%
20194.26%1.75%
20185.01%2.04%
20175.46%1.80%
20165.14%2.03%
20154.85%2.06%
20144.20%1.87%
20135.71%1.81%
20124.83%2.18%
20115.20%2.05%
20105.75%1.80%
20096.14%1.95%
20086.40%3.02%
20075.10%1.85%
20065.26%1.73%
20057.26%1.73%
20046.25%1.82%
20036.50%1.47%
20028.65%1.70%
20019.61%1.25%
20000.00%1.15%
19990.00%0.24%

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