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 +26.7% compared to +13.3%

WELL vs SPY - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	WELL(COMPANY)	SPY(ETF)
Market Cap / Net Assets	$153B	$652B
Expense Ratio	N/A	0.09%
Max Drawdown	64.07%	56.47%
Sharpe Ratio	1.71	2.07
5Y Beta	0.29	1.00
Industry	Reit - Healthcare Facilities	N/A
P/E Ratio	102.73	28.24
Forward P/E	74.07	21.85
PEG Ratio	5.15	N/A
Dividend Yield	1.39%	N/A
5Y Dividends CAGR	7.85%	5.43%
5Y EPS CAGR	2.38%	25.79%
Debt to Equity	40.95%	22.35%
Free Cash Flow Yield	1.94%	N/A
P/S Ratio	12.99	3.55
P/B Ratio	3.50	5.29

Market Cap / Net Assets

WELL

$153B

Winner

SPY

$652B

Expense Ratio

WELL

N/A

SPY

0.09%

Max Drawdown

WELL

64.07%

Winner

SPY

56.47%

Sharpe Ratio

WELL

1.71

Winner

SPY

2.07

5Y Beta

Winner

WELL

0.29

SPY

1.00

Industry

WELL

Reit - Healthcare Facilities

SPY

N/A

P/E Ratio

WELL

102.73

Winner

SPY

28.24

Forward P/E

WELL

74.07

Winner

SPY

21.85

PEG Ratio

WELL

5.15

SPY

N/A

Dividend Yield

WELL

1.39%

SPY

N/A

5Y Dividends CAGR

Winner

WELL

7.85%

SPY

5.43%

5Y EPS CAGR

WELL

2.38%

Winner

SPY

25.79%

Debt to Equity

WELL

40.95%

Winner

SPY

22.35%

Free Cash Flow Yield

WELL

1.94%

SPY

N/A

P/S Ratio

WELL

12.99

Winner

SPY

3.55

P/B Ratio

Winner

WELL

3.50

SPY

5.29

WELL vs SPY - Historical Returns

Returns include dividend reinvestment.

Period	WELL	SPY
1 month	+4.85%	+9.11%
3 months	+9.20%	+6.59%
6 months	+13.65%	+10.56%
1 year	+47.19%	+32.04%
5 years(CAGR)	+26.69%	+13.35%
10 years(CAGR)	+15.16%	+15.49%
Max(CAGR)	+16.80%	+8.50%

WELL

+4.85%

Winner

SPY

+9.11%

Winner

WELL

+9.20%

SPY

+6.59%

Winner

WELL

+13.65%

SPY

+10.56%

Winner

WELL

+47.19%

SPY

+32.04%

5Y(CAGR)

Winner

WELL

+26.69%

SPY

+13.35%

10Y(CAGR)

WELL

+15.16%

Winner

SPY

+15.49%

Max(CAGR)

Winner

WELL

+16.80%

SPY

+8.50%

WELL vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	WELL	SPY
2026	+15.22%	+8.27%
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%
2000	N/A	-8.84%
1999	N/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 -1.25%.

Rank	WELL	SPY
#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.

Year	WELL	SPY
2026	0.34%	0.24%
2025	1.52%	1.07%
2024	2.03%	1.21%
2023	2.71%	1.40%
2022	3.72%	1.65%
2021	2.84%	1.20%
2020	4.18%	1.52%
2019	4.26%	1.75%
2018	5.01%	2.04%
2017	5.46%	1.80%
2016	5.14%	2.03%
2015	4.85%	2.06%
2014	4.20%	1.87%
2013	5.71%	1.81%
2012	4.83%	2.18%
2011	5.20%	2.05%
2010	5.75%	1.80%
2009	6.14%	1.95%
2008	6.40%	3.02%
2007	5.10%	1.85%
2006	5.26%	1.73%
2005	7.26%	1.73%
2004	6.25%	1.82%
2003	6.50%	1.47%
2002	8.65%	1.70%
2001	9.61%	1.25%
2000	0.00%	1.15%
1999	0.00%	0.24%