DIS vs. VTR
DIS (The Walt Disney Company) and VTR (Ventas, Inc.) are both stocks. DIS operates in Entertainment (Communication Services), while VTR operates in REIT - Healthcare Facilities (Real Estate). Over the past 10 years, DIS returned 0.98%/yr vs 5.81%/yr for VTR. At a 0.28 correlation, their price movements are largely independent.
Performance
DIS vs. VTR - Performance Comparison
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Returns By Period
In the year-to-date period, DIS achieves a -13.10% return, which is significantly lower than VTR's 3.55% return. Over the past 10 years, DIS has underperformed VTR with an annualized return of 0.98%, while VTR has yielded a comparatively higher 5.81% annualized return.
DIS
- 1D
- -0.84%
- 1M
- -8.47%
- YTD
- -13.10%
- 6M
- -7.52%
- 1Y
- -12.24%
- 3Y*
- 3.25%
- 5Y*
- -10.48%
- 10Y*
- 0.98%
VTR
- 1D
- -2.93%
- 1M
- -8.76%
- YTD
- 3.55%
- 6M
- -0.47%
- 1Y
- 28.55%
- 3Y*
- 24.27%
- 5Y*
- 10.32%
- 10Y*
- 5.81%
DIS vs. VTR - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
DIS The Walt Disney Company | -13.10% | 3.30% | 24.44% | 4.26% | -43.91% | -14.51% | 25.27% | 33.51% | 3.61% | 4.76% |
VTR Ventas, Inc. | 3.55% | 35.09% | 22.24% | 15.06% | -8.53% | 7.73% | -9.80% | 3.42% | 3.45% | 0.71% |
Correlation
The correlation between DIS and VTR is 0.04, meaning there is essentially no relationship between their price movements. Each responds to its own set of market drivers, making them strong candidates for combining in a diversified portfolio.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.04 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.16 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.29 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.26 |
Correlation (All Time) Calculated using the full available price history since May 5, 1998 | 0.28 |
Over the past year, the correlation between DIS and VTR has dropped to 0.04 - well below their long-term average of 0.28, suggesting their price drivers have been diverging.
Fundamentals
DIS:
$175.20B
VTR:
$38.75B
DIS:
$6.25
VTR:
$0.55
DIS:
15.81
VTR:
144.46
DIS:
0.21
VTR:
4.13
DIS:
1.82
VTR:
6.13
DIS:
1.61
VTR:
2.95
DIS:
$97.26B
VTR:
$6.13B
DIS:
$36.14B
VTR:
-$261.17M
DIS:
$20.74B
VTR:
$2.45B
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Return for Risk
DIS vs. VTR — Risk / Return Rank
DIS
VTR
DIS vs. VTR - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for The Walt Disney Company (DIS) and Ventas, Inc. (VTR). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
| DIS | VTR | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -2.02 | ||
| Sortino ratioReturn per unit of downside risk | -2.79 | ||
| Omega ratioGain probability vs. loss probability | 0.93 | 1.29 | -0.36 |
| Calmar ratioReturn relative to maximum drawdown | -0.49 | 2.29 | -2.78 |
| Martin ratioReturn relative to average drawdown | -1.00 | 9.00 | -10.00 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| DIS | VTR | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | -0.51 | 1.51 | -2.02 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | -0.36 | 0.42 | -0.77 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.03 | 0.17 | -0.13 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.34 | 0.30 | +0.03 |
Drawdowns
DIS vs. VTR - Drawdown Comparison
The maximum DIS drawdown since its inception was -85.66%, roughly equal to the maximum VTR drawdown of -83.38%. Use the drawdown chart below to compare losses from any high point for DIS and VTR.
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Drawdown Indicators
| DIS | VTR | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -85.66% | -83.38% | -2.28% |
Max Drawdown (1Y)Largest decline over 1 year | -24.97% | -12.52% | -12.45% |
Max Drawdown (3Y)Largest decline over 3 years | -32.86% | -19.35% | -13.51% |
Max Drawdown (5Y)Largest decline over 5 years | -57.33% | -41.80% | -15.53% |
Max Drawdown (10Y)Largest decline over 10 years | -60.72% | -76.92% | +16.20% |
Current DrawdownCurrent decline from peak | -49.88% | -11.88% | -38.00% |
Average DrawdownAverage peak-to-trough decline | -26.77% | -18.20% | -8.57% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 12.23% | 3.18% | +9.05% |
Volatility
DIS vs. VTR - Volatility Comparison
The current volatility for The Walt Disney Company (DIS) is 6.12%, while Ventas, Inc. (VTR) has a volatility of 7.93%. This indicates that DIS experiences smaller price fluctuations and is considered to be less risky than VTR based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| DIS | VTR | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.12% | 7.93% | -1.81% |
Volatility (6M)Calculated over the trailing 6-month period | 19.37% | 14.62% | +4.75% |
Volatility (1Y)Calculated over the trailing 1-year period | 24.33% | 19.04% | +5.29% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 29.33% | 24.96% | +4.37% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 28.77% | 34.77% | -6.00% |
Dividends
DIS vs. VTR - Dividend Comparison
DIS's dividend yield for the trailing twelve months is around 1.26%, less than VTR's 2.46% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
DIS The Walt Disney Company | 1.26% | 1.10% | 0.85% | 0.33% | 0.00% | 0.00% | 0.00% | 1.22% | 1.57% | 1.51% | 1.43% | 1.30% |
VTR Ventas, Inc. | 2.46% | 2.48% | 3.06% | 3.61% | 4.00% | 3.52% | 4.37% | 5.49% | 5.40% | 5.19% | 4.74% | 20.47% |
Financials
DIS vs. VTR - Financials Comparison
This section allows you to compare key financial metrics between The Walt Disney Company and Ventas, Inc.. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.
Total Revenue: Total amount of money received from sales and other business activities
DIS vs. VTR - Profitability Comparison
DIS - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, The Walt Disney Company reported a gross profit of 9.27B and revenue of 25.17B. Therefore, the gross margin over that period was 36.8%.
VTR - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Ventas, Inc. reported a gross profit of 655.41M and revenue of 1.66B. Therefore, the gross margin over that period was 39.6%.
DIS - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, The Walt Disney Company reported an operating income of 4.96B and revenue of 25.17B, resulting in an operating margin of 19.7%.
VTR - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Ventas, Inc. reported an operating income of 191.56M and revenue of 1.66B, resulting in an operating margin of 11.6%.
DIS - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, The Walt Disney Company reported a net income of 2.25B and revenue of 25.17B, resulting in a net margin of 8.9%.
VTR - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Ventas, Inc. reported a net income of 55.91M and revenue of 1.66B, resulting in a net margin of 3.4%.
Frequently Asked Questions
DIS and VTR have a correlation of 0.04, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
VTR has higher volatility (7.93%) compared to DIS (6.12%). In terms of maximum drawdown, DIS dropped -85.66% vs VTR's -83.38%.
VTR currently has the higher Sharpe Ratio (1.51 vs -0.51), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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