EPR vs. SHOP
EPR (EPR Properties) and SHOP (Shopify Inc.) are both stocks. EPR operates in REIT - Retail (Real Estate), while SHOP operates in Software - Application (Technology). Over the past 10 years, EPR returned 3.90%/yr vs 43.59%/yr for SHOP. At a 0.16 correlation, their price movements are largely independent.
Performance
EPR vs. SHOP - Performance Comparison
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Returns By Period
In the year-to-date period, EPR achieves a 23.29% return, which is significantly higher than SHOP's -32.76% return. Over the past 10 years, EPR has underperformed SHOP with an annualized return of 3.90%, while SHOP has yielded a comparatively higher 43.59% annualized return.
EPR
- 1D
- 1.17%
- 1M
- 3.94%
- YTD
- 23.29%
- 6M
- 23.59%
- 1Y
- 13.06%
- 3Y*
- 17.65%
- 5Y*
- 9.64%
- 10Y*
- 3.90%
SHOP
- 1D
- -2.02%
- 1M
- 11.11%
- YTD
- -32.76%
- 6M
- -34.08%
- 1Y
- 2.75%
- 3Y*
- 19.24%
- 5Y*
- -2.79%
- 10Y*
- 43.59%
EPR vs. SHOP - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
EPR EPR Properties | 23.29% | 20.52% | -1.25% | 38.83% | -14.61% | 50.60% | -52.09% | 17.13% | 3.59% | -3.41% |
SHOP Shopify Inc. | -32.76% | 51.39% | 36.50% | 124.43% | -74.80% | 21.68% | 184.71% | 187.17% | 37.08% | 135.60% |
Correlation
The correlation between EPR and SHOP is -0.01, 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 | -0.01 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.14 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.26 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.16 |
Correlation (All Time) Calculated using the full available price history since May 21, 2015 | 0.16 |
The correlation between EPR and SHOP shifts across timeframes, from -0.01 (1 year) to 0.26 (5 years), reflecting how their relationship changes across market environments.
Fundamentals
EPR:
$4.58B
SHOP:
$141.08B
EPR:
$3.55
SHOP:
$1.02
EPR:
16.86
SHOP:
106.25
EPR:
0.36
SHOP:
0.20
EPR:
6.54
SHOP:
15.39
EPR:
1.98
SHOP:
11.29
EPR:
$700.22M
SHOP:
$9.20B
EPR:
$568.77M
SHOP:
$5.93B
EPR:
$582.57M
SHOP:
$1.60B
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Return for Risk
EPR vs. SHOP — Risk / Return Rank
EPR
SHOP
EPR vs. SHOP - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for EPR Properties (EPR) and Shopify Inc. (SHOP). 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| EPR | SHOP | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.52 | ||
| Sortino ratioReturn per unit of downside risk | +0.44 | ||
| Omega ratioGain probability vs. loss probability | 1.10 | 1.05 | +0.06 |
| Calmar ratioReturn relative to maximum drawdown | 0.58 | -0.02 | +0.60 |
| Martin ratioReturn relative to average drawdown | 1.15 | -0.04 | +1.19 |
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Drawdowns
EPR vs. SHOP - Drawdown Comparison
The maximum EPR drawdown since its inception was -82.02%, roughly equal to the maximum SHOP drawdown of -84.82%. Use the drawdown chart below to compare losses from any high point for EPR and SHOP.
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Drawdown Indicators
| EPR | SHOP | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -82.02% | -84.82% | +2.80% |
Max Drawdown (1Y)Largest decline over 1 year | -19.51% | -46.71% | +27.20% |
Max Drawdown (3Y)Largest decline over 3 years | -19.51% | -46.71% | +27.20% |
Max Drawdown (5Y)Largest decline over 5 years | -35.63% | -84.82% | +49.19% |
Max Drawdown (10Y)Largest decline over 10 years | -82.02% | -84.82% | +2.80% |
Current DrawdownCurrent decline from peak | 0.00% | -39.53% | +39.53% |
Average DrawdownAverage peak-to-trough decline | -16.58% | -28.23% | +11.65% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 9.81% | 22.27% | -12.46% |
Volatility
EPR vs. SHOP - Volatility Comparison
The current volatility for EPR Properties (EPR) is 5.14%, while Shopify Inc. (SHOP) has a volatility of 15.38%. This indicates that EPR experiences smaller price fluctuations and is considered to be less risky than SHOP based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| EPR | SHOP | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.14% | 15.38% | -10.24% |
Volatility (6M)Calculated over the trailing 6-month period | 16.49% | 43.41% | -26.92% |
Volatility (1Y)Calculated over the trailing 1-year period | 22.44% | 57.03% | -34.59% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 26.16% | 65.55% | -39.39% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 42.44% | 59.07% | -16.63% |
Dividends
EPR vs. SHOP - Dividend Comparison
EPR's dividend yield for the trailing twelve months is around 5.99%, while SHOP has not paid dividends to shareholders.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
EPR EPR Properties | 5.99% | 7.05% | 7.68% | 6.81% | 8.62% | 3.16% | 4.66% | 6.37% | 5.62% | 6.23% | 5.35% | 6.21% |
SHOP Shopify Inc. | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Financials
EPR vs. SHOP - Financials Comparison
This section allows you to compare key financial metrics between EPR Properties and Shopify 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
Frequently Asked Questions
EPR and SHOP have a correlation of -0.01, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
SHOP has higher volatility (15.38%) compared to EPR (5.14%). In terms of maximum drawdown, EPR dropped -82.02% vs SHOP's -84.82%.
EPR currently has the higher Sharpe Ratio (0.50 vs -0.02), 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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