EPR vs. VTMX

Last updated Jun 13, 2026

EPR (EPR Properties) and VTMX (Corporación Inmobiliaria Vesta S.A.B de C.V.) are both stocks. Both are in the Real Estate sector — EPR in REIT - Retail, VTMX in Real Estate - Development. Over the past year, EPR returned 11.23% vs 26.11% for VTMX. At a 0.16 correlation, their price movements are largely independent.

Performance

EPR vs. VTMX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in EPR Properties (EPR) and Corporación Inmobiliaria Vesta S.A.B de C.V. (VTMX). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

In the year-to-date period, EPR achieves a 23.29% return, which is significantly higher than VTMX's 14.02% return.

EPR

• 1D: 1.17%
• 1M: 3.44%
• YTD: 23.29%
• 6M: 23.59%
• 1Y: 11.23%
• 3Y*: 17.65%
• 5Y*: 9.64%
• 10Y*: 3.90%

VTMX

• 1D: 1.30%
• 1M: -0.46%
• YTD: 14.02%
• 6M: 12.95%
• 1Y: 26.11%
• 3Y*: —
• 5Y*: —
• 10Y*: —

*Multi-year figures are annualized to reflect compound growth (CAGR)

EPR vs. VTMX - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023
EPR EPR Properties	23.29%	20.52%	-1.25%	7.10%
VTMX Corporación Inmobiliaria Vesta S.A.B de C.V.	14.02%	23.05%	-33.97%	25.12%

Correlation

The correlation between EPR and VTMX is 0.09, 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	0.09
Correlation (All Time) Calculated using the full available price history since Jun 30, 2023	0.16

Fundamentals

Market Cap EPR : $4.58B VTMX : $2.95B
EPS EPR : $3.55 VTMX : $3.84
PE Ratio EPR : 16.86 VTMX : 8.95
PEG Ratio EPR : 0.36 VTMX : 1.53
PS Ratio EPR : 6.54 VTMX : 9.87
PB Ratio EPR : 1.98 VTMX : 1.03
Total Revenue (TTM) EPR : $700.22M VTMX : $297.41M
Gross Profit (TTM) EPR : $568.77M VTMX : $271.33M
EBITDA (TTM) EPR : $582.57M VTMX : $233.83M

Return for Risk

EPR vs. VTMX — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

EPR

EPR Risk / Return Rank: 55
EPR Sharpe Ratio Rank: 60
EPR Sortino Ratio Rank: 52
EPR Omega Ratio Rank: 52
EPR Calmar Ratio Rank: 56
EPR Martin Ratio Rank: 56

VTMX

VTMX Risk / Return Rank: 73
VTMX Sharpe Ratio Rank: 75
VTMX Sortino Ratio Rank: 71
VTMX Omega Ratio Rank: 68
VTMX Calmar Ratio Rank: 75
VTMX Martin Ratio Rank: 77

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

EPR vs. VTMX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for EPR Properties (EPR) and Corporación Inmobiliaria Vesta S.A.B de C.V. (VTMX). 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	VTMX	Difference
Sharpe ratio: Return per unit of total volatility	0.50	1.09	-0.59
Sortino ratio: Return per unit of downside risk	0.83	1.67	-0.83
Omega ratio: Gain probability vs. loss probability	1.10	1.20	-0.09
Calmar ratio: Return relative to maximum drawdown	0.58	1.83	-1.25
Martin ratio: Return relative to average drawdown	1.15	5.11	-3.96

EPR vs. VTMX - Sharpe Ratio Comparison

The current EPR Sharpe Ratio is 0.50, which is lower than the VTMX Sharpe Ratio of 1.09. The chart below compares the historical Sharpe Ratios of EPR and VTMX, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

Drawdowns

EPR vs. VTMX - Drawdown Comparison

The maximum EPR drawdown since its inception was -82.02%, which is greater than VTMX's maximum drawdown of -45.62%. Use the drawdown chart below to compare losses from any high point for EPR and VTMX.

Drawdown Indicators

	EPR	VTMX	Difference
Max Drawdown Largest peak-to-trough decline	-82.02%	-45.62%	-36.40%
Max Drawdown (1Y) Largest decline over 1 year	-19.51%	-14.31%	-5.20%
Max Drawdown (3Y) Largest decline over 3 years	-19.51%	—	—
Max Drawdown (5Y) Largest decline over 5 years	-35.63%	—	—
Max Drawdown (10Y) Largest decline over 10 years	-82.02%	—	—
Current Drawdown Current decline from peak	0.00%	-11.16%	+11.16%
Average Drawdown Average peak-to-trough decline	-16.58%	-21.21%	+4.63%
Ulcer Index Depth and duration of drawdowns from previous peaks	9.81%	5.19%	+4.62%

Volatility

EPR vs. VTMX - Volatility Comparison

EPR Properties (EPR) and Corporación Inmobiliaria Vesta S.A.B de C.V. (VTMX) have volatilities of 5.14% and 5.35%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	EPR	VTMX	Difference
Volatility (1M) Calculated over the trailing 1-month period	5.14%	5.35%	-0.21%
Volatility (6M) Calculated over the trailing 6-month period	16.49%	18.44%	-1.95%
Volatility (1Y) Calculated over the trailing 1-year period	22.44%	24.06%	-1.62%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	26.16%	30.48%	-4.32%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	42.44%	30.48%	+11.96%

Dividends

EPR vs. VTMX - Dividend Comparison

EPR's dividend yield for the trailing twelve months is around 5.99%, more than VTMX's 2.40% yield.

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%
VTMX Corporación Inmobiliaria Vesta S.A.B de C.V.	2.40%	2.62%	2.79%	0.91%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%

Financials

Frequently Asked Questions

Can I hold both EPR and VTMX in my portfolio?

EPR and VTMX have a correlation of 0.09, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which is riskier, EPR or VTMX?

VTMX has higher volatility (5.35%) compared to EPR (5.14%). In terms of maximum drawdown, EPR dropped -82.02% vs VTMX's -45.62%.

Which has better risk-adjusted returns?

VTMX currently has the higher Sharpe Ratio (1.09 vs 0.50), 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.