EPR vs. VTR
EPR (EPR Properties) and VTR (Ventas, Inc.) are both stocks. Both are in the Real Estate sector — EPR in REIT - Retail, VTR in REIT - Healthcare Facilities. Over the past 10 years, EPR returned 3.47%/yr vs 5.81%/yr for VTR. A 0.52 correlation means they provide meaningful diversification when combined.
Performance
EPR vs. VTR - Performance Comparison
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Returns By Period
In the year-to-date period, EPR achieves a 18.74% return, which is significantly higher than VTR's 3.55% return. Over the past 10 years, EPR has underperformed VTR with an annualized return of 3.47%, while VTR has yielded a comparatively higher 5.81% annualized return.
EPR
- 1D
- 0.49%
- 1M
- -0.57%
- YTD
- 18.74%
- 6M
- 17.27%
- 1Y
- 8.77%
- 3Y*
- 16.38%
- 5Y*
- 8.88%
- 10Y*
- 3.47%
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%
EPR vs. VTR - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
EPR EPR Properties | 18.74% | 20.52% | -1.25% | 38.83% | -14.61% | 50.60% | -52.09% | 17.13% | 3.59% | -3.41% |
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 EPR and VTR is 0.36, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.36 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.46 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.51 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.55 |
Correlation (All Time) Calculated using the full available price history since May 5, 1998 | 0.52 |
The correlation between EPR and VTR shifts across timeframes, from 0.36 (1 year) to 0.55 (10 years), reflecting how their relationship changes across market environments.
Fundamentals
EPR:
$4.41B
VTR:
$38.75B
EPR:
$3.55
VTR:
$0.55
EPR:
16.24
VTR:
144.46
EPR:
0.35
VTR:
4.13
EPR:
6.30
VTR:
6.13
EPR:
1.91
VTR:
2.95
EPR:
$700.22M
VTR:
$6.13B
EPR:
$568.77M
VTR:
-$261.17M
EPR:
$582.57M
VTR:
$2.45B
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Return for Risk
EPR vs. VTR — Risk / Return Rank
EPR
VTR
EPR vs. VTR - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for EPR Properties (EPR) 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.
| EPR | VTR | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.11 | ||
| Sortino ratioReturn per unit of downside risk | -1.53 | ||
| Omega ratioGain probability vs. loss probability | 1.09 | 1.29 | -0.20 |
| Calmar ratioReturn relative to maximum drawdown | 0.45 | 2.29 | -1.84 |
| Martin ratioReturn relative to average drawdown | 0.90 | 9.00 | -8.10 |
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
| EPR | VTR | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.40 | 1.51 | -1.11 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.34 | 0.42 | -0.07 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.08 | 0.17 | -0.09 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.30 | 0.30 | 0.00 |
Drawdowns
EPR vs. VTR - Drawdown Comparison
The maximum EPR drawdown since its inception was -82.02%, roughly equal to the maximum VTR drawdown of -83.38%. Use the drawdown chart below to compare losses from any high point for EPR and VTR.
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Drawdown Indicators
| EPR | VTR | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -82.02% | -83.38% | +1.36% |
Max Drawdown (1Y)Largest decline over 1 year | -19.51% | -12.52% | -6.99% |
Max Drawdown (3Y)Largest decline over 3 years | -19.51% | -19.35% | -0.16% |
Max Drawdown (5Y)Largest decline over 5 years | -35.63% | -41.80% | +6.17% |
Max Drawdown (10Y)Largest decline over 10 years | -82.02% | -76.92% | -5.10% |
Current DrawdownCurrent decline from peak | -3.10% | -11.88% | +8.78% |
Average DrawdownAverage peak-to-trough decline | -16.59% | -18.20% | +1.61% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 9.81% | 3.18% | +6.63% |
Volatility
EPR vs. VTR - Volatility Comparison
The current volatility for EPR Properties (EPR) is 4.60%, while Ventas, Inc. (VTR) has a volatility of 7.93%. This indicates that EPR 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
| EPR | VTR | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.60% | 7.93% | -3.33% |
Volatility (6M)Calculated over the trailing 6-month period | 16.41% | 14.62% | +1.79% |
Volatility (1Y)Calculated over the trailing 1-year period | 22.33% | 19.04% | +3.29% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 26.15% | 24.96% | +1.19% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 42.45% | 34.77% | +7.68% |
Dividends
EPR vs. VTR - Dividend Comparison
EPR's dividend yield for the trailing twelve months is around 6.22%, more than VTR's 2.46% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
EPR EPR Properties | 6.22% | 7.05% | 7.68% | 6.81% | 8.62% | 3.16% | 4.66% | 6.37% | 5.62% | 6.23% | 5.35% | 6.21% |
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
EPR vs. VTR - Financials Comparison
This section allows you to compare key financial metrics between EPR Properties 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
EPR vs. VTR - Profitability Comparison
EPR - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, EPR Properties reported a gross profit of 180.96M and revenue of 181.25M. Therefore, the gross margin over that period was 99.8%.
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%.
EPR - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, EPR Properties reported an operating income of 100.62M and revenue of 181.25M, resulting in an operating margin of 55.5%.
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%.
EPR - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, EPR Properties reported a net income of 62.61M and revenue of 181.25M, resulting in a net margin of 34.5%.
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
EPR and VTR have a correlation of 0.36, 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 EPR (4.60%). In terms of maximum drawdown, EPR dropped -82.02% vs VTR's -83.38%.
VTR currently has the higher Sharpe Ratio (1.51 vs 0.40), 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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