ESS vs. VTR
ESS (Essex Property Trust, Inc.) and VTR (Ventas, Inc.) are both stocks. Both are in the Real Estate sector — ESS in REIT - Residential, VTR in REIT - Healthcare Facilities. Over the past 10 years, ESS returned 6.41%/yr vs 6.45%/yr for VTR. A 0.54 correlation means they provide meaningful diversification when combined.
Performance
ESS vs. VTR - Performance Comparison
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Returns By Period
In the year-to-date period, ESS achieves a 10.69% return, which is significantly higher than VTR's 10.03% return. Both investments have delivered pretty close results over the past 10 years, with ESS having a 6.41% annualized return and VTR not far ahead at 6.45%.
ESS
- 1D
- 1.13%
- 1M
- 6.25%
- YTD
- 10.69%
- 6M
- 12.44%
- 1Y
- 3.75%
- 3Y*
- 10.74%
- 5Y*
- 1.56%
- 10Y*
- 6.41%
VTR
- 1D
- 0.85%
- 1M
- -3.26%
- YTD
- 10.03%
- 6M
- 10.02%
- 1Y
- 36.12%
- 3Y*
- 26.63%
- 5Y*
- 11.52%
- 10Y*
- 6.45%
ESS vs. VTR - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
ESS Essex Property Trust, Inc. | 10.69% | -4.98% | 18.36% | 21.97% | -37.76% | 52.40% | -18.09% | 25.92% | 4.83% | 6.82% |
VTR Ventas, Inc. | 10.03% | 35.09% | 22.24% | 15.06% | -8.53% | 7.73% | -9.80% | 3.42% | 3.45% | 0.71% |
Correlation
The correlation between ESS and VTR is 0.28, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.28 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.47 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.53 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.56 |
Correlation (All Time) Calculated using the full available price history since May 4, 1998 | 0.54 |
Over the past year, the correlation between ESS and VTR has dropped to 0.28 - well below their long-term average of 0.54, suggesting their price drivers have been diverging.
Fundamentals
ESS:
$9.59
VTR:
$0.55
ESS:
29.59
VTR:
153.49
ESS:
2.07
VTR:
4.39
ESS:
7.19
VTR:
6.52
ESS:
$1.91B
VTR:
$6.13B
ESS:
$1.32B
VTR:
-$261.17M
ESS:
$1.44B
VTR:
$2.45B
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Return for Risk
ESS vs. VTR — Risk / Return Rank
ESS
VTR
ESS vs. VTR - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Essex Property Trust, Inc. (ESS) 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.
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.
| ESS | VTR | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.80 | ||
| Sortino ratioReturn per unit of downside risk | -2.48 | ||
| Omega ratioGain probability vs. loss probability | 1.03 | 1.36 | -0.32 |
| Calmar ratioReturn relative to maximum drawdown | 0.11 | 2.92 | -2.81 |
| Martin ratioReturn relative to average drawdown | 0.19 | 11.03 | -10.84 |
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Drawdowns
ESS vs. VTR - Drawdown Comparison
The maximum ESS drawdown since its inception was -62.67%, smaller than the maximum VTR drawdown of -83.84%. Use the drawdown chart below to compare losses from any high point for ESS and VTR.
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Drawdown Indicators
| ESS | VTR | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -62.67% | -83.84% | +21.17% |
Max Drawdown (1Y)Largest decline over 1 year | -16.49% | -12.52% | -3.97% |
Max Drawdown (3Y)Largest decline over 3 years | -20.77% | -19.35% | -1.42% |
Max Drawdown (5Y)Largest decline over 5 years | -43.87% | -41.80% | -2.07% |
Max Drawdown (10Y)Largest decline over 10 years | -44.84% | -76.92% | +32.08% |
Current DrawdownCurrent decline from peak | -7.93% | -6.36% | -1.57% |
Average DrawdownAverage peak-to-trough decline | -10.86% | -18.38% | +7.52% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 9.80% | 3.31% | +6.49% |
Volatility
ESS vs. VTR - Volatility Comparison
The current volatility for Essex Property Trust, Inc. (ESS) is 4.92%, while Ventas, Inc. (VTR) has a volatility of 8.80%. This indicates that ESS 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
| ESS | VTR | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.92% | 8.80% | -3.88% |
Volatility (6M)Calculated over the trailing 6-month period | 14.24% | 14.88% | -0.64% |
Volatility (1Y)Calculated over the trailing 1-year period | 20.80% | 19.35% | +1.45% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 23.71% | 25.02% | -1.31% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 25.81% | 34.78% | -8.97% |
Dividends
ESS vs. VTR - Dividend Comparison
ESS's dividend yield for the trailing twelve months is around 3.63%, more than VTR's 2.32% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ESS Essex Property Trust, Inc. | 3.63% | 3.88% | 2.57% | 3.73% | 4.15% | 2.37% | 3.50% | 2.59% | 3.03% | 2.90% | 2.75% | 2.41% |
VTR Ventas, Inc. | 2.32% | 2.48% | 3.06% | 3.61% | 4.00% | 3.52% | 4.37% | 5.49% | 5.40% | 5.19% | 4.74% | 20.47% |
Financials
ESS vs. VTR - Financials Comparison
This section allows you to compare key financial metrics between Essex Property Trust, Inc. 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
ESS vs. VTR - Profitability Comparison
ESS - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Essex Property Trust, Inc. reported a gross profit of 343.50M and revenue of 484.76M. Therefore, the gross margin over that period was 70.9%.
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%.
ESS - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Essex Property Trust, Inc. reported an operating income of 155.19M and revenue of 484.76M, resulting in an operating margin of 32.0%.
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%.
ESS - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Essex Property Trust, Inc. reported a net income of -6.02M and revenue of 484.76M, resulting in a net margin of -1.2%.
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
ESS and VTR have a correlation of 0.28, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
VTR has higher volatility (8.80%) compared to ESS (4.92%). In terms of maximum drawdown, ESS dropped -62.67% vs VTR's -83.84%.
VTR currently has the higher Sharpe Ratio (1.89 vs 0.09), 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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