FRT vs. VTR
Compare and contrast key facts about Federal Realty Investment Trust (FRT) and Ventas, Inc. (VTR).
Performance
FRT vs. VTR - Performance Comparison
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FRT vs. VTR - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
FRT Federal Realty Investment Trust | 7.56% | -5.91% | 12.07% | 6.55% | -22.66% | 65.97% | -30.66% | 12.51% | -8.10% | -3.59% |
VTR Ventas, Inc. | 6.66% | 35.09% | 22.24% | 15.06% | -8.53% | 7.73% | -9.80% | 3.42% | 3.45% | 0.71% |
Fundamentals
FRT:
$9.12B
VTR:
$39.43B
FRT:
$4.77
VTR:
$0.54
FRT:
22.24
VTR:
152.60
FRT:
1.35
VTR:
4.36
FRT:
7.14
VTR:
6.58
FRT:
2.81
VTR:
3.15
FRT:
$1.28B
VTR:
$5.83B
FRT:
$860.70M
VTR:
-$344.22M
FRT:
$970.04M
VTR:
$2.24B
Returns By Period
In the year-to-date period, FRT achieves a 7.56% return, which is significantly higher than VTR's 6.66% return. Over the past 10 years, FRT has underperformed VTR with an annualized return of -0.11%, while VTR has yielded a comparatively higher 7.10% annualized return.
FRT
- 1D
- 0.93%
- 1M
- -2.85%
- YTD
- 7.56%
- 6M
- 8.81%
- 1Y
- 14.37%
- 3Y*
- 6.93%
- 5Y*
- 4.70%
- 10Y*
- -0.11%
VTR
- 1D
- 0.28%
- 1M
- -4.76%
- YTD
- 6.66%
- 6M
- 18.09%
- 1Y
- 21.65%
- 3Y*
- 27.75%
- 5Y*
- 12.29%
- 10Y*
- 7.10%
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Return for Risk
FRT vs. VTR — Risk / Return Rank
FRT
VTR
FRT vs. VTR - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Federal Realty Investment Trust (FRT) 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.
| FRT | VTR | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.66 | 1.11 | -0.45 |
Sortino ratioReturn per unit of downside risk | 1.09 | 1.58 | -0.49 |
Omega ratioGain probability vs. loss probability | 1.14 | 1.23 | -0.09 |
Calmar ratioReturn relative to maximum drawdown | 0.94 | 2.07 | -1.13 |
Martin ratioReturn relative to average drawdown | 3.71 | 4.72 | -1.01 |
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
| FRT | VTR | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.66 | 1.11 | -0.45 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.20 | 0.50 | -0.30 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | -0.00 | 0.21 | -0.21 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.40 | 0.31 | +0.09 |
Correlation
The correlation between FRT and VTR is 0.58, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Dividends
FRT vs. VTR - Dividend Comparison
FRT's dividend yield for the trailing twelve months is around 4.23%, more than VTR's 2.39% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FRT Federal Realty Investment Trust | 4.23% | 4.39% | 2.93% | 4.21% | 4.26% | 3.12% | 4.96% | 3.22% | 3.42% | 2.98% | 2.70% | 2.48% |
VTR Ventas, Inc. | 2.39% | 2.48% | 3.06% | 3.61% | 4.00% | 3.52% | 4.37% | 5.49% | 5.40% | 5.19% | 4.74% | 20.47% |
Drawdowns
FRT vs. VTR - Drawdown Comparison
The maximum FRT drawdown since its inception was -57.42%, smaller than the maximum VTR drawdown of -83.38%. Use the drawdown chart below to compare losses from any high point for FRT and VTR.
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Drawdown Indicators
| FRT | VTR | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -57.42% | -83.38% | +25.96% |
Max Drawdown (1Y)Largest decline over 1 year | -15.66% | -10.89% | -4.77% |
Max Drawdown (5Y)Largest decline over 5 years | -34.99% | -41.80% | +6.81% |
Max Drawdown (10Y)Largest decline over 10 years | -56.47% | -76.92% | +20.45% |
Current DrawdownCurrent decline from peak | -9.34% | -6.21% | -3.13% |
Average DrawdownAverage peak-to-trough decline | -11.81% | -18.29% | +6.48% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.96% | 4.78% | -0.82% |
Volatility
FRT vs. VTR - Volatility Comparison
Federal Realty Investment Trust (FRT) and Ventas, Inc. (VTR) have volatilities of 5.47% and 5.55%, 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.
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Volatility by Period
| FRT | VTR | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.47% | 5.55% | -0.08% |
Volatility (6M)Calculated over the trailing 6-month period | 11.85% | 13.16% | -1.31% |
Volatility (1Y)Calculated over the trailing 1-year period | 21.90% | 19.62% | +2.28% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 23.43% | 24.86% | -1.43% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 29.41% | 34.69% | -5.28% |
Financials
FRT vs. VTR - Financials Comparison
This section allows you to compare key financial metrics between Federal Realty Investment Trust 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