FRT vs. VTR

Last updated Jun 3, 2026

FRT (Federal Realty Investment Trust) and VTR (Ventas, Inc.) are both stocks. Both are in the Real Estate sector — FRT in REIT - Retail, VTR in REIT - Healthcare Facilities. Over the past 10 years, FRT returned 1.16%/yr vs 6.08%/yr for VTR. A 0.58 correlation means they provide meaningful diversification when combined.

Performance

FRT vs. VTR - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Federal Realty Investment Trust (FRT) and Ventas, Inc. (VTR). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

In the year-to-date period, FRT achieves a 21.00% return, which is significantly higher than VTR's 4.22% return. Over the past 10 years, FRT has underperformed VTR with an annualized return of 1.16%, while VTR has yielded a comparatively higher 6.08% annualized return.

FRT

• 1D: 0.47%
• 1M: 3.47%
• YTD: 21.00%
• 6M: 24.97%
• 1Y: 30.75%
• 3Y*: 14.25%
• 5Y*: 4.41%
• 10Y*: 1.16%

VTR

• 1D: -1.93%
• 1M: -8.96%
• YTD: 4.22%
• 6M: 1.32%
• 1Y: 28.46%
• 3Y*: 24.93%
• 5Y*: 10.78%
• 10Y*: 6.08%

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

FRT vs. VTR - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019	2018	2017
FRT Federal Realty Investment Trust	21.00%	-5.91%	12.07%	6.55%	-22.66%	65.97%	-30.66%	12.51%	-8.10%	-3.59%
VTR Ventas, Inc.	4.22%	35.09%	22.24%	15.06%	-8.53%	7.73%	-9.80%	3.42%	3.45%	0.71%

Correlation

The correlation between FRT and VTR is 0.29, which is low. Their price movements are largely independent, making them effective diversification partners.

	Correlation
Correlation (1Y) Calculated over the trailing 1-year period	0.29
Correlation (3Y) Calculated over the trailing 3-year period	0.50
Correlation (5Y) Calculated over the trailing 5-year period	0.58
Correlation (10Y) Calculated over the trailing 10-year period	0.60
Correlation (All Time) Calculated using the full available price history since May 5, 1998	0.58

Over the past year, the correlation between FRT and VTR has dropped to 0.29 - well below their long-term average of 0.58, suggesting their price drivers have been diverging.

Fundamentals

Market Cap FRT : $10.34B VTR : $39.00B
EPS FRT : $5.87 VTR : $0.55
PE Ratio FRT : 20.34 VTR : 145.38
PEG Ratio FRT : 1.23 VTR : 4.16
PS Ratio FRT : 7.85 VTR : 6.17
PB Ratio FRT : 3.28 VTR : 2.97
Total Revenue (TTM) FRT : $1.31B VTR : $6.13B
Gross Profit (TTM) FRT : $703.03M VTR : -$261.17M
EBITDA (TTM) FRT : $1.09B VTR : $2.45B

Return for Risk

FRT vs. VTR — Risk / Return Rank

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

FRT

FRT Risk / Return Rank: 85
FRT Sharpe Ratio Rank: 85
FRT Sortino Ratio Rank: 84
FRT Omega Ratio Rank: 80
FRT Calmar Ratio Rank: 89
FRT Martin Ratio Rank: 88

VTR

VTR Risk / Return Rank: 81
VTR Sharpe Ratio Rank: 82
VTR Sortino Ratio Rank: 79
VTR Omega Ratio Rank: 78
VTR Calmar Ratio Rank: 78
VTR Martin Ratio Rank: 87

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.

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 ratio Return per unit of total volatility	1.81	1.55	+0.25
Sortino ratio Return per unit of downside risk	2.64	2.28	+0.36
Omega ratio Gain probability vs. loss probability	1.31	1.30	+0.02
Calmar ratio Return relative to maximum drawdown	4.41	2.48	+1.93
Martin ratio Return relative to average drawdown	10.78	9.88	+0.90
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

FRT vs. VTR - Sharpe Ratio Comparison

The current FRT Sharpe Ratio is 1.81, which is comparable to the VTR Sharpe Ratio of 1.55. The chart below compares the historical Sharpe Ratios of FRT and VTR, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

Sharpe Ratios by Period

	FRT	VTR	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	1.81	1.55	+0.25
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	0.19	0.44	-0.25
Sharpe Ratio (10Y) Calculated over the trailing 10-year period	0.04	0.18	-0.14
Sharpe Ratio (All Time) Calculated using the full available price history	0.41	0.30	+0.10

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.

Drawdown Indicators

	FRT	VTR	Difference
Max Drawdown Largest peak-to-trough decline	-57.42%	-83.38%	+25.96%
Max Drawdown (1Y) Largest decline over 1 year	-6.96%	-11.31%	+4.35%
Max Drawdown (3Y) Largest decline over 3 years	-27.38%	-19.35%	-8.03%
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 Drawdown Current decline from peak	-1.44%	-11.31%	+9.87%
Average Drawdown Average peak-to-trough decline	-11.78%	-18.20%	+6.42%
Ulcer Index Depth and duration of drawdowns from previous peaks	2.85%	2.84%	+0.01%

Volatility

FRT vs. VTR - Volatility Comparison

The current volatility for Federal Realty Investment Trust (FRT) is 4.22%, while Ventas, Inc. (VTR) has a volatility of 6.20%. This indicates that FRT 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.

Volatility by Period

	FRT	VTR	Difference
Volatility (1M) Calculated over the trailing 1-month period	4.22%	6.20%	-1.98%
Volatility (6M) Calculated over the trailing 6-month period	11.78%	13.80%	-2.02%
Volatility (1Y) Calculated over the trailing 1-year period	17.10%	18.42%	-1.32%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	23.35%	24.89%	-1.54%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	29.44%	34.74%	-5.30%

Dividends

FRT vs. VTR - Dividend Comparison

FRT's dividend yield for the trailing twelve months is around 3.76%, more than VTR's 2.45% yield.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
FRT Federal Realty Investment Trust	3.76%	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.	2.45%	2.48%	3.06%	3.61%	4.00%	3.52%	4.37%	5.49%	5.40%	5.19%	4.74%	20.47%

Financials

FRT vs. VTR - Profitability Comparison

The chart below illustrates the profitability comparison between Federal Realty Investment Trust and Ventas, Inc. over time, highlighting three key metrics: Gross Profit Margin, Operating Margin, and Net Profit Margin.

FRT - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Federal Realty Investment Trust reported a gross profit of 241.87M and revenue of 341.08M. 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%.

FRT - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Federal Realty Investment Trust reported an operating income of 116.27M and revenue of 341.08M, resulting in an operating margin of 34.1%.

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%.

FRT - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Federal Realty Investment Trust reported a net income of 159.10M and revenue of 341.08M, resulting in a net margin of 46.7%.

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

Can I hold both FRT and VTR in my portfolio?

FRT and VTR have a correlation of 0.29, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which is riskier, FRT or VTR?

VTR has higher volatility (6.20%) compared to FRT (4.22%). In terms of maximum drawdown, FRT dropped -57.42% vs VTR's -83.38%.

Which has better risk-adjusted returns?

FRT currently has the higher Sharpe Ratio (1.81 vs 1.55), 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.