ILPT vs. CTRE
ILPT (Industrial Logistics Properties Trust) and CTRE (CareTrust REIT, Inc.) are both stocks. Both are in the Real Estate sector — ILPT in REIT - Industrial, CTRE in REIT - Healthcare Facilities. Over the past 5 years, ILPT returned -17.73%/yr vs 15.98%/yr for CTRE. At a 0.37 correlation, their price movements are largely independent.
Performance
ILPT vs. CTRE - Performance Comparison
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Returns By Period
In the year-to-date period, ILPT achieves a 59.35% return, which is significantly higher than CTRE's 8.45% return.
ILPT
- 1D
- 3.70%
- 1M
- 1.11%
- YTD
- 59.35%
- 6M
- 61.68%
- 1Y
- 92.04%
- 3Y*
- 47.62%
- 5Y*
- -17.73%
- 10Y*
- —
CTRE
- 1D
- 3.49%
- 1M
- -5.69%
- YTD
- 8.45%
- 6M
- 7.78%
- 1Y
- 31.75%
- 3Y*
- 31.92%
- 5Y*
- 15.98%
- 10Y*
- 16.71%
ILPT vs. CTRE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|
ILPT Industrial Logistics Properties Trust | 59.35% | 55.52% | -21.55% | 45.82% | -86.50% | 13.31% | 10.72% | 21.51% | -13.40% |
CTRE CareTrust REIT, Inc. | 8.45% | 39.35% | 26.31% | 27.31% | -13.67% | 7.91% | 13.67% | 16.31% | 23.80% |
Correlation
The correlation between ILPT and CTRE is 0.15, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.16 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.19 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.31 |
Correlation (All Time) Calculated using the full available price history since Jan 12, 2018 | 0.37 |
Over the past year, the correlation between ILPT and CTRE has dropped to 0.15 - well below their long-term average of 0.37, suggesting their price drivers have been diverging.
Fundamentals
ILPT:
$574.43M
CTRE:
$8.69B
ILPT:
-$0.99
CTRE:
$1.61
ILPT:
1.27
CTRE:
17.26
ILPT:
1.20
CTRE:
2.10
ILPT:
$453.36M
CTRE:
$468.13M
ILPT:
$59.37M
CTRE:
$406.50M
ILPT:
$205.18M
CTRE:
$490.99M
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Return for Risk
ILPT vs. CTRE — Risk / Return Rank
ILPT
CTRE
ILPT vs. CTRE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Industrial Logistics Properties Trust (ILPT) and CareTrust REIT, Inc. (CTRE). 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.
| ILPT | CTRE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.63 | ||
| Sortino ratioReturn per unit of downside risk | +0.90 | ||
| Omega ratioGain probability vs. loss probability | 1.33 | 1.24 | +0.09 |
| Calmar ratioReturn relative to maximum drawdown | 4.40 | 2.23 | +2.16 |
| Martin ratioReturn relative to average drawdown | 9.43 | 7.50 | +1.93 |
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Drawdowns
ILPT vs. CTRE - Drawdown Comparison
The maximum ILPT drawdown since its inception was -93.79%, which is greater than CTRE's maximum drawdown of -67.43%. Use the drawdown chart below to compare losses from any high point for ILPT and CTRE.
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Drawdown Indicators
| ILPT | CTRE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -93.79% | -67.43% | -26.36% |
Max Drawdown (1Y)Largest decline over 1 year | -21.05% | -14.28% | -6.77% |
Max Drawdown (3Y)Largest decline over 3 years | -51.11% | -23.19% | -27.92% |
Max Drawdown (5Y)Largest decline over 5 years | -93.79% | -30.98% | -62.81% |
Max Drawdown (10Y)Largest decline over 10 years | — | -67.43% | — |
Current DrawdownCurrent decline from peak | -66.17% | -8.58% | -57.59% |
Average DrawdownAverage peak-to-trough decline | -44.54% | -10.58% | -33.96% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 9.80% | 4.24% | +5.56% |
Volatility
ILPT vs. CTRE - Volatility Comparison
Industrial Logistics Properties Trust (ILPT) has a higher volatility of 11.21% compared to CareTrust REIT, Inc. (CTRE) at 8.46%. This indicates that ILPT's price experiences larger fluctuations and is considered to be riskier than CTRE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| ILPT | CTRE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 11.21% | 8.46% | +2.75% |
Volatility (6M)Calculated over the trailing 6-month period | 32.41% | 19.98% | +12.43% |
Volatility (1Y)Calculated over the trailing 1-year period | 47.10% | 23.92% | +23.18% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 57.29% | 24.60% | +32.69% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 48.54% | 35.38% | +13.16% |
Dividends
ILPT vs. CTRE - Dividend Comparison
ILPT's dividend yield for the trailing twelve months is around 2.30%, less than CTRE's 3.60% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CTRE CareTrust REIT, Inc. | 3.60% | 3.71% | 4.29% | 5.00% | 5.92% | 4.64% | 4.51% | 4.36% | 4.44% | 4.42% | 4.44% | 5.84% |
ILPT Industrial Logistics Properties Trust | 2.30% | 2.17% | 1.10% | 0.85% | 20.80% | 5.27% | 5.67% | 5.89% | 4.73% | 0.00% | 0.00% | 0.00% |
Financials
ILPT vs. CTRE - Financials Comparison
This section allows you to compare key financial metrics between Industrial Logistics Properties Trust and CareTrust REIT, 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
ILPT vs. CTRE - Profitability Comparison
ILPT - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Industrial Logistics Properties Trust reported a gross profit of 100.41M and revenue of 116.42M. Therefore, the gross margin over that period was 86.2%.
CTRE - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, CareTrust REIT, Inc. reported a gross profit of 142.28M and revenue of 142.78M. Therefore, the gross margin over that period was 99.7%.
ILPT - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Industrial Logistics Properties Trust reported an operating income of 90.31M and revenue of 116.42M, resulting in an operating margin of 77.6%.
CTRE - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, CareTrust REIT, Inc. reported an operating income of 127.94M and revenue of 142.78M, resulting in an operating margin of 89.6%.
ILPT - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Industrial Logistics Properties Trust reported a net income of -20.50M and revenue of 116.42M, resulting in a net margin of -17.6%.
CTRE - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, CareTrust REIT, Inc. reported a net income of 80.21M and revenue of 142.78M, resulting in a net margin of 56.2%.
Frequently Asked Questions
ILPT and CTRE have a correlation of 0.15, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
ILPT has higher volatility (11.21%) compared to CTRE (8.46%). In terms of maximum drawdown, ILPT dropped -93.79% vs CTRE's -67.43%.
ILPT currently has the higher Sharpe Ratio (1.97 vs 1.34), 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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