IVT vs. EPR
IVT (Inventrust Properties Corp) and EPR (EPR Properties) are both stocks. Both operate in the REIT - Retail industry within the Real Estate sector. Over the past 10 years, IVT returned 38.56%/yr vs 3.90%/yr for EPR. At a 0.26 correlation, their price movements are largely independent.
Performance
IVT vs. EPR - Performance Comparison
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Returns By Period
In the year-to-date period, IVT achieves a 25.09% return, which is significantly higher than EPR's 23.29% return. Over the past 10 years, IVT has outperformed EPR with an annualized return of 38.56%, while EPR has yielded a comparatively lower 3.90% annualized return.
IVT
- 1D
- -0.03%
- 1M
- 13.34%
- YTD
- 25.09%
- 6M
- 22.53%
- 1Y
- 28.52%
- 3Y*
- 18.37%
- 5Y*
- 97.41%
- 10Y*
- 38.56%
EPR
- 1D
- 1.17%
- 1M
- 3.44%
- YTD
- 23.29%
- 6M
- 23.59%
- 1Y
- 11.23%
- 3Y*
- 17.65%
- 5Y*
- 9.64%
- 10Y*
- 3.90%
IVT vs. EPR - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
IVT Inventrust Properties Corp | 25.09% | -3.19% | 23.02% | 11.01% | -10.31% | 2,399.18% | -28.43% | 3.60% | 3.33% | -26.47% |
EPR EPR Properties | 23.29% | 20.52% | -1.25% | 38.83% | -14.61% | 50.60% | -52.09% | 17.13% | 3.59% | -3.41% |
Correlation
The correlation between IVT and EPR 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 | 0.47 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.46 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.30 |
Correlation (All Time) Calculated using the full available price history since Feb 24, 2014 | 0.26 |
The correlation between IVT and EPR shifts across timeframes, from 0.26 (all time) to 0.47 (3 years), reflecting how their relationship changes across market environments.
Fundamentals
IVT:
$2.74B
EPR:
$4.58B
IVT:
$1.40
EPR:
$3.55
IVT:
24.97
EPR:
16.86
IVT:
0.14
EPR:
0.36
IVT:
8.93
EPR:
6.54
IVT:
1.54
EPR:
1.98
IVT:
$307.06M
EPR:
$700.22M
IVT:
$152.08M
EPR:
$568.77M
IVT:
$312.91M
EPR:
$582.57M
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Return for Risk
IVT vs. EPR — Risk / Return Rank
IVT
EPR
IVT vs. EPR - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Inventrust Properties Corp (IVT) and EPR Properties (EPR). 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.
| IVT | EPR | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +1.25 | ||
| Sortino ratioReturn per unit of downside risk | +1.70 | ||
| Omega ratioGain probability vs. loss probability | 1.30 | 1.10 | +0.20 |
| Calmar ratioReturn relative to maximum drawdown | 3.32 | 0.58 | +2.74 |
| Martin ratioReturn relative to average drawdown | 8.22 | 1.15 | +7.07 |
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Drawdowns
IVT vs. EPR - Drawdown Comparison
The maximum IVT drawdown since its inception was -100.00%, which is greater than EPR's maximum drawdown of -82.02%. Use the drawdown chart below to compare losses from any high point for IVT and EPR.
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Drawdown Indicators
| IVT | EPR | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -100.00% | -82.02% | -17.98% |
Max Drawdown (1Y)Largest decline over 1 year | -8.63% | -19.51% | +10.88% |
Max Drawdown (3Y)Largest decline over 3 years | -15.71% | -19.51% | +3.80% |
Max Drawdown (5Y)Largest decline over 5 years | -74.53% | -35.63% | -38.90% |
Max Drawdown (10Y)Largest decline over 10 years | -99.99% | -82.02% | -17.97% |
Current DrawdownCurrent decline from peak | -0.03% | 0.00% | -0.03% |
Average DrawdownAverage peak-to-trough decline | -41.06% | -16.58% | -24.48% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.50% | 9.81% | -6.31% |
Volatility
IVT vs. EPR - Volatility Comparison
Inventrust Properties Corp (IVT) and EPR Properties (EPR) have volatilities of 5.02% and 5.14%, 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
| IVT | EPR | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.02% | 5.14% | -0.12% |
Volatility (6M)Calculated over the trailing 6-month period | 11.16% | 16.49% | -5.33% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.39% | 22.44% | -6.05% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 423.57% | 26.16% | +397.41% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 297,800.29% | 42.44% | +297,757.85% |
Dividends
IVT vs. EPR - Dividend Comparison
IVT's dividend yield for the trailing twelve months is around 2.75%, less than EPR's 5.99% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
EPR EPR Properties | 5.99% | 7.05% | 7.68% | 6.81% | 8.62% | 3.16% | 4.66% | 6.37% | 5.62% | 6.23% | 5.35% | 6.21% |
IVT Inventrust Properties Corp | 2.75% | 3.37% | 3.00% | 3.40% | 3.47% | 0.82% | 1.72% | 3.51% | 0.00% | 1.13% | 4.18% | 0.77% |
Financials
IVT vs. EPR - Financials Comparison
This section allows you to compare key financial metrics between Inventrust Properties Corp and EPR Properties. 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
IVT vs. EPR - Profitability Comparison
IVT - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Inventrust Properties Corp reported a gross profit of 60.19M and revenue of 82.11M. Therefore, the gross margin over that period was 73.3%.
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%.
IVT - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Inventrust Properties Corp reported an operating income of 14.48M and revenue of 82.11M, resulting in an operating margin of 17.6%.
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%.
IVT - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Inventrust Properties Corp reported a net income of 5.18M and revenue of 82.11M, resulting in a net margin of 6.3%.
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%.
Frequently Asked Questions
IVT and EPR 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.
EPR has higher volatility (5.14%) compared to IVT (5.02%). In terms of maximum drawdown, IVT dropped -100.00% vs EPR's -82.02%.
IVT currently has the higher Sharpe Ratio (1.75 vs 0.50), 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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