IVT vs. VTMX

Last updated Jun 9, 2026

IVT (Inventrust Properties Corp) and VTMX (Corporación Inmobiliaria Vesta S.A.B de C.V.) are both stocks. Both are in the Real Estate sector — IVT in REIT - Retail, VTMX in Real Estate - Development. Over the past year, IVT returned 26.05% vs 24.08% for VTMX. At a 0.22 correlation, their price movements are largely independent.

Performance

IVT vs. VTMX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Inventrust Properties Corp (IVT) and Corporación Inmobiliaria Vesta S.A.B de C.V. (VTMX). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

In the year-to-date period, IVT achieves a 22.51% return, which is significantly higher than VTMX's 13.79% return.

IVT

• 1D: 2.48%
• 1M: 9.38%
• YTD: 22.51%
• 6M: 24.07%
• 1Y: 26.05%
• 3Y*: 17.40%
• 5Y*: 96.59%
• 10Y*: 37.48%

VTMX

• 1D: 1.30%
• 1M: -3.71%
• YTD: 13.79%
• 6M: 10.77%
• 1Y: 24.08%
• 3Y*: —
• 5Y*: —
• 10Y*: —

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

IVT vs. VTMX - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023
IVT Inventrust Properties Corp	22.51%	-3.19%	23.02%	11.44%
VTMX Corporación Inmobiliaria Vesta S.A.B de C.V.	13.79%	23.05%	-33.97%	24.27%

Correlation

The correlation between IVT and VTMX is 0.18, which is low. Their price movements are largely independent, making them effective diversification partners.

	Correlation
Correlation (1Y) Calculated over the trailing 1-year period	0.18
Correlation (All Time) Calculated using the full available price history since Jul 3, 2023	0.22

Fundamentals

Market Cap IVT : $2.69B VTMX : $2.94B
EPS IVT : $1.40 VTMX : $3.84
PE Ratio IVT : 24.46 VTMX : 8.93
PEG Ratio IVT : 0.14 VTMX : 1.52
PS Ratio IVT : 8.75 VTMX : 9.85
PB Ratio IVT : 1.51 VTMX : 1.03
Total Revenue (TTM) IVT : $307.06M VTMX : $297.41M
Gross Profit (TTM) IVT : $152.08M VTMX : $271.33M
EBITDA (TTM) IVT : $312.91M VTMX : $233.83M

Return for Risk

IVT vs. VTMX — Risk / Return Rank

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

IVT

IVT Risk / Return Rank: 82
IVT Sharpe Ratio Rank: 84
IVT Sortino Ratio Rank: 81
IVT Omega Ratio Rank: 78
IVT Calmar Ratio Rank: 84
IVT Martin Ratio Rank: 83

VTMX

VTMX Risk / Return Rank: 71
VTMX Sharpe Ratio Rank: 73
VTMX Sortino Ratio Rank: 68
VTMX Omega Ratio Rank: 66
VTMX Calmar Ratio Rank: 73
VTMX Martin Ratio Rank: 75

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.

IVT vs. VTMX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Inventrust Properties Corp (IVT) and Corporación Inmobiliaria Vesta S.A.B de C.V. (VTMX). 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.

	IVT	VTMX	Difference
Sharpe ratio: Return per unit of total volatility	1.59	1.01	+0.59
Sortino ratio: Return per unit of downside risk	2.33	1.57	+0.76
Omega ratio: Gain probability vs. loss probability	1.28	1.19	+0.09
Calmar ratio: Return relative to maximum drawdown	3.03	1.69	+1.34
Martin ratio: Return relative to average drawdown	7.33	4.63	+2.70
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

IVT vs. VTMX - Sharpe Ratio Comparison

The current IVT Sharpe Ratio is 1.59, which is higher than the VTMX Sharpe Ratio of 1.01. The chart below compares the historical Sharpe Ratios of IVT and VTMX, 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

	IVT	VTMX	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	1.59	1.01	+0.59
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	0.23	—	—
Sharpe Ratio (10Y) Calculated over the trailing 10-year period	0.00	—	—
Sharpe Ratio (All Time) Calculated using the full available price history	0.00	0.16	-0.16

Drawdowns

IVT vs. VTMX - Drawdown Comparison

The maximum IVT drawdown since its inception was -100.00%, which is greater than VTMX's maximum drawdown of -45.62%. Use the drawdown chart below to compare losses from any high point for IVT and VTMX.

Drawdown Indicators

	IVT	VTMX	Difference
Max Drawdown Largest peak-to-trough decline	-100.00%	-45.62%	-54.38%
Max Drawdown (1Y) Largest decline over 1 year	-8.63%	-14.31%	+5.68%
Max Drawdown (3Y) Largest decline over 3 years	-15.71%	—	—
Max Drawdown (5Y) Largest decline over 5 years	-74.53%	—	—
Max Drawdown (10Y) Largest decline over 10 years	-99.99%	—	—
Current Drawdown Current decline from peak	0.00%	-11.34%	+11.34%
Average Drawdown Average peak-to-trough decline	-41.13%	-21.29%	-19.84%
Ulcer Index Depth and duration of drawdowns from previous peaks	3.56%	5.26%	-1.70%

Volatility

IVT vs. VTMX - Volatility Comparison

Inventrust Properties Corp (IVT) and Corporación Inmobiliaria Vesta S.A.B de C.V. (VTMX) have volatilities of 5.52% and 5.69%, 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.

Volatility by Period

	IVT	VTMX	Difference
Volatility (1M) Calculated over the trailing 1-month period	5.52%	5.69%	-0.17%
Volatility (6M) Calculated over the trailing 6-month period	11.32%	18.63%	-7.31%
Volatility (1Y) Calculated over the trailing 1-year period	16.45%	24.02%	-7.57%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	423.74%	30.55%	+393.19%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	297,920.06%	30.55%	+297,889.51%

Dividends

IVT vs. VTMX - Dividend Comparison

IVT's dividend yield for the trailing twelve months is around 2.81%, more than VTMX's 2.41% yield.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
IVT Inventrust Properties Corp	2.81%	3.37%	3.00%	3.40%	3.47%	0.82%	1.72%	3.51%	0.00%	1.13%	4.18%	0.77%
VTMX Corporación Inmobiliaria Vesta S.A.B de C.V.	2.41%	2.62%	2.79%	0.91%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%

Financials

Frequently Asked Questions

Can I hold both IVT and VTMX in my portfolio?

IVT and VTMX have a correlation of 0.18, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which is riskier, IVT or VTMX?

VTMX has higher volatility (5.69%) compared to IVT (5.52%). In terms of maximum drawdown, IVT dropped -100.00% vs VTMX's -45.62%.

Which has better risk-adjusted returns?

IVT currently has the higher Sharpe Ratio (1.59 vs 1.01), 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.