IVT vs. VTR
IVT (Inventrust Properties Corp) and VTR (Ventas, Inc.) are both stocks. Both are in the Real Estate sector — IVT in REIT - Retail, VTR in REIT - Healthcare Facilities. Over the past 10 years, IVT returned 38.56%/yr vs 6.45%/yr for VTR. At a 0.24 correlation, their price movements are largely independent.
Performance
IVT vs. VTR - 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 VTR's 10.03% return. Over the past 10 years, IVT has outperformed VTR with an annualized return of 38.56%, while VTR has yielded a comparatively lower 6.45% 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%
VTR
- 1D
- 0.85%
- 1M
- -6.36%
- YTD
- 10.03%
- 6M
- 10.02%
- 1Y
- 36.42%
- 3Y*
- 26.63%
- 5Y*
- 11.52%
- 10Y*
- 6.45%
IVT vs. VTR - 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% |
VTR Ventas, Inc. | 10.03% | 35.09% | 22.24% | 15.06% | -8.53% | 7.73% | -9.80% | 3.42% | 3.45% | 0.71% |
Correlation
The correlation between IVT and VTR is 0.22, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.22 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.43 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.43 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.27 |
Correlation (All Time) Calculated using the full available price history since Feb 24, 2014 | 0.24 |
The correlation between IVT and VTR shifts across timeframes, from 0.22 (1 year) to 0.43 (3 years), reflecting how their relationship changes across market environments.
Fundamentals
IVT:
$2.74B
VTR:
$41.18B
IVT:
$1.40
VTR:
$0.55
IVT:
24.97
VTR:
153.49
IVT:
0.14
VTR:
4.39
IVT:
8.93
VTR:
6.52
IVT:
1.54
VTR:
3.14
IVT:
$307.06M
VTR:
$6.13B
IVT:
$152.08M
VTR:
-$261.17M
IVT:
$312.91M
VTR:
$2.45B
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Return for Risk
IVT vs. VTR — Risk / Return Rank
IVT
VTR
IVT vs. VTR - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Inventrust Properties Corp (IVT) 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.
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 | VTR | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.14 | ||
| Sortino ratioReturn per unit of downside risk | -0.20 | ||
| Omega ratioGain probability vs. loss probability | 1.30 | 1.36 | -0.06 |
| Calmar ratioReturn relative to maximum drawdown | 3.32 | 2.92 | +0.40 |
| Martin ratioReturn relative to average drawdown | 8.22 | 11.03 | -2.81 |
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Drawdowns
IVT vs. VTR - Drawdown Comparison
The maximum IVT drawdown since its inception was -100.00%, which is greater than VTR's maximum drawdown of -83.84%. Use the drawdown chart below to compare losses from any high point for IVT and VTR.
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Drawdown Indicators
| IVT | VTR | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -100.00% | -83.84% | -16.16% |
Max Drawdown (1Y)Largest decline over 1 year | -8.63% | -12.52% | +3.89% |
Max Drawdown (3Y)Largest decline over 3 years | -15.71% | -19.35% | +3.64% |
Max Drawdown (5Y)Largest decline over 5 years | -74.53% | -41.80% | -32.73% |
Max Drawdown (10Y)Largest decline over 10 years | -99.99% | -76.92% | -23.07% |
Current DrawdownCurrent decline from peak | -0.03% | -6.36% | +6.33% |
Average DrawdownAverage peak-to-trough decline | -41.06% | -18.38% | -22.68% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.50% | 3.31% | +0.19% |
Volatility
IVT vs. VTR - Volatility Comparison
The current volatility for Inventrust Properties Corp (IVT) is 5.02%, while Ventas, Inc. (VTR) has a volatility of 8.80%. This indicates that IVT 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.
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Volatility by Period
| IVT | VTR | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.02% | 8.80% | -3.78% |
Volatility (6M)Calculated over the trailing 6-month period | 11.16% | 14.88% | -3.72% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.39% | 19.35% | -2.96% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 423.57% | 25.02% | +398.55% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 297,800.29% | 34.78% | +297,765.51% |
Dividends
IVT vs. VTR - Dividend Comparison
IVT's dividend yield for the trailing twelve months is around 2.75%, more than VTR's 2.32% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
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% |
VTR Ventas, Inc. | 2.32% | 2.48% | 3.06% | 3.61% | 4.00% | 3.52% | 4.37% | 5.49% | 5.40% | 5.19% | 4.74% | 20.47% |
Financials
IVT vs. VTR - Financials Comparison
This section allows you to compare key financial metrics between Inventrust Properties Corp 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
IVT vs. VTR - 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%.
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%.
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%.
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%.
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%.
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
IVT and VTR have a correlation of 0.22, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
VTR has higher volatility (8.80%) compared to IVT (5.02%). In terms of maximum drawdown, IVT dropped -100.00% vs VTR's -83.84%.
VTR currently has the higher Sharpe Ratio (1.89 vs 1.75), 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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