LTC vs. EPR
LTC (LTC Properties, Inc.) and EPR (EPR Properties) are both stocks. Both are in the Real Estate sector — LTC in REIT - Healthcare Facilities, EPR in REIT - Retail. Over the past 10 years, LTC returned 2.89%/yr vs 3.54%/yr for EPR. A 0.50 correlation means they provide meaningful diversification when combined.
Performance
LTC vs. EPR - Performance Comparison
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Returns By Period
In the year-to-date period, LTC achieves a 4.55% return, which is significantly lower than EPR's 16.06% return. Over the past 10 years, LTC has underperformed EPR with an annualized return of 2.89%, while EPR has yielded a comparatively higher 3.54% annualized return.
LTC
- 1D
- -2.45%
- 1M
- -7.84%
- YTD
- 4.55%
- 6M
- 1.42%
- 1Y
- 6.43%
- 3Y*
- 8.96%
- 5Y*
- 4.44%
- 10Y*
- 2.89%
EPR
- 1D
- -0.21%
- 1M
- 2.52%
- YTD
- 16.06%
- 6M
- 11.09%
- 1Y
- 6.73%
- 3Y*
- 16.78%
- 5Y*
- 8.98%
- 10Y*
- 3.54%
LTC vs. EPR - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
LTC LTC Properties, Inc. | 4.55% | 6.17% | 14.94% | -3.25% | 10.52% | -6.77% | -7.56% | 12.79% | 1.12% | -2.74% |
EPR EPR Properties | 16.06% | 20.52% | -1.25% | 38.83% | -14.61% | 50.60% | -52.09% | 17.13% | 3.59% | -3.41% |
Correlation
The correlation between LTC and EPR is 0.45, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.45 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.51 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.50 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.57 |
Correlation (All Time) Calculated using the full available price history since Nov 19, 1997 | 0.50 |
The correlation between LTC and EPR shifts across timeframes, from 0.45 (1 year) to 0.57 (10 years), reflecting how their relationship changes across market environments.
Fundamentals
LTC:
$1.72B
EPR:
$4.31B
LTC:
$2.58
EPR:
$3.55
LTC:
13.61
EPR:
15.88
LTC:
0.66
EPR:
0.34
LTC:
5.32
EPR:
6.16
LTC:
1.55
EPR:
1.86
LTC:
$309.23M
EPR:
$700.22M
LTC:
$246.28M
EPR:
$568.77M
LTC:
$204.19M
EPR:
$582.57M
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Return for Risk
LTC vs. EPR — Risk / Return Rank
LTC
EPR
LTC vs. EPR - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for LTC Properties, Inc. (LTC) 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.
| LTC | EPR | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.06 | ||
| Sortino ratioReturn per unit of downside risk | +0.03 | ||
| Omega ratioGain probability vs. loss probability | 1.08 | 1.07 | 0.00 |
| Calmar ratioReturn relative to maximum drawdown | 0.55 | 0.35 | +0.20 |
| Martin ratioReturn relative to average drawdown | 1.75 | 0.69 | +1.06 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| LTC | EPR | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.37 | 0.30 | +0.06 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.21 | 0.35 | -0.13 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.11 | 0.08 | +0.02 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.35 | 0.30 | +0.05 |
Drawdowns
LTC vs. EPR - Drawdown Comparison
The maximum LTC drawdown since its inception was -80.13%, roughly equal to the maximum EPR drawdown of -82.02%. Use the drawdown chart below to compare losses from any high point for LTC and EPR.
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Drawdown Indicators
| LTC | EPR | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -80.13% | -82.02% | +1.89% |
Max Drawdown (1Y)Largest decline over 1 year | -11.82% | -19.51% | +7.69% |
Max Drawdown (3Y)Largest decline over 3 years | -14.50% | -19.51% | +5.01% |
Max Drawdown (5Y)Largest decline over 5 years | -27.80% | -35.63% | +7.83% |
Max Drawdown (10Y)Largest decline over 10 years | -51.41% | -82.02% | +30.61% |
Current DrawdownCurrent decline from peak | -11.82% | -5.28% | -6.54% |
Average DrawdownAverage peak-to-trough decline | -15.97% | -16.60% | +0.63% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.68% | 9.80% | -6.12% |
Volatility
LTC vs. EPR - Volatility Comparison
LTC Properties, Inc. (LTC) has a higher volatility of 5.54% compared to EPR Properties (EPR) at 5.07%. This indicates that LTC's price experiences larger fluctuations and is considered to be riskier than EPR based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| LTC | EPR | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.54% | 5.07% | +0.47% |
Volatility (6M)Calculated over the trailing 6-month period | 14.04% | 16.34% | -2.30% |
Volatility (1Y)Calculated over the trailing 1-year period | 17.64% | 22.25% | -4.61% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 20.86% | 26.16% | -5.30% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 27.07% | 42.44% | -15.37% |
Dividends
LTC vs. EPR - Dividend Comparison
LTC's dividend yield for the trailing twelve months is around 6.50%, more than EPR's 6.36% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
EPR EPR Properties | 6.36% | 7.05% | 7.68% | 6.81% | 8.62% | 3.16% | 4.66% | 6.37% | 5.62% | 6.23% | 5.35% | 6.21% |
LTC LTC Properties, Inc. | 6.50% | 6.63% | 6.60% | 7.10% | 6.42% | 6.68% | 5.86% | 5.09% | 5.47% | 5.24% | 4.66% | 4.80% |
Financials
LTC vs. EPR - Financials Comparison
This section allows you to compare key financial metrics between LTC Properties, Inc. 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
LTC vs. EPR - Profitability Comparison
LTC - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, LTC Properties, Inc. reported a gross profit of 94.72M and revenue of 95.41M. Therefore, the gross margin over that period was 99.3%.
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%.
LTC - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, LTC Properties, Inc. reported an operating income of 58.52M and revenue of 95.41M, resulting in an operating margin of 61.3%.
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%.
LTC - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, LTC Properties, Inc. reported a net income of 23.59M and revenue of 95.41M, resulting in a net margin of 24.7%.
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
LTC and EPR have a correlation of 0.45, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
LTC has higher volatility (5.54%) compared to EPR (5.07%). In terms of maximum drawdown, LTC dropped -80.13% vs EPR's -82.02%.
LTC currently has the higher Sharpe Ratio (0.37 vs 0.30), 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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