STWD vs. VTR
STWD (Starwood Property Trust, Inc.) and VTR (Ventas, Inc.) are both stocks. Both are in the Real Estate sector — STWD in REIT - Mortgage, VTR in REIT - Healthcare Facilities. Over the past 10 years, STWD returned 7.63%/yr vs 5.93%/yr for VTR. At a 0.43 correlation, their price movements are largely independent.
Performance
STWD vs. VTR - Performance Comparison
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Returns By Period
In the year-to-date period, STWD achieves a -3.33% return, which is significantly lower than VTR's 2.80% return. Over the past 10 years, STWD has outperformed VTR with an annualized return of 7.63%, while VTR has yielded a comparatively lower 5.93% annualized return.
STWD
- 1D
- -0.99%
- 1M
- -6.00%
- YTD
- -3.33%
- 6M
- -2.92%
- 1Y
- -5.47%
- 3Y*
- 7.38%
- 5Y*
- 1.13%
- 10Y*
- 7.63%
VTR
- 1D
- -1.36%
- 1M
- -9.97%
- YTD
- 2.80%
- 6M
- 0.04%
- 1Y
- 28.40%
- 3Y*
- 24.36%
- 5Y*
- 10.53%
- 10Y*
- 5.93%
STWD vs. VTR - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
STWD Starwood Property Trust, Inc. | -3.33% | 4.91% | -0.56% | 26.70% | -17.33% | 35.88% | -12.01% | 36.80% | 1.11% | 6.08% |
VTR Ventas, Inc. | 2.80% | 35.09% | 22.24% | 15.06% | -8.53% | 7.73% | -9.80% | 3.42% | 3.45% | 0.71% |
Correlation
The correlation between STWD and VTR is 0.11, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.11 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.31 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.42 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.42 |
Correlation (All Time) Calculated using the full available price history since Aug 13, 2009 | 0.43 |
Over the past year, the correlation between STWD and VTR has dropped to 0.11 - well below their long-term average of 0.43, suggesting their price drivers have been diverging.
Fundamentals
STWD:
$1.39
VTR:
$0.55
STWD:
12.19
VTR:
143.40
STWD:
1.00
VTR:
4.10
STWD:
2.16
VTR:
6.09
STWD:
$1.98B
VTR:
$6.13B
STWD:
$1.19B
VTR:
-$261.17M
STWD:
$1.83B
VTR:
$2.45B
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Return for Risk
STWD vs. VTR — Risk / Return Rank
STWD
VTR
STWD vs. VTR - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Starwood Property Trust, Inc. (STWD) 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.
| STWD | VTR | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.88 | ||
| Sortino ratioReturn per unit of downside risk | -2.61 | ||
| Omega ratioGain probability vs. loss probability | 0.96 | 1.30 | -0.34 |
| Calmar ratioReturn relative to maximum drawdown | -0.38 | 2.28 | -2.66 |
| Martin ratioReturn relative to average drawdown | -0.65 | 9.70 | -10.35 |
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
| STWD | VTR | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | -0.33 | 1.55 | -1.88 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.05 | 0.43 | -0.38 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.25 | 0.17 | +0.08 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.35 | 0.30 | +0.05 |
Drawdowns
STWD vs. VTR - Drawdown Comparison
The maximum STWD drawdown since its inception was -66.34%, smaller than the maximum VTR drawdown of -83.38%. Use the drawdown chart below to compare losses from any high point for STWD and VTR.
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Drawdown Indicators
| STWD | VTR | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -66.34% | -83.38% | +17.04% |
Max Drawdown (1Y)Largest decline over 1 year | -14.53% | -12.52% | -2.01% |
Max Drawdown (3Y)Largest decline over 3 years | -16.66% | -19.35% | +2.69% |
Max Drawdown (5Y)Largest decline over 5 years | -29.65% | -41.80% | +12.15% |
Max Drawdown (10Y)Largest decline over 10 years | -66.34% | -76.92% | +10.58% |
Current DrawdownCurrent decline from peak | -12.67% | -12.52% | -0.15% |
Average DrawdownAverage peak-to-trough decline | -7.57% | -18.20% | +10.63% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 8.47% | 2.93% | +5.54% |
Volatility
STWD vs. VTR - Volatility Comparison
The current volatility for Starwood Property Trust, Inc. (STWD) is 5.59%, while Ventas, Inc. (VTR) has a volatility of 6.27%. This indicates that STWD 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
| STWD | VTR | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.59% | 6.27% | -0.68% |
Volatility (6M)Calculated over the trailing 6-month period | 12.21% | 13.86% | -1.65% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.67% | 18.47% | -1.80% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 24.29% | 24.87% | -0.58% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 30.13% | 34.73% | -4.60% |
Dividends
STWD vs. VTR - Dividend Comparison
STWD's dividend yield for the trailing twelve months is around 11.34%, more than VTR's 2.48% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
STWD Starwood Property Trust, Inc. | 11.34% | 10.66% | 10.13% | 9.13% | 10.47% | 7.90% | 9.95% | 7.72% | 9.74% | 8.99% | 8.75% | 9.34% |
VTR Ventas, Inc. | 2.48% | 2.48% | 3.06% | 3.61% | 4.00% | 3.52% | 4.37% | 5.49% | 5.40% | 5.19% | 4.74% | 20.47% |
Financials
STWD vs. VTR - Financials Comparison
This section allows you to compare key financial metrics between Starwood Property Trust, Inc. 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
STWD vs. VTR - Profitability Comparison
STWD - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Starwood Property Trust, Inc. reported a gross profit of 0.00 and revenue of 512.46M. Therefore, the gross margin over that period was 0.0%.
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%.
STWD - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Starwood Property Trust, Inc. reported an operating income of 0.00 and revenue of 512.46M, resulting in an operating margin of 0.0%.
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%.
STWD - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Starwood Property Trust, Inc. reported a net income of 51.88M and revenue of 512.46M, resulting in a net margin of 10.1%.
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
STWD and VTR have a correlation of 0.11, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
VTR has higher volatility (6.27%) compared to STWD (5.59%). In terms of maximum drawdown, STWD dropped -66.34% vs VTR's -83.38%.
VTR currently has the higher Sharpe Ratio (1.55 vs -0.33), 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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