VTMX vs. EPR

Last updated Jun 13, 2026

VTMX (Corporación Inmobiliaria Vesta S.A.B de C.V.) and EPR (EPR Properties) are both stocks. Both are in the Real Estate sector — VTMX in Real Estate - Development, EPR in REIT - Retail. Over the past year, VTMX returned 26.11% vs 11.23% for EPR. At a 0.16 correlation, their price movements are largely independent.

Performance

VTMX vs. EPR - Performance Comparison

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

Returns By Period

In the year-to-date period, VTMX achieves a 14.02% return, which is significantly lower than EPR's 23.29% return.

VTMX

• 1D: 1.30%
• 1M: -0.46%
• YTD: 14.02%
• 6M: 12.95%
• 1Y: 26.11%
• 3Y*: —
• 5Y*: —
• 10Y*: —

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%

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

VTMX vs. EPR - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023
VTMX Corporación Inmobiliaria Vesta S.A.B de C.V.	14.02%	23.05%	-33.97%	25.12%
EPR EPR Properties	23.29%	20.52%	-1.25%	7.10%

Correlation

The correlation between VTMX and EPR is 0.09, meaning there is essentially no relationship between their price movements. Each responds to its own set of market drivers, making them strong candidates for combining in a diversified portfolio.

	Correlation
Correlation (1Y) Calculated over the trailing 1-year period	0.09
Correlation (All Time) Calculated using the full available price history since Jun 30, 2023	0.16

Fundamentals

Market Cap VTMX : $2.95B EPR : $4.58B
EPS VTMX : $3.84 EPR : $3.55
PE Ratio VTMX : 8.95 EPR : 16.86
PEG Ratio VTMX : 1.53 EPR : 0.36
PS Ratio VTMX : 9.87 EPR : 6.54
PB Ratio VTMX : 1.03 EPR : 1.98
Total Revenue (TTM) VTMX : $297.41M EPR : $700.22M
Gross Profit (TTM) VTMX : $271.33M EPR : $568.77M
EBITDA (TTM) VTMX : $233.83M EPR : $582.57M

Return for Risk

VTMX vs. EPR — Risk / Return Rank

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

VTMX

VTMX Risk / Return Rank: 73
VTMX Sharpe Ratio Rank: 75
VTMX Sortino Ratio Rank: 71
VTMX Omega Ratio Rank: 68
VTMX Calmar Ratio Rank: 75
VTMX Martin Ratio Rank: 77

EPR

EPR Risk / Return Rank: 55
EPR Sharpe Ratio Rank: 60
EPR Sortino Ratio Rank: 52
EPR Omega Ratio Rank: 52
EPR Calmar Ratio Rank: 56
EPR Martin Ratio Rank: 56

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.

VTMX vs. EPR - Risk-Adjusted Trends Comparison

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

	VTMX	EPR	Difference
Sharpe ratio: Return per unit of total volatility	1.09	0.50	+0.59
Sortino ratio: Return per unit of downside risk	1.67	0.83	+0.83
Omega ratio: Gain probability vs. loss probability	1.20	1.10	+0.09
Calmar ratio: Return relative to maximum drawdown	1.83	0.58	+1.25
Martin ratio: Return relative to average drawdown	5.11	1.15	+3.96

VTMX vs. EPR - Sharpe Ratio Comparison

The current VTMX Sharpe Ratio is 1.09, which is higher than the EPR Sharpe Ratio of 0.50. The chart below compares the historical Sharpe Ratios of VTMX and EPR, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

Drawdowns

VTMX vs. EPR - Drawdown Comparison

The maximum VTMX drawdown since its inception was -45.62%, smaller than the maximum EPR drawdown of -82.02%. Use the drawdown chart below to compare losses from any high point for VTMX and EPR.

Drawdown Indicators

	VTMX	EPR	Difference
Max Drawdown Largest peak-to-trough decline	-45.62%	-82.02%	+36.40%
Max Drawdown (1Y) Largest decline over 1 year	-14.31%	-19.51%	+5.20%
Max Drawdown (3Y) Largest decline over 3 years	—	-19.51%	—
Max Drawdown (5Y) Largest decline over 5 years	—	-35.63%	—
Max Drawdown (10Y) Largest decline over 10 years	—	-82.02%	—
Current Drawdown Current decline from peak	-11.16%	0.00%	-11.16%
Average Drawdown Average peak-to-trough decline	-21.21%	-16.58%	-4.63%
Ulcer Index Depth and duration of drawdowns from previous peaks	5.19%	9.81%	-4.62%

Volatility

VTMX vs. EPR - Volatility Comparison

Corporación Inmobiliaria Vesta S.A.B de C.V. (VTMX) and EPR Properties (EPR) have volatilities of 5.35% 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.

Volatility by Period

	VTMX	EPR	Difference
Volatility (1M) Calculated over the trailing 1-month period	5.35%	5.14%	+0.21%
Volatility (6M) Calculated over the trailing 6-month period	18.44%	16.49%	+1.95%
Volatility (1Y) Calculated over the trailing 1-year period	24.06%	22.44%	+1.62%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	30.48%	26.16%	+4.32%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	30.48%	42.44%	-11.96%

Dividends

VTMX vs. EPR - Dividend Comparison

VTMX's dividend yield for the trailing twelve months is around 2.40%, 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%
VTMX Corporación Inmobiliaria Vesta S.A.B de C.V.	2.40%	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 VTMX and EPR in my portfolio?

VTMX and EPR have a correlation of 0.09, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which is riskier, VTMX or EPR?

VTMX has higher volatility (5.35%) compared to EPR (5.14%). In terms of maximum drawdown, VTMX dropped -45.62% vs EPR's -82.02%.

Which has better risk-adjusted returns?

VTMX currently has the higher Sharpe Ratio (1.09 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.