VTR vs. AGNC

Last updated Jun 9, 2026

VTR (Ventas, Inc.) and AGNC (AGNC Investment Corp.) are both stocks. Both are in the Real Estate sector — VTR in REIT - Healthcare Facilities, AGNC in REIT - Mortgage. Over the past 10 years, VTR returned 5.81%/yr vs 6.25%/yr for AGNC. At a 0.38 correlation, their price movements are largely independent.

Performance

VTR vs. AGNC - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Ventas, Inc. (VTR) and AGNC Investment Corp. (AGNC). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

In the year-to-date period, VTR achieves a 3.55% return, which is significantly higher than AGNC's -0.32% return. Over the past 10 years, VTR has underperformed AGNC with an annualized return of 5.81%, while AGNC has yielded a comparatively higher 6.25% annualized return.

VTR

• 1D: -2.93%
• 1M: -8.76%
• YTD: 3.55%
• 6M: -0.47%
• 1Y: 28.55%
• 3Y*: 24.27%
• 5Y*: 10.32%
• 10Y*: 5.81%

AGNC

• 1D: -0.59%
• 1M: -5.84%
• YTD: -0.32%
• 6M: 3.01%
• 1Y: 27.55%
• 3Y*: 17.15%
• 5Y*: 1.42%
• 10Y*: 6.25%

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

VTR vs. AGNC - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019	2018	2017
VTR Ventas, Inc.	3.55%	35.09%	22.24%	15.06%	-8.53%	7.73%	-9.80%	3.42%	3.45%	0.71%
AGNC AGNC Investment Corp.	-0.32%	34.92%	8.90%	10.14%	-21.65%	5.20%	-1.78%	13.31%	-2.46%	23.73%

Correlation

The correlation between VTR and AGNC is 0.10, 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	0.10
Correlation (3Y) Calculated over the trailing 3-year period	0.27
Correlation (5Y) Calculated over the trailing 5-year period	0.37
Correlation (10Y) Calculated over the trailing 10-year period	0.35
Correlation (All Time) Calculated using the full available price history since May 16, 2008	0.38

Over the past year, the correlation between VTR and AGNC has dropped to 0.10 - well below their long-term average of 0.38, suggesting their price drivers have been diverging.

Fundamentals

Market Cap VTR : $38.75B AGNC : $11.35B
EPS VTR : $0.55 AGNC : $1.33
PE Ratio VTR : 144.46 AGNC : 7.60
PEG Ratio VTR : 4.13 AGNC : 0.02
PS Ratio VTR : 6.13 AGNC : 4.66
PB Ratio VTR : 2.95 AGNC : 1.11
Total Revenue (TTM) VTR : $6.13B AGNC : $2.33B
Gross Profit (TTM) VTR : -$261.17M AGNC : $2.30B
EBITDA (TTM) VTR : $2.45B AGNC : $3.72B

Return for Risk

VTR vs. AGNC — Risk / Return Rank

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

VTR

VTR Risk / Return Rank: 81
VTR Sharpe Ratio Rank: 83
VTR Sortino Ratio Rank: 80
VTR Omega Ratio Rank: 80
VTR Calmar Ratio Rank: 78
VTR Martin Ratio Rank: 86

AGNC

AGNC Risk / Return Rank: 75
AGNC Sharpe Ratio Rank: 81
AGNC Sortino Ratio Rank: 77
AGNC Omega Ratio Rank: 74
AGNC Calmar Ratio Rank: 69
AGNC Martin Ratio Rank: 74

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.

VTR vs. AGNC - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Ventas, Inc. (VTR) and AGNC Investment Corp. (AGNC). 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.

	VTR	AGNC	Difference
Sharpe ratio: Return per unit of total volatility	1.51	1.43	+0.08
Sortino ratio: Return per unit of downside risk	2.22	2.02	+0.21
Omega ratio: Gain probability vs. loss probability	1.29	1.25	+0.04
Calmar ratio: Return relative to maximum drawdown	2.29	1.48	+0.81
Martin ratio: Return relative to average drawdown	9.00	4.39	+4.61
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

VTR vs. AGNC - Sharpe Ratio Comparison

The current VTR Sharpe Ratio is 1.51, which is comparable to the AGNC Sharpe Ratio of 1.43. The chart below compares the historical Sharpe Ratios of VTR and AGNC, 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

	VTR	AGNC	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	1.51	1.43	+0.08
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	0.42	0.06	+0.36
Sharpe Ratio (10Y) Calculated over the trailing 10-year period	0.17	0.25	-0.08
Sharpe Ratio (All Time) Calculated using the full available price history	0.30	0.42	-0.12

Drawdowns

VTR vs. AGNC - Drawdown Comparison

The maximum VTR drawdown since its inception was -83.38%, which is greater than AGNC's maximum drawdown of -54.56%. Use the drawdown chart below to compare losses from any high point for VTR and AGNC.

Drawdown Indicators

	VTR	AGNC	Difference
Max Drawdown Largest peak-to-trough decline	-83.38%	-54.56%	-28.82%
Max Drawdown (1Y) Largest decline over 1 year	-12.52%	-18.71%	+6.19%
Max Drawdown (3Y) Largest decline over 3 years	-19.35%	-31.04%	+11.69%
Max Drawdown (5Y) Largest decline over 5 years	-41.80%	-54.36%	+12.56%
Max Drawdown (10Y) Largest decline over 10 years	-76.92%	-54.56%	-22.36%
Current Drawdown Current decline from peak	-11.88%	-12.19%	+0.31%
Average Drawdown Average peak-to-trough decline	-18.20%	-13.56%	-4.64%
Ulcer Index Depth and duration of drawdowns from previous peaks	3.18%	6.30%	-3.12%

Volatility

VTR vs. AGNC - Volatility Comparison

Ventas, Inc. (VTR) has a higher volatility of 7.93% compared to AGNC Investment Corp. (AGNC) at 4.92%. This indicates that VTR's price experiences larger fluctuations and is considered to be riskier than AGNC based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	VTR	AGNC	Difference
Volatility (1M) Calculated over the trailing 1-month period	7.93%	4.92%	+3.01%
Volatility (6M) Calculated over the trailing 6-month period	14.62%	15.96%	-1.34%
Volatility (1Y) Calculated over the trailing 1-year period	19.04%	19.38%	-0.34%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	24.96%	25.82%	-0.86%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	34.77%	25.39%	+9.38%

Dividends

VTR vs. AGNC - Dividend Comparison

VTR's dividend yield for the trailing twelve months is around 2.46%, less than AGNC's 14.24% yield.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
AGNC AGNC Investment Corp.	14.24%	13.43%	15.64%	14.68%	13.91%	9.57%	10.00%	11.31%	12.31%	10.70%	12.69%	14.30%
VTR Ventas, Inc.	2.46%	2.48%	3.06%	3.61%	4.00%	3.52%	4.37%	5.49%	5.40%	5.19%	4.74%	20.47%

Financials

Frequently Asked Questions

Can I hold both VTR and AGNC in my portfolio?

VTR and AGNC have a correlation of 0.10, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which is riskier, VTR or AGNC?

VTR has higher volatility (7.93%) compared to AGNC (4.92%). In terms of maximum drawdown, VTR dropped -83.38% vs AGNC's -54.56%.

Which has better risk-adjusted returns?

VTR currently has the higher Sharpe Ratio (1.51 vs 1.43), 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.