VTR vs. EPR
VTR (Ventas, Inc.) and EPR (EPR Properties) are both stocks. Both are in the Real Estate sector — VTR in REIT - Healthcare Facilities, EPR in REIT - Retail. Over the past 10 years, VTR returned 5.81%/yr vs 3.47%/yr for EPR. A 0.52 correlation means they provide meaningful diversification when combined.
Performance
VTR vs. EPR - Performance Comparison
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Returns By Period
In the year-to-date period, VTR achieves a 3.55% return, which is significantly lower than EPR's 18.74% return. Over the past 10 years, VTR has outperformed EPR with an annualized return of 5.81%, while EPR has yielded a comparatively lower 3.47% 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%
EPR
- 1D
- 0.49%
- 1M
- -0.57%
- YTD
- 18.74%
- 6M
- 17.27%
- 1Y
- 8.77%
- 3Y*
- 16.38%
- 5Y*
- 8.88%
- 10Y*
- 3.47%
VTR vs. EPR - 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% |
EPR EPR Properties | 18.74% | 20.52% | -1.25% | 38.83% | -14.61% | 50.60% | -52.09% | 17.13% | 3.59% | -3.41% |
Correlation
The correlation between VTR and EPR is 0.36, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.36 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.46 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.51 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.55 |
Correlation (All Time) Calculated using the full available price history since May 5, 1998 | 0.52 |
The correlation between VTR and EPR shifts across timeframes, from 0.36 (1 year) to 0.55 (10 years), reflecting how their relationship changes across market environments.
Fundamentals
VTR:
$38.75B
EPR:
$4.41B
VTR:
$0.55
EPR:
$3.55
VTR:
144.46
EPR:
16.24
VTR:
4.13
EPR:
0.35
VTR:
6.13
EPR:
6.30
VTR:
2.95
EPR:
1.91
VTR:
$6.13B
EPR:
$700.22M
VTR:
-$261.17M
EPR:
$568.77M
VTR:
$2.45B
EPR:
$582.57M
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Return for Risk
VTR vs. EPR — Risk / Return Rank
VTR
EPR
VTR vs. EPR - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Ventas, Inc. (VTR) 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.
| VTR | EPR | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +1.11 | ||
| Sortino ratioReturn per unit of downside risk | +1.53 | ||
| Omega ratioGain probability vs. loss probability | 1.29 | 1.09 | +0.20 |
| Calmar ratioReturn relative to maximum drawdown | 2.29 | 0.45 | +1.84 |
| Martin ratioReturn relative to average drawdown | 9.00 | 0.90 | +8.10 |
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
| VTR | EPR | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.51 | 0.40 | +1.11 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.42 | 0.34 | +0.07 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.17 | 0.08 | +0.09 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.30 | 0.30 | 0.00 |
Drawdowns
VTR vs. EPR - Drawdown Comparison
The maximum VTR drawdown since its inception was -83.38%, roughly equal to the maximum EPR drawdown of -82.02%. Use the drawdown chart below to compare losses from any high point for VTR and EPR.
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Drawdown Indicators
| VTR | EPR | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -83.38% | -82.02% | -1.36% |
Max Drawdown (1Y)Largest decline over 1 year | -12.52% | -19.51% | +6.99% |
Max Drawdown (3Y)Largest decline over 3 years | -19.35% | -19.51% | +0.16% |
Max Drawdown (5Y)Largest decline over 5 years | -41.80% | -35.63% | -6.17% |
Max Drawdown (10Y)Largest decline over 10 years | -76.92% | -82.02% | +5.10% |
Current DrawdownCurrent decline from peak | -11.88% | -3.10% | -8.78% |
Average DrawdownAverage peak-to-trough decline | -18.20% | -16.59% | -1.61% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.18% | 9.81% | -6.63% |
Volatility
VTR vs. EPR - Volatility Comparison
Ventas, Inc. (VTR) has a higher volatility of 7.93% compared to EPR Properties (EPR) at 4.60%. This indicates that VTR'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
| VTR | EPR | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.93% | 4.60% | +3.33% |
Volatility (6M)Calculated over the trailing 6-month period | 14.62% | 16.41% | -1.79% |
Volatility (1Y)Calculated over the trailing 1-year period | 19.04% | 22.33% | -3.29% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 24.96% | 26.15% | -1.19% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 34.77% | 42.45% | -7.68% |
Dividends
VTR vs. EPR - Dividend Comparison
VTR's dividend yield for the trailing twelve months is around 2.46%, less than EPR's 6.22% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
EPR EPR Properties | 6.22% | 7.05% | 7.68% | 6.81% | 8.62% | 3.16% | 4.66% | 6.37% | 5.62% | 6.23% | 5.35% | 6.21% |
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
VTR vs. EPR - Financials Comparison
This section allows you to compare key financial metrics between Ventas, 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
VTR vs. EPR - Profitability Comparison
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%.
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%.
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%.
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%.
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%.
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
VTR and EPR have a correlation of 0.36, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
VTR has higher volatility (7.93%) compared to EPR (4.60%). In terms of maximum drawdown, VTR dropped -83.38% vs EPR's -82.02%.
VTR currently has the higher Sharpe Ratio (1.51 vs 0.40), 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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