VTR vs. INVA
VTR (Ventas, Inc.) and INVA (Innoviva, Inc.) are both stocks. VTR operates in REIT - Healthcare Facilities (Real Estate), while INVA operates in Biotechnology (Healthcare). Over the past 10 years, VTR returned 5.81%/yr vs 7.00%/yr for INVA. At a 0.22 correlation, their price movements are largely independent.
Performance
VTR vs. INVA - Performance Comparison
Loading charts...
Returns By Period
In the year-to-date period, VTR achieves a 3.55% return, which is significantly lower than INVA's 11.71% return. Over the past 10 years, VTR has underperformed INVA with an annualized return of 5.81%, while INVA has yielded a comparatively higher 7.00% 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%
INVA
- 1D
- -0.84%
- 1M
- -2.45%
- YTD
- 11.71%
- 6M
- 6.33%
- 1Y
- 3.48%
- 3Y*
- 18.85%
- 5Y*
- 12.47%
- 10Y*
- 7.00%
VTR vs. INVA - 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% |
INVA Innoviva, Inc. | 11.71% | 15.22% | 8.17% | 21.06% | -23.19% | 39.23% | -12.50% | -18.85% | 22.97% | 32.62% |
Correlation
The correlation between VTR and INVA is 0.17, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.17 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.24 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.23 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.17 |
Correlation (All Time) Calculated using the full available price history since Oct 6, 2004 | 0.22 |
Fundamentals
VTR:
$38.75B
INVA:
$1.89B
VTR:
$0.55
INVA:
$5.94
VTR:
144.46
INVA:
3.76
VTR:
4.13
INVA:
0.02
VTR:
6.13
INVA:
4.47
VTR:
2.95
INVA:
1.31
VTR:
$6.13B
INVA:
$424.12M
VTR:
-$261.17M
INVA:
$323.16M
VTR:
$2.45B
INVA:
$438.91M
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Return for Risk
VTR vs. INVA — Risk / Return Rank
VTR
INVA
VTR vs. INVA - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Ventas, Inc. (VTR) and Innoviva, Inc. (INVA). 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 | INVA | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +1.39 | ||
| Sortino ratioReturn per unit of downside risk | +1.78 | ||
| Omega ratioGain probability vs. loss probability | 1.29 | 1.05 | +0.24 |
| Calmar ratioReturn relative to maximum drawdown | 2.29 | 0.15 | +2.14 |
| Martin ratioReturn relative to average drawdown | 9.00 | 0.34 | +8.66 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading charts...
Sharpe Ratios by Period
| VTR | INVA | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.51 | 0.12 | +1.39 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.42 | 0.46 | -0.04 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.17 | 0.21 | -0.04 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.30 | 0.05 | +0.25 |
Drawdowns
VTR vs. INVA - Drawdown Comparison
The maximum VTR drawdown since its inception was -83.38%, roughly equal to the maximum INVA drawdown of -84.32%. Use the drawdown chart below to compare losses from any high point for VTR and INVA.
Loading charts...
Drawdown Indicators
| VTR | INVA | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -83.38% | -84.32% | +0.94% |
Max Drawdown (1Y)Largest decline over 1 year | -12.52% | -23.53% | +11.01% |
Max Drawdown (3Y)Largest decline over 3 years | -19.35% | -23.53% | +4.18% |
Max Drawdown (5Y)Largest decline over 5 years | -41.80% | -47.01% | +5.21% |
Max Drawdown (10Y)Largest decline over 10 years | -76.92% | -59.57% | -17.35% |
Current DrawdownCurrent decline from peak | -11.88% | -30.17% | +18.29% |
Average DrawdownAverage peak-to-trough decline | -18.20% | -44.65% | +26.45% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.18% | 10.21% | -7.03% |
Volatility
VTR vs. INVA - Volatility Comparison
Ventas, Inc. (VTR) and Innoviva, Inc. (INVA) have volatilities of 7.93% and 7.62%, 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.
Loading charts...
Volatility by Period
| VTR | INVA | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.93% | 7.62% | +0.31% |
Volatility (6M)Calculated over the trailing 6-month period | 14.62% | 16.91% | -2.29% |
Volatility (1Y)Calculated over the trailing 1-year period | 19.04% | 28.81% | -9.77% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 24.96% | 27.28% | -2.32% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 34.77% | 33.89% | +0.88% |
Dividends
VTR vs. INVA - Dividend Comparison
VTR's dividend yield for the trailing twelve months is around 2.46%, while INVA has not paid dividends to shareholders.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
INVA Innoviva, Inc. | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 7.12% |
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. INVA - Financials Comparison
This section allows you to compare key financial metrics between Ventas, Inc. and Innoviva, 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
Frequently Asked Questions
VTR and INVA have a correlation of 0.17, 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 INVA (7.62%). In terms of maximum drawdown, VTR dropped -83.38% vs INVA's -84.32%.
VTR currently has the higher Sharpe Ratio (1.51 vs 0.12), 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.
Find the right allocation for VTR and INVA
Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.
Open Portfolio Optimizer