VTR vs. ITOT
VTR (Ventas, Inc.) is a stock, while ITOT (iShares Core S&P Total U.S. Stock Market ETF) is Large Cap Blend Equities fund tracking the S&P Total Market Index. Over the past 10 years, VTR returned 6.36%/yr vs 15.11%/yr for ITOT. At a 0.44 correlation, their price movements are largely independent.
Performance
VTR vs. ITOT - Performance Comparison
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Returns By Period
In the year-to-date period, VTR achieves a 11.03% return, which is significantly higher than ITOT's 8.94% return. Over the past 10 years, VTR has underperformed ITOT with an annualized return of 6.36%, while ITOT has yielded a comparatively higher 15.11% annualized return.
VTR
- 1D
- 2.81%
- 1M
- -3.19%
- YTD
- 11.03%
- 6M
- 9.27%
- 1Y
- 38.07%
- 3Y*
- 28.37%
- 5Y*
- 11.77%
- 10Y*
- 6.36%
ITOT
- 1D
- -1.30%
- 1M
- -0.81%
- YTD
- 8.94%
- 6M
- 7.85%
- 1Y
- 24.26%
- 3Y*
- 20.67%
- 5Y*
- 11.93%
- 10Y*
- 15.11%
VTR vs. ITOT - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
VTR Ventas, Inc. | 11.03% | 35.09% | 22.24% | 15.06% | -8.53% | 7.73% | -9.80% | 3.42% | 3.45% | 0.71% |
ITOT iShares Core S&P Total U.S. Stock Market ETF | 8.94% | 17.00% | 23.80% | 26.12% | -19.47% | 25.68% | 20.71% | 30.67% | -5.33% | 21.37% |
Correlation
The correlation between VTR and ITOT 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 (3Y) Calculated over the trailing 3-year period | 0.19 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.33 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.31 |
Correlation (All Time) Calculated using the full available price history since Jan 23, 2004 | 0.44 |
The correlation between VTR and ITOT shifts across timeframes, from -0.09 (1 year) to 0.44 (all time), reflecting how their relationship changes across market environments.
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Return for Risk
VTR vs. ITOT — Risk / Return Rank
VTR
ITOT
VTR vs. ITOT - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Ventas, Inc. (VTR) and iShares Core S&P Total U.S. Stock Market ETF (ITOT). 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.
| VTR | ITOT | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.05 | ||
| Sortino ratioReturn per unit of downside risk | +0.22 | ||
| Omega ratioGain probability vs. loss probability | 1.36 | 1.34 | +0.02 |
| Calmar ratioReturn relative to maximum drawdown | 3.06 | 2.74 | +0.32 |
| Martin ratioReturn relative to average drawdown | 10.85 | 12.14 | -1.29 |
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Drawdowns
VTR vs. ITOT - Drawdown Comparison
The maximum VTR drawdown since its inception was -83.84%, which is greater than ITOT's maximum drawdown of -55.20%. Use the drawdown chart below to compare losses from any high point for VTR and ITOT.
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Drawdown Indicators
| VTR | ITOT | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -83.84% | -55.20% | -28.64% |
Max Drawdown (1Y)Largest decline over 1 year | -12.52% | -8.90% | -3.62% |
Max Drawdown (3Y)Largest decline over 3 years | -19.35% | -19.44% | +0.09% |
Max Drawdown (5Y)Largest decline over 5 years | -41.80% | -25.36% | -16.44% |
Max Drawdown (10Y)Largest decline over 10 years | -76.92% | -35.00% | -41.92% |
Current DrawdownCurrent decline from peak | -5.51% | -2.79% | -2.72% |
Average DrawdownAverage peak-to-trough decline | -18.37% | -6.96% | -11.41% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.52% | 2.00% | +1.52% |
Volatility
VTR vs. ITOT - Volatility Comparison
Ventas, Inc. (VTR) has a higher volatility of 9.37% compared to iShares Core S&P Total U.S. Stock Market ETF (ITOT) at 4.96%. This indicates that VTR's price experiences larger fluctuations and is considered to be riskier than ITOT based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| VTR | ITOT | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 9.37% | 4.96% | +4.41% |
Volatility (6M)Calculated over the trailing 6-month period | 15.32% | 10.06% | +5.26% |
Volatility (1Y)Calculated over the trailing 1-year period | 19.71% | 12.85% | +6.86% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 25.05% | 17.46% | +7.59% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 34.81% | 18.28% | +16.53% |
Dividends
VTR vs. ITOT - Dividend Comparison
VTR's dividend yield for the trailing twelve months is around 2.30%, more than ITOT's 1.02% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ITOT iShares Core S&P Total U.S. Stock Market ETF | 1.02% | 1.11% | 1.23% | 1.47% | 1.66% | 1.18% | 1.41% | 1.88% | 2.14% | 1.69% | 1.83% | 2.01% |
VTR Ventas, Inc. | 2.30% | 2.48% | 3.06% | 3.61% | 4.00% | 3.52% | 4.37% | 5.49% | 5.40% | 5.19% | 4.74% | 20.47% |
Frequently Asked Questions
VTR and ITOT 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.
VTR has higher volatility (9.37%) compared to ITOT (4.96%). In terms of maximum drawdown, VTR dropped -83.84% vs ITOT's -55.20%.
VTR currently has the higher Sharpe Ratio (1.95 vs 1.90), 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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