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VTR vs. STWD
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Correlation

The correlation between VTR and STWD is 0.42, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.


-0.50.00.51.0
Correlation: 0.4

Performance

VTR vs. STWD - Performance Comparison

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

240.00%260.00%280.00%300.00%320.00%340.00%360.00%380.00%NovemberDecember2025FebruaryMarchApril
316.88%
349.87%
VTR
STWD

Key characteristics

Sharpe Ratio

VTR:

2.76

STWD:

0.25

Sortino Ratio

VTR:

3.72

STWD:

0.49

Omega Ratio

VTR:

1.50

STWD:

1.06

Calmar Ratio

VTR:

2.09

STWD:

0.41

Martin Ratio

VTR:

12.28

STWD:

1.18

Ulcer Index

VTR:

4.99%

STWD:

4.78%

Daily Std Dev

VTR:

22.28%

STWD:

22.43%

Max Drawdown

VTR:

-83.38%

STWD:

-66.34%

Current Drawdown

VTR:

-3.28%

STWD:

-5.76%

Fundamentals

Market Cap

VTR:

$29.83B

STWD:

$6.56B

EPS

VTR:

$0.19

STWD:

$1.10

PE Ratio

VTR:

358.74

STWD:

17.16

PEG Ratio

VTR:

1.86

STWD:

2.73

PS Ratio

VTR:

6.10

STWD:

16.36

PB Ratio

VTR:

2.77

STWD:

0.99

Total Revenue (TTM)

VTR:

$3.72B

STWD:

$1.17B

Gross Profit (TTM)

VTR:

$1.29B

STWD:

$1.11B

EBITDA (TTM)

VTR:

$1.44B

STWD:

$418.60M

Returns By Period

In the year-to-date period, VTR achieves a 16.55% return, which is significantly higher than STWD's 2.10% return. Over the past 10 years, VTR has underperformed STWD with an annualized return of 5.61%, while STWD has yielded a comparatively higher 7.16% annualized return.


VTR

YTD

16.55%

1M

0.28%

6M

6.47%

1Y

59.72%

5Y*

23.58%

10Y*

5.61%

STWD

YTD

2.10%

1M

-3.31%

6M

-0.23%

1Y

6.84%

5Y*

21.80%

10Y*

7.16%

*Annualized

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Risk-Adjusted Performance

VTR vs. STWD — Risk-Adjusted Performance Rank

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

VTR
The Risk-Adjusted Performance Rank of VTR is 9797
Overall Rank
The Sharpe Ratio Rank of VTR is 9999
Sharpe Ratio Rank
The Sortino Ratio Rank of VTR is 9797
Sortino Ratio Rank
The Omega Ratio Rank of VTR is 9696
Omega Ratio Rank
The Calmar Ratio Rank of VTR is 9494
Calmar Ratio Rank
The Martin Ratio Rank of VTR is 9797
Martin Ratio Rank

STWD
The Risk-Adjusted Performance Rank of STWD is 6161
Overall Rank
The Sharpe Ratio Rank of STWD is 6262
Sharpe Ratio Rank
The Sortino Ratio Rank of STWD is 5252
Sortino Ratio Rank
The Omega Ratio Rank of STWD is 5252
Omega Ratio Rank
The Calmar Ratio Rank of STWD is 7171
Calmar Ratio Rank
The Martin Ratio Rank of STWD is 6767
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

VTR vs. STWD - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Ventas, Inc. (VTR) and Starwood Property Trust, Inc. (STWD). 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.


The chart of Sharpe ratio for VTR, currently valued at 2.76, compared to the broader market-2.00-1.000.001.002.003.00
VTR: 2.76
STWD: 0.25
The chart of Sortino ratio for VTR, currently valued at 3.72, compared to the broader market-6.00-4.00-2.000.002.004.00
VTR: 3.72
STWD: 0.49
The chart of Omega ratio for VTR, currently valued at 1.50, compared to the broader market0.501.001.502.00
VTR: 1.50
STWD: 1.06
The chart of Calmar ratio for VTR, currently valued at 2.08, compared to the broader market0.001.002.003.004.005.00
VTR: 2.09
STWD: 0.41
The chart of Martin ratio for VTR, currently valued at 12.28, compared to the broader market-5.000.005.0010.0015.0020.00
VTR: 12.28
STWD: 1.18

The current VTR Sharpe Ratio is 2.76, which is higher than the STWD Sharpe Ratio of 0.25. The chart below compares the historical Sharpe Ratios of VTR and STWD, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


Rolling 12-month Sharpe Ratio0.001.002.003.00NovemberDecember2025FebruaryMarchApril
2.76
0.25
VTR
STWD

Dividends

VTR vs. STWD - Dividend Comparison

VTR's dividend yield for the trailing twelve months is around 2.68%, less than STWD's 10.17% yield.


TTM20242023202220212020201920182017201620152014
VTR
Ventas, Inc.
2.68%3.06%3.61%4.00%3.52%4.37%5.49%5.40%5.19%4.74%5.04%4.14%
STWD
Starwood Property Trust, Inc.
10.17%10.13%9.13%10.47%7.90%9.95%7.72%9.74%8.99%8.75%9.34%8.26%

Drawdowns

VTR vs. STWD - Drawdown Comparison

The maximum VTR drawdown since its inception was -83.38%, which is greater than STWD's maximum drawdown of -66.34%. Use the drawdown chart below to compare losses from any high point for VTR and STWD. For additional features, visit the drawdowns tool.


-14.00%-12.00%-10.00%-8.00%-6.00%-4.00%-2.00%0.00%NovemberDecember2025FebruaryMarchApril
-3.28%
-5.76%
VTR
STWD

Volatility

VTR vs. STWD - Volatility Comparison

The current volatility for Ventas, Inc. (VTR) is 8.57%, while Starwood Property Trust, Inc. (STWD) has a volatility of 13.49%. This indicates that VTR experiences smaller price fluctuations and is considered to be less risky than STWD based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


4.00%6.00%8.00%10.00%12.00%14.00%NovemberDecember2025FebruaryMarchApril
8.57%
13.49%
VTR
STWD

Financials

VTR vs. STWD - Financials Comparison

This section allows you to compare key financial metrics between Ventas, Inc. and Starwood Property Trust, 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.


Quarterly
Annual

Total Revenue: Total amount of money received from sales and other business activities


Values in USD except per share items