VTR vs. STWD

Last updated Jun 4, 2026

VTR (Ventas, Inc.) and STWD (Starwood Property Trust, Inc.) are both stocks. Both are in the Real Estate sector — VTR in REIT - Healthcare Facilities, STWD in REIT - Mortgage. Over the past 10 years, VTR returned 5.93%/yr vs 7.63%/yr for STWD. At a 0.43 correlation, their price movements are largely independent.

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.

Returns By Period

In the year-to-date period, VTR achieves a 2.80% return, which is significantly higher than STWD's -3.33% return. Over the past 10 years, VTR has underperformed STWD with an annualized return of 5.93%, while STWD has yielded a comparatively higher 7.63% annualized return.

VTR

• 1D: -1.36%
• 1M: -9.97%
• YTD: 2.80%
• 6M: 0.04%
• 1Y: 28.40%
• 3Y*: 24.36%
• 5Y*: 10.53%
• 10Y*: 5.93%

STWD

• 1D: -0.99%
• 1M: -6.00%
• YTD: -3.33%
• 6M: -2.92%
• 1Y: -5.47%
• 3Y*: 7.38%
• 5Y*: 1.13%
• 10Y*: 7.63%

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

VTR vs. STWD - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019	2018	2017
VTR Ventas, Inc.	2.80%	35.09%	22.24%	15.06%	-8.53%	7.73%	-9.80%	3.42%	3.45%	0.71%
STWD Starwood Property Trust, Inc.	-3.33%	4.91%	-0.56%	26.70%	-17.33%	35.88%	-12.01%	36.80%	1.11%	6.08%

Correlation

The correlation between VTR and STWD is 0.11, which is low. Their price movements are largely independent, making them effective diversification partners.

	Correlation
Correlation (1Y) Calculated over the trailing 1-year period	0.11
Correlation (3Y) Calculated over the trailing 3-year period	0.31
Correlation (5Y) Calculated over the trailing 5-year period	0.42
Correlation (10Y) Calculated over the trailing 10-year period	0.42
Correlation (All Time) Calculated using the full available price history since Aug 13, 2009	0.43

Over the past year, the correlation between VTR and STWD has dropped to 0.11 - well below their long-term average of 0.43, suggesting their price drivers have been diverging.

Fundamentals

EPS VTR : $0.55 STWD : $1.39
PE Ratio VTR : 143.40 STWD : 12.19
PEG Ratio VTR : 4.10 STWD : 1.00
PS Ratio VTR : 6.09 STWD : 2.16
Total Revenue (TTM) VTR : $6.13B STWD : $1.98B
Gross Profit (TTM) VTR : -$261.17M STWD : $1.19B
EBITDA (TTM) VTR : $2.45B STWD : $1.83B

Return for Risk

VTR vs. STWD — Risk / Return Rank

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

VTR

VTR Risk / Return Rank: 80
VTR Sharpe Ratio Rank: 82
VTR Sortino Ratio Rank: 79
VTR Omega Ratio Rank: 78
VTR Calmar Ratio Rank: 76
VTR Martin Ratio Rank: 86

STWD

STWD Risk / Return Rank: 25
STWD Sharpe Ratio Rank: 26
STWD Sortino Ratio Rank: 22
STWD Omega Ratio Rank: 23
STWD Calmar Ratio Rank: 28
STWD Martin Ratio Rank: 28

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. STWD - Risk-Adjusted Trends 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.

	VTR	STWD	Difference
Sharpe ratio Return per unit of total volatility	1.55	-0.33	+1.88
Sortino ratio Return per unit of downside risk	2.27	-0.34	+2.61
Omega ratio Gain probability vs. loss probability	1.30	0.96	+0.34
Calmar ratio Return relative to maximum drawdown	2.28	-0.38	+2.66
Martin ratio Return relative to average drawdown	9.70	-0.65	+10.35
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. STWD - Sharpe Ratio Comparison

The current VTR Sharpe Ratio is 1.55, which is higher than the STWD Sharpe Ratio of -0.33. The chart below compares the historical Sharpe Ratios of VTR and STWD, 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	STWD	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	1.55	-0.33	+1.88
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	0.43	0.05	+0.38
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	0.35	-0.05

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.

Drawdown Indicators

	VTR	STWD	Difference
Max Drawdown Largest peak-to-trough decline	-83.38%	-66.34%	-17.04%
Max Drawdown (1Y) Largest decline over 1 year	-12.52%	-14.53%	+2.01%
Max Drawdown (3Y) Largest decline over 3 years	-19.35%	-16.66%	-2.69%
Max Drawdown (5Y) Largest decline over 5 years	-41.80%	-29.65%	-12.15%
Max Drawdown (10Y) Largest decline over 10 years	-76.92%	-66.34%	-10.58%
Current Drawdown Current decline from peak	-12.52%	-12.67%	+0.15%
Average Drawdown Average peak-to-trough decline	-18.20%	-7.57%	-10.63%
Ulcer Index Depth and duration of drawdowns from previous peaks	2.93%	8.47%	-5.54%

Volatility

VTR vs. STWD - Volatility Comparison

Ventas, Inc. (VTR) has a higher volatility of 6.27% compared to Starwood Property Trust, Inc. (STWD) at 5.59%. This indicates that VTR's price experiences larger fluctuations and is considered to be riskier than STWD based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	VTR	STWD	Difference
Volatility (1M) Calculated over the trailing 1-month period	6.27%	5.59%	+0.68%
Volatility (6M) Calculated over the trailing 6-month period	13.86%	12.21%	+1.65%
Volatility (1Y) Calculated over the trailing 1-year period	18.47%	16.67%	+1.80%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	24.87%	24.29%	+0.58%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	34.73%	30.13%	+4.60%

Dividends

VTR vs. STWD - Dividend Comparison

VTR's dividend yield for the trailing twelve months is around 2.48%, less than STWD's 11.34% yield.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
STWD Starwood Property Trust, Inc.	11.34%	10.66%	10.13%	9.13%	10.47%	7.90%	9.95%	7.72%	9.74%	8.99%	8.75%	9.34%
VTR Ventas, Inc.	2.48%	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. STWD - Profitability Comparison

The chart below illustrates the profitability comparison between Ventas, Inc. and Starwood Property Trust, Inc. over time, highlighting three key metrics: Gross Profit Margin, Operating Margin, and Net Profit Margin.

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%.

STWD - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Starwood Property Trust, Inc. reported a gross profit of 0.00 and revenue of 512.46M. Therefore, the gross margin over that period was 0.0%.

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%.

STWD - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Starwood Property Trust, Inc. reported an operating income of 0.00 and revenue of 512.46M, resulting in an operating margin of 0.0%.

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%.

STWD - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Starwood Property Trust, Inc. reported a net income of 51.88M and revenue of 512.46M, resulting in a net margin of 10.1%.

Frequently Asked Questions

Can I hold both VTR and STWD in my portfolio?

VTR and STWD have a correlation of 0.11, 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 STWD?

VTR has higher volatility (6.27%) compared to STWD (5.59%). In terms of maximum drawdown, VTR dropped -83.38% vs STWD's -66.34%.

Which has better risk-adjusted returns?

VTR currently has the higher Sharpe Ratio (1.55 vs -0.33), 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.