VTR vs. VTMX

Last updated Jun 13, 2026

VTR (Ventas, Inc.) and VTMX (Corporación Inmobiliaria Vesta S.A.B de C.V.) are both stocks. Both are in the Real Estate sector — VTR in REIT - Healthcare Facilities, VTMX in Real Estate - Development. Over the past year, VTR returned 36.42% vs 26.11% for VTMX. At a 0.14 correlation, their price movements are largely independent.

Performance

VTR vs. VTMX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Ventas, Inc. (VTR) and Corporación Inmobiliaria Vesta S.A.B de C.V. (VTMX). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

In the year-to-date period, VTR achieves a 10.03% return, which is significantly lower than VTMX's 14.02% return.

VTR

• 1D: 0.85%
• 1M: -6.36%
• YTD: 10.03%
• 6M: 10.02%
• 1Y: 36.42%
• 3Y*: 26.63%
• 5Y*: 11.52%
• 10Y*: 6.45%

VTMX

• 1D: 1.30%
• 1M: -0.46%
• YTD: 14.02%
• 6M: 12.95%
• 1Y: 26.11%
• 3Y*: —
• 5Y*: —
• 10Y*: —

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

VTR vs. VTMX - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023
VTR Ventas, Inc.	10.03%	35.09%	22.24%	7.75%
VTMX Corporación Inmobiliaria Vesta S.A.B de C.V.	14.02%	23.05%	-33.97%	25.12%

Correlation

The correlation between VTR and VTMX is 0.05, 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	0.05
Correlation (All Time) Calculated using the full available price history since Jun 30, 2023	0.14

Fundamentals

Market Cap VTR : $41.18B VTMX : $2.95B
EPS VTR : $0.55 VTMX : $3.84
PE Ratio VTR : 153.49 VTMX : 8.95
PEG Ratio VTR : 4.39 VTMX : 1.53
PS Ratio VTR : 6.52 VTMX : 9.87
PB Ratio VTR : 3.14 VTMX : 1.03
Total Revenue (TTM) VTR : $6.13B VTMX : $297.41M
Gross Profit (TTM) VTR : -$261.17M VTMX : $271.33M
EBITDA (TTM) VTR : $2.45B VTMX : $233.83M

Return for Risk

VTR vs. VTMX — Risk / Return Rank

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

VTR

VTR Risk / Return Rank: 87
VTR Sharpe Ratio Rank: 88
VTR Sortino Ratio Rank: 87
VTR Omega Ratio Rank: 87
VTR Calmar Ratio Rank: 83
VTR Martin Ratio Rank: 90

VTMX

VTMX Risk / Return Rank: 73
VTMX Sharpe Ratio Rank: 75
VTMX Sortino Ratio Rank: 71
VTMX Omega Ratio Rank: 68
VTMX Calmar Ratio Rank: 75
VTMX Martin Ratio Rank: 77

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. VTMX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Ventas, Inc. (VTR) and Corporación Inmobiliaria Vesta S.A.B de C.V. (VTMX). 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	VTMX	Difference
Sharpe ratio: Return per unit of total volatility	1.89	1.09	+0.80
Sortino ratio: Return per unit of downside risk	2.74	1.67	+1.07
Omega ratio: Gain probability vs. loss probability	1.36	1.20	+0.16
Calmar ratio: Return relative to maximum drawdown	2.92	1.83	+1.09
Martin ratio: Return relative to average drawdown	11.03	5.11	+5.92

VTR vs. VTMX - Sharpe Ratio Comparison

The current VTR Sharpe Ratio is 1.89, which is higher than the VTMX Sharpe Ratio of 1.09. The chart below compares the historical Sharpe Ratios of VTR and VTMX, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

Drawdowns

VTR vs. VTMX - Drawdown Comparison

The maximum VTR drawdown since its inception was -83.84%, which is greater than VTMX's maximum drawdown of -45.62%. Use the drawdown chart below to compare losses from any high point for VTR and VTMX.

Drawdown Indicators

	VTR	VTMX	Difference
Max Drawdown Largest peak-to-trough decline	-83.84%	-45.62%	-38.22%
Max Drawdown (1Y) Largest decline over 1 year	-12.52%	-14.31%	+1.79%
Max Drawdown (3Y) Largest decline over 3 years	-19.35%	—	—
Max Drawdown (5Y) Largest decline over 5 years	-41.80%	—	—
Max Drawdown (10Y) Largest decline over 10 years	-76.92%	—	—
Current Drawdown Current decline from peak	-6.36%	-11.16%	+4.80%
Average Drawdown Average peak-to-trough decline	-18.38%	-21.21%	+2.83%
Ulcer Index Depth and duration of drawdowns from previous peaks	3.31%	5.19%	-1.88%

Volatility

VTR vs. VTMX - Volatility Comparison

Ventas, Inc. (VTR) has a higher volatility of 8.80% compared to Corporación Inmobiliaria Vesta S.A.B de C.V. (VTMX) at 5.35%. This indicates that VTR's price experiences larger fluctuations and is considered to be riskier than VTMX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	VTR	VTMX	Difference
Volatility (1M) Calculated over the trailing 1-month period	8.80%	5.35%	+3.45%
Volatility (6M) Calculated over the trailing 6-month period	14.88%	18.44%	-3.56%
Volatility (1Y) Calculated over the trailing 1-year period	19.35%	24.06%	-4.71%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	25.02%	30.48%	-5.46%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	34.78%	30.48%	+4.30%

Dividends

VTR vs. VTMX - Dividend Comparison

VTR's dividend yield for the trailing twelve months is around 2.32%, less than VTMX's 2.40% yield.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
VTMX Corporación Inmobiliaria Vesta S.A.B de C.V.	2.40%	2.62%	2.79%	0.91%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%
VTR Ventas, Inc.	2.32%	2.48%	3.06%	3.61%	4.00%	3.52%	4.37%	5.49%	5.40%	5.19%	4.74%	20.47%

Financials

Frequently Asked Questions

Can I hold both VTR and VTMX in my portfolio?

VTR and VTMX have a correlation of 0.05, 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 VTMX?

VTR has higher volatility (8.80%) compared to VTMX (5.35%). In terms of maximum drawdown, VTR dropped -83.84% vs VTMX's -45.62%.

Which has better risk-adjusted returns?

VTR currently has the higher Sharpe Ratio (1.89 vs 1.09), 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.