XHR vs. IVT
XHR (Xenia Hotels & Resorts, Inc.) and IVT (Inventrust Properties Corp) are both stocks. Both are in the Real Estate sector — XHR in REIT - Hotel & Motel, IVT in REIT - Retail. Over the past 10 years, XHR returned 4.49%/yr vs 37.78%/yr for IVT. At a 0.27 correlation, their price movements are largely independent.
Performance
XHR vs. IVT - Performance Comparison
Loading charts...
Returns By Period
In the year-to-date period, XHR achieves a 26.81% return, which is significantly higher than IVT's 17.58% return. Over the past 10 years, XHR has underperformed IVT with an annualized return of 4.49%, while IVT has yielded a comparatively higher 37.78% annualized return.
XHR
- 1D
- 1.37%
- 1M
- 6.28%
- YTD
- 26.81%
- 6M
- 32.36%
- 1Y
- 55.24%
- 3Y*
- 16.55%
- 5Y*
- 0.67%
- 10Y*
- 4.49%
IVT
- 1D
- 1.83%
- 1M
- 2.33%
- YTD
- 17.58%
- 6M
- 18.15%
- 1Y
- 21.50%
- 3Y*
- 17.24%
- 5Y*
- 97.98%
- 10Y*
- 37.78%
XHR vs. IVT - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
XHR Xenia Hotels & Resorts, Inc. | 26.81% | -0.71% | 12.72% | 6.71% | -26.13% | 19.14% | -27.75% | 32.33% | -15.96% | 17.61% |
IVT Inventrust Properties Corp | 17.58% | -3.19% | 23.02% | 11.01% | -10.31% | 2,399.18% | -28.43% | 3.60% | 3.33% | -26.47% |
Correlation
The correlation between XHR and IVT is 0.43, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.43 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.46 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.46 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.30 |
Correlation (All Time) Calculated using the full available price history since Feb 5, 2015 | 0.27 |
The correlation between XHR and IVT shifts across timeframes, from 0.27 (all time) to 0.46 (3 years), reflecting how their relationship changes across market environments.
Fundamentals
XHR:
$0.93
IVT:
$1.40
XHR:
19.18
IVT:
23.47
XHR:
0.30
IVT:
0.13
XHR:
1.19
IVT:
8.39
XHR:
$1.08B
IVT:
$307.06M
XHR:
-$63.01M
IVT:
$152.08M
XHR:
$201.50M
IVT:
$312.91M
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
XHR vs. IVT — Risk / Return Rank
XHR
IVT
XHR vs. IVT - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Xenia Hotels & Resorts, Inc. (XHR) and Inventrust Properties Corp (IVT). 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.
| XHR | IVT | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 2.01 | 1.33 | +0.68 |
Sortino ratioReturn per unit of downside risk | 2.82 | 1.97 | +0.84 |
Omega ratioGain probability vs. loss probability | 1.32 | 1.23 | +0.09 |
Calmar ratioReturn relative to maximum drawdown | 3.15 | 2.45 | +0.71 |
Martin ratioReturn relative to average drawdown | 9.35 | 5.93 | +3.42 |
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
| XHR | IVT | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.01 | 1.33 | +0.68 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.02 | 0.23 | -0.21 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.11 | 0.00 | +0.11 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.06 | 0.00 | +0.06 |
Drawdowns
XHR vs. IVT - Drawdown Comparison
The maximum XHR drawdown since its inception was -71.02%, smaller than the maximum IVT drawdown of -100.00%. Use the drawdown chart below to compare losses from any high point for XHR and IVT.
Loading charts...
Drawdown Indicators
| XHR | IVT | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -71.02% | -100.00% | +28.98% |
Max Drawdown (1Y)Largest decline over 1 year | -16.23% | -8.63% | -7.60% |
Max Drawdown (3Y)Largest decline over 3 years | -42.47% | -15.71% | -26.76% |
Max Drawdown (5Y)Largest decline over 5 years | -51.28% | -74.53% | +23.25% |
Max Drawdown (10Y)Largest decline over 10 years | -71.02% | -99.99% | +28.97% |
Current DrawdownCurrent decline from peak | -11.44% | -0.93% | -10.51% |
Average DrawdownAverage peak-to-trough decline | -26.14% | -41.18% | +15.04% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.48% | 3.56% | +1.92% |
Volatility
XHR vs. IVT - Volatility Comparison
Xenia Hotels & Resorts, Inc. (XHR) has a higher volatility of 9.87% compared to Inventrust Properties Corp (IVT) at 5.37%. This indicates that XHR's price experiences larger fluctuations and is considered to be riskier than IVT based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading charts...
Volatility by Period
| XHR | IVT | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 9.87% | 5.37% | +4.50% |
Volatility (6M)Calculated over the trailing 6-month period | 19.94% | 11.01% | +8.93% |
Volatility (1Y)Calculated over the trailing 1-year period | 27.73% | 16.26% | +11.47% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 34.55% | 423.83% | -389.28% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 42.47% | 297,920.06% | -297,877.59% |
Dividends
XHR vs. IVT - Dividend Comparison
XHR's dividend yield for the trailing twelve months is around 3.15%, more than IVT's 2.93% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IVT Inventrust Properties Corp | 2.93% | 3.37% | 3.00% | 3.40% | 3.47% | 0.82% | 1.72% | 3.51% | 0.00% | 1.13% | 4.18% | 0.77% |
XHR Xenia Hotels & Resorts, Inc. | 3.15% | 3.96% | 3.23% | 2.94% | 1.52% | 0.00% | 1.81% | 5.09% | 6.40% | 5.09% | 5.66% | 5.45% |
Financials
XHR vs. IVT - Financials Comparison
This section allows you to compare key financial metrics between Xenia Hotels & Resorts, Inc. and Inventrust Properties Corp. 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
XHR vs. IVT - Profitability Comparison
XHR - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Xenia Hotels & Resorts, Inc. reported a gross profit of 0.00 and revenue of 295.41M. Therefore, the gross margin over that period was 0.0%.
IVT - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Inventrust Properties Corp reported a gross profit of 60.19M and revenue of 82.11M. Therefore, the gross margin over that period was 73.3%.
XHR - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Xenia Hotels & Resorts, Inc. reported an operating income of 41.62M and revenue of 295.41M, resulting in an operating margin of 14.1%.
IVT - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Inventrust Properties Corp reported an operating income of 14.48M and revenue of 82.11M, resulting in an operating margin of 17.6%.
XHR - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Xenia Hotels & Resorts, Inc. reported a net income of 19.77M and revenue of 295.41M, resulting in a net margin of 6.7%.
IVT - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Inventrust Properties Corp reported a net income of 5.18M and revenue of 82.11M, resulting in a net margin of 6.3%.
Frequently Asked Questions
XHR and IVT have a correlation of 0.43, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
XHR has higher volatility (9.87%) compared to IVT (5.37%). In terms of maximum drawdown, XHR dropped -71.02% vs IVT's -100.00%.
XHR currently has the higher Sharpe Ratio (2.01 vs 1.33), 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.
Find the right allocation for XHR and IVT
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