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EXC vs VTR

Comparison between Exelon Corp (EXC, Company) and Ventas Inc (VTR, Company).

EXC is from the Utilities sector, while VTR is from the Real Estate sector.

5-Year PerformanceVTR has outperformed EXC, delivering a return of +14.1% compared to +11.4%

EXC vs VTR - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Market Cap
Winner
EXC
$48B
VTR
$47B
Max Drawdown
Winner
EXC
72.22%
VTR
79.54%
Sharpe Ratio
EXC
0.43
Winner
VTR
1.92
5Y Beta
Winner
EXC
-0.06
VTR
0.16
Industry
EXC
Utilities - Regulated Electric
VTR
Reit - Healthcare Facilities
P/E Ratio
Winner
EXC
17.09
VTR
167.89
Forward P/E
Winner
EXC
16.13
VTR
158.73
PEG Ratio
EXC
12.35
Winner
VTR
2.44
Dividend Yield
Winner
EXC
3.52%
VTR
2.04%
5Y Dividends CAGR
Winner
EXC
8.49%
VTR
1.97%
5Y EPS CAGR
Winner
EXC
15.19%
VTR
-12.40%
Debt to Equity
EXC
165.53%
Winner
VTR
0.00%
Free Cash Flow Yield
EXC
-4.53%
Winner
VTR
3.64%

EXC vs VTR - Historical Returns

Returns include dividend reinvestment.

1M
EXC
+1.42%
Winner
VTR
+15.37%
3M
EXC
+2.09%
Winner
VTR
+18.77%
6M
EXC
+9.24%
Winner
VTR
+28.74%
1Y
EXC
+12.65%
Winner
VTR
+48.86%
5Y(CAGR)
EXC
+11.41%
Winner
VTR
+14.09%
10Y(CAGR)
Winner
EXC
+9.78%
VTR
+7.28%
Max(CAGR)
EXC
+8.66%
Winner
VTR
+18.40%

EXC vs VTR - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearEXCVTR
2026+9.59%+28.18%
2025+19.99%+37.23%
2024+8.55%+20.45%
2023-13.84%+14.27%
2022+9.61%-9.97%
2021+45.02%+12.72%
2020-3.55%-7.55%
2019+6.72%+6.46%
2018+17.79%+3.84%
2017+16.03%+1.31%
2016+31.86%+15.51%
2015-23.18%-7.59%
2014+41.75%+31.98%
2013-3.74%-8.26%
2012-25.11%+21.30%
2011+8.63%+7.02%
2010-10.46%+26.54%
2009-10.90%+46.10%
2008-28.58%-20.28%
2007+33.97%+13.16%
2006+16.54%+34.99%
2005+27.00%+24.19%
2004+38.30%+29.52%
2003+27.70%+106.66%
2002+12.68%+4.13%
2001-27.16%+118.55%
2000+112.20%+66.92%
1999-8.97%-19.28%

EXC vs VTR Drawdown Comparison

The maximum drawdown for EXC was -62.24%, occurring on Jan 3, 2014. Recovery took 3352 trading sessions.

The maximum drawdown for VTR was -76.93%, occurring on Mar 18, 2020. Recovery took 1232 trading sessions.

The current EXC drawdown is -5.10%.

RankEXCVTR
#1-62.24%
Jul 10, 2008 - Nov 1, 2021
-76.93%
Oct 4, 2019 - Aug 28, 2024
#2-40.74%
Dec 27, 2000 - Oct 1, 2003
-64.16%
Sep 19, 2008 - Mar 16, 2010
#3-29.05%
Apr 20, 2022 - Mar 28, 2025
-45.78%
Nov 1, 1999 - Aug 1, 2000
#4-17.61%
Nov 3, 1999 - Jan 13, 2000
-33.09%
Aug 1, 2016 - Jun 14, 2019
#5-17.40%
Jul 19, 2007 - Oct 31, 2007
-32.37%
Feb 7, 2007 - Dec 6, 2007
#6-17.29%
Sep 16, 2005 - Jan 17, 2006
-31.13%
May 21, 2013 - Jan 12, 2015
#7-15.58%
Jan 9, 2008 - Apr 16, 2008
-28.37%
Jan 29, 2015 - May 10, 2016
#8-15.13%
Feb 3, 2000 - Apr 13, 2000
-26.13%
Oct 1, 2002 - May 5, 2003
#9-13.74%
Mar 16, 2026 - May 15, 2026
-23.74%
Apr 2, 2004 - Aug 31, 2004
#10-11.88%
May 24, 2000 - Aug 4, 2000
-21.52%
Apr 28, 2011 - Oct 28, 2011
#11-11.81%
Jan 24, 2006 - Jun 2, 2006
-19.49%
Apr 25, 2008 - Sep 18, 2008
#12-10.87%
May 18, 2007 - Jul 18, 2007
-17.32%
Aug 21, 2001 - Oct 5, 2001
#13-10.29%
Oct 20, 2025 - Feb 13, 2026
-15.30%
Aug 1, 2000 - Sep 8, 2000
#14-10.10%
Apr 22, 2025 - Oct 7, 2025
-14.22%
Nov 15, 2004 - May 31, 2005
#15-9.65%
Oct 2, 2000 - Oct 17, 2000
-14.04%
Dec 10, 2007 - Mar 20, 2008

Correlation

Correlation between EXC and VTR is 0.80 which considered as a strong positive correlation - the stocks tend to move together.

0.80
-101

Dividend Comparison (1999 - 2026)

EXC vs VTR dividend yield comparison.

YearEXCVTR
20261.78%1.06%
20253.67%2.48%
20245.05%3.06%
20234.01%3.61%
20223.12%4.00%
20212.65%3.52%
20203.62%4.37%
20193.18%5.49%
20183.06%5.40%
20173.32%5.19%
20163.56%4.74%
20154.46%20.47%
20143.34%4.14%
20135.31%4.77%
20127.06%3.83%
20114.84%4.17%
20105.04%4.08%
20094.30%4.69%
20083.64%6.11%
20072.16%4.20%
20062.59%3.73%
20053.01%4.50%
20042.85%4.74%
20032.89%4.86%
20023.33%8.30%
20013.80%9.91%
20001.65%16.18%
19990.72%0.00%

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