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VTR vs EXC

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

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

5-Year PerformanceVTR has outperformed EXC, delivering a return of +14.7% compared to +11.5%

VTR vs EXC - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Market Cap
VTR
$47B
Winner
EXC
$48B
Max Drawdown
VTR
79.54%
Winner
EXC
72.22%
Sharpe Ratio
Winner
VTR
1.90
EXC
0.41
5Y Beta
VTR
0.16
Winner
EXC
-0.06
Industry
VTR
Reit - Healthcare Facilities
EXC
Utilities - Regulated Electric
P/E Ratio
VTR
167.89
Winner
EXC
17.09
Forward P/E
VTR
161.29
Winner
EXC
16.10
PEG Ratio
Winner
VTR
2.44
EXC
12.35
Dividend Yield
VTR
2.01%
Winner
EXC
3.53%
5Y Dividends CAGR
VTR
1.97%
Winner
EXC
8.49%
5Y EPS CAGR
VTR
-12.40%
Winner
EXC
15.19%
Debt to Equity
Winner
VTR
0.00%
EXC
165.53%
Free Cash Flow Yield
Winner
VTR
3.64%
EXC
-4.53%
P/S Ratio
VTR
7.73
Winner
EXC
1.88
P/B Ratio
VTR
3.62
Winner
EXC
1.60

VTR vs EXC - Historical Returns

Returns include dividend reinvestment.

1M
Winner
VTR
+16.81%
EXC
+1.34%
3M
Winner
VTR
+20.93%
EXC
+2.25%
6M
Winner
VTR
+32.18%
EXC
+9.82%
1Y
Winner
VTR
+53.62%
EXC
+12.61%
5Y(CAGR)
Winner
VTR
+14.69%
EXC
+11.52%
10Y(CAGR)
VTR
+7.55%
Winner
EXC
+9.81%
Max(CAGR)
Winner
VTR
+18.52%
EXC
+8.68%

VTR vs EXC - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearVTREXC
2026+31.59%+10.17%
2025+37.23%+19.99%
2024+20.45%+8.55%
2023+14.27%-13.84%
2022-9.97%+9.61%
2021+12.72%+45.02%
2020-7.55%-3.55%
2019+6.46%+6.72%
2018+3.84%+17.79%
2017+1.31%+16.03%
2016+15.51%+31.86%
2015-7.59%-23.18%
2014+31.98%+41.75%
2013-8.26%-3.74%
2012+21.30%-25.11%
2011+7.02%+8.63%
2010+26.54%-10.46%
2009+46.10%-10.90%
2008-20.28%-28.58%
2007+13.16%+33.97%
2006+34.99%+16.54%
2005+24.19%+27.00%
2004+29.52%+38.30%
2003+106.66%+27.70%
2002+4.13%+12.68%
2001+118.55%-27.16%
2000+66.92%+112.20%
1999-19.28%-8.97%

VTR vs EXC Drawdown Comparison

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

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

The current EXC drawdown is -4.60%.

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

Correlation

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

0.80
-101

Dividend Comparison (1999 - 2026)

VTR vs EXC dividend yield comparison.

YearVTREXC
20261.03%1.77%
20252.48%3.67%
20243.06%5.05%
20233.61%4.01%
20224.00%3.12%
20213.52%2.65%
20204.37%3.62%
20195.49%3.18%
20185.40%3.06%
20175.19%3.32%
20164.74%3.56%
201520.47%4.46%
20144.14%3.34%
20134.77%5.31%
20123.83%7.06%
20114.17%4.84%
20104.08%5.04%
20094.69%4.30%
20086.11%3.64%
20074.20%2.16%
20063.73%2.59%
20054.50%3.01%
20044.74%2.85%
20034.86%2.89%
20028.30%3.33%
20019.91%3.80%
200016.18%1.65%
19990.00%0.72%

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