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VTR vs RKT

Comparison between Ventas Inc (VTR, Company) and Rocket Companies Inc Class A (RKT, Company).

VTR is from the Real Estate sector, while RKT is from the Financial Services sector.

5-Year PerformanceVTR has outperformed RKT, delivering a return of +12.6% compared to -3.2%

VTR vs RKT - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Market Cap
Winner
VTR
$42B
RKT
$42B
Max Drawdown
Winner
VTR
79.54%
RKT
84.90%
Sharpe Ratio
Winner
VTR
1.68
RKT
0.22
5Y Beta
Winner
VTR
0.17
RKT
0.93
Industry
VTR
Reit - Healthcare Facilities
RKT
Mortgage Finance
P/E Ratio
VTR
149.56
Winner
RKT
-286.45
Forward P/E
VTR
142.86
Winner
RKT
19.65
PEG Ratio
VTR
2.17
Winner
RKT
0.52
Dividend Yield
VTR
2.30%
RKT
N/A
5Y Dividends CAGR
VTR
-1.21%
RKT
N/A
5Y EPS CAGR
VTR
-12.40%
RKT
N/A
Debt to Equity
Winner
VTR
0.00%
RKT
44.90%
Free Cash Flow Yield
Winner
VTR
4.09%
RKT
-3.34%
P/S Ratio
VTR
6.89
Winner
RKT
4.75
P/B Ratio
VTR
3.21
Winner
RKT
1.79

VTR vs RKT - Historical Returns

Returns include dividend reinvestment.

1M
VTR
+0.77%
Winner
RKT
+6.84%
3M
Winner
VTR
+8.42%
RKT
+7.53%
6M
Winner
VTR
+13.25%
RKT
-22.72%
1Y
Winner
VTR
+44.45%
RKT
+3.52%
5Y(CAGR)
Winner
VTR
+12.57%
RKT
-3.18%
10Y(CAGR)
VTR
+6.63%
RKT
N/A
Max(CAGR)
Winner
VTR
+18.01%
RKT
-3.07%

VTR vs RKT - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearVTRRKT
2026+15.89%-24.55%
2025+37.23%+88.39%
2024+20.45%-21.15%
2023+14.27%+104.23%
2022-9.97%-48.58%
2021+12.72%-26.86%
2020-7.55%-6.00%
2019+6.46%N/A
2018+3.84%N/A
2017+1.31%N/A
2016+15.51%N/A
2015-7.59%N/A
2014+31.98%N/A
2013-8.26%N/A
2012+21.30%N/A
2011+7.02%N/A
2010+26.54%N/A
2009+46.10%N/A
2008-20.28%N/A
2007+13.16%N/A
2006+34.99%N/A
2005+24.19%N/A
2004+29.52%N/A
2003+106.66%N/A
2002+4.13%N/A
2001+118.55%N/A
2000+66.92%N/A
1999-19.28%N/A

VTR vs RKT Drawdown Comparison

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

The maximum drawdown for RKT was -82.93%, occurring on Oct 20, 2022. This drawdown has not yet recovered.

The current VTR drawdown is -1.44%. The current RKT drawdown is -56.95%.

RankVTRRKT
#1-76.93%
Oct 4, 2019 - Aug 28, 2024
-82.93%
Mar 2, 2021 - Oct 20, 2022
#2-64.16%
Sep 19, 2008 - Mar 16, 2010
-41.78%
Sep 2, 2020 - Mar 2, 2021
#3-45.78%
Nov 1, 1999 - Aug 1, 2000
-24.74%
Aug 7, 2020 - Aug 21, 2020
#4-33.09%
Aug 1, 2016 - Jun 14, 2019
-6.90%
Aug 24, 2020 - Sep 1, 2020
#5-32.37%
Feb 7, 2007 - Dec 6, 2007
N/A
#6-31.13%
May 21, 2013 - Jan 12, 2015
N/A
#7-28.37%
Jan 29, 2015 - May 10, 2016
N/A
#8-26.13%
Oct 1, 2002 - May 5, 2003
N/A
#9-23.74%
Apr 2, 2004 - Aug 31, 2004
N/A
#10-21.52%
Apr 28, 2011 - Oct 28, 2011
N/A
#11-19.49%
Apr 25, 2008 - Sep 18, 2008
N/A
#12-17.32%
Aug 21, 2001 - Oct 5, 2001
N/A
#13-15.30%
Aug 1, 2000 - Sep 8, 2000
N/A
#14-14.22%
Nov 15, 2004 - May 31, 2005
N/A
#15-14.04%
Dec 10, 2007 - Mar 20, 2008
N/A

Correlation

Correlation between VTR and RKT is 0.39 which considered as a weak positive correlation - the stocks show a slight tendency to move together.

0.39
-101

Dividend Comparison (2000 - 2026)

VTR vs RKT dividend yield comparison.

YearVTRRKT
20260.58%0.00%
20252.48%4.13%
20243.06%0.00%
20233.61%0.00%
20224.00%14.43%
20213.52%7.93%
20204.37%0.00%
20195.49%0.00%
20185.40%0.00%
20175.19%0.00%
20164.74%0.00%
201520.47%0.00%
20144.14%0.00%
20134.77%0.00%
20123.83%0.00%
20114.17%0.00%
20104.08%0.00%
20094.69%0.00%
20086.11%0.00%
20074.20%0.00%
20063.73%0.00%
20054.50%0.00%
20044.74%0.00%
20034.86%0.00%
20028.30%0.00%
20019.91%0.00%
200016.18%0.00%

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