VTR vs SPY
Comparison between Ventas Inc (VTR, Company) and SPDR S&P 500 ETF Trust (SPY, ETF).
5-Year PerformanceVTR has outperformed SPY, delivering a return of +13.5% compared to +13.3%
VTR vs SPY - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Market Cap / Net Assets
VTR
$42B
Winner
SPY
$652B
Expense Ratio
VTR
N/A
SPY
0.09%
Max Drawdown
VTR
79.54%
Winner
SPY
56.47%
Sharpe Ratio
VTR
1.60
Winner
SPY
2.07
5Y Beta
Winner
VTR
0.21
SPY
1.00
Industry
VTR
Reit - Healthcare Facilities
SPY
N/A
P/E Ratio
VTR
149.66
Winner
SPY
28.24
Forward P/E
VTR
142.86
Winner
SPY
21.85
PEG Ratio
VTR
2.17
SPY
N/A
Dividend Yield
VTR
2.26%
SPY
N/A
5Y Dividends CAGR
VTR
-1.21%
Winner
SPY
5.43%
5Y EPS CAGR
VTR
-12.40%
Winner
SPY
25.79%
Debt to Equity
Winner
VTR
0.00%
SPY
22.35%
Free Cash Flow Yield
VTR
4.08%
SPY
N/A
P/S Ratio
VTR
6.89
Winner
SPY
3.55
P/B Ratio
Winner
VTR
3.25
SPY
5.29
VTR vs SPY - Historical Returns
Returns include dividend reinvestment.
1M
VTR
+3.82%
Winner
SPY
+9.11%
3M
VTR
+6.12%
Winner
SPY
+6.59%
6M
Winner
VTR
+16.16%
SPY
+10.56%
1Y
Winner
VTR
+36.69%
SPY
+32.04%
5Y(CAGR)
Winner
VTR
+13.53%
SPY
+13.35%
10Y(CAGR)
VTR
+7.21%
Winner
SPY
+15.49%
Max(CAGR)
Winner
VTR
+18.02%
SPY
+8.50%
VTR vs SPY - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | VTR | SPY |
|---|---|---|
| 2026 | +13.56% | +8.27% |
| 2025 | +37.23% | +18.00% |
| 2024 | +20.45% | +25.59% |
| 2023 | +14.27% | +26.72% |
| 2022 | -9.97% | -18.64% |
| 2021 | +12.72% | +30.52% |
| 2020 | -7.55% | +17.28% |
| 2019 | +6.46% | +31.09% |
| 2018 | +3.84% | -5.24% |
| 2017 | +1.31% | +20.78% |
| 2016 | +15.51% | +13.59% |
| 2015 | -7.59% | +1.31% |
| 2014 | +31.98% | +14.56% |
| 2013 | -8.26% | +29.00% |
| 2012 | +21.30% | +14.17% |
| 2011 | +7.02% | +0.85% |
| 2010 | +26.54% | +13.14% |
| 2009 | +46.10% | +22.67% |
| 2008 | -20.28% | -36.25% |
| 2007 | +13.16% | +5.32% |
| 2006 | +34.99% | +13.85% |
| 2005 | +24.19% | +5.32% |
| 2004 | +29.52% | +10.75% |
| 2003 | +106.66% | +24.18% |
| 2002 | +4.13% | -22.42% |
| 2001 | +118.55% | -10.13% |
| 2000 | +66.92% | -8.84% |
| 1999 | -19.28% | +8.61% |
VTR vs SPY Drawdown Comparison
The maximum drawdown for VTR was -76.93%, occurring on Mar 18, 2020. Recovery took 1232 trading sessions.
The maximum drawdown for SPY was -55.20%, occurring on Mar 9, 2009. Recovery took 1224 trading sessions.
The current VTR drawdown is -0.86%.
| Rank | VTR | SPY |
|---|---|---|
| #1 | -76.93% Oct 4, 2019 - Aug 28, 2024 | -55.20% Oct 9, 2007 - Aug 16, 2012 |
| #2 | -64.16% Sep 19, 2008 - Mar 16, 2010 | -47.50% Mar 24, 2000 - Oct 26, 2006 |
| #3 | -45.78% Nov 1, 1999 - Aug 1, 2000 | -33.70% Feb 19, 2020 - Aug 10, 2020 |
| #4 | -33.09% Aug 1, 2016 - Jun 14, 2019 | -24.50% Jan 3, 2022 - Dec 13, 2023 |
| #5 | -32.37% Feb 7, 2007 - Dec 6, 2007 | -19.34% Sep 20, 2018 - Apr 12, 2019 |
| #6 | -31.13% May 21, 2013 - Jan 12, 2015 | -18.76% Feb 19, 2025 - Jun 26, 2025 |
| #7 | -28.37% Jan 29, 2015 - May 10, 2016 | -13.02% Jul 20, 2015 - Apr 18, 2016 |
| #8 | -26.13% Oct 1, 2002 - May 5, 2003 | -10.10% Jan 26, 2018 - Aug 6, 2018 |
| #9 | -23.74% Apr 2, 2004 - Aug 31, 2004 | -9.44% Sep 2, 2020 - Nov 11, 2020 |
| #10 | -21.52% Apr 28, 2011 - Oct 28, 2011 | -9.30% Jan 19, 2000 - Mar 17, 2000 |
| #11 | -19.49% Apr 25, 2008 - Sep 18, 2008 | -9.05% Jul 19, 2007 - Oct 5, 2007 |
| #12 | -17.32% Aug 21, 2001 - Oct 5, 2001 | -8.88% Jan 27, 2026 - Apr 14, 2026 |
| #13 | -15.30% Aug 1, 2000 - Sep 8, 2000 | -8.41% Jul 16, 2024 - Sep 19, 2024 |
| #14 | -14.22% Nov 15, 2004 - May 31, 2005 | -7.35% Sep 14, 2012 - Jan 2, 2013 |
| #15 | -14.04% Dec 10, 2007 - Mar 20, 2008 | -7.27% Sep 18, 2014 - Oct 31, 2014 |
Correlation
Correlation between VTR and SPY is 0.86 which considered as a strong positive correlation - the stocks tend to move together.
0.86
-101
Dividend Comparison (1999 - 2026)
VTR vs SPY dividend yield comparison.
| Year | VTR | SPY |
|---|---|---|
| 2026 | 0.60% | 0.24% |
| 2025 | 2.48% | 1.07% |
| 2024 | 3.06% | 1.21% |
| 2023 | 3.61% | 1.40% |
| 2022 | 4.00% | 1.65% |
| 2021 | 3.52% | 1.20% |
| 2020 | 4.37% | 1.52% |
| 2019 | 5.49% | 1.75% |
| 2018 | 5.40% | 2.04% |
| 2017 | 5.19% | 1.80% |
| 2016 | 4.74% | 2.03% |
| 2015 | 20.47% | 2.06% |
| 2014 | 4.14% | 1.87% |
| 2013 | 4.77% | 1.81% |
| 2012 | 3.83% | 2.18% |
| 2011 | 4.17% | 2.05% |
| 2010 | 4.08% | 1.80% |
| 2009 | 4.69% | 1.95% |
| 2008 | 6.11% | 3.02% |
| 2007 | 4.20% | 1.85% |
| 2006 | 3.73% | 1.73% |
| 2005 | 4.50% | 1.73% |
| 2004 | 4.74% | 1.82% |
| 2003 | 4.86% | 1.47% |
| 2002 | 8.30% | 1.70% |
| 2001 | 9.91% | 1.25% |
| 2000 | 16.18% | 1.15% |
| 1999 | 0.00% | 0.24% |
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