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VTR vs STT

Comparison between Ventas Inc (VTR, Company) and State Street Corp (STT, Company).

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

5-Year PerformanceSTT has outperformed VTR, delivering a return of +15.0% compared to +13.5%

VTR vs STT - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Market Cap
Winner
VTR
$42B
STT
$42B
Max Drawdown
Winner
VTR
79.54%
STT
82.56%
Sharpe Ratio
VTR
1.60
Winner
STT
2.08
5Y Beta
Winner
VTR
0.21
STT
1.04
Industry
VTR
Reit - Healthcare Facilities
STT
Asset Management
P/E Ratio
VTR
149.66
Winner
STT
13.86
Forward P/E
VTR
142.86
Winner
STT
12.42
PEG Ratio
VTR
2.17
Winner
STT
1.22
Dividend Yield
Winner
VTR
2.26%
STT
2.20%
5Y Dividends CAGR
VTR
-1.21%
Winner
STT
14.20%
5Y EPS CAGR
VTR
-12.40%
Winner
STT
10.73%
Debt to Equity
VTR
0.00%
STT
0.00%
Free Cash Flow Yield
Winner
VTR
4.08%
STT
-8.93%
P/S Ratio
VTR
6.89
Winner
STT
2.91
P/B Ratio
VTR
3.25
Winner
STT
1.70

VTR vs STT - Historical Returns

Returns include dividend reinvestment.

1M
VTR
+3.82%
Winner
STT
+9.81%
3M
VTR
+6.12%
Winner
STT
+12.06%
6M
VTR
+16.16%
Winner
STT
+28.01%
1Y
VTR
+36.69%
Winner
STT
+63.36%
5Y(CAGR)
VTR
+13.53%
Winner
STT
+14.99%
10Y(CAGR)
VTR
+7.21%
Winner
STT
+12.79%
Max(CAGR)
Winner
VTR
+18.02%
STT
+7.33%

VTR vs STT - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearVTRSTT
2026+13.56%+16.58%
2025+37.23%+34.77%
2024+20.45%+29.69%
2023+14.27%+2.42%
2022-9.97%-15.02%
2021+12.72%+32.02%
2020-7.55%-6.79%
2019+6.46%+27.59%
2018+3.84%-33.36%
2017+1.31%+25.36%
2016+15.51%+22.05%
2015-7.59%-13.71%
2014+31.98%+9.04%
2013-8.26%+54.30%
2012+21.30%+14.88%
2011+7.02%-13.83%
2010+26.54%+4.33%
2009+46.10%+6.04%
2008-20.28%-49.21%
2007+13.16%+20.72%
2006+34.99%+19.89%
2005+24.19%+15.49%
2004+29.52%-3.35%
2003+106.66%+29.77%
2002+4.13%-24.32%
2001+118.55%-12.89%
2000+66.92%+79.16%
1999-19.28%-2.78%

VTR vs STT Drawdown Comparison

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

The maximum drawdown for STT was -82.23%, occurring on Jan 20, 2009. Recovery took 1742 trading sessions.

The current VTR drawdown is -0.86%. The current STT drawdown is -2.94%.

RankVTRSTT
#1-76.93%
Oct 4, 2019 - Aug 28, 2024
-82.23%
Jan 3, 2008 - Dec 3, 2014
#2-64.16%
Sep 19, 2008 - Mar 16, 2010
-59.60%
Jan 24, 2018 - Jan 7, 2022
#3-45.78%
Nov 1, 1999 - Aug 1, 2000
-51.72%
Nov 9, 2000 - Feb 22, 2006
#4-33.09%
Aug 1, 2016 - Jun 14, 2019
-41.42%
Jan 14, 2022 - Nov 6, 2024
#5-32.37%
Feb 7, 2007 - Dec 6, 2007
-36.14%
Jul 22, 2015 - Nov 15, 2016
#6-31.13%
May 21, 2013 - Jan 12, 2015
-25.68%
Jan 30, 2025 - Jun 24, 2025
#7-28.37%
Jan 29, 2015 - May 10, 2016
-24.72%
Feb 8, 2000 - Mar 16, 2000
#8-26.13%
Oct 1, 2002 - May 5, 2003
-18.74%
Oct 2, 2000 - Nov 9, 2000
#9-23.74%
Apr 2, 2004 - Aug 31, 2004
-17.88%
Apr 3, 2000 - May 8, 2000
#10-21.52%
Apr 28, 2011 - Oct 28, 2011
-17.46%
Aug 8, 2007 - Oct 16, 2007
#11-19.49%
Apr 25, 2008 - Sep 18, 2008
-17.04%
May 8, 2006 - Dec 14, 2006
#12-17.32%
Aug 21, 2001 - Oct 5, 2001
-16.18%
May 23, 2000 - Sep 6, 2000
#13-15.30%
Aug 1, 2000 - Sep 8, 2000
-15.76%
Nov 16, 1999 - Jan 14, 2000
#14-14.22%
Nov 15, 2004 - May 31, 2005
-13.57%
Jan 17, 2007 - Jul 17, 2007
#15-14.04%
Dec 10, 2007 - Mar 20, 2008
-11.79%
Jan 15, 2026 - Apr 8, 2026

Correlation

Correlation between VTR and STT 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 STT dividend yield comparison.

YearVTRSTT
20260.60%1.12%
20252.48%2.42%
20243.06%2.18%
20233.61%3.41%
20224.00%3.09%
20213.52%2.34%
20204.37%2.86%
20195.49%2.50%
20185.40%2.82%
20175.19%1.64%
20164.74%1.85%
201520.47%1.99%
20144.14%1.48%
20134.77%1.42%
20123.83%2.04%
20114.17%1.79%
20104.08%0.09%
20094.69%0.09%
20086.11%2.42%
20074.20%1.08%
20063.73%1.19%
20054.50%1.30%
20044.74%1.30%
20034.86%1.08%
20028.30%1.23%
20019.91%0.78%
200016.18%0.56%
19990.00%0.22%

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