AHR vs. SPMO
AHR (American Healthcare REIT, Inc.) is a stock, while SPMO (Invesco S&P 500 Momentum ETF) is Momentum fund tracking the S&P 500 Momentum Index. Over the past year, AHR returned 40.03% vs 32.27% for SPMO. Their 0.14 correlation means their historical movements had little consistent relationship.
Performance
AHR vs. SPMO - Performance Comparison
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Returns By Period
In the year-to-date period, AHR achieves a 16.93% return, which is significantly lower than SPMO's 27.25% return.
AHR
- 1D
- -1.18%
- 1M
- -1.04%
- 6M
- 14.21%
- YTD
- 16.93%
- 1Y
- 40.03%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
- ALL TIME*
- 85.22%
SPMO
- 1D
- 4.00%
- 1M
- 0.23%
- 6M
- 27.03%
- YTD
- 27.25%
- 1Y
- 32.27%
- 3Y*
- 39.98%
- 5Y*
- 20.99%
- 10Y*
- 20.17%
- ALL TIME*
- 19.45%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $119.74M | $134.51M | $166.27M | |
| $336.43M | $343.89M | $352.54M |
AHR vs. SPMO - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | |
|---|---|---|---|
AHR American Healthcare REIT, Inc. | 16.93% | 70.03% | 133.22% |
SPMO Invesco S&P 500 Momentum ETF | 27.25% | 26.58% | 31.37% |
Correlation
The correlation between AHR and SPMO is -0.02, meaning there was essentially no consistent relationship between their historical price movements. Each responded to its own set of market drivers.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | -0.02 |
Correlation (All Time) Calculated using the full available price history since Feb 7, 2024 | 0.14 |
The correlation between AHR and SPMO shifts across timeframes, from -0.02 (1 year) to 0.14 (all time), reflecting how their relationship changes across market environments.
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Return for Risk
AHR vs. SPMO — Risk / Return Rank
AHR
SPMO
AHR vs. SPMO - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for American Healthcare REIT, Inc. (AHR) and Invesco S&P 500 Momentum ETF (SPMO). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| AHR | SPMO | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.28 | ||
| Sortino ratioReturn per unit of downside risk | +0.31 | ||
| Omega ratioGain probability vs. loss probability | 1.29 | 1.25 | +0.03 |
| Calmar ratioReturn relative to maximum drawdown | 2.95 | 2.07 | +0.88 |
| Martin ratioReturn relative to average drawdown | 7.72 | 7.44 | +0.28 |
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Drawdowns
AHR vs. SPMO - Drawdown Comparison
The maximum AHR drawdown since its inception was -13.62%, smaller than the maximum SPMO drawdown of -30.95%. Use the drawdown chart below to compare losses from any high point for AHR and SPMO.
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Drawdown Indicators
| AHR | SPMO | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -13.62% | -30.95% | +17.33% |
Max Drawdown (1Y)Largest decline over 1 year | -13.62% | -15.64% | +2.02% |
Max Drawdown (3Y)Largest decline over 3 years | — | -20.13% | — |
Max Drawdown (5Y)Largest decline over 5 years | — | -22.74% | — |
Max Drawdown (10Y)Largest decline over 10 years | — | -30.95% | — |
Current DrawdownCurrent decline from peak | -5.63% | -6.49% | +0.86% |
Average DrawdownAverage peak-to-trough decline | -3.05% | -4.62% | +1.57% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.20% | 4.35% | +0.85% |
Volatility
AHR vs. SPMO - Volatility Comparison
The current volatility for American Healthcare REIT, Inc. (AHR) is 7.38%, while Invesco S&P 500 Momentum ETF (SPMO) has a volatility of 10.95%. This indicates that AHR experiences smaller price fluctuations and is considered to be less risky than SPMO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| AHR | SPMO | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.38% | 10.95% | -3.57% |
Volatility (6M)Calculated over the trailing 6-month period | 20.03% | 21.85% | -1.82% |
Volatility (1Y)Calculated over the trailing 1-year period | 24.76% | 24.13% | +0.63% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 26.78% | 20.69% | +6.09% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 26.78% | 20.97% | +5.81% |
Dividends
AHR vs. SPMO - Dividend Comparison
AHR's dividend yield for the trailing twelve months is around 1.84%, more than SPMO's 0.69% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AHR American Healthcare REIT, Inc. | 1.84% | 2.12% | 3.52% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
SPMO Invesco S&P 500 Momentum ETF | 0.69% | 0.73% | 0.48% | 1.63% | 1.66% | 0.52% | 1.27% | 1.39% | 1.05% | 0.77% | 1.94% | 0.36% |
Frequently Asked Questions
AHR and SPMO have a correlation of -0.02, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
SPMO has higher volatility (10.95%) compared to AHR (7.38%). In terms of maximum drawdown, AHR dropped -13.62% vs SPMO's -30.95%.
AHR currently has the higher Sharpe Ratio (1.63 vs 1.35), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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