DHC vs. STAG
DHC (Diversified Healthcare Trust) and STAG (STAG Industrial, Inc.) are both stocks. Both are in the Real Estate sector — DHC in REIT - Healthcare Facilities, STAG in REIT - Industrial. Over the past 10 years, DHC returned -5.04%/yr vs 9.24%/yr for STAG. Their 0.46 correlation means their historical movements had little consistent relationship.
Performance
DHC vs. STAG - Performance Comparison
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Returns By Period
In the year-to-date period, DHC achieves a 84.28% return, which is significantly higher than STAG's 6.26% return. Over the past 10 years, DHC has underperformed STAG with an annualized return of -5.04%, while STAG has yielded a comparatively higher 9.24% annualized return.
DHC
- 1D
- -0.78%
- 1M
- -3.47%
- 6M
- 53.56%
- YTD
- 84.28%
- 1Y
- 173.96%
- 3Y*
- 63.37%
- 5Y*
- 20.09%
- 10Y*
- -5.04%
- ALL TIME*
- 6.66%
STAG
- 1D
- -0.73%
- 1M
- -2.30%
- 6M
- 4.14%
- YTD
- 6.26%
- 1Y
- 15.49%
- 3Y*
- 6.20%
- 5Y*
- 2.52%
- 10Y*
- 9.24%
- ALL TIME*
- 13.74%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $12.10M | $11.49M | $15.26M | |
| $79.14M | $75.04M | $58.84M |
DHC vs. STAG - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
DHC Diversified Healthcare Trust | 84.28% | 113.91% | -37.64% | 497.73% | -78.60% | -24.27% | -49.85% | -21.84% | -32.84% | 9.35% |
STAG STAG Industrial, Inc. | 6.26% | 13.30% | -10.34% | 26.73% | -29.66% | 59.10% | 4.18% | 33.20% | -3.81% | 20.68% |
Correlation
The correlation between DHC and STAG is 0.44, which is low. Their historical price movements had little consistent relationship.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.44 |
Correlation (3Y) Balances recent behavior with more history. | 0.42 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.41 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.45 |
Correlation (All Time) Calculated using the full available price history since Apr 15, 2011 | 0.46 |
Fundamentals
DHC:
$2.15B
STAG:
$7.32B
DHC:
-$1.33
STAG:
$1.30
DHC:
1.41
STAG:
8.23
DHC:
1.32
STAG:
2.02
DHC:
$1.52B
STAG:
$880.59M
DHC:
$81.96M
STAG:
$189.35M
DHC:
$87.81M
STAG:
$620.43M
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Return for Risk
DHC vs. STAG — Risk / Return Rank
DHC
STAG
DHC vs. STAG - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Diversified Healthcare Trust (DHC) and STAG Industrial, Inc. (STAG). 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.
| DHC | STAG | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +3.60 | ||
| Sortino ratioReturn per unit of downside risk | +3.55 | ||
| Omega ratioGain probability vs. loss probability | 1.57 | 1.15 | +0.43 |
| Calmar ratioReturn relative to maximum drawdown | 14.21 | 1.67 | +12.54 |
| Martin ratioReturn relative to average drawdown | 34.92 | 4.15 | +30.77 |
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Drawdowns
DHC vs. STAG - Drawdown Comparison
The maximum DHC drawdown since its inception was -96.32%, which is greater than STAG's maximum drawdown of -45.08%. Use the drawdown chart below to compare losses from any high point for DHC and STAG.
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Drawdown Indicators
| DHC | STAG | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -96.32% | -45.08% | -51.24% |
Max Drawdown (1Y)Largest decline over 1 year | -12.32% | -9.44% | -2.88% |
Max Drawdown (3Y)Largest decline over 3 years | -51.17% | -24.59% | -26.58% |
Max Drawdown (5Y)Largest decline over 5 years | -83.90% | -42.22% | -41.68% |
Max Drawdown (10Y)Largest decline over 10 years | -96.32% | -45.08% | -51.24% |
Current DrawdownCurrent decline from peak | -44.35% | -8.99% | -35.36% |
Average DrawdownAverage peak-to-trough decline | -30.41% | -10.44% | -19.97% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.00% | 3.79% | +1.21% |
Volatility
DHC vs. STAG - Volatility Comparison
Diversified Healthcare Trust (DHC) has a higher volatility of 10.34% compared to STAG Industrial, Inc. (STAG) at 8.46%. This indicates that DHC's price experiences larger fluctuations and is considered to be riskier than STAG based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| DHC | STAG | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 10.34% | 8.46% | +1.88% |
Volatility (6M)Calculated over the trailing 6-month period | 28.87% | 16.13% | +12.74% |
Volatility (1Y)Calculated over the trailing 1-year period | 40.04% | 20.41% | +19.63% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 68.86% | 23.58% | +45.28% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 64.14% | 26.24% | +37.90% |
Dividends
DHC vs. STAG - Dividend Comparison
DHC's dividend yield for the trailing twelve months is around 0.45%, less than STAG's 3.65% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
DHC Diversified Healthcare Trust | 0.45% | 0.82% | 1.74% | 1.07% | 6.18% | 1.29% | 4.37% | 9.95% | 13.31% | 8.15% | 8.24% | 11.40% |
STAG STAG Industrial, Inc. | 3.65% | 4.05% | 4.38% | 3.74% | 4.52% | 3.02% | 4.60% | 4.53% | 5.71% | 5.14% | 5.82% | 7.40% |
Financials
DHC vs. STAG - Financials Comparison
This section allows you to compare key financial metrics between Diversified Healthcare Trust and STAG Industrial, Inc.. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.
Total Revenue: Total amount of money received from sales and other business activities
DHC vs. STAG - Profitability Comparison
DHC - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Aug 2026, Diversified Healthcare Trust reported a gross profit of 0.00 and revenue of 366.47M. Therefore, the gross margin over that period was 0.0%.
STAG - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Aug 2026, STAG Industrial, Inc. reported a gross profit of -176.89M and revenue of 224.37M. Therefore, the gross margin over that period was -78.8%.
DHC - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Aug 2026, Diversified Healthcare Trust reported an operating income of 0.00 and revenue of 366.47M, resulting in an operating margin of 0.0%.
STAG - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Aug 2026, STAG Industrial, Inc. reported an operating income of 1.10M and revenue of 224.37M, resulting in an operating margin of 0.5%.
DHC - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Aug 2026, Diversified Healthcare Trust reported a net income of -43.28M and revenue of 366.47M, resulting in a net margin of -11.8%.
STAG - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Aug 2026, STAG Industrial, Inc. reported a net income of 52.84M and revenue of 224.37M, resulting in a net margin of 23.6%.
Frequently Asked Questions
DHC and STAG have a correlation of 0.44, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
DHC has higher volatility (10.34%) compared to STAG (8.46%). In terms of maximum drawdown, DHC dropped -96.32% vs STAG's -45.08%.
DHC currently has the higher Sharpe Ratio (4.37 vs 0.77), 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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