IHF vs. OHI
Compare and contrast key facts about iShares U.S. Healthcare Providers ETF (IHF) and Omega Healthcare Investors, Inc. (OHI).
IHF is a passively managed fund by iShares that tracks the performance of the Dow Jones U.S. Select Health Care Providers Index. It was launched on May 5, 2006.
Performance
IHF vs. OHI - Performance Comparison
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IHF vs. OHI - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
IHF iShares U.S. Healthcare Providers ETF | -11.80% | 0.92% | -7.90% | -1.11% | -7.11% | 24.46% | 17.67% | 22.34% | 9.56% | 25.45% |
OHI Omega Healthcare Investors, Inc. | 1.48% | 25.52% | 33.57% | 19.93% | 3.50% | -12.06% | -6.81% | 29.01% | 40.06% | -4.70% |
Returns By Period
In the year-to-date period, IHF achieves a -11.80% return, which is significantly lower than OHI's 1.48% return. Over the past 10 years, IHF has underperformed OHI with an annualized return of 6.59%, while OHI has yielded a comparatively higher 10.81% annualized return.
IHF
- 1D
- 0.72%
- 1M
- -8.08%
- YTD
- -11.80%
- 6M
- -13.91%
- 1Y
- -19.13%
- 3Y*
- -4.32%
- 5Y*
- -2.61%
- 10Y*
- 6.59%
OHI
- 1D
- 1.16%
- 1M
- -7.86%
- YTD
- 1.48%
- 6M
- 8.07%
- 1Y
- 24.41%
- 3Y*
- 26.71%
- 5Y*
- 11.49%
- 10Y*
- 10.81%
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Return for Risk
IHF vs. OHI — Risk / Return Rank
IHF
OHI
IHF vs. OHI - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares U.S. Healthcare Providers ETF (IHF) and Omega Healthcare Investors, Inc. (OHI). 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.
| IHF | OHI | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | -0.79 | 1.22 | -2.01 |
Sortino ratioReturn per unit of downside risk | -0.91 | 1.81 | -2.72 |
Omega ratioGain probability vs. loss probability | 0.87 | 1.23 | -0.36 |
Calmar ratioReturn relative to maximum drawdown | -0.77 | 2.58 | -3.34 |
Martin ratioReturn relative to average drawdown | -1.40 | 6.35 | -7.75 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| IHF | OHI | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | -0.79 | 1.22 | -2.01 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | -0.14 | 0.48 | -0.61 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.32 | 0.32 | 0.00 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.34 | 0.26 | +0.08 |
Correlation
The correlation between IHF and OHI is 0.36, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Dividends
IHF vs. OHI - Dividend Comparison
IHF's dividend yield for the trailing twelve months is around 1.26%, less than OHI's 6.05% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IHF iShares U.S. Healthcare Providers ETF | 1.26% | 1.05% | 0.86% | 0.79% | 0.74% | 0.56% | 0.53% | 0.58% | 4.01% | 0.19% | 0.25% | 0.20% |
OHI Omega Healthcare Investors, Inc. | 6.05% | 6.04% | 7.08% | 8.74% | 9.59% | 9.06% | 7.38% | 6.26% | 7.51% | 9.22% | 7.55% | 6.23% |
Drawdowns
IHF vs. OHI - Drawdown Comparison
The maximum IHF drawdown since its inception was -58.42%, smaller than the maximum OHI drawdown of -94.85%. Use the drawdown chart below to compare losses from any high point for IHF and OHI.
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Drawdown Indicators
| IHF | OHI | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -58.42% | -94.85% | +36.43% |
Max Drawdown (1Y)Largest decline over 1 year | -25.16% | -9.46% | -15.70% |
Max Drawdown (5Y)Largest decline over 5 years | -29.85% | -28.57% | -1.28% |
Max Drawdown (10Y)Largest decline over 10 years | -35.23% | -66.92% | +31.69% |
Current DrawdownCurrent decline from peak | -26.81% | -8.41% | -18.40% |
Average DrawdownAverage peak-to-trough decline | -10.59% | -24.16% | +13.57% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 13.78% | 3.84% | +9.94% |
Volatility
IHF vs. OHI - Volatility Comparison
The current volatility for iShares U.S. Healthcare Providers ETF (IHF) is 5.01%, while Omega Healthcare Investors, Inc. (OHI) has a volatility of 5.47%. This indicates that IHF experiences smaller price fluctuations and is considered to be less risky than OHI based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| IHF | OHI | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.01% | 5.47% | -0.46% |
Volatility (6M)Calculated over the trailing 6-month period | 15.73% | 14.83% | +0.90% |
Volatility (1Y)Calculated over the trailing 1-year period | 24.20% | 20.07% | +4.13% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 18.90% | 24.23% | -5.33% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 20.94% | 34.28% | -13.34% |