PortfoliosLab logo
INVH vs. ELS
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Correlation

The correlation between INVH and ELS is 0.38, 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.


-0.50.00.51.0
Correlation: 0.4

Performance

INVH vs. ELS - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Invitation Homes Inc. (INVH) and Equity LifeStyle Properties, Inc. (ELS). The values are adjusted to include any dividend payments, if applicable.

80.00%90.00%100.00%110.00%120.00%130.00%140.00%NovemberDecember2025FebruaryMarchApril
105.18%
111.61%
INVH
ELS

Key characteristics

Sharpe Ratio

INVH:

0.10

ELS:

0.25

Sortino Ratio

INVH:

0.29

ELS:

0.48

Omega Ratio

INVH:

1.04

ELS:

1.06

Calmar Ratio

INVH:

0.09

ELS:

0.19

Martin Ratio

INVH:

0.28

ELS:

0.63

Ulcer Index

INVH:

8.44%

ELS:

8.11%

Daily Std Dev

INVH:

22.21%

ELS:

20.68%

Max Drawdown

INVH:

-50.54%

ELS:

-58.96%

Current Drawdown

INVH:

-17.25%

ELS:

-21.49%

Fundamentals

Market Cap

INVH:

$20.76B

ELS:

$12.70B

EPS

INVH:

$0.74

ELS:

$1.94

PE Ratio

INVH:

45.65

ELS:

32.51

PEG Ratio

INVH:

13.48

ELS:

4.55

PS Ratio

INVH:

8.01

ELS:

8.26

PB Ratio

INVH:

2.12

ELS:

6.89

Total Revenue (TTM)

INVH:

$1.99B

ELS:

$1.51B

Gross Profit (TTM)

INVH:

$1.01B

ELS:

$734.35M

EBITDA (TTM)

INVH:

$1.36B

ELS:

$774.41M

Returns By Period

In the year-to-date period, INVH achieves a 6.56% return, which is significantly higher than ELS's -4.57% return.


INVH

YTD

6.56%

1M

-1.11%

6M

2.30%

1Y

0.59%

5Y*

11.51%

10Y*

N/A

ELS

YTD

-4.57%

1M

-3.35%

6M

-7.75%

1Y

7.25%

5Y*

2.61%

10Y*

11.54%

*Annualized

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


Risk-Adjusted Performance

INVH vs. ELS — Risk-Adjusted Performance Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

INVH
The Risk-Adjusted Performance Rank of INVH is 5353
Overall Rank
The Sharpe Ratio Rank of INVH is 5757
Sharpe Ratio Rank
The Sortino Ratio Rank of INVH is 4747
Sortino Ratio Rank
The Omega Ratio Rank of INVH is 4646
Omega Ratio Rank
The Calmar Ratio Rank of INVH is 5757
Calmar Ratio Rank
The Martin Ratio Rank of INVH is 5656
Martin Ratio Rank

ELS
The Risk-Adjusted Performance Rank of ELS is 5757
Overall Rank
The Sharpe Ratio Rank of ELS is 6363
Sharpe Ratio Rank
The Sortino Ratio Rank of ELS is 5151
Sortino Ratio Rank
The Omega Ratio Rank of ELS is 5050
Omega Ratio Rank
The Calmar Ratio Rank of ELS is 6262
Calmar Ratio Rank
The Martin Ratio Rank of ELS is 6060
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

INVH vs. ELS - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Invitation Homes Inc. (INVH) and Equity LifeStyle Properties, Inc. (ELS). 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.


The chart of Sharpe ratio for INVH, currently valued at 0.10, compared to the broader market-2.00-1.000.001.002.003.00
INVH: 0.10
ELS: 0.25
The chart of Sortino ratio for INVH, currently valued at 0.29, compared to the broader market-6.00-4.00-2.000.002.004.00
INVH: 0.29
ELS: 0.48
The chart of Omega ratio for INVH, currently valued at 1.04, compared to the broader market0.501.001.502.00
INVH: 1.04
ELS: 1.06
The chart of Calmar ratio for INVH, currently valued at 0.09, compared to the broader market0.001.002.003.004.005.00
INVH: 0.09
ELS: 0.19
The chart of Martin ratio for INVH, currently valued at 0.28, compared to the broader market-5.000.005.0010.0015.0020.00
INVH: 0.28
ELS: 0.63

The current INVH Sharpe Ratio is 0.10, which is lower than the ELS Sharpe Ratio of 0.25. The chart below compares the historical Sharpe Ratios of INVH and ELS, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


Rolling 12-month Sharpe Ratio-0.500.000.501.00NovemberDecember2025FebruaryMarchApril
0.10
0.25
INVH
ELS

Dividends

INVH vs. ELS - Dividend Comparison

INVH's dividend yield for the trailing twelve months is around 3.37%, more than ELS's 3.09% yield.


TTM20242023202220212020201920182017201620152014
INVH
Invitation Homes Inc.
3.37%3.53%3.87%2.97%1.50%2.02%1.74%2.19%0.93%0.00%0.00%0.00%
ELS
Equity LifeStyle Properties, Inc.
3.09%2.87%2.54%2.54%1.66%2.17%1.74%2.27%2.19%2.36%2.25%2.52%

Drawdowns

INVH vs. ELS - Drawdown Comparison

The maximum INVH drawdown since its inception was -50.54%, smaller than the maximum ELS drawdown of -58.96%. Use the drawdown chart below to compare losses from any high point for INVH and ELS. For additional features, visit the drawdowns tool.


-25.00%-20.00%-15.00%-10.00%NovemberDecember2025FebruaryMarchApril
-17.25%
-21.49%
INVH
ELS

Volatility

INVH vs. ELS - Volatility Comparison

Invitation Homes Inc. (INVH) has a higher volatility of 9.93% compared to Equity LifeStyle Properties, Inc. (ELS) at 8.47%. This indicates that INVH's price experiences larger fluctuations and is considered to be riskier than ELS based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


4.00%6.00%8.00%10.00%NovemberDecember2025FebruaryMarchApril
9.93%
8.47%
INVH
ELS

Financials

INVH vs. ELS - Financials Comparison

This section allows you to compare key financial metrics between Invitation Homes Inc. and Equity LifeStyle Properties, 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.


Quarterly
Annual

Total Revenue: Total amount of money received from sales and other business activities


Values in USD except per share items