NWH-UN.TO vs. SRU-UN.TO
Compare and contrast key facts about NorthWest Healthcare Properties Real Estate Investment Trust (NWH-UN.TO) and SmartCentres Real Estate Investment Trust (SRU-UN.TO).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: NWH-UN.TO or SRU-UN.TO.
Correlation
The correlation between NWH-UN.TO and SRU-UN.TO is 0.46, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
NWH-UN.TO vs. SRU-UN.TO - Performance Comparison
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Key characteristics
NWH-UN.TO:
-0.06
SRU-UN.TO:
1.19
NWH-UN.TO:
0.01
SRU-UN.TO:
1.82
NWH-UN.TO:
1.00
SRU-UN.TO:
1.21
NWH-UN.TO:
-0.05
SRU-UN.TO:
0.79
NWH-UN.TO:
-0.26
SRU-UN.TO:
3.95
NWH-UN.TO:
12.00%
SRU-UN.TO:
4.84%
NWH-UN.TO:
26.04%
SRU-UN.TO:
16.19%
NWH-UN.TO:
-68.54%
SRU-UN.TO:
-68.25%
NWH-UN.TO:
-57.95%
SRU-UN.TO:
-4.68%
Fundamentals
NWH-UN.TO:
CA$1.20B
SRU-UN.TO:
CA$4.37B
NWH-UN.TO:
-CA$1.02
SRU-UN.TO:
CA$1.44
NWH-UN.TO:
2.76
SRU-UN.TO:
4.50
NWH-UN.TO:
0.75
SRU-UN.TO:
0.84
NWH-UN.TO:
CA$433.93M
SRU-UN.TO:
CA$930.46M
NWH-UN.TO:
CA$342.78M
SRU-UN.TO:
CA$553.57M
NWH-UN.TO:
-CA$60.09M
SRU-UN.TO:
CA$228.80M
Returns By Period
In the year-to-date period, NWH-UN.TO achieves a 8.27% return, which is significantly higher than SRU-UN.TO's 6.18% return. Over the past 10 years, NWH-UN.TO has underperformed SRU-UN.TO with an annualized return of 1.10%, while SRU-UN.TO has yielded a comparatively higher 5.06% annualized return.
NWH-UN.TO
8.27%
-2.09%
-0.19%
-1.66%
-22.69%
-6.83%
1.10%
SRU-UN.TO
6.18%
1.88%
4.11%
19.14%
2.93%
12.89%
5.06%
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Risk-Adjusted Performance
NWH-UN.TO vs. SRU-UN.TO — Risk-Adjusted Performance Rank
NWH-UN.TO
SRU-UN.TO
NWH-UN.TO vs. SRU-UN.TO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for NorthWest Healthcare Properties Real Estate Investment Trust (NWH-UN.TO) and SmartCentres Real Estate Investment Trust (SRU-UN.TO). 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.
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Dividends
NWH-UN.TO vs. SRU-UN.TO - Dividend Comparison
NWH-UN.TO's dividend yield for the trailing twelve months is around 7.66%, more than SRU-UN.TO's 7.10% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
NWH-UN.TO NorthWest Healthcare Properties Real Estate Investment Trust | 7.66% | 8.09% | 12.98% | 8.42% | 5.79% | 6.35% | 6.71% | 8.44% | 7.04% | 7.84% | 8.96% | 8.62% |
SRU-UN.TO SmartCentres Real Estate Investment Trust | 7.10% | 7.36% | 7.28% | 6.91% | 5.75% | 8.02% | 5.81% | 5.72% | 5.54% | 5.15% | 5.34% | 6.15% |
Drawdowns
NWH-UN.TO vs. SRU-UN.TO - Drawdown Comparison
The maximum NWH-UN.TO drawdown since its inception was -68.54%, roughly equal to the maximum SRU-UN.TO drawdown of -68.25%. Use the drawdown chart below to compare losses from any high point for NWH-UN.TO and SRU-UN.TO. For additional features, visit the drawdowns tool.
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Volatility
NWH-UN.TO vs. SRU-UN.TO - Volatility Comparison
NorthWest Healthcare Properties Real Estate Investment Trust (NWH-UN.TO) has a higher volatility of 4.82% compared to SmartCentres Real Estate Investment Trust (SRU-UN.TO) at 3.35%. This indicates that NWH-UN.TO's price experiences larger fluctuations and is considered to be riskier than SRU-UN.TO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Financials
NWH-UN.TO vs. SRU-UN.TO - Financials Comparison
This section allows you to compare key financial metrics between NorthWest Healthcare Properties Real Estate Investment Trust and SmartCentres Real Estate Investment Trust. 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
NWH-UN.TO vs. SRU-UN.TO - Profitability Comparison
NWH-UN.TO - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 2025, NorthWest Healthcare Properties Real Estate Investment Trust reported a gross profit of 80.92M and revenue of 111.65M. Therefore, the gross margin over that period was 72.5%.
SRU-UN.TO - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 2025, SmartCentres Real Estate Investment Trust reported a gross profit of 136.79M and revenue of 229.34M. Therefore, the gross margin over that period was 59.6%.
NWH-UN.TO - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, NorthWest Healthcare Properties Real Estate Investment Trust reported an operating income of 66.07M and revenue of 111.65M, resulting in an operating margin of 59.2%.
SRU-UN.TO - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, SmartCentres Real Estate Investment Trust reported an operating income of 126.26M and revenue of 229.34M, resulting in an operating margin of 55.1%.
NWH-UN.TO - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, NorthWest Healthcare Properties Real Estate Investment Trust reported a net income of -890.00K and revenue of 111.65M, resulting in a net margin of -0.8%.
SRU-UN.TO - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, SmartCentres Real Estate Investment Trust reported a net income of -7.86M and revenue of 229.34M, resulting in a net margin of -3.4%.