NXRT vs. INVH
NXRT (NexPoint Residential Trust, Inc.) and INVH (Invitation Homes Inc.) are both stocks. Both operate in the REIT - Residential industry within the Real Estate sector. Over the past 5 years, NXRT returned -7.83%/yr vs -1.72%/yr for INVH. A 0.54 correlation means they provide meaningful diversification when combined.
Performance
NXRT vs. INVH - Performance Comparison
Loading charts...
Returns By Period
In the year-to-date period, NXRT achieves a -3.03% return, which is significantly lower than INVH's 5.55% return.
NXRT
- 1D
- 0.14%
- 1M
- -1.92%
- YTD
- -3.03%
- 6M
- -5.00%
- 1Y
- -9.45%
- 3Y*
- -8.17%
- 5Y*
- -7.83%
- 10Y*
- 11.20%
INVH
- 1D
- 0.38%
- 1M
- 1.51%
- YTD
- 5.55%
- 6M
- 7.23%
- 1Y
- -9.65%
- 3Y*
- -2.20%
- 5Y*
- -1.72%
- 10Y*
- —
NXRT vs. INVH - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
NXRT NexPoint Residential Trust, Inc. | -3.03% | -23.32% | 27.33% | -17.29% | -46.68% | 102.95% | -2.70% | 31.96% | 29.90% | 25.43% |
INVH Invitation Homes Inc. | 5.55% | -9.68% | -3.13% | 19.71% | -33.04% | 55.58% | 1.19% | 52.27% | -13.10% | 19.03% |
Correlation
The correlation between NXRT and INVH is 0.57, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.57 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.61 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.62 |
Correlation (All Time) Calculated using the full available price history since Feb 2, 2017 | 0.54 |
The correlation between NXRT and INVH has been stable across timeframes, ranging from 0.54 to 0.62 - a consistent structural relationship.
Fundamentals
NXRT:
-$1.26
INVH:
$0.96
NXRT:
2.89
INVH:
6.51
NXRT:
$251.61M
INVH:
$2.73B
NXRT:
$229.15M
INVH:
$1.25B
NXRT:
$374.04M
INVH:
$1.64B
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Return for Risk
NXRT vs. INVH — Risk / Return Rank
NXRT
INVH
NXRT vs. INVH - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for NexPoint Residential Trust, Inc. (NXRT) and Invitation Homes Inc. (INVH). 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.
| NXRT | INVH | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | -0.35 | -0.47 | +0.12 |
Sortino ratioReturn per unit of downside risk | -0.33 | -0.54 | +0.21 |
Omega ratioGain probability vs. loss probability | 0.96 | 0.94 | +0.02 |
Calmar ratioReturn relative to maximum drawdown | -0.36 | -0.37 | +0.01 |
Martin ratioReturn relative to average drawdown | -0.79 | -0.63 | -0.16 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading charts...
Sharpe Ratios by Period
| NXRT | INVH | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | -0.35 | -0.47 | +0.12 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | -0.25 | -0.07 | -0.18 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.32 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.31 | 0.26 | +0.05 |
Drawdowns
NXRT vs. INVH - Drawdown Comparison
The maximum NXRT drawdown since its inception was -70.30%, which is greater than INVH's maximum drawdown of -50.54%. Use the drawdown chart below to compare losses from any high point for NXRT and INVH.
Loading charts...
Drawdown Indicators
| NXRT | INVH | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -70.30% | -50.54% | -19.76% |
Max Drawdown (1Y)Largest decline over 1 year | -26.20% | -26.13% | -0.07% |
Max Drawdown (3Y)Largest decline over 3 years | -44.66% | -30.87% | -13.79% |
Max Drawdown (5Y)Largest decline over 5 years | -70.30% | -38.44% | -31.86% |
Max Drawdown (10Y)Largest decline over 10 years | -70.30% | — | — |
Current DrawdownCurrent decline from peak | -63.32% | -25.97% | -37.35% |
Average DrawdownAverage peak-to-trough decline | -24.91% | -13.35% | -11.56% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 11.91% | 15.35% | -3.44% |
Volatility
NXRT vs. INVH - Volatility Comparison
NexPoint Residential Trust, Inc. (NXRT) has a higher volatility of 5.47% compared to Invitation Homes Inc. (INVH) at 4.83%. This indicates that NXRT's price experiences larger fluctuations and is considered to be riskier than INVH based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading charts...
Volatility by Period
| NXRT | INVH | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.47% | 4.83% | +0.64% |
Volatility (6M)Calculated over the trailing 6-month period | 20.23% | 16.22% | +4.01% |
Volatility (1Y)Calculated over the trailing 1-year period | 26.95% | 20.56% | +6.39% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 31.49% | 23.19% | +8.30% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 34.75% | 25.52% | +9.23% |
Dividends
NXRT vs. INVH - Dividend Comparison
NXRT's dividend yield for the trailing twelve months is around 7.27%, more than INVH's 4.07% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
INVH Invitation Homes Inc. | 4.07% | 4.21% | 3.53% | 3.87% | 2.97% | 1.50% | 2.02% | 1.74% | 2.19% | 0.93% | 0.00% | 0.00% |
NXRT NexPoint Residential Trust, Inc. | 7.27% | 6.84% | 4.54% | 5.00% | 3.58% | 1.67% | 3.02% | 2.53% | 2.92% | 3.26% | 3.75% | 4.72% |
Financials
NXRT vs. INVH - Financials Comparison
This section allows you to compare key financial metrics between NexPoint Residential Trust, Inc. and Invitation Homes 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
NXRT vs. INVH - Profitability Comparison
NXRT - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, NexPoint Residential Trust, Inc. reported a gross profit of 53.65M and revenue of 63.54M. Therefore, the gross margin over that period was 84.4%.
INVH - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Invitation Homes Inc. reported a gross profit of 21.19M and revenue of 685.25M. Therefore, the gross margin over that period was 3.1%.
NXRT - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, NexPoint Residential Trust, Inc. reported an operating income of 8.52M and revenue of 63.54M, resulting in an operating margin of 13.4%.
INVH - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Invitation Homes Inc. reported an operating income of 187.06M and revenue of 685.25M, resulting in an operating margin of 27.3%.
NXRT - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, NexPoint Residential Trust, Inc. reported a net income of -6.75M and revenue of 63.54M, resulting in a net margin of -10.6%.
INVH - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Invitation Homes Inc. reported a net income of 144.55M and revenue of 685.25M, resulting in a net margin of 21.1%.
Frequently Asked Questions
NXRT and INVH have a correlation of 0.57, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
NXRT has higher volatility (5.47%) compared to INVH (4.83%). In terms of maximum drawdown, NXRT dropped -70.30% vs INVH's -50.54%.
NXRT currently has the higher Sharpe Ratio (-0.35 vs -0.47), 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.
Find the right allocation for NXRT and INVH
Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.
Open Portfolio Optimizer