OHI vs. AVDV

Last updated Jun 13, 2026

OHI (Omega Healthcare Investors, Inc.) is a stock, while AVDV (Avantis International Small Cap Value ETF) is Foreign Small & Mid Cap Equities fund actively managed by Avantis. Over the past 5 years, OHI returned 12.56%/yr vs 13.63%/yr for AVDV. At a 0.31 correlation, their price movements are largely independent.

Performance

OHI vs. AVDV - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Omega Healthcare Investors, Inc. (OHI) and Avantis International Small Cap Value ETF (AVDV). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

In the year-to-date period, OHI achieves a 6.29% return, which is significantly lower than AVDV's 14.99% return.

OHI

• 1D: 1.08%
• 1M: -3.30%
• YTD: 6.29%
• 6M: 7.19%
• 1Y: 31.58%
• 3Y*: 22.48%
• 5Y*: 12.56%
• 10Y*: 11.91%

AVDV

• 1D: 0.89%
• 1M: 0.12%
• YTD: 14.99%
• 6M: 17.18%
• 1Y: 41.91%
• 3Y*: 26.72%
• 5Y*: 13.63%
• 10Y*: —

*Multi-year figures are annualized to reflect compound growth (CAGR)

OHI vs. AVDV - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019
OHI Omega Healthcare Investors, Inc.	6.29%	25.52%	33.57%	19.93%	3.50%	-12.06%	-6.81%	2.68%
AVDV Avantis International Small Cap Value ETF	14.99%	49.37%	8.67%	16.85%	-11.47%	15.80%	5.01%	11.78%

Correlation

The correlation between OHI and AVDV is 0.04, meaning there is essentially no relationship between their price movements. Each responds to its own set of market drivers, making them strong candidates for combining in a diversified portfolio.

	Correlation
Correlation (1Y) Calculated over the trailing 1-year period	0.04
Correlation (3Y) Calculated over the trailing 3-year period	0.20
Correlation (5Y) Calculated over the trailing 5-year period	0.27
Correlation (All Time) Calculated using the full available price history since Sep 26, 2019	0.31

Over the past year, the correlation between OHI and AVDV has dropped to 0.04 - well below their long-term average of 0.31, suggesting their price drivers have been diverging.

Return for Risk

OHI vs. AVDV — Risk / Return Rank

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

OHI

OHI Risk / Return Rank: 83
OHI Sharpe Ratio Rank: 85
OHI Sortino Ratio Rank: 83
OHI Omega Ratio Rank: 80
OHI Calmar Ratio Rank: 83
OHI Martin Ratio Rank: 85

AVDV

AVDV Risk / Return Rank: 81
AVDV Sharpe Ratio Rank: 88
AVDV Sortino Ratio Rank: 86
AVDV Omega Ratio Rank: 86
AVDV Calmar Ratio Rank: 71
AVDV Martin Ratio Rank: 76

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

OHI vs. AVDV - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Omega Healthcare Investors, Inc. (OHI) and Avantis International Small Cap Value ETF (AVDV). 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.

	OHI	AVDV	Difference
Sharpe ratio: Return per unit of total volatility	1.60	2.53	-0.94
Sortino ratio: Return per unit of downside risk	2.40	3.36	-0.96
Omega ratio: Gain probability vs. loss probability	1.29	1.46	-0.17
Calmar ratio: Return relative to maximum drawdown	2.92	3.12	-0.20
Martin ratio: Return relative to average drawdown	7.97	12.44	-4.48

OHI vs. AVDV - Sharpe Ratio Comparison

The current OHI Sharpe Ratio is 1.60, which is lower than the AVDV Sharpe Ratio of 2.53. The chart below compares the historical Sharpe Ratios of OHI and AVDV, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

Drawdowns

OHI vs. AVDV - Drawdown Comparison

The maximum OHI drawdown since its inception was -94.85%, which is greater than AVDV's maximum drawdown of -43.01%. Use the drawdown chart below to compare losses from any high point for OHI and AVDV.

Drawdown Indicators

	OHI	AVDV	Difference
Max Drawdown Largest peak-to-trough decline	-94.85%	-43.01%	-51.84%
Max Drawdown (1Y) Largest decline over 1 year	-10.86%	-13.19%	+2.33%
Max Drawdown (3Y) Largest decline over 3 years	-15.47%	-14.17%	-1.30%
Max Drawdown (5Y) Largest decline over 5 years	-26.70%	-28.08%	+1.38%
Max Drawdown (10Y) Largest decline over 10 years	-66.92%	—	—
Current Drawdown Current decline from peak	-6.57%	-2.24%	-4.33%
Average Drawdown Average peak-to-trough decline	-24.04%	-6.76%	-17.28%
Ulcer Index Depth and duration of drawdowns from previous peaks	3.97%	3.30%	+0.67%

Volatility

OHI vs. AVDV - Volatility Comparison

Omega Healthcare Investors, Inc. (OHI) has a higher volatility of 7.52% compared to Avantis International Small Cap Value ETF (AVDV) at 6.26%. This indicates that OHI's price experiences larger fluctuations and is considered to be riskier than AVDV based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	OHI	AVDV	Difference
Volatility (1M) Calculated over the trailing 1-month period	7.52%	6.26%	+1.26%
Volatility (6M) Calculated over the trailing 6-month period	15.17%	13.88%	+1.29%
Volatility (1Y) Calculated over the trailing 1-year period	19.86%	16.25%	+3.61%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	24.26%	17.41%	+6.85%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	34.27%	19.77%	+14.50%

Dividends

OHI vs. AVDV - Dividend Comparison

OHI's dividend yield for the trailing twelve months is around 5.86%, more than AVDV's 4.11% yield.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
AVDV Avantis International Small Cap Value ETF	4.11%	3.05%	4.31%	3.29%	3.17%	2.39%	1.67%	0.36%	0.00%	0.00%	0.00%	0.00%
OHI Omega Healthcare Investors, Inc.	5.86%	6.04%	7.08%	8.74%	9.59%	9.06%	7.38%	6.26%	7.51%	9.22%	7.55%	6.23%

Frequently Asked Questions

Can I hold both OHI and AVDV in my portfolio?

OHI and AVDV have a correlation of 0.04, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which is riskier, OHI or AVDV?

OHI has higher volatility (7.52%) compared to AVDV (6.26%). In terms of maximum drawdown, OHI dropped -94.85% vs AVDV's -43.01%.

Which has better risk-adjusted returns?

AVDV currently has the higher Sharpe Ratio (2.53 vs 1.60), 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.