OHI vs. NHI
OHI (Omega Healthcare Investors, Inc.) and NHI (National Health Investors, Inc.) are both stocks. Both operate in the REIT - Healthcare Facilities industry within the Real Estate sector. Over the past 10 years, OHI returned 11.69%/yr vs 5.32%/yr for NHI. Their 0.49 correlation means their historical movements had little consistent relationship.
Performance
OHI vs. NHI - Performance Comparison
Loading charts...
Returns By Period
In the year-to-date period, OHI achieves a 14.73% return, which is significantly higher than NHI's -0.08% return. Over the past 10 years, OHI has outperformed NHI with an annualized return of 11.69%, while NHI has yielded a comparatively lower 5.32% annualized return.
OHI
- 1D
- -0.55%
- 1M
- 0.01%
- 6M
- 18.50%
- YTD
- 14.73%
- 1Y
- 29.92%
- 3Y*
- 23.92%
- 5Y*
- 15.60%
- 10Y*
- 11.69%
- ALL TIME*
- 10.12%
NHI
- 1D
- -1.82%
- 1M
- -3.78%
- 6M
- -5.93%
- YTD
- -0.08%
- 1Y
- 7.91%
- 3Y*
- 16.89%
- 5Y*
- 8.00%
- 10Y*
- 5.32%
- ALL TIME*
- 12.01%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $29.57M | $31.34M | $47.09M | |
| $107.26M | $93.38M | $105.91M |
OHI vs. NHI - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
OHI Omega Healthcare Investors, Inc. | 14.73% | 25.52% | 33.57% | 19.93% | 3.50% | -12.06% | -6.81% | 29.01% | 40.06% | -4.70% |
NHI National Health Investors, Inc. | -0.08% | 15.69% | 30.71% | 14.57% | -3.26% | -11.74% | -8.67% | 13.67% | 5.93% | 6.88% |
Correlation
The correlation between OHI and NHI is 0.66, which is moderate. They have sometimes moved together and sometimes differently, sharing some price drivers without tracking each other closely.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.66 |
Correlation (3Y) Balances recent behavior with more history. | 0.65 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.68 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.70 |
Correlation (All Time) Calculated using the full available price history since Aug 7, 1992 | 0.49 |
The correlation between OHI and NHI shifts across timeframes, from 0.49 (all time) to 0.70 (10 years), reflecting how their relationship changes across market environments.
Fundamentals
OHI:
$14.58B
NHI:
$3.61B
OHI:
$3.76
NHI:
$3.10
OHI:
12.97
NHI:
24.05
OHI:
1.21
NHI:
0.22
OHI:
8.88
NHI:
8.85
OHI:
$1.28B
NHI:
$402.19M
OHI:
$773.98M
NHI:
$210.78M
OHI:
$1.44B
NHI:
$233.74M
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
OHI vs. NHI — Risk / Return Rank
OHI
NHI
OHI vs. NHI - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Omega Healthcare Investors, Inc. (OHI) and National Health Investors, Inc. (NHI). 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 | NHI | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +1.13 | ||
| Sortino ratioReturn per unit of downside risk | +1.66 | ||
| Omega ratioGain probability vs. loss probability | 1.27 | 1.08 | +0.19 |
| Calmar ratioReturn relative to maximum drawdown | 2.77 | 0.33 | +2.44 |
| Martin ratioReturn relative to average drawdown | 7.18 | 0.84 | +6.34 |
Loading charts...
Drawdowns
OHI vs. NHI - Drawdown Comparison
The maximum OHI drawdown since its inception was -94.85%, which is greater than NHI's maximum drawdown of -82.88%. Use the drawdown chart below to compare losses from any high point for OHI and NHI.
Loading charts...
Drawdown Indicators
| OHI | NHI | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -94.85% | -82.88% | -11.97% |
Max Drawdown (1Y)Largest decline over 1 year | -10.86% | -24.09% | +13.23% |
Max Drawdown (3Y)Largest decline over 3 years | -15.47% | -24.09% | +8.62% |
Max Drawdown (5Y)Largest decline over 5 years | -23.16% | -25.68% | +2.52% |
Max Drawdown (10Y)Largest decline over 10 years | -66.92% | -63.04% | -3.88% |
Current DrawdownCurrent decline from peak | -4.48% | -16.17% | +11.69% |
Average DrawdownAverage peak-to-trough decline | -23.95% | -15.01% | -8.94% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.18% | 9.43% | -5.25% |
Volatility
OHI vs. NHI - Volatility Comparison
The current volatility for Omega Healthcare Investors, Inc. (OHI) is 6.29%, while National Health Investors, Inc. (NHI) has a volatility of 7.16%. This indicates that OHI experiences smaller price fluctuations and is considered to be less risky than NHI based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading charts...
Volatility by Period
| OHI | NHI | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.29% | 7.16% | -0.87% |
Volatility (6M)Calculated over the trailing 6-month period | 15.84% | 19.00% | -3.16% |
Volatility (1Y)Calculated over the trailing 1-year period | 20.32% | 22.87% | -2.55% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 24.26% | 23.83% | +0.43% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 34.27% | 31.10% | +3.17% |
Dividends
OHI vs. NHI - Dividend Comparison
OHI's dividend yield for the trailing twelve months is around 5.52%, more than NHI's 4.94% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
NHI National Health Investors, Inc. | 4.94% | 4.77% | 5.19% | 6.45% | 6.89% | 6.62% | 6.38% | 5.15% | 5.30% | 5.04% | 4.85% | 5.59% |
OHI Omega Healthcare Investors, Inc. | 5.52% | 6.04% | 7.08% | 8.74% | 9.59% | 9.06% | 7.38% | 6.26% | 7.51% | 9.22% | 7.55% | 6.23% |
Financials
OHI vs. NHI - Financials Comparison
This section allows you to compare key financial metrics between Omega Healthcare Investors, Inc. and National Health Investors, 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
Frequently Asked Questions
OHI and NHI have a correlation of 0.66, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
NHI has higher volatility (7.16%) compared to OHI (6.29%). In terms of maximum drawdown, OHI dropped -94.85% vs NHI's -82.88%.
OHI currently has the higher Sharpe Ratio (1.48 vs 0.35), 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 OHI and NHI
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