OHI vs. SCHD
Compare and contrast key facts about Omega Healthcare Investors, Inc. (OHI) and Schwab U.S. Dividend Equity ETF (SCHD).
SCHD is a passively managed fund by Charles Schwab that tracks the performance of the Dow Jones U.S. Dividend 100 Index. It was launched on Oct 20, 2011.
Performance
OHI vs. SCHD - Performance Comparison
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OHI vs. SCHD - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
OHI Omega Healthcare Investors, Inc. | 1.48% | 25.52% | 33.57% | 19.93% | 3.50% | -12.06% | -6.81% | 29.01% | 40.06% | -4.70% |
SCHD Schwab U.S. Dividend Equity ETF | 12.17% | 4.34% | 11.66% | 4.54% | -3.26% | 29.87% | 15.03% | 27.29% | -5.56% | 20.85% |
Returns By Period
In the year-to-date period, OHI achieves a 1.48% return, which is significantly lower than SCHD's 12.17% return. Over the past 10 years, OHI has underperformed SCHD with an annualized return of 10.81%, while SCHD has yielded a comparatively higher 12.25% annualized return.
OHI
- 1D
- 1.16%
- 1M
- -7.86%
- YTD
- 1.48%
- 6M
- 8.07%
- 1Y
- 24.41%
- 3Y*
- 26.71%
- 5Y*
- 11.49%
- 10Y*
- 10.81%
SCHD
- 1D
- -0.55%
- 1M
- -3.43%
- YTD
- 12.17%
- 6M
- 12.91%
- 1Y
- 13.70%
- 3Y*
- 11.84%
- 5Y*
- 8.32%
- 10Y*
- 12.25%
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Return for Risk
OHI vs. SCHD — Risk / Return Rank
OHI
SCHD
OHI vs. SCHD - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Omega Healthcare Investors, Inc. (OHI) and Schwab U.S. Dividend Equity ETF (SCHD). 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.
| OHI | SCHD | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.22 | 0.88 | +0.34 |
Sortino ratioReturn per unit of downside risk | 1.81 | 1.32 | +0.49 |
Omega ratioGain probability vs. loss probability | 1.23 | 1.19 | +0.04 |
Calmar ratioReturn relative to maximum drawdown | 2.58 | 1.05 | +1.53 |
Martin ratioReturn relative to average drawdown | 6.35 | 3.55 | +2.80 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| OHI | SCHD | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.22 | 0.88 | +0.34 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.48 | 0.58 | -0.10 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.32 | 0.74 | -0.42 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.26 | 0.84 | -0.58 |
Correlation
The correlation between OHI and SCHD is 0.37, 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.
Dividends
OHI vs. SCHD - Dividend Comparison
OHI's dividend yield for the trailing twelve months is around 6.05%, more than SCHD's 3.46% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
OHI Omega Healthcare Investors, Inc. | 6.05% | 6.04% | 7.08% | 8.74% | 9.59% | 9.06% | 7.38% | 6.26% | 7.51% | 9.22% | 7.55% | 6.23% |
SCHD Schwab U.S. Dividend Equity ETF | 3.46% | 3.82% | 3.64% | 3.49% | 3.39% | 2.78% | 3.16% | 2.98% | 3.06% | 2.63% | 2.89% | 2.97% |
Drawdowns
OHI vs. SCHD - Drawdown Comparison
The maximum OHI drawdown since its inception was -94.85%, which is greater than SCHD's maximum drawdown of -33.37%. Use the drawdown chart below to compare losses from any high point for OHI and SCHD.
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Drawdown Indicators
| OHI | SCHD | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -94.85% | -33.37% | -61.48% |
Max Drawdown (1Y)Largest decline over 1 year | -9.46% | -12.74% | +3.28% |
Max Drawdown (5Y)Largest decline over 5 years | -28.57% | -16.85% | -11.72% |
Max Drawdown (10Y)Largest decline over 10 years | -66.92% | -33.37% | -33.55% |
Current DrawdownCurrent decline from peak | -8.41% | -3.43% | -4.98% |
Average DrawdownAverage peak-to-trough decline | -24.16% | -3.34% | -20.82% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.84% | 3.75% | +0.09% |
Volatility
OHI vs. SCHD - Volatility Comparison
Omega Healthcare Investors, Inc. (OHI) has a higher volatility of 5.47% compared to Schwab U.S. Dividend Equity ETF (SCHD) at 2.33%. This indicates that OHI's price experiences larger fluctuations and is considered to be riskier than SCHD based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| OHI | SCHD | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.47% | 2.33% | +3.14% |
Volatility (6M)Calculated over the trailing 6-month period | 14.83% | 7.96% | +6.87% |
Volatility (1Y)Calculated over the trailing 1-year period | 20.07% | 15.69% | +4.38% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 24.23% | 14.40% | +9.83% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 34.28% | 16.70% | +17.58% |