OHI vs. SCHD
Compare and contrast key facts about Omega Healthcare Investors, Inc. (OHI) and Schwab US 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.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: OHI or SCHD.
Correlation
The correlation between OHI and SCHD is 0.36, 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.
Performance
OHI vs. SCHD - Performance Comparison
Key characteristics
OHI:
1.70
SCHD:
0.23
OHI:
2.33
SCHD:
0.43
OHI:
1.30
SCHD:
1.06
OHI:
2.56
SCHD:
0.23
OHI:
5.69
SCHD:
0.84
OHI:
6.09%
SCHD:
4.38%
OHI:
20.44%
SCHD:
15.99%
OHI:
-94.61%
SCHD:
-33.37%
OHI:
-7.91%
SCHD:
-11.33%
Returns By Period
In the year-to-date period, OHI achieves a 1.80% return, which is significantly higher than SCHD's -5.04% return. Over the past 10 years, OHI has underperformed SCHD with an annualized return of 8.15%, while SCHD has yielded a comparatively higher 10.35% annualized return.
OHI
1.80%
0.93%
-6.12%
32.80%
16.60%
8.15%
SCHD
-5.04%
-6.82%
-7.58%
2.51%
13.19%
10.35%
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Risk-Adjusted Performance
OHI vs. SCHD — Risk-Adjusted Performance Rank
OHI
SCHD
OHI vs. SCHD - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Omega Healthcare Investors, Inc. (OHI) and Schwab US 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.
Dividends
OHI vs. SCHD - Dividend Comparison
OHI's dividend yield for the trailing twelve months is around 7.08%, more than SCHD's 4.05% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
OHI Omega Healthcare Investors, Inc. | 7.08% | 7.08% | 8.74% | 9.59% | 9.06% | 7.38% | 6.26% | 7.51% | 9.22% | 7.55% | 6.23% | 5.17% |
SCHD Schwab US Dividend Equity ETF | 4.05% | 3.64% | 3.49% | 3.39% | 2.78% | 3.16% | 2.98% | 3.06% | 2.63% | 2.89% | 2.97% | 2.63% |
Drawdowns
OHI vs. SCHD - Drawdown Comparison
The maximum OHI drawdown since its inception was -94.61%, 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. For additional features, visit the drawdowns tool.
Volatility
OHI vs. SCHD - Volatility Comparison
The current volatility for Omega Healthcare Investors, Inc. (OHI) is 7.20%, while Schwab US Dividend Equity ETF (SCHD) has a volatility of 11.25%. This indicates that OHI experiences smaller price fluctuations and is considered to be less risky than SCHD based on this measure. The chart below showcases a comparison of their rolling one-month volatility.