OHI vs. VOO
Compare and contrast key facts about Omega Healthcare Investors, Inc. (OHI) and Vanguard S&P 500 ETF (VOO).
VOO is a passively managed fund by Vanguard that tracks the performance of the S&P 500 Index. It was launched on Sep 7, 2010.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: OHI or VOO.
Performance
OHI vs. VOO - Performance Comparison
Returns By Period
In the year-to-date period, OHI achieves a 41.25% return, which is significantly higher than VOO's 24.51% return. Over the past 10 years, OHI has underperformed VOO with an annualized return of 8.92%, while VOO has yielded a comparatively higher 13.12% annualized return.
OHI
41.25%
-2.22%
34.19%
36.96%
7.92%
8.92%
VOO
24.51%
0.61%
11.38%
32.00%
15.30%
13.12%
Key characteristics
| OHI | VOO | |
|---|---|---|
| Sharpe Ratio | 1.95 | 2.64 |
| Sortino Ratio | 2.84 | 3.53 |
| Omega Ratio | 1.35 | 1.49 |
| Calmar Ratio | 2.37 | 3.81 |
| Martin Ratio | 10.85 | 17.34 |
| Ulcer Index | 3.38% | 1.86% |
| Daily Std Dev | 18.83% | 12.20% |
| Max Drawdown | -94.62% | -33.99% |
| Current Drawdown | -4.33% | -2.16% |
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Correlation
The correlation between OHI and VOO is 0.39, 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.
Risk-Adjusted Performance
OHI vs. VOO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Omega Healthcare Investors, Inc. (OHI) and Vanguard S&P 500 ETF (VOO). 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. VOO - Dividend Comparison
OHI's dividend yield for the trailing twelve months is around 6.70%, more than VOO's 1.26% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
OHI Omega Healthcare Investors, Inc. | 6.70% | 8.74% | 9.59% | 9.06% | 7.38% | 6.26% | 7.51% | 9.22% | 7.55% | 6.23% | 5.17% | 6.24% |
VOO Vanguard S&P 500 ETF | 1.26% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% | 1.84% |
Drawdowns
OHI vs. VOO - Drawdown Comparison
The maximum OHI drawdown since its inception was -94.62%, which is greater than VOO's maximum drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for OHI and VOO. For additional features, visit the drawdowns tool.
Volatility
OHI vs. VOO - Volatility Comparison
Omega Healthcare Investors, Inc. (OHI) has a higher volatility of 6.61% compared to Vanguard S&P 500 ETF (VOO) at 4.07%. This indicates that OHI's price experiences larger fluctuations and is considered to be riskier than VOO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.