OHI vs. VTI
OHI (Omega Healthcare Investors, Inc.) is a stock, while VTI (Vanguard Total Stock Market ETF) is Large Cap Blend Equities fund tracking the CRSP US Total Market Index. Over the past 10 years, OHI returned 11.83%/yr vs 15.31%/yr for VTI. At a 0.42 correlation, their price movements are largely independent.
Performance
OHI vs. VTI - Performance Comparison
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Returns By Period
In the year-to-date period, OHI achieves a 4.74% return, which is significantly lower than VTI's 10.35% return. Over the past 10 years, OHI has underperformed VTI with an annualized return of 11.83%, while VTI has yielded a comparatively higher 15.31% annualized return.
OHI
- 1D
- 1.28%
- 1M
- -5.85%
- YTD
- 4.74%
- 6M
- 6.49%
- 1Y
- 29.90%
- 3Y*
- 23.10%
- 5Y*
- 12.91%
- 10Y*
- 11.83%
VTI
- 1D
- -0.32%
- 1M
- 0.55%
- YTD
- 10.35%
- 6M
- 9.59%
- 1Y
- 27.18%
- 3Y*
- 21.19%
- 5Y*
- 12.36%
- 10Y*
- 15.31%
OHI vs. VTI - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
OHI Omega Healthcare Investors, Inc. | 4.74% | 25.52% | 33.57% | 19.93% | 3.50% | -12.06% | -6.81% | 29.01% | 40.06% | -4.70% |
VTI Vanguard Total Stock Market ETF | 10.35% | 17.10% | 23.81% | 26.05% | -19.52% | 25.68% | 21.08% | 30.67% | -5.23% | 21.21% |
Correlation
The correlation between OHI and VTI is -0.11, meaning they tend to move in opposite directions. This is especially valuable for risk management - when one declines, the other has historically tended to hold steady or rise.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | -0.11 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.13 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.26 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.30 |
Correlation (All Time) Calculated using the full available price history since May 31, 2001 | 0.42 |
The correlation between OHI and VTI shifts across timeframes, from -0.11 (1 year) to 0.42 (all time), reflecting how their relationship changes across market environments.
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Return for Risk
OHI vs. VTI — Risk / Return Rank
OHI
VTI
OHI vs. VTI - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Omega Healthcare Investors, Inc. (OHI) and Vanguard Total Stock Market ETF (VTI). 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 | VTI | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.62 | ||
| Sortino ratioReturn per unit of downside risk | -0.59 | ||
| Omega ratioGain probability vs. loss probability | 1.27 | 1.38 | -0.11 |
| Calmar ratioReturn relative to maximum drawdown | 2.77 | 3.06 | -0.30 |
| Martin ratioReturn relative to average drawdown | 7.25 | 13.68 | -6.43 |
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Drawdowns
OHI vs. VTI - Drawdown Comparison
The maximum OHI drawdown since its inception was -94.85%, which is greater than VTI's maximum drawdown of -55.45%. Use the drawdown chart below to compare losses from any high point for OHI and VTI.
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Drawdown Indicators
| OHI | VTI | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -94.85% | -55.45% | -39.40% |
Max Drawdown (1Y)Largest decline over 1 year | -10.86% | -8.92% | -1.94% |
Max Drawdown (3Y)Largest decline over 3 years | -15.47% | -19.30% | +3.83% |
Max Drawdown (5Y)Largest decline over 5 years | -26.70% | -25.36% | -1.34% |
Max Drawdown (10Y)Largest decline over 10 years | -66.92% | -35.00% | -31.92% |
Current DrawdownCurrent decline from peak | -7.94% | -1.48% | -6.46% |
Average DrawdownAverage peak-to-trough decline | -24.03% | -8.01% | -16.02% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.13% | 1.99% | +2.14% |
Volatility
OHI vs. VTI - Volatility Comparison
Omega Healthcare Investors, Inc. (OHI) has a higher volatility of 7.39% compared to Vanguard Total Stock Market ETF (VTI) at 4.74%. This indicates that OHI's price experiences larger fluctuations and is considered to be riskier than VTI based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| OHI | VTI | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.39% | 4.74% | +2.65% |
Volatility (6M)Calculated over the trailing 6-month period | 15.22% | 9.96% | +5.26% |
Volatility (1Y)Calculated over the trailing 1-year period | 19.79% | 12.76% | +7.03% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 24.24% | 17.49% | +6.75% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 34.29% | 18.35% | +15.94% |
Dividends
OHI vs. VTI - Dividend Comparison
OHI's dividend yield for the trailing twelve months is around 5.94%, more than VTI's 1.02% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
OHI Omega Healthcare Investors, Inc. | 5.94% | 6.04% | 7.08% | 8.74% | 9.59% | 9.06% | 7.38% | 6.26% | 7.51% | 9.22% | 7.55% | 6.23% |
VTI Vanguard Total Stock Market ETF | 1.02% | 1.12% | 1.27% | 1.44% | 1.66% | 1.21% | 1.42% | 1.78% | 2.04% | 1.71% | 1.92% | 1.98% |
Frequently Asked Questions
OHI and VTI have a correlation of -0.11, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
OHI has higher volatility (7.39%) compared to VTI (4.74%). In terms of maximum drawdown, OHI dropped -94.85% vs VTI's -55.45%.
VTI currently has the higher Sharpe Ratio (2.14 vs 1.52), 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.
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