VTR vs. OHI
VTR (Ventas, Inc.) and OHI (Omega Healthcare Investors, Inc.) are both stocks. Both operate in the REIT - Healthcare Facilities industry within the Real Estate sector. Over the past 10 years, VTR returned 5.81%/yr vs 11.37%/yr for OHI. A 0.52 correlation means they provide meaningful diversification when combined.
Performance
VTR vs. OHI - Performance Comparison
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Returns By Period
In the year-to-date period, VTR achieves a 3.55% return, which is significantly higher than OHI's 1.72% return. Over the past 10 years, VTR has underperformed OHI with an annualized return of 5.81%, while OHI has yielded a comparatively higher 11.37% annualized return.
VTR
- 1D
- -2.93%
- 1M
- -8.76%
- YTD
- 3.55%
- 6M
- -0.47%
- 1Y
- 28.55%
- 3Y*
- 24.27%
- 5Y*
- 10.32%
- 10Y*
- 5.81%
OHI
- 1D
- -1.51%
- 1M
- -7.18%
- YTD
- 1.72%
- 6M
- -1.29%
- 1Y
- 24.57%
- 3Y*
- 20.56%
- 5Y*
- 11.79%
- 10Y*
- 11.37%
VTR vs. OHI - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
VTR Ventas, Inc. | 3.55% | 35.09% | 22.24% | 15.06% | -8.53% | 7.73% | -9.80% | 3.42% | 3.45% | 0.71% |
OHI Omega Healthcare Investors, Inc. | 1.72% | 25.52% | 33.57% | 19.93% | 3.50% | -12.06% | -6.81% | 29.01% | 40.06% | -4.70% |
Correlation
The correlation between VTR and OHI is 0.61, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.61 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.58 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.60 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.65 |
Correlation (All Time) Calculated using the full available price history since May 5, 1998 | 0.52 |
The correlation between VTR and OHI shifts across timeframes, from 0.52 (all time) to 0.65 (10 years), reflecting how their relationship changes across market environments.
Fundamentals
VTR:
$0.55
OHI:
$2.79
VTR:
144.46
OHI:
15.67
VTR:
4.13
OHI:
1.47
VTR:
6.13
OHI:
8.17
VTR:
$6.13B
OHI:
$1.24B
VTR:
-$261.17M
OHI:
$739.29M
VTR:
$2.45B
OHI:
$1.21B
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Return for Risk
VTR vs. OHI — Risk / Return Rank
VTR
OHI
VTR vs. OHI - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Ventas, Inc. (VTR) and Omega Healthcare Investors, Inc. (OHI). 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.
| VTR | OHI | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.24 | ||
| Sortino ratioReturn per unit of downside risk | +0.28 | ||
| Omega ratioGain probability vs. loss probability | 1.29 | 1.23 | +0.06 |
| Calmar ratioReturn relative to maximum drawdown | 2.29 | 2.27 | +0.02 |
| Martin ratioReturn relative to average drawdown | 9.00 | 6.35 | +2.65 |
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
| VTR | OHI | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.51 | 1.27 | +0.24 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.42 | 0.49 | -0.07 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.17 | 0.33 | -0.17 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.30 | 0.26 | +0.04 |
Drawdowns
VTR vs. OHI - Drawdown Comparison
The maximum VTR drawdown since its inception was -83.38%, smaller than the maximum OHI drawdown of -94.85%. Use the drawdown chart below to compare losses from any high point for VTR and OHI.
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Drawdown Indicators
| VTR | OHI | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -83.38% | -94.85% | +11.47% |
Max Drawdown (1Y)Largest decline over 1 year | -12.52% | -10.86% | -1.66% |
Max Drawdown (3Y)Largest decline over 3 years | -19.35% | -15.47% | -3.88% |
Max Drawdown (5Y)Largest decline over 5 years | -41.80% | -27.26% | -14.54% |
Max Drawdown (10Y)Largest decline over 10 years | -76.92% | -66.92% | -10.00% |
Current DrawdownCurrent decline from peak | -11.88% | -10.59% | -1.29% |
Average DrawdownAverage peak-to-trough decline | -18.20% | -24.05% | +5.85% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.18% | 3.90% | -0.72% |
Volatility
VTR vs. OHI - Volatility Comparison
Ventas, Inc. (VTR) has a higher volatility of 7.93% compared to Omega Healthcare Investors, Inc. (OHI) at 6.55%. This indicates that VTR's price experiences larger fluctuations and is considered to be riskier than OHI based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| VTR | OHI | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.93% | 6.55% | +1.38% |
Volatility (6M)Calculated over the trailing 6-month period | 14.62% | 14.62% | 0.00% |
Volatility (1Y)Calculated over the trailing 1-year period | 19.04% | 19.48% | -0.44% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 24.96% | 24.20% | +0.76% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 34.77% | 34.25% | +0.52% |
Dividends
VTR vs. OHI - Dividend Comparison
VTR's dividend yield for the trailing twelve months is around 2.46%, less than OHI's 6.12% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
OHI Omega Healthcare Investors, Inc. | 6.12% | 6.04% | 7.08% | 8.74% | 9.59% | 9.06% | 7.38% | 6.26% | 7.51% | 9.22% | 7.55% | 6.23% |
VTR Ventas, Inc. | 2.46% | 2.48% | 3.06% | 3.61% | 4.00% | 3.52% | 4.37% | 5.49% | 5.40% | 5.19% | 4.74% | 20.47% |
Financials
VTR vs. OHI - Financials Comparison
This section allows you to compare key financial metrics between Ventas, Inc. and Omega Healthcare 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
VTR vs. OHI - Profitability Comparison
VTR - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Ventas, Inc. reported a gross profit of 655.41M and revenue of 1.66B. Therefore, the gross margin over that period was 39.6%.
OHI - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Omega Healthcare Investors, Inc. reported a gross profit of 0.00 and revenue of 322.96M. Therefore, the gross margin over that period was 0.0%.
VTR - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Ventas, Inc. reported an operating income of 191.56M and revenue of 1.66B, resulting in an operating margin of 11.6%.
OHI - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Omega Healthcare Investors, Inc. reported an operating income of 0.00 and revenue of 322.96M, resulting in an operating margin of 0.0%.
VTR - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Ventas, Inc. reported a net income of 55.91M and revenue of 1.66B, resulting in a net margin of 3.4%.
OHI - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Omega Healthcare Investors, Inc. reported a net income of 165.02M and revenue of 322.96M, resulting in a net margin of 51.1%.
Frequently Asked Questions
VTR and OHI have a correlation of 0.61, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
VTR has higher volatility (7.93%) compared to OHI (6.55%). In terms of maximum drawdown, VTR dropped -83.38% vs OHI's -94.85%.
VTR currently has the higher Sharpe Ratio (1.51 vs 1.27), 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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