AHR vs SPY
Comparison between American Healthcare REIT Inc (AHR, Company) and SPDR S&P 500 ETF Trust (SPY, ETF).
AHR vs SPY - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Market Cap / Net Assets
AHR
$9.80B
Winner
SPY
$735B
Expense Ratio
AHR
N/A
SPY
0.09%
Max Drawdown
Winner
AHR
11.86%
SPY
56.47%
Sharpe Ratio
AHR
1.79
Winner
SPY
1.87
5Y Beta
Winner
AHR
0.49
SPY
1.00
Industry
AHR
Reit - Healthcare Facilities
SPY
N/A
P/E Ratio
AHR
89.70
Winner
SPY
28.55
Forward P/E
AHR
61.73
Winner
SPY
21.99
Dividend Yield
AHR
1.98%
SPY
N/A
5Y Dividends CAGR
AHR
N/A
SPY
5.43%
5Y EPS CAGR
AHR
N/A
SPY
25.29%
Debt to Equity
Winner
AHR
0.00%
SPY
22.22%
Free Cash Flow Yield
AHR
3.21%
SPY
N/A
P/S Ratio
AHR
N/A
SPY
3.63
P/B Ratio
AHR
N/A
SPY
5.45
AHR vs SPY - Historical Returns
Returns include dividend reinvestment.
1M
AHR
+7.23%
Winner
SPY
+8.19%
3M
AHR
+0.18%
Winner
SPY
+9.18%
6M
AHR
+8.15%
Winner
SPY
+11.09%
1Y
Winner
AHR
+52.58%
SPY
+27.94%
5Y(CAGR)
AHR
N/A
SPY
+14.15%
10Y(CAGR)
AHR
N/A
SPY
+15.63%
Max(CAGR)
Winner
AHR
+89.58%
SPY
+8.52%
AHR vs SPY - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | AHR | SPY |
|---|---|---|
| 2026 | +9.85% | +8.96% |
| 2025 | +74.09% | +18.00% |
| 2024 | +126.64% | +25.59% |
| 2023 | N/A | +26.72% |
| 2022 | N/A | -18.64% |
| 2021 | N/A | +30.52% |
| 2020 | N/A | +17.28% |
| 2019 | N/A | +31.09% |
| 2018 | N/A | -5.24% |
| 2017 | N/A | +20.78% |
| 2016 | N/A | +13.59% |
| 2015 | N/A | +1.31% |
| 2014 | N/A | +14.56% |
| 2013 | N/A | +29.00% |
| 2012 | N/A | +14.17% |
| 2011 | N/A | +0.85% |
| 2010 | N/A | +13.14% |
| 2009 | N/A | +22.67% |
| 2008 | N/A | -36.25% |
| 2007 | N/A | +5.32% |
| 2006 | N/A | +13.85% |
| 2005 | N/A | +5.32% |
| 2004 | N/A | +10.75% |
| 2003 | N/A | +24.18% |
| 2002 | N/A | -22.42% |
| 2001 | N/A | -10.13% |
| 2000 | N/A | -8.84% |
| 1999 | N/A | +8.61% |
AHR vs SPY Drawdown Comparison
The maximum drawdown for AHR was -11.86%, occurring on Apr 16, 2024. Recovery took 45 trading sessions.
The maximum drawdown for SPY was -55.20%, occurring on Mar 9, 2009. Recovery took 1224 trading sessions.
The current AHR drawdown is -2.44%.
| Rank | AHR | SPY |
|---|---|---|
| #1 | -11.86% Mar 28, 2024 - Jun 3, 2024 | -55.20% Oct 9, 2007 - Aug 16, 2012 |
| #2 | -11.77% Feb 26, 2026 - Mar 30, 2026 | -47.50% Mar 24, 2000 - Oct 26, 2006 |
| #3 | -11.27% Apr 2, 2025 - Apr 24, 2025 | -33.70% Feb 19, 2020 - Aug 10, 2020 |
| #4 | -9.55% Nov 28, 2025 - Feb 11, 2026 | -24.50% Jan 3, 2022 - Dec 13, 2023 |
| #5 | -8.72% Nov 29, 2024 - Jan 28, 2025 | -19.34% Sep 20, 2018 - Apr 12, 2019 |
| #6 | -8.51% Sep 25, 2024 - Oct 30, 2024 | -18.76% Feb 19, 2025 - Jun 26, 2025 |
| #7 | -8.45% Mar 4, 2025 - Mar 31, 2025 | -13.02% Jul 20, 2015 - Apr 18, 2016 |
| #8 | -7.83% Jan 28, 2025 - Feb 26, 2025 | -10.10% Jan 26, 2018 - Aug 6, 2018 |
| #9 | -6.78% Oct 30, 2024 - Nov 15, 2024 | -9.44% Sep 2, 2020 - Nov 11, 2020 |
| #10 | -6.35% Sep 10, 2025 - Oct 17, 2025 | -9.30% Jan 19, 2000 - Mar 17, 2000 |
| #11 | -5.77% Jul 16, 2024 - Aug 6, 2024 | -9.05% Jul 19, 2007 - Oct 5, 2007 |
| #12 | -4.40% Feb 16, 2024 - Mar 19, 2024 | -8.88% Jan 27, 2026 - Apr 14, 2026 |
| #13 | -4.31% May 16, 2025 - Jun 11, 2025 | -8.41% Jul 16, 2024 - Sep 19, 2024 |
| #14 | -3.70% Jul 3, 2025 - Jul 14, 2025 | -7.35% Sep 14, 2012 - Jan 2, 2013 |
| #15 | -3.14% Nov 7, 2025 - Nov 19, 2025 | -7.27% Sep 18, 2014 - Oct 31, 2014 |
Correlation
Correlation between AHR and SPY is 0.96 which considered as a very strong positive correlation - the stocks move almost identically together.
0.96
-101
Dividend Comparison (1999 - 2026)
AHR vs SPY dividend yield comparison.
| Year | AHR | SPY |
|---|---|---|
| 2026 | 0.48% | 0.24% |
| 2025 | 2.12% | 1.07% |
| 2024 | 3.52% | 1.21% |
| 2023 | 0.00% | 1.40% |
| 2022 | 0.00% | 1.65% |
| 2021 | 0.00% | 1.20% |
| 2020 | 0.00% | 1.52% |
| 2019 | 0.00% | 1.75% |
| 2018 | 0.00% | 2.04% |
| 2017 | 0.00% | 1.80% |
| 2016 | 0.00% | 2.03% |
| 2015 | 0.00% | 2.06% |
| 2014 | 0.00% | 1.87% |
| 2013 | 0.00% | 1.81% |
| 2012 | 0.00% | 2.18% |
| 2011 | 0.00% | 2.05% |
| 2010 | 0.00% | 1.80% |
| 2009 | 0.00% | 1.95% |
| 2008 | 0.00% | 3.02% |
| 2007 | 0.00% | 1.85% |
| 2006 | 0.00% | 1.73% |
| 2005 | 0.00% | 1.73% |
| 2004 | 0.00% | 1.82% |
| 2003 | 0.00% | 1.47% |
| 2002 | 0.00% | 1.70% |
| 2001 | 0.00% | 1.25% |
| 2000 | 0.00% | 1.15% |
| 1999 | 0.00% | 0.24% |
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