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NHI vs SPY

Comparison between National Health Investors Inc (NHI, Company) and SPDR S&P 500 ETF Trust (SPY, ETF).

5-Year PerformanceSPY has outperformed NHI, delivering a return of +13.2% compared to +8.5%

NHI vs SPY - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Market Cap / Net Assets
NHI
$3.66B
Winner
SPY
$781B
Expense Ratio
NHI
N/A
SPY
0.09%
Max Drawdown
NHI
70.08%
Winner
SPY
56.47%
Sharpe Ratio
NHI
0.37
Winner
SPY
1.36
5Y Beta
Winner
NHI
0.14
SPY
1.00
Industry
NHI
Reit - Healthcare Facilities
SPY
N/A
P/E Ratio
Winner
NHI
24.08
SPY
28.84
Forward P/E
Winner
NHI
18.15
SPY
21.45
Dividend Yield
NHI
4.82%
SPY
N/A
5Y Dividends CAGR
NHI
1.71%
Winner
SPY
6.00%
5Y EPS CAGR
NHI
-2.30%
Winner
SPY
25.26%
Debt to Equity
Winner
NHI
0.00%
SPY
31.47%
Free Cash Flow Yield
NHI
-1.38%
SPY
N/A
P/S Ratio
NHI
N/A
SPY
3.85
P/B Ratio
NHI
N/A
SPY
5.70

NHI vs SPY - Historical Returns

Returns include dividend reinvestment.

1M
Winner
NHI
+8.56%
SPY
+0.25%
3M
NHI
-10.04%
Winner
SPY
+8.11%
6M
NHI
-3.48%
Winner
SPY
+9.62%
1Y
NHI
+12.73%
Winner
SPY
+22.67%
5Y(CAGR)
NHI
+8.52%
Winner
SPY
+13.19%
10Y(CAGR)
NHI
+5.68%
Winner
SPY
+15.18%
Max(CAGR)
Winner
NHI
+14.06%
SPY
+8.54%

NHI vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearNHISPY
2026+1.01%+11.07%
2025+17.22%+18.00%
2024+31.04%+25.59%
2023+13.13%+26.72%
2022-4.58%-18.64%
2021-8.31%+30.52%
2020-6.67%+17.28%
2019+15.91%+31.09%
2018+5.27%-5.24%
2017+6.23%+20.78%
2016+27.51%+13.59%
2015-9.87%+1.31%
2014+33.29%+14.56%
2013+1.68%+29.00%
2012+33.11%+14.17%
2011+1.40%+0.85%
2010+31.78%+13.14%
2009+49.71%+22.67%
2008+5.27%-36.25%
2007-7.26%+5.32%
2006+37.94%+13.85%
2005-2.24%+5.32%
2004+24.39%+10.75%
2003+88.76%+24.18%
2002+20.90%-22.42%
2001+104.05%-10.13%
2000-43.74%-8.84%
1999+1.13%+8.61%

NHI vs SPY Drawdown Comparison

The maximum drawdown for NHI was -64.96%, occurring on Aug 17, 2000. Recovery took 419 trading sessions.

The maximum drawdown for SPY was -55.20%, occurring on Mar 9, 2009. Recovery took 1224 trading sessions.

The current NHI drawdown is -14.71%. The current SPY drawdown is -0.37%.

RankNHISPY
#1-64.96%
Dec 23, 1999 - Aug 22, 2001		-55.20%
Oct 9, 2007 - Aug 16, 2012
#2-63.04%
Feb 21, 2020 - Jul 2, 2024		-47.50%
Mar 24, 2000 - Oct 26, 2006
#3-45.52%
Sep 30, 2008 - Aug 4, 2009		-33.70%
Feb 19, 2020 - Aug 10, 2020
#4-27.42%
Jan 29, 2015 - Jun 10, 2016		-24.50%
Jan 3, 2022 - Dec 13, 2023
#5-27.34%
Mar 31, 2004 - Dec 1, 2004		-19.34%
Sep 20, 2018 - Apr 12, 2019
#6-25.37%
May 21, 2013 - Nov 4, 2014		-18.76%
Feb 19, 2025 - Jun 26, 2025
#7-24.09%
Feb 17, 2026 - Jun 4, 2026		-13.02%
Jul 20, 2015 - Apr 18, 2016
#8-21.61%
Apr 28, 2011 - Jan 25, 2012		-10.10%
Jan 26, 2018 - Aug 6, 2018
#9-20.96%
Jun 1, 2007 - Mar 20, 2008		-9.44%
Sep 2, 2020 - Nov 11, 2020
#10-20.88%
Sep 18, 2024 - Jan 15, 2026		-9.30%
Jan 19, 2000 - Mar 17, 2000
#11-20.79%
Aug 24, 2001 - Dec 7, 2001		-9.05%
Jul 19, 2007 - Oct 5, 2007
#12-20.65%
Dec 18, 2017 - Aug 7, 2018		-8.88%
Jan 27, 2026 - Apr 14, 2026
#13-19.95%
Aug 2, 2005 - Sep 27, 2006		-8.41%
Jul 16, 2024 - Sep 19, 2024
#14-17.77%
Jun 27, 2002 - Oct 29, 2002		-7.35%
Sep 14, 2012 - Jan 2, 2013
#15-16.93%
Sep 6, 2016 - Jun 28, 2017		-7.27%
Sep 18, 2014 - Oct 31, 2014

Correlation

Correlation between NHI and SPY is 0.90 which considered as a strong positive correlation - the stocks tend to move together.

0.90
-101

Dividend Comparison (1999 - 2026)

NHI vs SPY dividend yield comparison.

YearNHISPY
20262.43%0.49%
20254.77%1.07%
20245.19%1.21%
20236.45%1.40%
20226.89%1.65%
20216.62%1.20%
20206.38%1.52%
20195.15%1.75%
20185.30%2.04%
20175.04%1.80%
20164.85%2.03%
20155.59%2.06%
20144.40%1.87%
20135.56%1.81%
20124.67%2.18%
20116.17%2.05%
20105.24%1.80%
20096.22%1.95%
20088.82%3.02%
200710.22%1.85%
20067.18%1.73%
20056.93%1.73%
20046.34%1.82%
200316.88%1.47%
20029.04%1.70%
20016.63%1.25%
200017.36%1.15%
19994.97%0.24%

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