OHI vs SPY
Comparison between Omega Healthcare Investors Inc (OHI, Company) and SPDR S&P 500 ETF Trust (SPY, ETF).
5-Year PerformanceOHI has outperformed SPY, delivering a return of +14.0% compared to +13.3%
OHI vs SPY - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
OHI vs SPY - Historical Returns
Returns include dividend reinvestment.
OHI vs SPY - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | OHI | SPY |
|---|---|---|
| 2026 | +9.12% | +8.27% |
| 2025 | +25.44% | +18.00% |
| 2024 | +32.85% | +25.59% |
| 2023 | +19.88% | +26.72% |
| 2022 | +1.93% | -18.64% |
| 2021 | -8.78% | +30.52% |
| 2020 | -5.42% | +17.28% |
| 2019 | +33.56% | +31.09% |
| 2018 | +40.48% | -5.24% |
| 2017 | -6.73% | +20.78% |
| 2016 | -4.87% | +13.59% |
| 2015 | -8.45% | +1.31% |
| 2014 | +39.87% | +14.56% |
| 2013 | +30.22% | +29.00% |
| 2012 | +27.42% | +14.17% |
| 2011 | -8.56% | +0.85% |
| 2010 | +21.97% | +13.14% |
| 2009 | +40.59% | +22.67% |
| 2008 | +7.91% | -36.25% |
| 2007 | -3.14% | +5.32% |
| 2006 | +46.17% | +13.85% |
| 2005 | +15.57% | +5.32% |
| 2004 | +37.44% | +10.75% |
| 2003 | +167.86% | +24.18% |
| 2002 | -38.39% | -22.42% |
| 2001 | +57.88% | -10.13% |
| 2000 | -65.89% | -8.84% |
| 1999 | -36.36% | +8.61% |
OHI vs SPY Drawdown Comparison
The maximum drawdown for OHI was -91.40%, occurring on May 7, 2001. Recovery took 1707 trading sessions.
The maximum drawdown for SPY was -55.20%, occurring on Mar 9, 2009. Recovery took 1224 trading sessions.
The current OHI drawdown is -1.09%.
| Rank | OHI | SPY |
|---|---|---|
| #1 | -91.40% Nov 2, 1999 - Aug 17, 2006 | -55.20% Oct 9, 2007 - Aug 16, 2012 |
| #2 | -66.92% Feb 24, 2020 - Sep 14, 2023 | -47.50% Mar 24, 2000 - Oct 26, 2006 |
| #3 | -44.26% Sep 30, 2008 - Aug 5, 2009 | -33.70% Feb 19, 2020 - Aug 10, 2020 |
| #4 | -39.23% Apr 28, 2011 - Jun 28, 2012 | -24.50% Jan 3, 2022 - Dec 13, 2023 |
| #5 | -34.52% Jan 29, 2015 - Nov 1, 2018 | -19.34% Sep 20, 2018 - Apr 12, 2019 |
| #6 | -31.02% Feb 22, 2007 - Mar 20, 2008 | -18.76% Feb 19, 2025 - Jun 26, 2025 |
| #7 | -25.79% May 21, 2013 - May 7, 2014 | -13.02% Jul 20, 2015 - Apr 18, 2016 |
| #8 | -22.13% Aug 7, 2009 - Nov 18, 2009 | -10.10% Jan 26, 2018 - Aug 6, 2018 |
| #9 | -16.74% Jun 5, 2008 - Aug 11, 2008 | -9.44% Sep 2, 2020 - Nov 11, 2020 |
| #10 | -15.44% Oct 17, 2023 - May 31, 2024 | -9.30% Jan 19, 2000 - Mar 17, 2000 |
| #11 | -14.09% Mar 24, 2008 - May 13, 2008 | -9.05% Jul 19, 2007 - Oct 5, 2007 |
| #12 | -13.65% Nov 5, 2010 - Feb 25, 2011 | -8.88% Jan 27, 2026 - Apr 14, 2026 |
| #13 | -13.53% Oct 30, 2024 - Aug 4, 2025 | -8.41% Jul 16, 2024 - Sep 19, 2024 |
| #14 | -13.13% Sep 13, 2012 - Jan 14, 2013 | -7.35% Sep 14, 2012 - Jan 2, 2013 |
| #15 | -13.04% Jan 31, 2019 - Aug 16, 2019 | -7.27% Sep 18, 2014 - Oct 31, 2014 |
Correlation
Correlation between OHI and SPY is 0.96 which considered as a very strong positive correlation - the stocks move almost identically together.
Dividend Comparison (1999 - 2026)
OHI vs SPY dividend yield comparison.
| Year | OHI | SPY |
|---|---|---|
| 2026 | 2.84% | 0.24% |
| 2025 | 6.04% | 1.07% |
| 2024 | 7.08% | 1.21% |
| 2023 | 8.74% | 1.40% |
| 2022 | 9.59% | 1.65% |
| 2021 | 9.06% | 1.20% |
| 2020 | 7.38% | 1.52% |
| 2019 | 6.26% | 1.75% |
| 2018 | 7.51% | 2.04% |
| 2017 | 9.22% | 1.80% |
| 2016 | 7.55% | 2.03% |
| 2015 | 6.23% | 2.06% |
| 2014 | 5.17% | 1.87% |
| 2013 | 6.24% | 1.81% |
| 2012 | 5.24% | 2.18% |
| 2011 | 8.01% | 2.05% |
| 2010 | 6.11% | 1.80% |
| 2009 | 6.17% | 1.95% |
| 2008 | 7.45% | 3.02% |
| 2007 | 6.73% | 1.85% |
| 2006 | 5.42% | 1.73% |
| 2005 | 6.75% | 1.73% |
| 2004 | 6.10% | 1.82% |
| 2003 | 1.61% | 1.47% |
| 2002 | 0.00% | 1.70% |
| 2001 | 0.00% | 1.25% |
| 2000 | 26.67% | 1.15% |
| 1999 | 0.00% | 0.24% |
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