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Differences between caregivers and noncaregivers in psychological health and physical health: A meta-analysis

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Providing care for a frail older adult has been described as a stressful experience that may erode psychological well-being and physical health of caregivers. In this meta-analysis, the authors integrated findings from 84 articles on differences between caregivers and noncaregivers in perceived stress, depression, general subjective well-being, physical health, and self-efficacy. The largest differences were found with regard to depression (g = .58), stress (g = .55), self-efficacy (g = .54), and general subjective well-being (g = -.40). Differences in the levels of physical health in favor of noncaregivers were statistically significant, but small (g = .18). However, larger differences were found between dementia caregivers and noncaregivers than between heterogeneous samples of caregivers and noncaregivers. Differences were also influenced by the quality of the study, relationship of caregiver to the care recipient, gender, and mean age of caregivers.
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Differences Between Caregivers and Noncaregivers in Psychological
Health and Physical Health: A Meta-Analysis
Martin Pinquart
Friedrich Schiller University
Silvia So¨rensen
University of Rochester
Providing care for a frail older adult has been described as a stressful experience that may erode
psychological well-being and physical health of caregivers. In this meta-analysis, the authors integrated
findings from 84 articles on differences between caregivers and noncaregivers in perceived stress,
depression, general subjective well-being, physical health, and self-efficacy. The largest differences were
found with regard to depression (g .58), stress (g .55), self-efficacy (g .54), and general subjective
well-being (g ⫽⫺.40). Differences in the levels of physical health in favor of noncaregivers were
statistically significant, but small (g .18). However, larger differences were found between dementia
caregivers and noncaregivers than between heterogeneous samples of caregivers and noncaregivers.
Differences were also influenced by the quality of the study, relationship of caregiver to the care
recipient, gender, and mean age of caregivers.
In the United States, care services to the elderly are provided
primarily by informal helpers, such as spouses and adult children
(Stone, Cafferata, & Sangl, 1987). Providing care to an elderly
relative often restricts the personal life, social life, and employ-
ment of the caregiver. For example, caregivers may have less time
to spend with friends, to fulfill other family obligations, or to
pursue leisure pursuits (e.g., Gilleard, Gilleard, Gledhill, & Whit-
tick, 1984; Kosberg & Cairl, 1986; Zarit, Reever, & Bach-
Petersen, 1980). Furthermore, caregivers are often faced with
difficult caregiving tasks (e.g., Steinmetz, 1988) and behavior
problems of demented care recipients, such as verbal and physical
aggression and confusion (Teri et al., 1992). Because the progres-
sion of the care receivers’ illnesses and care needs are difficult to
foresee, care receivers face increased uncertainty (e.g., Poulshok &
Deimling, 1984).
A substantial literature shows that providing care to an older
family member is associated with increased psychological distress
(e.g., Donaldson, Tarrier, & Burns, 1998; Schulz, O’Brien, Book-
wala, & Fleissner, 1995). For example, up to 48% of dementia
caregivers have been identified as being at risk for psychiatric
symptomatology (Brodarty & Hadzi-Pavlovic, 1990; Draper, Pou-
los, Cole, Poulos, & Ehrlich, 1992). However, many caregivers are
able to cope quite well with their role. They experience few
symptoms of distress and often report positive gain from the
experience (e.g., Kramer, 1997; Schulz et al., 1997).
The inconsistencies in studies comparing caregivers and non-
caregivers make it difficult to draw clear conclusions about the
prevalence of poor psychological and physical health of caregiv-
ers. For example, whereas Vitaliano, Russo, Scanlan, and Greeno
(1996) and Bodnar and Kiecolt-Glaser (1994) reported higher
levels of depression in caregivers than noncaregivers, Haley et al.
(1995) and Loomis and Booth (1995) did not find significant
differences. Similar contradictions are found for physical health
(e.g., Rose-Rego, Strauss, & Smyth, 1998, vs. Barnes & Patrick,
2000; Haley et al., 1995).
There are both methodological and conceptual reasons for these
inconsistencies. First, there are sampling issues with caregiver
research. Many studies on caregiving are based on nonrepresenta-
tive samples that overrepresent distressed caregivers (Schulz et al.,
1995, 1997). Thus, caregivers might not experience significantly
higher levels of distress than the general population, if they were
sampled differently. On the other hand, Schulz et al. (1997) have
also suggested that more representative studies may underestimate
caregiver stress because of how they define caregivers: In some
studies a caregiver is defined as a person sharing the household
with an impaired family member without clarifying whether the
respondent provides care or not.
Second, many studies have large random sampling errors due to
small sample sizes. If the magnitude of population effect sizes is
low to medium, then the effects may not be detectable in these
studies (e.g., Rosenthal, 1991).
Third, caregivers often derive benefits from the caregiving ex-
perience, such as increased closeness to the family member being
cared for, and satisfaction at fulfilling one’s duty (for overview,
Kramer, 1997). Thus, caregivers may not be disproportionately
stressed compared to noncaregivers, unless the caregiving situation
is unusually stressful and there are no positive aspects to their
caregiving experience.
Fourth, caregivers to older adults with dementia may be con-
siderably more distressed than caregivers to other older adults
(e.g., Clipp & George, 1993). However, these groups are rarely
differentiated in studies of caregiving (e.g., Cattanach & Tebes,
Martin Pinquart, Department of Developmental Psychology, Friedrich
Schiller University, Jena, Germany; Silvia So¨rensen, University of Roch-
ester Medical Center.
Correspondence concerning this article should be addressed to Martin
Pinquart, Department of Developmental Psychology, Friedrich Schiller
University, Am Steiger 3 Haus 1, D-07743 Jena, Germany. E-mail:
Martin.Pinquart@rz.uni-jena.de
Psychology and Aging Copyright 2003 by the American Psychological Association, Inc.
2003, Vol. 18, No. 2, 250–267 0882-7974/03/$12.00 DOI: 10.1037/0882-7974.18.2.250
250
1991; Teel & Press, 1999; Wallsten, 2000), thus influencing ob-
served differences between caregivers and noncaregivers.
Finally, research on the protection of psychological well-being
and of a positive self-concept in adulthood has shown a consider-
able resilience of the self (Brandtsta¨dter & Greve, 1994). Thus,
many caregivers may cope well with their role without showing
negative effects on psychological or physical health (e.g., Garity,
1997).
Given the inconsistent findings in the literature and the potential
reasons why many caregivers may, in fact, not experience more
psychological distress than noncaregivers, a systematic integration
of these findings would be helpful at this time. Meta-analysis is an
ideal tool to do this.
In this article, we focus on three research questions. In our first
research question, we ask whether caregivers and noncaregivers
differ in psychological and physical health, specifically in their
levels of perceived stress, depression, general subjective well-
being, physical health, and self-efficacy. In our second research
question, we ask which aspects of psychological health and phys-
ical health evidence the largest differences between caregivers and
noncaregivers. In the third research question, we analyze whether
observed differences between caregivers and noncaregivers are
influenced by moderator variables, such as caring for demented
older adults versus caring for physically impaired older adults.
Hypotheses
Differences Between Caregivers and Noncaregivers
To compare caregivers to noncaregivers, we focus on variables
that can be meaningfully assessed in both groups, namely, on
perceived general symptoms of stress not specific to caregiving,
depression, general subjective well-being, physical health, and
self-efficacy, but not stress measures unique to caregivers, such as
caregiver burden, perceived economic costs, or social costs.
Difficult caregiving tasks (e.g., Steinmetz, 1988), restrictions in
personal life (e.g., Kosberg & Cairl, 1986), and illness-specific
problems of the care receiver (e.g., dementia care recipients
behavior disturbances; Teri et al., 1992) may impair caregivers
psychological and physical health. However, this negative effect
may be reduced by positive aspects of caregiving (Kramer, 1997),
psychological resilience, and effective coping (Garity, 1997). Nev-
ertheless, not all caregivers may have the necessary skills to cope
well with the caregiving demands (Lutzky & Knight, 1994), and
very severe stressors may exceed individual coping resources and
make it difficult to find positive aspects of providing support (e.g.,
Faßmann & Grillenberger, 1996; Ory, Yee, Tennstedt, & Schulz,
2000). On the basis of these considerations, we expected with
regard to our first research question that caregivers would have, on
average, significantly lower levels of psychological and physical
health than matched controls, but that the effect sizes would be
small to medium.
1
In the second research question, we investigated which variables
show the largest differences between caregivers and noncaregiv-
ers. We expected larger differences between caregivers and non-
caregivers for stress and self-efficacy than for depression, general
subjective well-being, and physical health for two reasons. First,
caregiver stress, difficult-to-manage situations, and loss of control
over ones life have been described as direct negative effects of
caregiving (e.g., Donaldson et al., 1998; Kinney, Stephens, Franks,
& Norris, 1995; Wallhagen, 19921993). In contrast, influences of
caregiving on depression, general well-being, and health may be
more indirect and mediated through caregiver stress (e.g., Yates,
Tennstedt, & Chang, 2000). Second, depression, general subjective
well-being, and physical health are less situation-specific than
stress; they are influenced by many experiences beyond the care-
giver role, such as other social roles, socioeconomic status, the
quality of social relations, health promoting habits, personality,
and even genetic factors (e.g., Blazer, 1993; Hooker, Monahan,
Bowman, Frazier, & Shifren, 1998; Hooker, Monahan, Shifren, &
Hutchinson, 1992; Huck & Armer, 1996; Pinquart, 1998).
Moderators of Differences Between Caregivers and
Noncaregivers
In the third research question, we asked whether the size of
observed differences between caregivers and noncaregivers is
moderated by caregiver characteristics (the nature of the care
receivers illness, the relationship to the care receiver, caregivers
age and gender), and sample characteristics (e.g., representative-
ness of the sample). Other aspects of the caregiving situation, such
as the amount and duration of care provision, could not be included
in the meta-analysis because of insufficient data.
Caregiver characteristics. Caring for demented older adults
may be more stressful than caring for physically frail older adults,
because of five problems specific to dementia caregiving: (a)
dementia-related behavioral problems, disorientation, and shifts in
personality; (b) the increased need for supervision and the associ-
ated lack of spare time; (c) the isolation of the caregiver due to the
care receivers behavior problems; (d) the limited ability of care
receivers to express gratitude and the associated reduction in
uplifts of caregiving; and (e) the progressive deterioration of the
care receiver, which reduces or eliminates visible positive long-
term effects of caregivers engagement (e.g., Clipp & George,
1993; Ory et al., 2000). On the basis of these considerations, we
expected larger differences in psychological and physical health
between caregivers and noncaregivers for studies with dementia
caregivers than for studies of caregivers for nondemented older
adults and studies that include both caregivers for demented el-
derly and other caregivers.
Also, we expected larger differences between caregivers and
noncaregivers in psychological and physical health for spouses
than for other relatives (e.g., adult children), for women than for
men, and for older samples as compared with younger samples.
Spousal caregivers were expected to show higher levels of distress
than other caregivers because (a) they are more likely to have
age-associated illnesses and disabilities (Schneider, Murray, Ban-
erjee, & Mann, 1999); (b) they provide up to four times the amount
of care provided by nonspousal family caregivers (Tennstedt,
McKinlay, & Sullivan, 1988); and (c) they are more likely than
other caregivers to report a lack of alternative roles and social
activities outside the home, which might function as buffers
against caregiver stress (Barber & Pasley, 1994).
We expected women to evidence greater psychological distress
than men because women (a) provide more caregiving assistance
1
According to J. Cohen (1992), effect sizes of g .20 are interpreted as
small, g .50 as medium, and g .80 and above as large.
251
DIFFERENCES BETWEEN CAREGIVERS
in general and personal care tasks in particular; (b) are more likely
to assume the primary caregiver role, whereas men often become
secondary caregivers; (c) are less likely to obtain informal and
formal assistance with caregiving; (d) are more likely to experi-
ence social pressure to become caregivers, whereas male caregiv-
ers are more likely to feel that they have chosen to assume the
caregiving role; (e) are more likely to stay in the caregiver role
even if it becomes very stressful; and (f) tend to have fewer coping
resources, such as internal locus of control (e.g., Miller & Cafasso,
1992; Yee & Schulz, 2000).
Psychological and physical health is more likely to be compro-
mised for caregivers than noncaregivers in older samples: Com-
pared with younger adults, older adults (a) have lower levels of
psychological, physical, and financial resources (e.g., Baltes &
Mayer, 1999); (b) have fewer stress-buffering roles and activities
due to age-associated losses of social roles (e.g., Barber & Pasley,
1994); and (c) may be less likely to use formal support (Hooker et
al., 1998), for example, because of a lack of knowledge about
available sources.
Quality of the study. We expected that greater differences in
psychological health and physical health between caregivers and
noncaregivers would be found in nonrepresentative samples than
in representative samples: Negative effects of caregiving may be
overestimated for samples of highly distressed caregivers, such as
people who seek help (Schulz et al., 1995, 1997). In addition,
population-based studies with representative samples may under-
estimate effects of caregiving because they do not directly assess
whether the respondent provides care, but rather they define care-
giving as the provision of a minimum level of support to an older
adult, or even as merely living with an impaired family member
(Schulz et al., 1997).
In addition, we expected the effect of caregiving to be larger in
studies that do not ensure demographic equivalence of caregivers
and controls: For example, women and individuals with lower
socioeconomic status (SES) are more likely to become caregivers
(Gage & Kinney, 1995; Haley, Levine, Brown, Berry, & Hughes,
1987; Yee & Schulz, 2000) and to report poor psychological and
physical health, irrespective of caregiving (Pinquart, 1998). Fur-
thermore, we expected larger differences between caregivers and
noncaregivers in published, peer-reviewed studies than in unpub-
lished studies or chapters because nonsignificant results are less
likely to be published (the file-drawer problem; Rosenthal, 1991).
In sum, we expected
1. that caregivers would report higher levels of stress and
depression, and lower levels of subjective well-being,
physical health, and self-efficacy than noncaregivers;
2. that differences between caregivers and noncaregivers
would be larger with regard to stress and self-efficacy
than in the other measures;
3. that larger differences between caregivers and noncare-
givers would emerge for studies with dementia caregivers
than with other caregivers, for spouses than for other
relatives, for women than for men, and for older samples
than for younger samples, for nonrepresentative samples
than for representative samples, for studies that do not
ensure demographic equivalence of caregivers and con-
trols, and for studies that were published in peer-
reviewed journals.
Method
Sample
Studies were identified from the developmental and gerontological lit-
erature through electronic databases {e.g., PsycINFO, Medline, Psyndex;
search terms: [(caregiving, caregiver, carer, or support provider) and non-
caregivers and (elderly or old age)]}, browsing through library shelves, and
looking up references found in other articles. Criteria for inclusion of
studies in the meta-analysis were as follows:
1. A sample of informal caregivers of older adults is compared to a
sample of noncaregivers with regard to perceived stress, depression, gen-
eral subjective well-being, physical health, or self-efficacy.
2
2. Differences between caregivers and noncaregivers can be converted to
standard deviation units.
3. The studies are written in English, French, German, or Russian.
Ninety-seven studies met these criteria, but about 15% of the total
number of publications surveyed had to be eliminated, for the most part
because they reported insufficient information about the magnitude of the
relationship (zero-order effect sizes) between variables. After exclusion of
such studies, we were able to include 84 studies in the meta-analysis. Most
of these were from English-language journals; only one German study and
one French-language study could be used. The majority of articles were
from the Gerontologist (11); others were from Psychology and Aging (7),
the Journal of Aging and Health (4), the Journal of Gerontology (4), the
Journal of Abnormal Psychology (4), Psychosomatic Medicine (4), Family
Relations (2), the Journal of the American Geriatrics Society (2), and other
journals and books (35). An additional 11 studies were taken from presen-
tations at conventions or dissertations. The studies were published or
presented between 1987 and the summer of 2002. Additional information
about the studies is provided in Figures 1 through 5 in the Appendix.
We entered the year of publication; the numbers of caregivers and
noncaregivers; the representativeness of the samples (representative 1,
nonrepresentative 0); the sociodemographic equivalence of the caregiv-
ers and noncaregivers (1 equivalent/statistical control for nonequiva-
lence, 0 equivalence not tested/no statistical control for differences
between caregivers and noncaregivers); the quality of the source (1
peer-reviewed journal, 0 others); the impairment of the care receiver
(3 dementia, 2 combined sample of demented and nondemented care
receivers, 1 nondemented care receivers, e.g., cancer); the measurement
of stress, depression, subjective well-being, physical health, and self-
2
An alternative method might be to compute comparisons of health
measures from caregiver studies with health measures from age-matched
noncaregiving community studies. Although this procedure would enable
us to include more studies in the present meta-analysis, it would have
severe limitations: First, noncaregiving studies differ considerably in psy-
chological outcomes (e.g., average level of depression; Yee & Schulz,
2000). Thus, it would be difficult to decide which study might be the best
empirical base for a comparison, even after controlling for differences in
the distribution of age and gender of caregivers and noncaregivers. Second,
community samples may differ from caregiver samples in other character-
istics that are related to psychological outcomes, such as SES. We would
not be able to statistically control for such differences in a meta-analysis
without having access to the complete data files. Third, some respondents
from community samples may be caregivers thus biasing a comparison
with caregiver studies. Therefore, we decided to focus our analysis on
empirical studies that compared caregivers and noncaregivers and, in most
cases, controlled for differences in sociodemographic variables between
caregivers and noncaregivers.
252
PINQUART AND SO
¨
RENSEN
efficacy; and the size of differences between caregivers and noncaregivers
with regard to these variables.
Measures
Perceived stress was most often assessed with the Perceived Stress Scale
(S. Cohen, Kamarck, & Mermelstein, 1983; 6 studies), single-item indica-
tors (2 studies), and other scales (14 studies). Depression was most often
assessed with the Hamilton Depression Rating Scale (Hamilton, 1967; 15
studies), the Center for Epidemiological StudiesDepression Scale
(CESD; Radloff, 1977; 13 studies), the Beck Depression Inventory (Beck
& Steer, 1987; 11 studies), clinical interviews (4 studies), and other scales
(13 studies). Caregivers subjective well-being was most often assessed
with life-satisfaction scales (e.g., Life Satisfaction Index; Neugarten, Havi-
ghurst, & Tobin, 1961; 11 studies), positive affect scales (e.g., Positive and
Negative Affect Schedule; Watson, Clark, & Tellegen, 1988; 9 studies),
single-item indicators on happiness (5 studies), and other scales (9 studies).
Health was assessed with single-item indicators on subjective health (18
studies), symptom checklists (17 studies), and items on the frequency of
medication use and the number of hospitalizations (5 studies). Self-efficacy
was assessed with self-efficacy scales (e.g., Pearlin & Schooler, 1978; 4
studies), single-item indicators (2 studies), and sum-scales on perceived
control over ones life (3 studies).
Statistical Integration of the Findings
Two common groups of statistical procedures are used in meta-analysis:
fixed- and random-effect models (e.g., Hedges & Vevea, 1998). If a
common effect size is hypothesized for all studies, then fixed-effects
models are appropriate. If effect sizes vary systematically between studies
according to moderator variables (e.g., whether caregivers for demented
and nondemented older adults are assessed), then random-effect models are
more appropriate because fixed-effect models can lead to inflated Type I
errors. Thus, the random-effect model was used, primarily based on pro-
cedures outlined by Hedges and Vevea (1998) and Raudenbush (1994).
We computed effect sizes for each study as the difference in psycho-
logical/physical health between caregivers and noncaregivers divided by
the pooled standard deviation. Effect sizes were also derived from t values,
F values, and exact p values. In cases where the direction of differences
between caregivers and noncaregivers but no effect size was reported, we
used vote counts to estimate the effect size, as suggested by Bushman and
Wang (1996). This procedure enabled us to include two additional studies
in the present meta-analysis. If in one study effect sizes were reported for
more than one subsample (e.g., caregivers for cognitively impaired older
adults and for physically impaired adults), then separate effect sizes were
computed for these subsamples rather than computing an average effect
size for the whole sample. The effect-size estimates were adjusted for
biases due to overestimation of the population effect size (common for
small samples), based on Hedges (1981). Confidence intervals that in-
cluded 95% of the effects were computed for each effect size.
The homogeneity of effect sizes was tested by using the homogeneity
statistic Q, which is distributed approximately as chi-square with k 1 dfs,
where k is the number of effect sizes. In the case of heterogeneous effect
sizes, we estimated the between-studies variance of the effects, based on
Hedges and Vevea (1998).
Studies were weighted by the reciprocal of the sum of the between-
studies variance component and the random sampling error of the study. If
more than one outcome was provided for a sample with regard to one group
of outcome measures (e.g., clinician-rated depression and self-rated de-
pression were assessed), then we weighted studies with more than one
outcome measure, as suggested by Rosenthal (1991).
The significance of the mean effect size was tested by dividing the
weighted mean effect size by the estimation of the standard deviation.
Differences between two conditions were interpreted as significant when
the 95% confidence intervals did not overlap.
To test the influence of several moderators simultaneously, we used
weighted ordinary least squares regression analyses, following the ap-
proach outlined by Raudenbush (1994).
Results
Most of the studies included in this analysis were exclusively
focused on caregivers of demented elderly (63.3%); other studies
investigated other forms of illness (e.g., cancer, stroke; 4.7%) and
a mix of caregivers of older adults with physical and cognitive
impairments (32%). Eighty-six percent of the studies tested for
demographic differences between caregivers and control-group
members: In 68% of all studies, there were no significant differ-
ences or the authors controlled for these differences. Seven studies
did not control for emerging between-groups differences in SES
(six studies reported lower SES in caregivers, and one study
reported higher SES in caregivers) and age (age of caregivers was
higher in six studies and lower in one study). Because of the
limited number of available studies for the present meta-analysis,
we decided not to exclude these studies from our analysis but
rather to statistically control for the impact of nonequivalence of
caregivers and controls.
The respondents (caregivers and controls) had a mean age
of 62.5 years (SD 8.6 years). Almost 72% were women. Most of
the respondents were spouses (58.5%) and adult children (35.8%).
Seventy-eight percent had completed high school. About 14% of
the respondents were members of ethnic minorities.
Seventy-one percent of the caregivers shared the household with
the care receiver. About 47% of the caregivers were employed full
time or part time. The caregivers have been providing care on
average for about 55 months (SD 22) and spent on average 42.9
hr per week (SD 24.3) doing caregiving tasks. The care recip-
ients age was, on average, 75.6 years (SD 4.4 years). About half
(49.5%) of the care receivers were women.
Effects of Caregiver Status
First we tested the effect of caregiver status on psychological
health and physical health. As hypothesized, caregivers had higher
levels of stress and depression as well as lower levels of subjective
well-being, physical health, and self-efficacy than noncaregivers
(Table 1). Caregiver status explained 0.8% (physical health)
to 7.8% (depression) of the variance of the dependent variables.
The size of differences between caregivers and noncaregivers did
not vary for self-rated depression versus clinician-rated depression,
or for subjective health versus objective health, as measured by
symptom checklists and medication use.
Which Outcomes Show the Largest Effects?
With regard to our second research question, we had expected
larger differences between caregivers and noncaregivers for stress
and self-efficacy than for depression, subjective well-being, and
physical health. The results confirm our expectations only with
regard to physical health. Differences between caregivers and
noncaregivers were significantly smaller for physical health than
for the other outcome variables (see Table 1). The strongest
negative effects of caregiving were observed for clinician-rated
depression.
253
DIFFERENCES BETWEEN CAREGIVERS
Moderators of Differences Between Caregivers and
Noncaregivers
In the third research question, we explored whether differences
between caregivers and noncaregivers would vary by caregiver
characteristics and study characteristics. We first compared studies
with dementia caregivers, a mix of caregivers of demented and
nondemented older adults, and studies that focused on caregivers
of physically frail elderly adults (e.g., cancer, Parkinsons Dis-
ease). Unfortunately, only six studies were found for the latter
group. Differences in favor of noncaregivers were significantly
larger in studies with only dementia caregivers compared with
studies in which caregivers of demented and nondemented older
adults were combined for all outcomes except depression (Table
2). However, although they were smaller, the differences between
caregivers and noncaregivers were still significant in the combined
group. Caregivers of nondemented older adults reported higher
levels of stress and lower levels of subjective well-being and
physical health than noncaregivers, but there were no significant
differences in depression and self-efficacy.
We further analyzed whether the observed differences between
caregivers and noncaregivers would be larger in spouses than in
adult children. Because only a small number of studies were
available for homogeneous samples of spouses or adult children,
our results have to be interpreted with caution. Differences in
perceived stress and depression between caregivers and noncare-
givers were significantly larger in samples consisting of spouses
than in samples of adult children (Table 3). We also found larger
differences between caregivers and noncaregivers in nonrepresen-
tative samples than in representative samples with regard to all
variables except stress. However, outcome variables did not differ
for studies that used demographically equivalent samples of care-
givers and noncaregivers versus those that did not (see Table 3).
The moderators may not be statistically independent. For exam-
ple, 67% of caregivers for demented older adults were spouses,
compared with 43% of caregivers from other studies; and 93% of
studies on dementia caregiving used nonrepresentative samples,
whereas only 46% of comparisons of combined samples of de-
mentia caregivers and other caregivers with noncaregivers used
nonrepresentative samples. Thus, we also tested whether the mod-
erator effects described above would remain significant after sta-
tistically controlling for other moderators. Weighted ordinary least
squares regression analyses were computed that included the ill-
ness of the care recipient (1 dementia, 0 nondementia/mix of
demented and nondemented care receivers), the percentage of
spousal caregivers, the percentage of female caregivers, the mean
age of the caregivers, the representativeness of the sample (1
yes, 0 no), the demographic equivalence of caregivers and
controls (1 yes, 0 no), and the quality of the source of
publication (1 peer reviewed journal, 0 others) as independent
variables. The dependent variables were stress, depression, sub-
jective well-being, physical health, and self-efficacy. As shown in
Table 4, the four univariate effects for dementia caregiving were
replicated in the multivariate analysis. In addition, we found a
marginal effect indicating that the tendency of caregivers to be
more depressed than noncaregivers was more pronounced for
dementia caregivers than for mixed caregivers.
Consistent with the univariate analysis, we found that differ-
ences between caregivers and noncaregivers were more pro-
nounced the more spousal caregivers were in the sample. In
addition, we found significant effects of caregivers gender and
age: In samples with a higher percentage of female respondents,
caregivers were more impaired than noncaregivers with regard to
all outcome variables except for stress. Furthermore, caregivers
were more likely to report higher levels of depression and lower
levels of self-efficacy in older than in younger samples. However,
younger caregivers were more likely to report increased stress than
older caregivers.
The quality of the study influenced the size of observed differ-
ences between caregivers and noncaregivers: Smaller differences
in four out of five outcome variables were revealed in represen-
Table 1
Differences in Psychological Health and Physical Health Between Caregivers and Noncaregivers
Variable kN
cg
N
ncg
g
CI
Q
W
Significance
of the mean
difference
Lower
limit
Upper
limit
Stress 30 2,696 4,578 0.55 0.41 0.69 182.68*** 7.58***
Depression 81 6,237 14,383 0.58 0.46 0.70 482.59*** 9.16***
Self-rated 57 5,463 11,856 0.51 0.40 0.62 387.96*** 9.03***
Clinician rated 23 1,176 2,507 0.66 0.49 0.84 84.81*** 7.55***
Low SWB 48 4,263 17,063 0.40 0.32 0.48 177.67*** 9.14***
Poor health 66 6,716 24,597 0.18 0.13 0.23 133.78*** 6.93***
Subjective 25 2,981 12,157 0.20 0.12 0.28 65.99*** 4.43***
Objective 39 3,655 12,405 0.15 0.09 0.22 66.48** 4.79***
Low self-efficacy 14 898 1,092 0.54 0.31 0.77 58.88*** 4.68***
Note. To make the table easier to read, we coded all dependent variables in a way that positive coefficients
indicate larger impairments of caregivers compared with noncaregivers. k number of effect sizes; N
cg
number of caregivers; N
ncg
number of noncaregivers; g mean difference (measured in standard deviation
units): Positive values indicate higher levels of psychological and physical distress of caregivers than non-
caregivers; CI confidence interval of the mean effect size; Q
W
Significant values indicate heterogeneity of
the effect size; SWB subjective well-being.
** p .01. *** p .001.
254
PINQUART AND SO
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RENSEN
tative samples than in nonrepresentative samples. In addition,
studies that controlled for the demographic equivalence of care-
givers and noncaregivers revealed smaller differences with regard
to subjective well-being and physical health. Furthermore, we
found larger differences between caregivers and noncaregivers in
studies that were published in peer-reviewed journals than in other
studies with regard to stress, depression, subjective well-being and
self-efficacy. However, the differences with regard to physical
health were smaller (see Table 4).
Discussion
The present meta-analysis suggests that caregivers fare worse
than noncaregivers with respect to five indicators of psychological
and physical health. Caregivers are more stressed, depressed, and
have lower levels of subjective well-being, physical health, and
self-efficacy than noncaregivers. However, caregiver status by
itself explains less than 8% of the variance of the dependent
variables. Although caring for an impaired relative has been de-
scribed as a very stressful experience, the size of the differences
between caregivers and noncaregivers in stress, depression, sub-
jective well-being, physical health, and self-efficacy is medium to
small according to J. Cohens (1992) guidelines. There are three
possible explanations for this finding. First, a substantial propor-
tion of caregivers report very low levels of burden and other
negative effects of caregiving or even no aversive effects of
caregiving (Schulz et al., 1997), probably because of below-
average involvement in caregiving (e.g., Beery et al., 1997), care
providers receipt of stress-buffering support (e.g., Barusch &
Spaid, 1989), positive aspects of caregiving (such as feeling use-
ful; e.g., Kramer, 1997), psychological resiliency (Garity, 1997),
or because caregiverssimilar to other adultsmay not be willing
to admit negative feelings to the researcher (Diener, Sandvik, &
Larsen, 1985). Second, negative effects of caregiving may also
have been underestimated in comparative studies of caregivers and
noncaregivers because caregiving-specific stressors were not as-
sessed. Third, the size of the observed effects may have been
reduced because of large random sampling error due to small
sample sizes and imperfect reliability of the measures. Because the
reliability of measures was not reported in many studies, we were
not able to correct for this source of bias in our meta-analysis.
Differences between caregivers and noncaregivers were greater
for stress, self-efficacy, depression, and subjective well-being than
for physical health. This may be the case because stress indicates
immediate negative effects of caregiving (e.g., Donaldson et al.,
1998; Kinney et al., 1995), and because it is difficult to maintain
ones sense of competence and confidence when caregiving tasks
are difficult to manage and when one has little control over
symptoms of the care receiver. The above-average effect of care-
giving on depression may reflect symptoms of fatigue due to
chronic stress (Teel & Press, 1999), psychological responses to the
Table 2
Moderating Effects of the Type of Illness of the Care Recipient on Differences in Psychological
and Physical Health of Caregivers and Noncaregivers
Variable kN
cg
N
ncg
g
CI
Q
w
Significance
of the mean
difference
Lower
limit
Upper
limit
Stress
Dementia CG 14 728 831 0.85*** 0.58 1.12 74.94*** Dementia CG mixed CG
Mixed CG 13 1,802 3,630 0.32*** 0.16 0.48 69.51***
Nondementia CG 3 166 117 0.47*** 0.23 0.71 1.95
Depression
Dementia CG 60 2,933 3,874 0.65*** 0.56 0.74 159.66***
Mixed CG 18 3,160 10,383 0.23*** 0.19 0.27 688.36***
Nondementia CG 3 144 126 0.27 0.08 0.62 3.61
Low SWB
Dementia CG 25 1,645 2,469 0.55*** 0.43 0.67 70.77*** Dementia CG, nondementia
CG mixed CGMixed CG 20 2,422 14,456 0.20*** 0.11 0.29 49.35***
Nondementia CG 3 196 138 0.56*** 0.33 0.78 0.86
Poor health
Dementia CG 34 2,249 2,238 0.26*** 0.19 0.34 46.21* Dementia CG mixed CG
Mixed CG 28 4,212 22,174 0.08** 0.02 0.14 57.47***
Nondementia CG 4 255 185 0.31** 0.12 0.50 4.29
Low self-efficacy
Dementia CG 7 371 351 0.80*** 0.53 1.07 18.29* Dementia CG mixed CG
Mixed CG 6 497 708 0.19* 0.03 0.35 6.25
Nondementia CG 1 30 33 0.45 0.05 0.95
Note. To make the table easier to read, we coded all dependent variables in a way that positive coefficients
indicate larger impairments of caregivers compared with noncaregivers. The dash indicates that the heterogeneity
of effect sizes could not be computed, because only one study was available. k number of effect sizes; N
cg
number of caregivers; N
ncg
number of noncaregivers; g mean difference (measured in standard deviation
units): Positive values indicate higher levels of psychological and physical distress of caregivers than non-
caregivers; CI confidence interval of the mean effect size; Q
W
Significant values indicate heterogeneity of
the effect size; CG caregiver; SWB subjective well-being.
* p .05. ** p .01. *** p .001.
255
DIFFERENCES BETWEEN CAREGIVERS
Table 3
Moderating Effects of Type of Relationship to the Care Recipient, Representativeness of the Sample on Differences Between Caregivers’ and Noncaregivers’ Psychological
and Physical Health, and Sociodemographic Equivalence of Caregivers and Noncaregivers
Variable kN
cg
N
ncg
g
CI
Q
W
kN
cg
N
ncg
g
CI
Q
W
Contrast
effect
Lower
limit
Upper
limit
Lower
limit
Upper
limit
Spouses Adult children
Stress 8 654 823 1.05*** 0.60 1.50 78.31*** 8 830 1,449 0.23*** 0.13 0.33 7.53 Sign.
Depression 43 2,398 2,645 0.69*** 0.54 0.84 238.66*** 8 814 634 0.29*** 0.10 0.48 16.33* Sign.
Low SWB 22 1,375 2,127 0.43*** 0.29 0.57 61.45*** 4 499 940 0.16 0.03 0.35 9.28*
Poor health 25 1,905 2,034 0.24*** 0.16 0.32 31.51 6 595 581 0.10 0.13 0.33 14.54*
Low self-efficacy 7 519 398 0.69*** 0.40 0.98 25.66*** 4 239 140 0.24* 0.03 0.45 2.67
Representative samples Nonrepresentative samples
Stress 8 1,429 3,564 0.37*** 0.20 0.54 43.56*** 22 1,267 1,014 0.68*** 0.45 0.90 128.63***
Depression 12 2,563 9,888 0.26*** 0.03 0.49 209.86*** 69 3,674 4,495 0.64*** 0.56 0.72 182.06*** Sign.
Low SWB 11 1,789 13,787 0.14** 0.04 0.24 30.21*** 37 2,474 3,276 0.51*** 0.41 0.61 87.89*** Sign.
Poor health 20 3,852 21,759 0.09** 0.02 0.16 49.98*** 46 2,864 2,839 0.23*** 0.16 0.30 65.61* Sign.
Low self-efficacy 3 349 649 0.18 0.06 0.40 4.47 11 549 443 0.66*** 0.42 0.90 30.72*** Sign.
Equivalent samples Equivalence not tested/nonequivalent samples
Stress 16 1,405 2,426 0.64*** 0.43 0.85 108.08*** 14 1,291 2,152 0.47*** 0.27 0.67 71.32***
Depression 65 5,155 12,618 0.56*** 0.45 0.67 426.90*** 16 1,082 1,765 0.63*** 0.46 0.80 43.64***
Low SWB 32 2,913 14,489 0.36*** 0.28 0.44 118.22*** 16 1,350 2,574 0.43*** 0.27 0.59 55.13***
Poor health 47 5,368 22,937 0.14*** 0.09 0.20 97.15*** 19 1,348 1,660 0.24*** 0.13 0.34 34.74**
Low self-efficacy 14 898 1,092 0.54*** 0.31 0.77 58.88*** 0
Note. Dashes indicate that there were no significant contrast effects. k number of effect sizes; N
cg
number of caregivers; N
ncg
number of noncaregivers; g mean difference (measured in
standard deviation units): Positive values indicate higher levels of psychological and physical distress of caregivers than noncaregivers; CI confidence interval of the effect size; Q
W
significant
values indicate heterogeneity of the effect size; Sign. significant; SWB subjective well-being.
* p .05. ** p .01. *** p .001.
256
PINQUART AND SO
¨
RENSEN
lack of control over the caregiving demands (Miller, Campbell,
Farran, & Kaufman, 1995), and because in some studies depres-
sion was measured by clinician ratings, which are less susceptible
to dissimulation of symptoms than self-ratings (Eaton, Neufeld,
Chen, & Cai, 2000).
Effects of Sample Characteristics
Although caregivers were in worse psychological and physical
health than noncaregivers, these effects were moderated by sample
characteristics. Differences between caregivers and noncaregivers
were considerably larger in dementia caregivers than in studies
that included a combination of caregivers for demented and non-
demented older adults. Probably because of the small number of
studies that compared nondementia caregivers to noncaregivers,
we were not able to detect significant differences to studies on
dementia caregiving. According to J. Cohens (1992) guidelines,
differences between dementia caregivers and noncaregivers for
stress and self-efficacy can be described as being large and differ-
ences in depression and subjective well-being as being medium,
thus supporting the notion that caregiving for demented older
adults is especially stressful (e.g., Ory et al., 2000).
The difference in stress and depression between caregivers and
noncaregivers was greater for spouses than for adult children.
Spousal caregivers have higher levels of objective burden than
adult child caregivers and fewer psychological and physical re-
sources to cope with stressors, due to age-associated losses and
declines. In fact, after statistically controlling for care receivers
illness and caregiver age in a multivariate analysis, the negative
effect of caregiving was larger in samples with more spouses only
for stress, physical health, and self-efficacy. Note that greater
impairments of spousal caregivers health compared with adult
children may not exclusively reflect above-average negative ef-
fects of caregiving. Because married couples are likely to have
similar risks for poor health outcomes as a result of selection,
lifestyle factors, and access to health care, having a disabled
spouse increases the risk of poor health, even if no care is provided
(e.g., Bookwala & Schulz, 1996). Future studies that compare
caregiving spouses and adult children should control for these
factors.
Differences between caregivers and noncaregivers were larger
in samples with a high percentage of female participants: Women
tend to provide more personal and instrumental care than men
(Miller & Cafasso, 1992; Yee & Schulz, 2000). In addition, they
are more likely to report impaired well-being than men because of
their greater sensitivity to negative feelings, greater willingness to
report negative feelings, and less effective coping styles (Lutzky &
Knight, 1994).
We also identified moderating effects of age on differences
between caregivers and noncaregivers, but these were somewhat
inconsistent. Differences between caregivers and noncaregivers
were larger for depression and self-efficacy in the older than in the
younger samples, thus indicating that older adults have fewer
coping resources (e.g., Baltes & Mayer, 1999). However, differ-
ences in stress were larger for younger than for older samples,
probably because younger caregivers may have more competing
roles to fulfill (e.g., work and family responsibilities), thus increas-
ing the risk that caregiving demands exceed the individual re-
sources (e.g., Moen, Robison, & Dempster-McClean, 1995).
Effects of the Quality of the Studies
Although it has been suggested that differences between care-
givers and noncaregivers may be larger in nonrepresentative sam-
ples than in representative samples, previous qualitative reviews of
caregiving research were not able to test for this difference (e.g.,
Schulz et al., 1995). In the present meta-analysis, we were able to
show that the tendency of caregivers to report lower levels of
psychological and physical health than noncaregivers is signifi-
cantly larger in nonrepresentative samples than in representative
samples. Many caregiver studies recruit convenience samples
through self-help organizations or service providers and are, there-
Table 4
Predictors of Differences in Caregivers and Noncaregivers Psychological and Physical Health (Weighted Ordinary Least Squares
Regression Analysis)
Variable
Stress Depression Low SWB Poor physical health Low self-efficacy
B
B
B
B
B
Dementia CGs
a
0.32*** 0.30 0.08 0.09 0.11*** 0.17 0.15*** 0.33 0.18* 0.23
Spousal CGs (%) 0.01*** 0.55 0.00 0.11 0.00 0.02 0.002*** 0.27 0.01* 0.53
Female CGs (%) 0.00 0.09 0.002* 0.11 0.002*** 0.14 0.002*** 0.19 0.003* 0.18
M age of CGs 0.01* 0.30 0.01*** 0.26 0.00 0.09 0.00 0.02 0.07*** 1.05
Representative sample
b
0.18* 0.16 0.23*** 0.23 0.27*** 0.38 0.02 0.04 0.33*** 0.37
Demographic equivalence of CGs
and controls 0.03 0.03 0.05 0.05 0.09*** 0.13 0.10*** 0.20 ——
Quality of source
c
0.22* 0.09 0.08* 0.09 0.24*** 0.28 0.06*** 0.11 0.54*** 0.49
Constant 1.13* 0.40 0.06 0.01 4.02**
R
2
0.35 0.26 0.43 0.24 0.72
Note. Dependent variable is the difference between caregivers (CGs) and noncaregivers psychological and physical distress. Higher positive values
indicate higher distress of CGs than non-CGs. B unstandardized regression coefficient;
standardized regression coefficient; R
2
explained variance
by the moderators; SWB subjective well-being. Dashes indicate that no effect size could be computed for demographic equivalence, because this variable
did not vary between studies.
a
1 yes, 0 no/mix of CG.
b
1 yes, 0 no.
c
1 peer-reviewed journal, 0 other.
p .10. * p .05. ** p .01. *** p .001.
257
DIFFERENCES BETWEEN CAREGIVERS
fore, likely to overrepresent distressed caregivers (see also Schulz
et al., 1995). In fact, in the subsample of studies that reported the
average number of caregiving hours per week, we found higher
caregiving demands in nonrepresentative than in representative
samples (36.7 hr/week vs. 26.8 hr/week), t(13720) 27.96, p
.001.
Schulz et al. (1997) have also suggested that representative
studies may underestimate caregiver stress because they define
caregivers as individuals sharing a household with an impaired
family member without assessing whether the respondent provides
care. We ensured that this was not the case in our analysis by
excluding studies on family members who shared the household
with ill older adults without providing support.
After controlling for other moderators, we found smaller differ-
ences between caregivers and noncaregivers in subjective well-
being and physical health in studies that controlled for the demo-
graphic equivalence of caregivers and noncaregivers. This
indicates that uncontrolled demographic differences between care-
givers and noncaregivers may inflate observed differences in psy-
chological and physical health. For example, in some studies
caregivers were older or had lower SES than noncaregivers. How-
ever, uncontrolled demographic differences did not exert a consis-
tent effect: In some studies there were stronger demographic risk
factors for low psychological and physical health in control-group
members than in caregivers. These inconsistencies may have con-
tributed to a reduction in the difference between caregivers and
control-group members for depression and stress.
For four out of five outcome variables, differences between
caregivers and noncaregivers were larger in studies that were
published in peer-reviewed journals. This can be interpreted in
terms of the file drawer problem: Significant results are more
likely to be published than nonsignificant results (Rosenthal,
1991). The opposite was found with regard to physical health,
probably based on some published large studies that found low
caregiving effects on physical health (e.g., Schulz et al., 1997).
Limitations and Conclusions
A few caveats need to be considered regarding the present study.
First, we focused on five outcome variables related to stress,
well-being, and physical health. Other outcome variables, such as
the level of anxiety, the level of social integration, or leisure time
activities, should also be considered. Unfortunately, we did not
have access to a sufficient number of studies that compared care-
givers and noncaregivers with regard to these variables. Second,
only a small number of studies that compared caregivers of phys-
ically frail, nondemented older adults with noncaregivers were
available. Thus, the results regarding this group have to be inter-
preted with caution. Third, in the present meta-analysis we focused
on only seven moderator variables. Other variables may influence
observed psychological differences between caregivers and non-
caregivers as well, for example, SES and the duration of caregiv-
ing. Because most of the studies reviewed here did not provide
information on these variables, we were not able to include them.
Fourth, random-effect models may slightly overestimate the actual
between-studies variability of effect sizes and make the identifi-
cation of moderators more difficult (e.g., Hedges & Vevea, 1998).
Nevertheless, this more conservative approach is appropriate for
low information situations (Overton, 1998). Such is the case in our
study because other potential moderators cannot be controlled for
and because only very few studies on nondementia caregivers were
available for making statistical inferences.
Despite these caveats, several conclusions can be drawn from
the present study. First, although caregivers have higher levels of
stress and depression and lower levels of subjective well-being,
physical health, and self-efficacy than noncaregivers, most differ-
ences are small to medium, and the size of difference varies by
study characteristics. However, caring for demented relatives is
consistently associated with considerably higher stress levels and a
high risk for poor psychological and physical health. Therefore,
caregivers for demented persons should be considered for psycho-
social interventions.
Second, because the largest differences between caregivers and
noncaregivers were found with regard to depression, stress, and
self-efficacy, the main points of an intervention should be to
reduce the objective amount of care they need to provide and give
them more freedom in their time use (e.g., by providing flexible
respite; Zarit, Stephens, Townsend, & Greene, 1998), to increase
caregivers ability to control the caregiving experience (e.g.,
increasing skills to manage behavior disturbances by means
of problem-solving and self-management therapy; Gallagher-
Thompson et al., 2000), and to reduce negative thoughts that might
contribute to stress and depression (e.g., Chang, 1999). A recent
meta-analysis by So¨rensen, Pinquart, and Duberstein (2002)
showed that psychotherapeutic interventions improved caregivers
stress, depression, and self-efficacy by about one third of a stan-
dard deviation, and that respite or adult day care had similar effects
on the stress reduction.
Third, with regard to research methodology, we have concluded
that results from studies that use nonrepresentative samples of
caregivers have to be interpreted with caution because most of the
studies exclusively focus on highly distressed caregivers and are
therefore likely to overestimate the negative effects of caregiving.
Future epidemiological studies on physical and mental impairment
in old age may be used to get representative caregiver samples that
would enable less biased estimates of impact of caregiving. Sim-
ilarly, studies that compare caregivers with noncaregivers must
assess the equivalence of the samples with regard to important
demographic variables, such as age and SES.
Fourth, because most studies report neither the levels of care
receivers impairments in activities of daily living and instrumen-
tal activities of daily living, nor the amount of care provision, we
were not able to include these variables in our meta-analysis. To
understand moderators on the impact of caregiving, we recom-
mend that future studies provide more descriptive information with
regard to these and other potential moderator variables of caregiv-
ing outcomes.
Fifth, because we were only able to locate a very small number
of studies that compared homogeneous samples of caregivers for
nondemented older adults to noncaregivers, we recommend more
research in this field. Finally, we encourage research that compares
caregivers and noncaregivers with regard to other outcome vari-
ables that could not be included in the present meta-analysis, such
as future time perspective or social integration. These variables
would add to the understanding of caregiver stress by further
probing the initial vulnerability of particular groups or types of
caregivers and enabling more tailored interventions.
258
PINQUART AND SO
¨
RENSEN
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Appendix
Effect Sizes and 95% Confidence Intervals of Single Studies Ordered by the Size of the Effects
The articles by Vitaliano, Russo, and Niaura (1995) and Vitaliano et al.
(1996) are, in part, based on the same data set, but they report results for
different outcome variables or points of measurement. The same applies to
Dura, Haywood-Niler, and Kiecolt-Glaser (1990); Dura, Stukenberg, and
Kiecolt-Glaser (1990); Kiecolt-Glaser et al. (1991); and Schulz et al.
(1997; Schulz et al., 2001), as well as Grant et al. (2002); Irwin et al.
(1991); Shaw, Patterson, Semple, Grant, et al. (1997); and Shaw, Patterson,
Semple, Ho, et al. (1997). Differences in the levels of stress between
caregivers and noncaregivers that were reported in different articles were
only coded once. If more than one measure of a dependent variable was
used (e.g., self-rated and clinician-rated depression), we report both effect
sizes. N
cg
number of caregivers; N
noncg
number of noncaregivers;
g
stress
/g
dep
/g
swb
/g
health
/g
self-efficacy
differences in perceived stress/depres
-
sion/subjective well-being/health/self-efficacy between caregivers and
noncaregivers; C.I. confidence interval. (a) dementia caregivers; (b)
caregivers for frail elderly; (c) Parkinson caregivers; (d) caregivers for
cancer patients; (e) clinician-rated depression (Hamilton Rating scale); (f)
self-rated depression; (g) clinical interview-based diagnosis of depression;
(h) White caregivers; (i) Black caregivers; (j) life satisfaction; (k) positive
affect; (l) subjective health; (m) objective health; (n) male caregivers; (o)
female caregivers; (p) first time of measurement; (q) second time of
measurement; (r) third time of measurement; (s) spouses; (t) adult children;
(u) United States caregivers; (v) Chinese caregivers; (w) stroke caregivers;
(x) first study; (y) second study.
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Figure A1. Differences in stress between caregivers and noncaregivers (effect-sizes g, and 95% confidence
intervals).
(Appendix continues)
263
DIFFERENCES BETWEEN CAREGIVERS
Figure A2. Differences in depression between caregivers and noncaregivers (effect-sizes g, and 95% confi-
dence intervals).
264
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RENSEN
Figure A3. Differences in subjective well-being between caregivers and noncaregivers (effect-sizes g, and 95%
confidence intervals).
(Appendix continues)
265
DIFFERENCES BETWEEN CAREGIVERS
Figure A4. Differences in physical health between caregivers and noncaregivers (effect-sizes g, and 95%
confidence intervals).
266
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Received July 24, 2001
Revision received August 22, 2002
Accepted September 3, 2002
Figure A5. Differences in self-efficacy between caregivers and noncaregivers (effect-sizes g, and 95%
confidence intervals).
267
DIFFERENCES BETWEEN CAREGIVERS
... However, there are indications that carers of people with dementia feel more burdened in their specific care situation than carers of people without dementia. This corresponds with many other studies showing that caring for people with dementia is perceived as particularly burdensome (Cooper et al., 2007;Karg, Graessel et al. 2018;Kim et al. 2012;Pinquart & Sörensen, 2003;Zank & Schacke 2004). However, other studies also indicate poorer well-being for family caregivers compared to non-caregivers, as well as poorer well-being for caregivers of people with dementia compared to caregivers of people without dementia (for example, Bauer & Sousa-Poza, 2015;Bom et al. 2019;Pinquart & Sörensen, 2003;Yee & Schulz, 2000). ...
... This corresponds with many other studies showing that caring for people with dementia is perceived as particularly burdensome (Cooper et al., 2007;Karg, Graessel et al. 2018;Kim et al. 2012;Pinquart & Sörensen, 2003;Zank & Schacke 2004). However, other studies also indicate poorer well-being for family caregivers compared to non-caregivers, as well as poorer well-being for caregivers of people with dementia compared to caregivers of people without dementia (for example, Bauer & Sousa-Poza, 2015;Bom et al. 2019;Pinquart & Sörensen, 2003;Yee & Schulz, 2000). The lack of significant differences in the caregiving-unspecific wellbeing indicators, both within the support and caregiver group, and between support and caregiver and non-caregiver group, may be due to the broad coverage of caregiving in the DEAS in terms of activities (support vs. care), intensity (1 hour vs. around the clock) and temporal location (on one day vs. every day in the last 12 months). ...
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In Germany, 3.5 per cent of people in the second half of life provided support or care to someone with dementia in 2020/2021. 14 per cent of people in the second half of life provided support and care to someone without dementia. Women provide support and care to people with dementia proportionately more often than men. Dementia support and care is provided in similar proportions by people of working age and people of retirement age, whereas support and care for someone without dementia is proportionately more often provided by people of working age. People spend a similar amount of time caring for someone with dementia as for someone without dementia. There are also no differences in the time spent by gender or age group. However, education seems to play a role; people with high education provide dementia support and care less time-intensively than those with low or medium education. Carers of people with dementia feel higher levels of burden than carers of people without dementia. At the same time, carers of people with dementia have similar levels of subjective health, depressive symptoms and loneliness as carers of people without dementia and people who do not provide support or care.
... In the chronic setting, 1 in 3 caregivers report experiencing depression, and caregivers also often report high levels of anxiety and stress, financial strain, sleep deprivation and social isolation. [5][6][7][8][9][10][11] However, these findings are unlikely to be generalizable to the acute postoperative outpatient setting, such as caregivers of patients who have undergone outpatient TJA. Unlike long-term caregivers, whose burden of care increases as the patient's condition deteriorates, informal caregivers of patients who have had TJA initiate the caregiving process with the burden of care at its high point, after which it declines and ultimately resolves once the patient has recovered and no longer requires assistance from the caregiver. ...
Article
Background: Although total hip arthroplasty (THA) and total knee arthroplasty (TKA) offer significant cost savings to our health care system, the degree to which the burden of postoperative care has been transferred onto the informal caregiver is often overlooked. We performed a scoping review to identify the characteristics and factors that contribute to the burden of care experienced after outpatient THA and TKA. Methods: We systematically searched electronic literature databases according to scoping review guidelines from inception to June 2021 for articles reporting the experiences of informal caregivers providing care for patients having undergone outpatient THA or TKA. Our review included English-language studies that sought to elucidate the impact on caregivers in the acute postoperative period (up to 6 wk after surgery). Results: Our search yielded 1423 unique articles, which were screened for inclusion. We removed 310 duplicate records and excluded another 1099 articles because they did not meet the inclusion criteria for full-text screening with relevancy. We thus assessed 14 articles for full-text review, and none were found to meet our inclusion criteria. Conclusion: We found no published data pertaining to the burden borne by informal caregivers who provide perioperative care to patients who have undergone ambulatory THA or TKA. Further research is needed to identify, quantify and determine the modifiability of the various characteristics and factors that contribute to caregiver burden in the outpatient setting.
... [10][11][12] When compared to the caregivers of people with other chronic illnesses, the family caregivers of people with dementia experienced a higher level of stress and more severe depressive symptoms. 11,13,14 A meta-analysis found that the prevalence of depression and anxiety among family caregivers of people with dementia were 34% and 44%, respectively. 15 The psychological distress of caring for people with dementia affects the caregiver's physical health and is associated with patient neglect and poor quality of care. ...
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Objectives This study aims to: (1) identify the information required by family caregivers of people with dementia to be targeted within our dementia family caregiver intervention and (2) test the feasibility of the intervention and methodology to underpin a fully powered randomized controlled trial. Methods The study setting will be the Department of Geriatrics at Gia Dinh People's Hospital in Ho Chi Minh City. Inclusion criteria will be the family caregivers of people with dementia living in the community, who attend the Department and use smartphones. In phase 1, we will identify the intervention content with family caregivers of people with dementia through 20 in-depth interviews to determine what information and skills they need. In phase 2, a pilot randomized control trial design will be conducted, with 60 family caregivers of people with dementia being assigned to the intervention or control group by the block randomization method with a ratio of 1:1. The intervention will include weekly, online, psycho-educational, group sessions hosted on the Zalo app. The participants will complete questionnaires at baseline, immediately postintervention, and 3-month postintervention. The feasibility of the intervention and methodology will be assessed, including the rates of recruitment, retention, completion of assessments, and acceptability of the intervention. Results The required information and skills in phase 1 may include dealing with worrying behavior changes in people with dementia, emotional support, and seeking support sources. The rates of recruitment, retention, completion of assessments, and acceptability of the intervention will be obtained in phase 2. The scores of symptoms of stress, depression, and anxiety in the intervention group may be lower than those in the control group at postintervention and 3-month postintervention. Conclusion The study will provide a foundation for a fully powered clinical trial for the smartphone app-based intervention to reduce stress, depression, and anxiety among family caregivers of people with dementia in Vietnam.
... The least mothers` QoL domain affected by being care givers to their ESCKD children is the physical health, although this study showed significant association between older age female and poor physical health but this association could be attributed to the effect of age on physical health, another significant association was noticed between poor SES and poor physical health, which may reflect that shortage of money may prevent mothers from looking after their children and their own health. Regarding association between physical health and care giver burden , Martin Pinquat and Silvia Sarensen 2003, concluded that differences in the levels of physical health among caregiver in favor of noncaregivers were statistically significant, but small (24). The low effects on physical health of mothers in comparison with social relationships and psychological well-being in this study is consistent with Richard Schulz, and Paula R. Sherwood in 2008 conclusion, that The detrimental physical effects of caregiving are generally less intensive than the psychological effects, regardless of whether they are assessed by global selfreport instruments or physiologic measures such as stress hormone levels (20). ...
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Background: During the last several decades, significant improvements had been achieved in management of children suffering from end stage chronic kidney disease (ESCKD), with advancements in dialysis care whether in predialysis period or dialysis technology which lead to prolong long-term survival of affected children. But these medical achievements saddle families (especially mothers) of ESCKD children with significant psychosocial, social,
Article
Objectives: Positive psychology outcome measures aim to quantitatively document the character strengths that people use to maintain their wellbeing. Positive aspects of caregiving including the use of character strengths is gaining credence in dementia carer literature but there remain few psychometrically robust tools by which to capture this. The current study evaluated the psychometric properties of a newly developed measure of hope and resilience for family carers of people living with dementia. Methods: An online study where family carers (n = 267) completed the newly adapted Positive Psychology Outcome Measure - Carer version (PPOM-C), the Hospital Anxiety and Depression Scale - Depression subscale (HADS-D), The Short Form Health Survey (SF-12), and The Multidimensional Scale of Perceived Social Support (MSPSS). Results: Psychometric analysis indicated strong properties for the PPOM-C in family carers, with two items dropped to improve the internal consistency. Convergent validity was established, with strong correlations between the hope, resilience, depression symptomology, quality of life and social support. A Confirmatory Factor Analysis indicated acceptable model fit. Discussion: The PPOM-C is a psychometrically robust tool that can be recommended for use in large scale psychosocial research. The use of this measure in research and practice will provide a more nuanced understanding of the caregiving role and how to support wellbeing in this population.
Article
Purpose This paper aims to analyze how psychosocial support influences caring activities toward indigenous older adults. Design/methodology/approach A descriptive study with the participation of 229 informal indigenous caregivers. The study considered both sociodemographic and medical variables. It used the mini-mental test to determine the cognitive level in the elderly. It applied the Yesavage and Zarit scales to establish depressive symptomatology and caregiver burden. Finally, the study used the MOS psychosocial support and Apgar screening questionnaires to assess the psychosocial dimension and the patient’s family functional state, respectively. Findings The study observed a low caregiver burden effect using the MOS questionnaire. This may be explained due to variability in the Zarit Scale Score product of other variables like years of care (−0.17 and −0.28), depressive symptoms (0.16 and 0.18), cognitive level (mini-mental) (−0.13 and −0.14) and comorbidity (0.26 and −0.27). The study obtained an incidence between (−0.02 and −0.12) when including all assessed dimensions into the model. The instrumental dimension in the social support questionnaire obtained the highest score. Originality/value Protective factors prevail in the group of indigenous caregivers allowing this activity to not trigger overload. Yet, variables such as the female gender, some comorbidities and the presence of depressive symptoms could be potential variables for dysfunction in this occupational role.
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The paper studies the effects of the long-term care insurance (LTCI) program in China on the mental health of older adults and the wellbeing of their families. We employ the staggered difference-in-differences approach based on the LTCI pilots from 2015 to 2017. First, we find the LTCI program improves older adults' happiness and reduces depression symptoms significantly. The effects on the improvement in memory and cognition are associated with the elderly with activities of daily living-related need for care. Second, the effects of LTCI are partially mediated through providing community services, relieving care burdens, and reducing the incidence of diseases. More importantly, LTCI coverage improves caregivers' physical health and social activities, reflecting its welfare spillover effects. Furthermore, the relationship between LTCI and mental health differs due to the difference in LTCI designs and older adults' demographic characteristics. This presents a need to consider mental health in the services and evaluation criteria of LTCI.
Caregivers of People with dementia (PwD) commonly experience burdens and other mental health issues, e.g., depression and anxiety. At present, there are limited studies that examine the relationships between caregiver psychological factors and caregiver burden, and depressive and anxiety symptoms. Therefore, this study’s objectives were to examine the relationships between psychological flexibility and mindfulness in caregivers of PwD, and to determine the predictors of these three outcomes. This was a cross-sectional study conducted in the geriatric psychiatry clinic of Kuala Lumpur Hospital, Malaysia, and the sample (n = 82) was recruited via a universal sampling method over three months. The participants completed a questionnaire that consisted of the sociodemographics of the PwD and caregivers, illness characteristics of the PwD, Acceptance and Action Questionnaire-II (AAQ-II), Mindful Attention Awareness Scale (MAAS), Zarit Burden Interview Scale (ZBI), Patient Health Questionnaire-9 (PHQ-9) and Generalized Anxiety Disorder-7 (GAD-7). The results show that despite significant relationships between psychological flexibility and mindfulness and lower levels of caregiver burden, and depressive and anxiety symptoms (p < 0.01), only psychological inflexibility (p < 0.01) remained as a significant predictor of the three outcomes. Therefore, in conclusion, intervention programs that target the awareness of the caregiver’s psychological inflexibility should be implemented to alleviate these adverse outcomes in dementia caregivers.
Article
Inspired by the caregiver stress process model emphasising the role of resources for caregiving outcomes, the aim of this study was to investigate the prevalence of subjective caregiver burden (SCB) and its associations with individual social, economic, and political resources among older spousal caregivers in a Nordic regional setting. Cross-sectional survey data collected in 2016 in the Bothnia region of Finland and Sweden were used, where 674 spousal caregivers were identified and included in the analyses. The descriptive results showed that about half of the respondents experienced SCB. SCB was more common among Finnish-speaking caregivers. Results from the multivariate logistic regression analysis showed that none of the assessed political resources were significantly associated with SCB when controlling for other variables. Experiencing financial strain was associated with SCB, while personal income was not. Frequent contact with family members was statistically significantly associated with SCB. Future research could use longitudinal data to determine causal relationships, and when data allow, test the full caregiver stress process model to investigate the role of mediating factors in different comparative settings. Accumulated evidence on risk factors for negative outcomes of informal caregiving can contribute to effective screening tools for identifying and supporting vulnerable caregivers, which is becoming increasingly important with the ageing population.
Article
Bei der Pflege schwerbehinderter Menschen sind die Angehörigen einer besonderen Belastung und Herausforderungen ausgesetzt. Ziel dieser Untersuchung war es, die subjektive Belastung pflegender Angehöriger von Menschen mit Schwerbehinderung sowie die Auswirkungen der Pflege auf ihr subjektives Wohlbefinden zu untersuchen. Insbesondere ging es darum, in Erfahrung zu bringen, ob, und inwieweit eine Pflegebelastung mit dem Erleben von Wohlbefinden vereinbar ist oder nicht. Die Stichprobe der Forschungsstudie bestand aus 549 »informell« pflegenden Angehörigen, davon waren 292 pflegende Angehörige von Menschen mit Behinderungen und 257 pflegende Angehörige von Menschen ohne Behinderungen. Die Ergebnisse der Studie zeigten die höheren bzw. niedrigeren Belastungsbzw. Wohlbefindlichkeitsniveaus von pflegenden Angehörigen von Menschen mit schweren Behinderungen, im Vergleich zu pflegenden Angehörigen von Menschen ohne Behinderungen. Die Begriffe »Belastung« und »Wohlbefinden« werden bei entsprechenden Untersuchungen pflegender Angehöriger meist als getrennte Konzepte behandelt. In dieser Studie wird die Belastung auch im Zusammenhang mit dem Gefühl des Wohlbefindens untersucht und analysiert. Die Ergebnisse zeigen, dass pflegende Angehörige zwar belastet sein können, jedoch gleichzeitig ebenso ein hohes Maß an Befriedigung erfahren. Schließlich ermöglicht die gemeinsame Bewertung der Belastungsund Wohlbefindlichkeitsdimensionen, die in der Erfahrung pflegender Angehöriger koexistieren, die Identifizierung persönlicher und sozialer Ressourcen, die in Interventionen, die sich an pflegende Angehörige richten, einbezogen werden können.
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This study examines various aspects of the mental health of aged caregiving spouses. Two factors are considered: the type of health problem of the care-receiving spouse (cognitive or physical impairments), and sex. Two samples of spouses providing care are examined: (a) those providing care to spouses suffering from cognitive impairments and (b) those providing care to spouses suffering from chronic obstructive pulmonary disease (COPD). These participants are compared to a group of non-caregiver aged spouses as well as other aged American normative samples. All participants completed the Brief Symptom Inventory developed by Derogatis and Spencer (1982). Results show that those providing care to their cognitively impaired spouses tend to be more mentally fragile than the caregivers of spouses suffering from COPD and the non-caregivers. The only difference found between men and women caregivers or men and women non-caregivers is related to interpersonal sensitivity. When compared to aged American normative samples, non-caregiver spouses showed less symptoms of obsessive-compulsiveness, anxiety, and hostility. Our study points to the importance of considering the type of health problem of the care receiver. It is also important to assess various aspects of mental health and to be able to use a measure of mental health which is specific to the aged population of Quebec.
This study examines various aspects of the mental health of aged caregiving spouses. Two factors are considered: the type of health problem of the care-receiving spouse (cognitive or physical impairments), and sex. Two samples of spouses providing care are examined: (a) those providing care to spouses suffering from cognitive impairments and (b) those providing care to spouses suffering from chronic obstructive pulmonary disease (COPD). These participants are compared to a group of non-caregiver aged spouses as well as other aged American normative samples. All participants completed the Brief Symptom Inventory developed by Derogatis and Spencer (1982). Results show that those providing care to their cognitively impaired spouses tend to be more mentally fragile than the caregivers of spouses suffering from COPD and the non-caregivers. The only difference found between men and women caregivers or men and women non-caregivers is related to interpersonal sensitivity. When compared to aged American normative samples, non-caregiver spouses showed less symptoms of obsessive-compulsiveness, anxiety, and hostility. Our study points to the importance of considering the type of health problem of the care receiver. It is also important to assess various aspects of mental health and to be able to use a measure of mental health which is specific to the aged population of Québec.
Article
There are 2 families of statistical procedures in meta-analysis: fixed- and random-effects procedures. They were developed for somewhat different inference goals: making inferences about the effect parameters in the studies that have been observed versus making inferences about the distribution of effect parameters in a population of studies from a random sample of studies. The authors evaluate the performance of confidence intervals and hypothesis tests when each type of statistical procedure is used for each type of inference and confirm that each procedure is best for making the kind of inference for which it was designed. Conditionally random-effects procedures (a hybrid type) are shown to have properties in between those of fixed- and random-effects procedures.
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We explore interrelationships among elderly couples' reciprocity of emotional support, wives' experience of caregiving for husbands with disabilities, and wives' marital happiness. Caregiving is often perceived as stressful for both the provider and recipient. Exchanges of emotional support between care recipient and care provider may attenuate these negative outcomes. Results support an equity model of exchange. Reciprocity of emotional support between caregiving wives and husbands who received care was linked to lower levels of caregiving burden and higher levels of marital happiness for wives. Reciprocity effects varied as a function of husbands' level of functional impairment, with the positive effects decreasing as level of disability increased. Among noncaregivers, exchange of emotional support with husbands was also related to higher marital satisfaction, but the effect size was smaller. The findings suggest that intervention strategies to increase the well-being of caregiving wives should include programs to enhance the exchange of emotional support between caregiver and care recipient.