CUBE vs. EGP
CUBE (CubeSmart) and EGP (EastGroup Properties, Inc.) are both stocks. Both operate in the REIT - Industrial industry within the Real Estate sector. Over the past 10 years, CUBE returned 7.63%/yr vs 14.83%/yr for EGP. A 0.60 correlation means they provide meaningful diversification when combined.
Performance
CUBE vs. EGP - Performance Comparison
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Returns By Period
The year-to-date returns for both stocks are quite close, with CUBE having a 15.66% return and EGP slightly lower at 15.05%. Over the past 10 years, CUBE has underperformed EGP with an annualized return of 7.63%, while EGP has yielded a comparatively higher 14.83% annualized return.
CUBE
- 1D
- -0.32%
- 1M
- 1.05%
- YTD
- 15.66%
- 6M
- 16.67%
- 1Y
- 0.92%
- 3Y*
- 2.59%
- 5Y*
- 1.42%
- 10Y*
- 7.63%
EGP
- 1D
- 1.63%
- 1M
- -0.95%
- YTD
- 15.05%
- 6M
- 14.13%
- 1Y
- 22.53%
- 3Y*
- 10.65%
- 5Y*
- 7.16%
- 10Y*
- 14.83%
CUBE vs. EGP - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
CUBE CubeSmart | 15.66% | -11.59% | -4.53% | 20.50% | -26.31% | 74.59% | 11.67% | 14.12% | 3.42% | 12.74% |
EGP EastGroup Properties, Inc. | 15.05% | 14.85% | -9.81% | 27.69% | -33.07% | 68.44% | 6.76% | 48.23% | 6.95% | 23.34% |
Correlation
The correlation between CUBE and EGP is 0.60, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.60 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.62 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.65 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.61 |
Correlation (All Time) Calculated using the full available price history since Oct 22, 2004 | 0.60 |
The correlation between CUBE and EGP has been stable across timeframes, ranging from 0.60 to 0.65 - a consistent structural relationship.
Fundamentals
CUBE:
$9.24B
EGP:
$10.88B
CUBE:
$1.43
EGP:
$3.72
CUBE:
28.31
EGP:
54.60
CUBE:
3.00
EGP:
9.47
CUBE:
8.19
EGP:
19.77
CUBE:
3.49
EGP:
3.04
CUBE:
$1.13B
EGP:
$546.91M
CUBE:
$65.30M
EGP:
$237.02M
CUBE:
$593.13M
EGP:
$628.87M
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Return for Risk
CUBE vs. EGP — Risk / Return Rank
CUBE
EGP
CUBE vs. EGP - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for CubeSmart (CUBE) and EastGroup Properties, Inc. (EGP). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| CUBE | EGP | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.18 | ||
| Sortino ratioReturn per unit of downside risk | -1.57 | ||
| Omega ratioGain probability vs. loss probability | 1.03 | 1.21 | -0.18 |
| Calmar ratioReturn relative to maximum drawdown | 0.05 | 3.04 | -2.99 |
| Martin ratioReturn relative to average drawdown | 0.10 | 7.41 | -7.31 |
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Drawdowns
CUBE vs. EGP - Drawdown Comparison
The maximum CUBE drawdown since its inception was -93.15%, which is greater than EGP's maximum drawdown of -59.55%. Use the drawdown chart below to compare losses from any high point for CUBE and EGP.
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Drawdown Indicators
| CUBE | EGP | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -93.15% | -59.55% | -33.60% |
Max Drawdown (1Y)Largest decline over 1 year | -17.36% | -7.44% | -9.92% |
Max Drawdown (3Y)Largest decline over 3 years | -31.95% | -22.37% | -9.58% |
Max Drawdown (5Y)Largest decline over 5 years | -36.93% | -38.08% | +1.15% |
Max Drawdown (10Y)Largest decline over 10 years | -41.43% | -38.10% | -3.33% |
Current DrawdownCurrent decline from peak | -18.90% | -1.82% | -17.08% |
Average DrawdownAverage peak-to-trough decline | -22.04% | -9.51% | -12.53% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 8.82% | 3.05% | +5.77% |
Volatility
CUBE vs. EGP - Volatility Comparison
CubeSmart (CUBE) and EastGroup Properties, Inc. (EGP) have volatilities of 6.44% and 6.59%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| CUBE | EGP | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.44% | 6.59% | -0.15% |
Volatility (6M)Calculated over the trailing 6-month period | 16.22% | 12.28% | +3.94% |
Volatility (1Y)Calculated over the trailing 1-year period | 22.25% | 18.61% | +3.64% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 25.42% | 23.36% | +2.06% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 25.39% | 26.34% | -0.95% |
Dividends
CUBE vs. EGP - Dividend Comparison
CUBE's dividend yield for the trailing twelve months is around 5.19%, more than EGP's 2.98% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CUBE CubeSmart | 5.19% | 5.77% | 3.57% | 4.27% | 4.42% | 2.55% | 3.96% | 4.10% | 4.25% | 3.84% | 3.36% | 2.25% |
EGP EastGroup Properties, Inc. | 2.98% | 3.31% | 3.33% | 2.75% | 3.17% | 1.57% | 2.23% | 2.22% | 2.97% | 2.85% | 3.30% | 4.21% |
Financials
CUBE vs. EGP - Financials Comparison
This section allows you to compare key financial metrics between CubeSmart and EastGroup Properties, Inc.. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.
Total Revenue: Total amount of money received from sales and other business activities
Frequently Asked Questions
CUBE and EGP have a correlation of 0.60, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
EGP has higher volatility (6.59%) compared to CUBE (6.44%). In terms of maximum drawdown, CUBE dropped -93.15% vs EGP's -59.55%.
EGP currently has the higher Sharpe Ratio (1.22 vs 0.04), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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