CUBE vs. EXR
Compare and contrast key facts about CubeSmart (CUBE) and Extra Space Storage Inc. (EXR).
Performance
CUBE vs. EXR - Performance Comparison
Loading graphics...
CUBE vs. EXR - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
CUBE CubeSmart | 3.18% | -11.59% | -4.53% | 20.50% | -26.31% | 74.59% | 11.67% | 14.12% | 3.42% | 12.74% |
EXR Extra Space Storage Inc. | 1.87% | -8.92% | -2.81% | 13.86% | -32.82% | 100.98% | 13.64% | 20.71% | 7.29% | 17.83% |
Fundamentals
CUBE:
$2.18
EXR:
$4.55
CUBE:
16.78
EXR:
28.82
CUBE:
4.99
EXR:
8.50
CUBE:
$1.12B
EXR:
$3.32B
CUBE:
$511.19M
EXR:
$1.52B
CUBE:
$703.57M
EXR:
$2.52B
Returns By Period
In the year-to-date period, CUBE achieves a 3.18% return, which is significantly higher than EXR's 1.87% return. Over the past 10 years, CUBE has underperformed EXR with an annualized return of 5.16%, while EXR has yielded a comparatively higher 7.42% annualized return.
CUBE
- 1D
- 2.09%
- 1M
- -10.91%
- YTD
- 3.18%
- 6M
- -7.33%
- 1Y
- -9.59%
- 3Y*
- -3.30%
- 5Y*
- 3.01%
- 10Y*
- 5.16%
EXR
- 1D
- 2.22%
- 1M
- -12.17%
- YTD
- 1.87%
- 6M
- -4.73%
- 1Y
- -7.57%
- 3Y*
- -2.81%
- 5Y*
- 3.31%
- 10Y*
- 7.42%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Return for Risk
CUBE vs. EXR — Risk / Return Rank
CUBE
EXR
CUBE vs. EXR - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for CubeSmart (CUBE) and Extra Space Storage Inc. (EXR). 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.
| CUBE | EXR | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | -0.40 | -0.28 | -0.11 |
Sortino ratioReturn per unit of downside risk | -0.41 | -0.21 | -0.19 |
Omega ratioGain probability vs. loss probability | 0.95 | 0.97 | -0.02 |
Calmar ratioReturn relative to maximum drawdown | -0.47 | -0.34 | -0.13 |
Martin ratioReturn relative to average drawdown | -0.93 | -0.71 | -0.22 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| CUBE | EXR | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | -0.40 | -0.28 | -0.11 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.12 | 0.12 | 0.00 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.20 | 0.28 | -0.07 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.22 | 0.50 | -0.28 |
Correlation
The correlation between CUBE and EXR is 0.73, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Dividends
CUBE vs. EXR - Dividend Comparison
CUBE's dividend yield for the trailing twelve months is around 5.70%, more than EXR's 4.94% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CUBE CubeSmart | 5.70% | 5.77% | 3.57% | 4.27% | 4.42% | 2.55% | 3.96% | 4.10% | 4.25% | 3.84% | 3.36% | 2.25% |
EXR Extra Space Storage Inc. | 4.94% | 4.98% | 4.33% | 4.04% | 4.08% | 1.98% | 3.11% | 3.37% | 3.71% | 3.57% | 3.79% | 2.54% |
Drawdowns
CUBE vs. EXR - Drawdown Comparison
The maximum CUBE drawdown since its inception was -93.15%, which is greater than EXR's maximum drawdown of -71.22%. Use the drawdown chart below to compare losses from any high point for CUBE and EXR.
Loading graphics...
Drawdown Indicators
| CUBE | EXR | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -93.15% | -71.22% | -21.93% |
Max Drawdown (1Y)Largest decline over 1 year | -17.36% | -16.70% | -0.66% |
Max Drawdown (5Y)Largest decline over 5 years | -36.93% | -51.36% | +14.43% |
Max Drawdown (10Y)Largest decline over 10 years | -41.43% | -51.36% | +9.93% |
Current DrawdownCurrent decline from peak | -27.66% | -31.02% | +3.36% |
Average DrawdownAverage peak-to-trough decline | -22.05% | -13.27% | -8.78% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 8.83% | 7.96% | +0.87% |
Volatility
CUBE vs. EXR - Volatility Comparison
CubeSmart (CUBE) and Extra Space Storage Inc. (EXR) have volatilities of 6.80% and 6.87%, 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.
Loading graphics...
Volatility by Period
| CUBE | EXR | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.80% | 6.87% | -0.07% |
Volatility (6M)Calculated over the trailing 6-month period | 15.63% | 17.09% | -1.46% |
Volatility (1Y)Calculated over the trailing 1-year period | 24.38% | 26.87% | -2.49% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 25.22% | 28.07% | -2.85% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 25.35% | 26.90% | -1.55% |
Financials
CUBE vs. EXR - Financials Comparison
This section allows you to compare key financial metrics between CubeSmart and Extra Space Storage 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