DOC vs. SPG
Compare and contrast key facts about Physicians Realty Trust (DOC) and Simon Property Group, Inc. (SPG).
Performance
DOC vs. SPG - Performance Comparison
Loading graphics...
DOC vs. SPG - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
DOC Physicians Realty Trust | 4.03% | -15.17% | 8.79% | -16.40% | -27.53% | 23.74% | -7.69% | 29.16% | 13.69% | -7.70% |
SPG Simon Property Group, Inc. | 1.93% | 12.94% | 26.92% | 29.24% | -21.91% | 95.72% | -38.64% | -6.74% | 2.55% | 0.98% |
Fundamentals
DOC:
$0.10
SPG:
$7.18
DOC:
160.32
SPG:
25.98
DOC:
4.05
SPG:
6.39
DOC:
$2.82B
SPG:
$6.36B
DOC:
$1.69B
SPG:
$5.33B
DOC:
$1.63B
SPG:
$4.69B
Returns By Period
In the year-to-date period, DOC achieves a 4.03% return, which is significantly higher than SPG's 1.93% return. Over the past 10 years, DOC has underperformed SPG with an annualized return of -1.53%, while SPG has yielded a comparatively higher 4.07% annualized return.
DOC
- 1D
- -0.73%
- 1M
- -6.52%
- YTD
- 4.03%
- 6M
- -11.10%
- 1Y
- -12.89%
- 3Y*
- -3.25%
- 5Y*
- -8.02%
- 10Y*
- -1.53%
SPG
- 1D
- 2.29%
- 1M
- -7.44%
- YTD
- 1.93%
- 6M
- 1.78%
- 1Y
- 17.91%
- 3Y*
- 24.98%
- 5Y*
- 16.40%
- 10Y*
- 4.07%
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
DOC vs. SPG — Risk / Return Rank
DOC
SPG
DOC vs. SPG - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Physicians Realty Trust (DOC) and Simon Property Group, Inc. (SPG). 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.
| DOC | SPG | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | -0.53 | 0.72 | -1.25 |
Sortino ratioReturn per unit of downside risk | -0.57 | 1.11 | -1.69 |
Omega ratioGain probability vs. loss probability | 0.93 | 1.16 | -0.23 |
Calmar ratioReturn relative to maximum drawdown | -0.72 | 1.09 | -1.80 |
Martin ratioReturn relative to average drawdown | -1.22 | 3.81 | -5.02 |
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
| DOC | SPG | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | -0.53 | 0.72 | -1.25 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | -0.32 | 0.62 | -0.94 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | -0.05 | 0.11 | -0.16 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.33 | 0.38 | -0.05 |
Correlation
The correlation between DOC and SPG is 0.54, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Dividends
DOC vs. SPG - Dividend Comparison
DOC's dividend yield for the trailing twelve months is around 7.43%, more than SPG's 4.64% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
DOC Physicians Realty Trust | 7.43% | 7.59% | 5.92% | 6.06% | 4.79% | 3.33% | 4.90% | 4.29% | 5.30% | 5.67% | 7.05% | 5.91% |
SPG Simon Property Group, Inc. | 4.64% | 4.62% | 4.70% | 5.22% | 5.87% | 3.66% | 7.04% | 5.57% | 4.70% | 4.16% | 3.66% | 3.11% |
Drawdowns
DOC vs. SPG - Drawdown Comparison
The maximum DOC drawdown since its inception was -61.03%, smaller than the maximum SPG drawdown of -77.00%. Use the drawdown chart below to compare losses from any high point for DOC and SPG.
Loading graphics...
Drawdown Indicators
| DOC | SPG | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -61.03% | -77.00% | +15.97% |
Max Drawdown (1Y)Largest decline over 1 year | -17.17% | -17.63% | +0.46% |
Max Drawdown (5Y)Largest decline over 5 years | -54.07% | -45.84% | -8.23% |
Max Drawdown (10Y)Largest decline over 10 years | -54.07% | -77.00% | +22.93% |
Current DrawdownCurrent decline from peak | -42.86% | -7.44% | -35.42% |
Average DrawdownAverage peak-to-trough decline | -14.72% | -13.91% | -0.81% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 10.50% | 5.04% | +5.46% |
Volatility
DOC vs. SPG - Volatility Comparison
Physicians Realty Trust (DOC) and Simon Property Group, Inc. (SPG) have volatilities of 7.20% and 6.96%, 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
| DOC | SPG | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.20% | 6.96% | +0.24% |
Volatility (6M)Calculated over the trailing 6-month period | 17.21% | 13.45% | +3.76% |
Volatility (1Y)Calculated over the trailing 1-year period | 24.63% | 24.97% | -0.34% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 24.97% | 26.74% | -1.77% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 29.09% | 37.07% | -7.98% |
Financials
DOC vs. SPG - Financials Comparison
This section allows you to compare key financial metrics between Physicians Realty Trust and Simon Property Group, 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
DOC vs. SPG - Profitability Comparison
DOC - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Apr 2026, Physicians Realty Trust reported a gross profit of 431.55M and revenue of 719.40M. Therefore, the gross margin over that period was 60.0%.
SPG - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Apr 2026, Simon Property Group, Inc. reported a gross profit of 1.51B and revenue of 1.79B. Therefore, the gross margin over that period was 84.5%.
DOC - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Apr 2026, Physicians Realty Trust reported an operating income of -183.97M and revenue of 719.40M, resulting in an operating margin of -25.6%.
SPG - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Apr 2026, Simon Property Group, Inc. reported an operating income of 890.67M and revenue of 1.79B, resulting in an operating margin of 49.7%.
DOC - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Apr 2026, Physicians Realty Trust reported a net income of 113.97M and revenue of 719.40M, resulting in a net margin of 15.8%.
SPG - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Apr 2026, Simon Property Group, Inc. reported a net income of 9.35K and revenue of 1.79B, resulting in a net margin of 0.0%.