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ELS vs. EXR
Performance
Return for Risk
Drawdowns
Volatility
Dividends
Financials

Performance

ELS vs. EXR - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Equity LifeStyle Properties, Inc. (ELS) and Extra Space Storage Inc. (EXR). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, ELS achieves a 2.89% return, which is significantly lower than EXR's 13.32% return. Over the past 10 years, ELS has underperformed EXR with an annualized return of 8.19%, while EXR has yielded a comparatively higher 8.75% annualized return.


ELS

1D
0.55%
1M
-1.09%
YTD
2.89%
6M
1.31%
1Y
1.14%
3Y*
1.51%
5Y*
-0.68%
10Y*
8.19%

EXR

1D
1.98%
1M
4.35%
YTD
13.32%
6M
13.94%
1Y
2.01%
3Y*
4.82%
5Y*
2.83%
10Y*
8.75%
*Multi-year figures are annualized to reflect compound growth (CAGR)

ELS vs. EXR - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
ELS
Equity LifeStyle Properties, Inc.
2.89%-5.93%-2.83%12.18%-24.50%41.01%-7.83%47.80%11.76%26.37%
EXR
Extra Space Storage Inc.
13.32%-8.92%-2.81%13.86%-32.82%100.98%13.64%20.71%7.29%17.83%

Correlation

The correlation between ELS and EXR is 0.47, which is low. Their price movements are largely independent, making them effective diversification partners.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.47

Correlation (3Y)
Calculated over the trailing 3-year period

0.50

Correlation (5Y)
Calculated over the trailing 5-year period

0.58

Correlation (10Y)
Calculated over the trailing 10-year period

0.59

Correlation (All Time)
Calculated using the full available price history since Aug 17, 2004

0.61

The correlation between ELS and EXR shifts across timeframes, from 0.47 (1 year) to 0.61 (all time), reflecting how their relationship changes across market environments.

Fundamentals

EPS

ELS:

$2.59

EXR:

$4.36

PE Ratio

ELS:

23.86

EXR:

33.42

PS Ratio

ELS:

5.94

EXR:

9.30

Total Revenue (TTM)

ELS:

$1.56B

EXR:

$3.39B

Gross Profit (TTM)

ELS:

$637.59M

EXR:

$345.79M

EBITDA (TTM)

ELS:

$702.66M

EXR:

$2.91B

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Return for Risk

ELS vs. EXR — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

ELS
ELS Risk / Return Rank: 4141
Overall Rank
ELS Sharpe Ratio Rank: 4444
Sharpe Ratio Rank
ELS Sortino Ratio Rank: 3636
Sortino Ratio Rank
ELS Omega Ratio Rank: 3535
Omega Ratio Rank
ELS Calmar Ratio Rank: 4444
Calmar Ratio Rank
ELS Martin Ratio Rank: 4545
Martin Ratio Rank

EXR
EXR Risk / Return Rank: 4242
Overall Rank
EXR Sharpe Ratio Rank: 4545
Sharpe Ratio Rank
EXR Sortino Ratio Rank: 3737
Sortino Ratio Rank
EXR Omega Ratio Rank: 3838
Omega Ratio Rank
EXR Calmar Ratio Rank: 4444
Calmar Ratio Rank
EXR Martin Ratio Rank: 4444
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

ELS vs. EXR - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Equity LifeStyle Properties, Inc. (ELS) 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.


ELSEXRDifference
Sharpe ratioReturn per unit of total volatility

-0.01

Sortino ratioReturn per unit of downside risk

-0.06

Omega ratioGain probability vs. loss probability

1.03

1.04

-0.01

Calmar ratioReturn relative to maximum drawdown

0.11

0.12

-0.01

Martin ratioReturn relative to average drawdown

0.26

0.25

+0.02

ELS vs. EXR - Sharpe Ratio Comparison

The current ELS Sharpe Ratio is 0.07, which is comparable to the EXR Sharpe Ratio of 0.08. The chart below compares the historical Sharpe Ratios of ELS and EXR, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Sharpe Ratios by Period


ELSEXRDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

0.07

0.08

-0.01

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

-0.03

0.10

-0.13

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.34

0.33

+0.02

Sharpe Ratio (All Time)

Calculated using the full available price history

0.50

0.51

-0.02

Drawdowns

ELS vs. EXR - Drawdown Comparison

The maximum ELS drawdown since its inception was -58.96%, smaller than the maximum EXR drawdown of -71.22%. Use the drawdown chart below to compare losses from any high point for ELS and EXR.


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Drawdown Indicators


ELSEXRDifference

Max Drawdown

Largest peak-to-trough decline

-58.96%

-71.22%

+12.26%

Max Drawdown (1Y)

Largest decline over 1 year

-10.34%

-16.70%

+6.36%

Max Drawdown (3Y)

Largest decline over 3 years

-21.04%

-33.78%

+12.74%

Max Drawdown (5Y)

Largest decline over 5 years

-32.54%

-51.36%

+18.82%

Max Drawdown (10Y)

Largest decline over 10 years

-41.46%

-51.36%

+9.90%

Current Drawdown

Current decline from peak

-20.39%

-23.27%

+2.88%

Average Drawdown

Average peak-to-trough decline

-9.93%

-13.37%

+3.44%

Ulcer Index

Depth and duration of drawdowns from previous peaks

4.36%

8.16%

-3.80%

Volatility

ELS vs. EXR - Volatility Comparison

The current volatility for Equity LifeStyle Properties, Inc. (ELS) is 4.56%, while Extra Space Storage Inc. (EXR) has a volatility of 7.14%. This indicates that ELS experiences smaller price fluctuations and is considered to be less risky than EXR based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


ELSEXRDifference

Volatility (1M)

Calculated over the trailing 1-month period

4.56%

7.14%

-2.58%

Volatility (6M)

Calculated over the trailing 6-month period

11.82%

17.13%

-5.31%

Volatility (1Y)

Calculated over the trailing 1-year period

16.93%

24.70%

-7.77%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

21.98%

28.21%

-6.23%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

24.07%

26.94%

-2.87%

Dividends

ELS vs. EXR - Dividend Comparison

ELS's dividend yield for the trailing twelve months is around 3.38%, less than EXR's 4.44% yield.


PositionTTM20252024202320222021202020192018201720162015
ELS
Equity LifeStyle Properties, Inc.
3.38%3.40%2.87%2.54%2.54%1.65%2.16%1.74%2.27%2.19%2.36%2.25%
EXR
Extra Space Storage Inc.
4.44%4.98%4.33%4.04%4.08%1.98%3.11%3.37%3.71%3.57%3.79%2.54%

Financials

ELS vs. EXR - Financials Comparison

This section allows you to compare key financial metrics between Equity LifeStyle Properties, Inc. 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.


Quarterly
Annual

Total Revenue: Total amount of money received from sales and other business activities


300.00M400.00M500.00M600.00M700.00M800.00M900.00M20222023202420252026
397.62M
856.03M
(ELS) Total Revenue
(EXR) Total Revenue
Values in USD except per share items

ELS vs. EXR - Profitability Comparison

The chart below illustrates the profitability comparison between Equity LifeStyle Properties, Inc. and Extra Space Storage Inc. over time, highlighting three key metrics: Gross Profit Margin, Operating Margin, and Net Profit Margin.

Gross Margin
Operating Margin
Net Margin
Quarterly
Annual

-50.0%0.0%50.0%100.0%20222023202420252026
64.0%
0
Portfolio components
ELS - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Equity LifeStyle Properties, Inc. reported a gross profit of 254.48M and revenue of 397.62M. Therefore, the gross margin over that period was 64.0%.

EXR - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Extra Space Storage Inc. reported a gross profit of 0.00 and revenue of 856.03M. Therefore, the gross margin over that period was 0.0%.

ELS - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Equity LifeStyle Properties, Inc. reported an operating income of 239.54M and revenue of 397.62M, resulting in an operating margin of 60.2%.

EXR - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Extra Space Storage Inc. reported an operating income of 367.55M and revenue of 856.03M, resulting in an operating margin of 42.9%.

ELS - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Equity LifeStyle Properties, Inc. reported a net income of 111.49M and revenue of 397.62M, resulting in a net margin of 28.0%.

EXR - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Extra Space Storage Inc. reported a net income of 240.98M and revenue of 856.03M, resulting in a net margin of 28.2%.


Frequently Asked Questions


ELS and EXR have a correlation of 0.47, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

EXR has higher volatility (7.14%) compared to ELS (4.56%). In terms of maximum drawdown, ELS dropped -58.96% vs EXR's -71.22%.

EXR currently has the higher Sharpe Ratio (0.08 vs 0.07), 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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