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ELS vs. EXR
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Correlation

The correlation between ELS and EXR is 0.61, 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.


-0.50.00.51.00.6

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.

-10.00%-5.00%0.00%5.00%10.00%AugustSeptemberOctoberNovemberDecember2025
-3.05%
-7.92%
ELS
EXR

Key characteristics

Sharpe Ratio

ELS:

-0.22

EXR:

0.11

Sortino Ratio

ELS:

-0.18

EXR:

0.33

Omega Ratio

ELS:

0.98

EXR:

1.04

Calmar Ratio

ELS:

-0.15

EXR:

0.08

Martin Ratio

ELS:

-0.54

EXR:

0.36

Ulcer Index

ELS:

7.78%

EXR:

7.77%

Daily Std Dev

ELS:

18.85%

EXR:

24.84%

Max Drawdown

ELS:

-58.96%

EXR:

-71.35%

Current Drawdown

ELS:

-19.72%

EXR:

-26.04%

Fundamentals

Market Cap

ELS:

$13.01B

EXR:

$32.83B

EPS

ELS:

$1.95

EXR:

$3.74

PE Ratio

ELS:

33.33

EXR:

39.79

PEG Ratio

ELS:

4.22

EXR:

4.60

Total Revenue (TTM)

ELS:

$1.14B

EXR:

$2.44B

Gross Profit (TTM)

ELS:

$389.17M

EXR:

$1.38B

EBITDA (TTM)

ELS:

$538.14M

EXR:

$1.65B

Returns By Period

In the year-to-date period, ELS achieves a -2.42% return, which is significantly lower than EXR's -0.51% return. Over the past 10 years, ELS has underperformed EXR with an annualized return of 11.39%, while EXR has yielded a comparatively higher 12.35% annualized return.


ELS

YTD

-2.42%

1M

-3.63%

6M

-3.05%

1Y

-4.85%

5Y*

0.79%

10Y*

11.39%

EXR

YTD

-0.51%

1M

-4.95%

6M

-7.92%

1Y

1.77%

5Y*

10.02%

10Y*

12.35%

*Annualized

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Risk-Adjusted Performance

ELS vs. EXR — Risk-Adjusted Performance Rank

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

ELS
The Risk-Adjusted Performance Rank of ELS is 3535
Overall Rank
The Sharpe Ratio Rank of ELS is 3737
Sharpe Ratio Rank
The Sortino Ratio Rank of ELS is 3030
Sortino Ratio Rank
The Omega Ratio Rank of ELS is 3030
Omega Ratio Rank
The Calmar Ratio Rank of ELS is 4040
Calmar Ratio Rank
The Martin Ratio Rank of ELS is 3939
Martin Ratio Rank

EXR
The Risk-Adjusted Performance Rank of EXR is 5050
Overall Rank
The Sharpe Ratio Rank of EXR is 5454
Sharpe Ratio Rank
The Sortino Ratio Rank of EXR is 4545
Sortino Ratio Rank
The Omega Ratio Rank of EXR is 4444
Omega Ratio Rank
The Calmar Ratio Rank of EXR is 5353
Calmar Ratio Rank
The Martin Ratio Rank of EXR is 5555
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

ELS vs. EXR - Risk-Adjusted Performance 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.


Sharpe ratio
The chart of Sharpe ratio for ELS, currently valued at -0.22, compared to the broader market-2.000.002.00-0.220.11
The chart of Sortino ratio for ELS, currently valued at -0.18, compared to the broader market-4.00-2.000.002.004.00-0.180.33
The chart of Omega ratio for ELS, currently valued at 0.98, compared to the broader market0.501.001.502.000.981.04
The chart of Calmar ratio for ELS, currently valued at -0.15, compared to the broader market0.002.004.006.00-0.150.08
The chart of Martin ratio for ELS, currently valued at -0.54, compared to the broader market0.0010.0020.00-0.540.36
ELS
EXR

The current ELS Sharpe Ratio is -0.22, which is lower than the EXR Sharpe Ratio of 0.11. The chart below compares the historical Sharpe Ratios of ELS and EXR, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


Rolling 12-month Sharpe Ratio0.000.501.001.502.00AugustSeptemberOctoberNovemberDecember2025
-0.22
0.11
ELS
EXR

Dividends

ELS vs. EXR - Dividend Comparison

ELS's dividend yield for the trailing twelve months is around 2.94%, less than EXR's 4.35% yield.


TTM20242023202220212020201920182017201620152014
ELS
Equity LifeStyle Properties, Inc.
2.94%2.87%2.54%2.54%1.66%2.17%1.74%2.27%2.19%2.36%2.25%2.52%
EXR
Extra Space Storage Inc.
4.35%4.33%4.04%4.08%1.98%3.11%3.37%3.71%3.57%3.79%2.54%3.09%

Drawdowns

ELS vs. EXR - Drawdown Comparison

The maximum ELS drawdown since its inception was -58.96%, smaller than the maximum EXR drawdown of -71.35%. Use the drawdown chart below to compare losses from any high point for ELS and EXR. For additional features, visit the drawdowns tool.


-30.00%-25.00%-20.00%-15.00%-10.00%AugustSeptemberOctoberNovemberDecember2025
-19.72%
-26.04%
ELS
EXR

Volatility

ELS vs. EXR - Volatility Comparison

The current volatility for Equity LifeStyle Properties, Inc. (ELS) is 5.79%, while Extra Space Storage Inc. (EXR) has a volatility of 7.94%. 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.


3.00%4.00%5.00%6.00%7.00%8.00%9.00%AugustSeptemberOctoberNovemberDecember2025
5.79%
7.94%
ELS
EXR

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


Values in USD except per share items
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Disclaimer

The information contained herein does not constitute investment advice and made available for educational purposes only. Prices and returns on equities are listed without consideration of fees, commissions, taxes, penalties, or interest payable due to purchasing, holding, or selling.

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