EXR vs. BNDX
EXR (Extra Space Storage Inc.) is a stock, while BNDX (Vanguard Total International Bond ETF) is Global Bonds fund tracking the Bloomberg Global Aggregate ex-USD Float Adjusted RIC Capped Index (USD Hedged). Over the past 10 years, EXR returned 9.41%/yr vs 1.72%/yr for BNDX. At a 0.17 correlation, their price movements are largely independent.
Performance
EXR vs. BNDX - Performance Comparison
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Returns By Period
In the year-to-date period, EXR achieves a 14.71% return, which is significantly higher than BNDX's 1.04% return. Over the past 10 years, EXR has outperformed BNDX with an annualized return of 9.41%, while BNDX has yielded a comparatively lower 1.72% annualized return.
EXR
- 1D
- 0.52%
- 1M
- 3.05%
- YTD
- 14.71%
- 6M
- 14.24%
- 1Y
- 4.67%
- 3Y*
- 5.47%
- 5Y*
- 1.60%
- 10Y*
- 9.41%
BNDX
- 1D
- -0.17%
- 1M
- 0.67%
- YTD
- 1.04%
- 6M
- 1.23%
- 1Y
- 2.08%
- 3Y*
- 4.14%
- 5Y*
- 0.42%
- 10Y*
- 1.72%
EXR vs. BNDX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
EXR Extra Space Storage Inc. | 14.71% | -8.92% | -2.81% | 13.86% | -32.82% | 100.98% | 13.64% | 20.71% | 7.29% | 17.83% |
BNDX Vanguard Total International Bond ETF | 1.04% | 2.86% | 3.57% | 8.77% | -12.76% | -2.29% | 4.65% | 7.87% | 2.81% | 2.40% |
Correlation
The correlation between EXR and BNDX is 0.36, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.36 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.28 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.23 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.20 |
Correlation (All Time) Calculated using the full available price history since Jun 4, 2013 | 0.17 |
The correlation between EXR and BNDX shifts across timeframes, from 0.17 (all time) to 0.36 (1 year), reflecting how their relationship changes across market environments.
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Return for Risk
EXR vs. BNDX — Risk / Return Rank
EXR
BNDX
EXR vs. BNDX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Extra Space Storage Inc. (EXR) and Vanguard Total International Bond ETF (BNDX). 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.
| EXR | BNDX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.42 | ||
| Sortino ratioReturn per unit of downside risk | -0.47 | ||
| Omega ratioGain probability vs. loss probability | 1.05 | 1.11 | -0.06 |
| Calmar ratioReturn relative to maximum drawdown | 0.28 | 0.71 | -0.43 |
| Martin ratioReturn relative to average drawdown | 0.57 | 1.97 | -1.39 |
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Drawdowns
EXR vs. BNDX - Drawdown Comparison
The maximum EXR drawdown since its inception was -71.22%, which is greater than BNDX's maximum drawdown of -16.23%. Use the drawdown chart below to compare losses from any high point for EXR and BNDX.
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Drawdown Indicators
| EXR | BNDX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -71.22% | -16.23% | -54.99% |
Max Drawdown (1Y)Largest decline over 1 year | -16.70% | -2.93% | -13.77% |
Max Drawdown (3Y)Largest decline over 3 years | -33.78% | -2.93% | -30.85% |
Max Drawdown (5Y)Largest decline over 5 years | -51.36% | -15.86% | -35.50% |
Max Drawdown (10Y)Largest decline over 10 years | -51.36% | -16.23% | -35.13% |
Current DrawdownCurrent decline from peak | -22.32% | -1.00% | -21.32% |
Average DrawdownAverage peak-to-trough decline | -13.39% | -3.10% | -10.29% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 8.17% | 1.06% | +7.11% |
Volatility
EXR vs. BNDX - Volatility Comparison
Extra Space Storage Inc. (EXR) has a higher volatility of 5.60% compared to Vanguard Total International Bond ETF (BNDX) at 0.96%. This indicates that EXR's price experiences larger fluctuations and is considered to be riskier than BNDX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| EXR | BNDX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.60% | 0.96% | +4.64% |
Volatility (6M)Calculated over the trailing 6-month period | 16.83% | 2.97% | +13.86% |
Volatility (1Y)Calculated over the trailing 1-year period | 24.93% | 3.46% | +21.47% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 28.22% | 4.89% | +23.33% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 26.95% | 4.10% | +22.85% |
Dividends
EXR vs. BNDX - Dividend Comparison
EXR's dividend yield for the trailing twelve months is around 4.44%, which matches BNDX's 4.47% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BNDX Vanguard Total International Bond ETF | 4.47% | 4.39% | 4.18% | 4.42% | 1.51% | 3.74% | 1.11% | 3.40% | 3.01% | 2.23% | 1.89% | 1.63% |
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% |
Frequently Asked Questions
EXR and BNDX have a correlation of 0.36, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
EXR has higher volatility (5.60%) compared to BNDX (0.96%). In terms of maximum drawdown, EXR dropped -71.22% vs BNDX's -16.23%.
BNDX currently has the higher Sharpe Ratio (0.61 vs 0.19), 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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