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

Correlation

The correlation between EXR and NSA is 0.37, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.


-0.50.00.51.0
Correlation: 0.4

Performance

EXR vs. NSA - Performance Comparison

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

200.00%250.00%300.00%350.00%400.00%NovemberDecember2025FebruaryMarchApril
201.11%
336.78%
EXR
NSA

Key characteristics

Sharpe Ratio

EXR:

0.40

NSA:

0.25

Sortino Ratio

EXR:

0.71

NSA:

0.55

Omega Ratio

EXR:

1.09

NSA:

1.07

Calmar Ratio

EXR:

0.28

NSA:

0.16

Martin Ratio

EXR:

0.88

NSA:

0.48

Ulcer Index

EXR:

11.59%

NSA:

14.61%

Daily Std Dev

EXR:

25.88%

NSA:

27.76%

Max Drawdown

EXR:

-71.35%

NSA:

-55.05%

Current Drawdown

EXR:

-29.11%

NSA:

-37.96%

Fundamentals

Market Cap

EXR:

$31.43B

NSA:

$5.59B

EPS

EXR:

$4.03

NSA:

$1.18

PE Ratio

EXR:

35.20

NSA:

30.85

PEG Ratio

EXR:

3.59

NSA:

3.14

PS Ratio

EXR:

9.42

NSA:

7.40

PB Ratio

EXR:

2.15

NSA:

3.79

Total Revenue (TTM)

EXR:

$2.46B

NSA:

$574.19M

Gross Profit (TTM)

EXR:

$1.58B

NSA:

$370.32M

EBITDA (TTM)

EXR:

$1.75B

NSA:

$357.94M

Returns By Period

In the year-to-date period, EXR achieves a -4.65% return, which is significantly lower than NSA's -3.46% return. Over the past 10 years, EXR has underperformed NSA with an annualized return of 11.76%, while NSA has yielded a comparatively higher 15.75% annualized return.


EXR

YTD

-4.65%

1M

-3.11%

6M

-13.39%

1Y

9.80%

5Y*

13.80%

10Y*

11.76%

NSA

YTD

-3.46%

1M

-5.38%

6M

-13.42%

1Y

8.21%

5Y*

10.71%

10Y*

15.75%

*Annualized

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Risk-Adjusted Performance

EXR vs. NSA — Risk-Adjusted Performance Rank

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

EXR
The Risk-Adjusted Performance Rank of EXR is 6262
Overall Rank
The Sharpe Ratio Rank of EXR is 6767
Sharpe Ratio Rank
The Sortino Ratio Rank of EXR is 5858
Sortino Ratio Rank
The Omega Ratio Rank of EXR is 5656
Omega Ratio Rank
The Calmar Ratio Rank of EXR is 6565
Calmar Ratio Rank
The Martin Ratio Rank of EXR is 6363
Martin Ratio Rank

NSA
The Risk-Adjusted Performance Rank of NSA is 5757
Overall Rank
The Sharpe Ratio Rank of NSA is 6363
Sharpe Ratio Rank
The Sortino Ratio Rank of NSA is 5353
Sortino Ratio Rank
The Omega Ratio Rank of NSA is 5252
Omega Ratio Rank
The Calmar Ratio Rank of NSA is 6060
Calmar Ratio Rank
The Martin Ratio Rank of NSA is 5959
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.

EXR vs. NSA - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Extra Space Storage Inc. (EXR) and National Storage Affiliates Trust (NSA). 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.


The chart of Sharpe ratio for EXR, currently valued at 0.40, compared to the broader market-2.00-1.000.001.002.003.00
EXR: 0.40
NSA: 0.25
The chart of Sortino ratio for EXR, currently valued at 0.71, compared to the broader market-6.00-4.00-2.000.002.004.00
EXR: 0.71
NSA: 0.55
The chart of Omega ratio for EXR, currently valued at 1.09, compared to the broader market0.501.001.502.00
EXR: 1.09
NSA: 1.07
The chart of Calmar ratio for EXR, currently valued at 0.28, compared to the broader market0.001.002.003.004.005.00
EXR: 0.28
NSA: 0.16
The chart of Martin ratio for EXR, currently valued at 0.88, compared to the broader market-5.000.005.0010.0015.0020.00
EXR: 0.88
NSA: 0.48

The current EXR Sharpe Ratio is 0.40, which is higher than the NSA Sharpe Ratio of 0.25. The chart below compares the historical Sharpe Ratios of EXR and NSA, 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 Ratio-0.500.000.501.001.502.00NovemberDecember2025FebruaryMarchApril
0.40
0.25
EXR
NSA

Dividends

EXR vs. NSA - Dividend Comparison

EXR's dividend yield for the trailing twelve months is around 4.59%, less than NSA's 6.27% yield.


TTM20242023202220212020201920182017201620152014
EXR
Extra Space Storage Inc.
4.59%4.33%4.04%4.08%1.98%3.11%3.37%3.71%3.57%3.79%2.54%3.09%
NSA
National Storage Affiliates Trust
6.27%5.94%5.38%5.95%2.30%3.75%3.78%4.38%3.82%3.99%3.15%0.00%

Drawdowns

EXR vs. NSA - Drawdown Comparison

The maximum EXR drawdown since its inception was -71.35%, which is greater than NSA's maximum drawdown of -55.05%. Use the drawdown chart below to compare losses from any high point for EXR and NSA. For additional features, visit the drawdowns tool.


-50.00%-40.00%-30.00%-20.00%-10.00%NovemberDecember2025FebruaryMarchApril
-29.11%
-37.96%
EXR
NSA

Volatility

EXR vs. NSA - Volatility Comparison

The current volatility for Extra Space Storage Inc. (EXR) is 12.49%, while National Storage Affiliates Trust (NSA) has a volatility of 14.24%. This indicates that EXR experiences smaller price fluctuations and is considered to be less risky than NSA based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


4.00%6.00%8.00%10.00%12.00%14.00%NovemberDecember2025FebruaryMarchApril
12.49%
14.24%
EXR
NSA

Financials

EXR vs. NSA - Financials Comparison

This section allows you to compare key financial metrics between Extra Space Storage Inc. and National Storage Affiliates Trust. 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