EXR vs. PLD
EXR (Extra Space Storage Inc.) and PLD (Prologis, Inc.) are both stocks. Both are in the Real Estate sector — EXR in REIT - Specialty, PLD in REIT - Industrial. Over the past 10 years, EXR returned 9.41%/yr vs 14.78%/yr for PLD. A 0.64 correlation means they provide meaningful diversification when combined.
Performance
EXR vs. PLD - Performance Comparison
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Returns By Period
The year-to-date returns for both stocks are quite close, with EXR having a 14.71% return and PLD slightly lower at 14.40%. Over the past 10 years, EXR has underperformed PLD with an annualized return of 9.41%, while PLD has yielded a comparatively higher 14.78% 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%
PLD
- 1D
- 2.34%
- 1M
- -0.70%
- YTD
- 14.40%
- 6M
- 14.46%
- 1Y
- 40.50%
- 3Y*
- 10.63%
- 5Y*
- 6.52%
- 10Y*
- 14.78%
EXR vs. PLD - 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% |
PLD Prologis, Inc. | 14.40% | 25.08% | -18.12% | 21.58% | -31.33% | 72.33% | 14.74% | 55.87% | -6.25% | 25.94% |
Correlation
The correlation between EXR and PLD is 0.60, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.60 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.63 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.66 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.62 |
Correlation (All Time) Calculated using the full available price history since Aug 16, 2004 | 0.64 |
The correlation between EXR and PLD has been stable across timeframes, ranging from 0.60 to 0.66 - a consistent structural relationship.
Fundamentals
EXR:
$32.18B
PLD:
$137.73B
EXR:
$4.36
PLD:
$3.88
EXR:
33.47
PLD:
37.03
EXR:
9.31
PLD:
15.38
EXR:
2.41
PLD:
2.58
EXR:
$3.39B
PLD:
$8.95B
EXR:
$345.79M
PLD:
$3.88B
EXR:
$2.91B
PLD:
$7.71B
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Return for Risk
EXR vs. PLD — Risk / Return Rank
EXR
PLD
EXR vs. PLD - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Extra Space Storage Inc. (EXR) and Prologis, Inc. (PLD). 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 | PLD | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.67 | ||
| Sortino ratioReturn per unit of downside risk | -2.23 | ||
| Omega ratioGain probability vs. loss probability | 1.05 | 1.32 | -0.27 |
| Calmar ratioReturn relative to maximum drawdown | 0.28 | 4.24 | -3.96 |
| Martin ratioReturn relative to average drawdown | 0.57 | 13.95 | -13.38 |
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Drawdowns
EXR vs. PLD - Drawdown Comparison
The maximum EXR drawdown since its inception was -71.22%, smaller than the maximum PLD drawdown of -84.70%. Use the drawdown chart below to compare losses from any high point for EXR and PLD.
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Drawdown Indicators
| EXR | PLD | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -71.22% | -84.70% | +13.48% |
Max Drawdown (1Y)Largest decline over 1 year | -16.70% | -9.59% | -7.11% |
Max Drawdown (3Y)Largest decline over 3 years | -33.78% | -31.37% | -2.41% |
Max Drawdown (5Y)Largest decline over 5 years | -51.36% | -43.30% | -8.06% |
Max Drawdown (10Y)Largest decline over 10 years | -51.36% | -43.30% | -8.06% |
Current DrawdownCurrent decline from peak | -22.32% | -5.30% | -17.02% |
Average DrawdownAverage peak-to-trough decline | -13.39% | -17.35% | +3.96% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 8.17% | 2.91% | +5.26% |
Volatility
EXR vs. PLD - Volatility Comparison
The current volatility for Extra Space Storage Inc. (EXR) is 5.60%, while Prologis, Inc. (PLD) has a volatility of 7.46%. This indicates that EXR experiences smaller price fluctuations and is considered to be less risky than PLD based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| EXR | PLD | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.60% | 7.46% | -1.86% |
Volatility (6M)Calculated over the trailing 6-month period | 16.83% | 15.05% | +1.78% |
Volatility (1Y)Calculated over the trailing 1-year period | 24.93% | 21.90% | +3.03% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 28.22% | 26.98% | +1.24% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 26.95% | 27.04% | -0.09% |
Dividends
EXR vs. PLD - Dividend Comparison
EXR's dividend yield for the trailing twelve months is around 4.44%, more than PLD's 2.89% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
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% |
PLD Prologis, Inc. | 2.89% | 3.16% | 3.63% | 2.61% | 2.80% | 1.50% | 2.33% | 2.38% | 3.27% | 2.73% | 3.18% | 3.54% |
Financials
EXR vs. PLD - Financials Comparison
This section allows you to compare key financial metrics between Extra Space Storage Inc. and Prologis, 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
EXR vs. PLD - Profitability Comparison
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%.
PLD - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Prologis, Inc. reported a gross profit of 232.54M and revenue of 2.30B. Therefore, the gross margin over that period was 10.1%.
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%.
PLD - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Prologis, Inc. reported an operating income of 827.03M and revenue of 2.30B, resulting in an operating margin of 36.0%.
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%.
PLD - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Prologis, Inc. reported a net income of 981.98M and revenue of 2.30B, resulting in a net margin of 42.7%.
Frequently Asked Questions
EXR and PLD have a correlation of 0.60, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
PLD has higher volatility (7.46%) compared to EXR (5.60%). In terms of maximum drawdown, EXR dropped -71.22% vs PLD's -84.70%.
PLD currently has the higher Sharpe Ratio (1.86 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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