EXR vs. VOO
Compare and contrast key facts about Extra Space Storage Inc. (EXR) and Vanguard S&P 500 ETF (VOO).
VOO is a passively managed fund by Vanguard that tracks the performance of the S&P 500 Index. It was launched on Sep 7, 2010.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: EXR or VOO.
Correlation
The correlation between EXR and VOO is 0.43, 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.
Performance
EXR vs. VOO - Performance Comparison
Key characteristics
EXR:
0.44
VOO:
0.57
EXR:
0.77
VOO:
0.92
EXR:
1.10
VOO:
1.13
EXR:
0.31
VOO:
0.58
EXR:
0.99
VOO:
2.42
EXR:
11.51%
VOO:
4.51%
EXR:
25.89%
VOO:
19.17%
EXR:
-71.35%
VOO:
-33.99%
EXR:
-28.70%
VOO:
-10.56%
Returns By Period
In the year-to-date period, EXR achieves a -4.10% return, which is significantly higher than VOO's -6.43% return. Both investments have delivered pretty close results over the past 10 years, with EXR having a 11.84% annualized return and VOO not far ahead at 12.02%.
EXR
-4.10%
-1.89%
-13.86%
9.77%
13.94%
11.84%
VOO
-6.43%
-4.99%
-5.02%
9.61%
15.88%
12.02%
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Risk-Adjusted Performance
EXR vs. VOO — Risk-Adjusted Performance Rank
EXR
VOO
EXR vs. VOO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Extra Space Storage Inc. (EXR) and Vanguard S&P 500 ETF (VOO). 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.
Dividends
EXR vs. VOO - Dividend Comparison
EXR's dividend yield for the trailing twelve months is around 4.57%, more than VOO's 1.39% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
EXR Extra Space Storage Inc. | 4.57% | 4.33% | 4.04% | 4.08% | 1.98% | 3.11% | 3.37% | 3.71% | 3.57% | 3.79% | 2.54% | 3.09% |
VOO Vanguard S&P 500 ETF | 1.39% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% |
Drawdowns
EXR vs. VOO - Drawdown Comparison
The maximum EXR drawdown since its inception was -71.35%, which is greater than VOO's maximum drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for EXR and VOO. For additional features, visit the drawdowns tool.
Volatility
EXR vs. VOO - Volatility Comparison
The current volatility for Extra Space Storage Inc. (EXR) is 12.50%, while Vanguard S&P 500 ETF (VOO) has a volatility of 13.97%. This indicates that EXR experiences smaller price fluctuations and is considered to be less risky than VOO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.