EXR vs. VT
EXR (Extra Space Storage Inc.) is a stock, while VT (Vanguard Total World Stock ETF) is Global Equities fund tracking the FTSE Global All Cap Index. Over the past 10 years, EXR returned 9.41%/yr vs 13.20%/yr for VT. At a 0.46 correlation, their price movements are largely independent.
Performance
EXR vs. VT - 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 VT's 12.36% return. Over the past 10 years, EXR has underperformed VT with an annualized return of 9.41%, while VT has yielded a comparatively higher 13.20% 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%
VT
- 1D
- -0.06%
- 1M
- 1.64%
- YTD
- 12.36%
- 6M
- 12.14%
- 1Y
- 29.57%
- 3Y*
- 20.75%
- 5Y*
- 11.13%
- 10Y*
- 13.20%
EXR vs. VT - 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% |
VT Vanguard Total World Stock ETF | 12.36% | 22.43% | 16.49% | 22.02% | -18.00% | 18.27% | 16.59% | 26.81% | -9.76% | 24.50% |
Correlation
The correlation between EXR and VT is 0.26, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.26 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.38 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.44 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.34 |
Correlation (All Time) Calculated using the full available price history since Jun 26, 2008 | 0.46 |
Over the past year, the correlation between EXR and VT has dropped to 0.26 - well below their long-term average of 0.46, suggesting their price drivers have been diverging.
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Return for Risk
EXR vs. VT — Risk / Return Rank
EXR
VT
EXR vs. VT - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Extra Space Storage Inc. (EXR) and Vanguard Total World Stock ETF (VT). 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 | VT | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -2.03 | ||
| Sortino ratioReturn per unit of downside risk | -2.61 | ||
| Omega ratioGain probability vs. loss probability | 1.05 | 1.40 | -0.35 |
| Calmar ratioReturn relative to maximum drawdown | 0.28 | 3.07 | -2.79 |
| Martin ratioReturn relative to average drawdown | 0.57 | 13.35 | -12.78 |
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Drawdowns
EXR vs. VT - Drawdown Comparison
The maximum EXR drawdown since its inception was -71.22%, which is greater than VT's maximum drawdown of -50.27%. Use the drawdown chart below to compare losses from any high point for EXR and VT.
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Drawdown Indicators
| EXR | VT | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -71.22% | -50.27% | -20.95% |
Max Drawdown (1Y)Largest decline over 1 year | -16.70% | -9.67% | -7.03% |
Max Drawdown (3Y)Largest decline over 3 years | -33.78% | -16.51% | -17.27% |
Max Drawdown (5Y)Largest decline over 5 years | -51.36% | -26.38% | -24.98% |
Max Drawdown (10Y)Largest decline over 10 years | -51.36% | -34.24% | -17.12% |
Current DrawdownCurrent decline from peak | -22.32% | -0.77% | -21.55% |
Average DrawdownAverage peak-to-trough decline | -13.39% | -7.00% | -6.39% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 8.17% | 2.22% | +5.95% |
Volatility
EXR vs. VT - Volatility Comparison
Extra Space Storage Inc. (EXR) has a higher volatility of 5.60% compared to Vanguard Total World Stock ETF (VT) at 5.23%. This indicates that EXR's price experiences larger fluctuations and is considered to be riskier than VT based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| EXR | VT | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.60% | 5.23% | +0.37% |
Volatility (6M)Calculated over the trailing 6-month period | 16.83% | 11.12% | +5.71% |
Volatility (1Y)Calculated over the trailing 1-year period | 24.93% | 13.44% | +11.49% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 28.22% | 16.16% | +12.06% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 26.95% | 17.27% | +9.68% |
Dividends
EXR vs. VT - Dividend Comparison
EXR's dividend yield for the trailing twelve months is around 4.44%, more than VT's 1.58% 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% |
VT Vanguard Total World Stock ETF | 1.58% | 1.82% | 1.95% | 2.08% | 2.20% | 1.82% | 1.66% | 2.32% | 2.53% | 2.11% | 2.39% | 2.45% |
Frequently Asked Questions
EXR and VT have a correlation of 0.26, 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 VT (5.23%). In terms of maximum drawdown, EXR dropped -71.22% vs VT's -50.27%.
VT currently has the higher Sharpe Ratio (2.21 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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