IRT vs. SPG
Compare and contrast key facts about Independence Realty Trust, Inc. (IRT) and Simon Property Group, Inc. (SPG).
Performance
IRT vs. SPG - Performance Comparison
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IRT vs. SPG - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
IRT Independence Realty Trust, Inc. | -13.84% | -8.55% | 34.27% | -5.58% | -32.88% | 98.03% | 0.28% | 62.55% | -1.90% | 21.74% |
SPG Simon Property Group, Inc. | 1.93% | 12.94% | 26.92% | 29.24% | -21.91% | 95.72% | -38.64% | -6.74% | 2.55% | 0.98% |
Fundamentals
IRT:
$0.10
SPG:
$7.18
IRT:
152.87
SPG:
25.98
IRT:
15.87
SPG:
1.07
IRT:
7.26
SPG:
6.39
IRT:
$490.57M
SPG:
$6.36B
IRT:
$285.24M
SPG:
$5.33B
IRT:
$262.53M
SPG:
$4.69B
Returns By Period
In the year-to-date period, IRT achieves a -13.84% return, which is significantly lower than SPG's 1.93% return. Over the past 10 years, IRT has outperformed SPG with an annualized return of 13.23%, while SPG has yielded a comparatively lower 4.07% annualized return.
IRT
- 1D
- 0.54%
- 1M
- -9.11%
- YTD
- -13.84%
- 6M
- -7.22%
- 1Y
- -26.93%
- 3Y*
- 1.36%
- 5Y*
- 2.58%
- 10Y*
- 13.23%
SPG
- 1D
- 2.29%
- 1M
- -7.44%
- YTD
- 1.93%
- 6M
- 1.78%
- 1Y
- 17.91%
- 3Y*
- 24.98%
- 5Y*
- 16.40%
- 10Y*
- 4.07%
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Return for Risk
IRT vs. SPG — Risk / Return Rank
IRT
SPG
IRT vs. SPG - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Independence Realty Trust, Inc. (IRT) and Simon Property Group, Inc. (SPG). 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.
| IRT | SPG | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | -1.13 | 0.72 | -1.85 |
Sortino ratioReturn per unit of downside risk | -1.55 | 1.11 | -2.66 |
Omega ratioGain probability vs. loss probability | 0.81 | 1.16 | -0.35 |
Calmar ratioReturn relative to maximum drawdown | -0.91 | 1.09 | -2.00 |
Martin ratioReturn relative to average drawdown | -1.38 | 3.81 | -5.19 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| IRT | SPG | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | -1.13 | 0.72 | -1.85 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.10 | 0.62 | -0.52 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.44 | 0.11 | +0.33 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.37 | 0.38 | 0.00 |
Correlation
The correlation between IRT and SPG is 0.48, 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.
Dividends
IRT vs. SPG - Dividend Comparison
IRT's dividend yield for the trailing twelve months is around 4.57%, less than SPG's 4.64% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IRT Independence Realty Trust, Inc. | 4.57% | 3.83% | 3.23% | 4.05% | 3.20% | 2.24% | 4.02% | 5.11% | 7.84% | 7.14% | 8.07% | 9.59% |
SPG Simon Property Group, Inc. | 4.64% | 4.62% | 4.70% | 5.22% | 5.87% | 3.66% | 7.04% | 5.57% | 4.70% | 4.16% | 3.66% | 3.11% |
Drawdowns
IRT vs. SPG - Drawdown Comparison
The maximum IRT drawdown since its inception was -56.46%, smaller than the maximum SPG drawdown of -77.00%. Use the drawdown chart below to compare losses from any high point for IRT and SPG.
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Drawdown Indicators
| IRT | SPG | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -56.46% | -77.00% | +20.54% |
Max Drawdown (1Y)Largest decline over 1 year | -28.07% | -17.63% | -10.44% |
Max Drawdown (5Y)Largest decline over 5 years | -54.73% | -45.84% | -8.89% |
Max Drawdown (10Y)Largest decline over 10 years | -56.46% | -77.00% | +20.54% |
Current DrawdownCurrent decline from peak | -38.76% | -7.44% | -31.32% |
Average DrawdownAverage peak-to-trough decline | -16.34% | -13.91% | -2.43% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 18.57% | 5.04% | +13.53% |
Volatility
IRT vs. SPG - Volatility Comparison
The current volatility for Independence Realty Trust, Inc. (IRT) is 4.74%, while Simon Property Group, Inc. (SPG) has a volatility of 6.96%. This indicates that IRT experiences smaller price fluctuations and is considered to be less risky than SPG based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| IRT | SPG | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.74% | 6.96% | -2.22% |
Volatility (6M)Calculated over the trailing 6-month period | 15.18% | 13.45% | +1.73% |
Volatility (1Y)Calculated over the trailing 1-year period | 24.07% | 24.97% | -0.90% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 27.12% | 26.74% | +0.38% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 29.91% | 37.07% | -7.16% |
Financials
IRT vs. SPG - Financials Comparison
This section allows you to compare key financial metrics between Independence Realty Trust, Inc. and Simon Property Group, 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