LOB vs. PLD
LOB (Live Oak Bancshares, Inc.) and PLD (Prologis, Inc.) are both stocks. LOB operates in Banks - Regional (Financial Services), while PLD operates in REIT - Industrial (Real Estate). Over the past 10 years, LOB returned 13.02%/yr vs 13.48%/yr for PLD. Their 0.29 correlation means their historical movements had little consistent relationship.
Performance
LOB vs. PLD - Performance Comparison
Loading charts...
Returns By Period
In the year-to-date period, LOB achieves a 24.80% return, which is significantly higher than PLD's 15.02% return. Both investments have delivered pretty close results over the past 10 years, with LOB having a 13.02% annualized return and PLD not far ahead at 13.48%.
LOB
- 1D
- 0.80%
- 1M
- 4.26%
- 6M
- 7.28%
- YTD
- 24.80%
- 1Y
- 38.48%
- 3Y*
- 4.94%
- 5Y*
- -6.29%
- 10Y*
- 13.02%
- ALL TIME*
- 8.35%
PLD
- 1D
- -1.08%
- 1M
- 3.72%
- 6M
- 12.46%
- YTD
- 15.02%
- 1Y
- 42.31%
- 3Y*
- 8.62%
- 5Y*
- 5.46%
- 10Y*
- 13.48%
- ALL TIME*
- 11.78%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $10.30M | $9.43M | $10.13M | |
| $720.86M | $630.79M | $561.34M |
LOB vs. PLD - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
LOB Live Oak Bancshares, Inc. | 24.80% | -12.82% | -12.82% | 51.27% | -65.30% | 84.27% | 151.15% | 29.26% | -37.60% | 29.47% |
PLD Prologis, Inc. | 15.02% | 25.08% | -18.12% | 21.58% | -31.33% | 72.33% | 14.74% | 55.87% | -6.25% | 25.94% |
Correlation
The correlation between LOB and PLD is 0.40, which is low. Their historical price movements had little consistent relationship.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.40 |
Correlation (3Y) Balances recent behavior with more history. | 0.43 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.41 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.30 |
Correlation (All Time) Calculated using the full available price history since Jul 23, 2015 | 0.29 |
The correlation between LOB and PLD shifts across timeframes, from 0.29 (all time) to 0.43 (3 years), reflecting how their relationship changes across market environments.
Fundamentals
LOB:
$1.98B
PLD:
$134.83B
LOB:
$2.90
PLD:
$4.39
LOB:
14.75
PLD:
32.90
LOB:
1.84
PLD:
15.07
LOB:
$807.78M
PLD:
$9.19B
LOB:
$414.82M
PLD:
$2.67B
LOB:
$174.02M
PLD:
$8.35B
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Return for Risk
LOB vs. PLD — Risk / Return Rank
LOB
PLD
LOB vs. PLD - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Live Oak Bancshares, Inc. (LOB) 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.
| LOB | PLD | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.75 | ||
| Sortino ratioReturn per unit of downside risk | -1.01 | ||
| Omega ratioGain probability vs. loss probability | 1.20 | 1.32 | -0.12 |
| Calmar ratioReturn relative to maximum drawdown | 1.50 | 4.17 | -2.67 |
| Martin ratioReturn relative to average drawdown | 3.19 | 13.21 | -10.02 |
Loading charts...
Drawdowns
LOB vs. PLD - Drawdown Comparison
The maximum LOB drawdown since its inception was -79.41%, smaller than the maximum PLD drawdown of -84.70%. Use the drawdown chart below to compare losses from any high point for LOB and PLD.
Loading charts...
Drawdown Indicators
| LOB | PLD | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -79.41% | -84.70% | +5.29% |
Max Drawdown (1Y)Largest decline over 1 year | -23.99% | -9.59% | -14.40% |
Max Drawdown (3Y)Largest decline over 3 years | -53.79% | -31.37% | -22.42% |
Max Drawdown (5Y)Largest decline over 5 years | -79.41% | -43.30% | -36.11% |
Max Drawdown (10Y)Largest decline over 10 years | -79.41% | -43.30% | -36.11% |
Current DrawdownCurrent decline from peak | -55.54% | -4.78% | -50.76% |
Average DrawdownAverage peak-to-trough decline | -39.40% | -17.30% | -22.10% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 11.25% | 3.02% | +8.23% |
Volatility
LOB vs. PLD - Volatility Comparison
Live Oak Bancshares, Inc. (LOB) has a higher volatility of 8.45% compared to Prologis, Inc. (PLD) at 7.75%. This indicates that LOB's price experiences larger fluctuations and is considered to be riskier than PLD based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading charts...
Volatility by Period
| LOB | PLD | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 8.45% | 7.75% | +0.70% |
Volatility (6M)Calculated over the trailing 6-month period | 23.05% | 16.25% | +6.80% |
Volatility (1Y)Calculated over the trailing 1-year period | 34.30% | 22.30% | +12.00% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 47.41% | 27.19% | +20.22% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 47.26% | 27.08% | +20.18% |
Dividends
LOB vs. PLD - Dividend Comparison
LOB's dividend yield for the trailing twelve months is around 0.28%, less than PLD's 2.88% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
LOB Live Oak Bancshares, Inc. | 0.28% | 0.35% | 0.30% | 0.26% | 0.40% | 0.14% | 0.25% | 0.63% | 0.81% | 0.42% | 0.38% | 0.14% |
PLD Prologis, Inc. | 2.88% | 3.16% | 3.63% | 2.61% | 2.80% | 1.50% | 2.33% | 2.38% | 3.27% | 2.73% | 3.18% | 3.54% |
Financials
LOB vs. PLD - Financials Comparison
This section allows you to compare key financial metrics between Live Oak Bancshares, 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
Frequently Asked Questions
LOB and PLD have a correlation of 0.40, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
LOB has higher volatility (8.45%) compared to PLD (7.75%). In terms of maximum drawdown, LOB dropped -79.41% vs PLD's -84.70%.
PLD currently has the higher Sharpe Ratio (1.80 vs 1.05), 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.
Find the right allocation for LOB and PLD
Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.
Open Portfolio Optimizer