NNN vs. EXR
Compare and contrast key facts about National Retail Properties, Inc. (NNN) and Extra Space Storage Inc. (EXR).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: NNN or EXR.
Correlation
The correlation between NNN and EXR is 0.60, 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
NNN vs. EXR - Performance Comparison
Key characteristics
NNN:
0.34
EXR:
0.13
NNN:
0.61
EXR:
0.34
NNN:
1.07
EXR:
1.04
NNN:
0.30
EXR:
0.09
NNN:
0.67
EXR:
0.31
NNN:
9.68%
EXR:
10.48%
NNN:
19.15%
EXR:
24.37%
NNN:
-56.17%
EXR:
-71.35%
NNN:
-12.77%
EXR:
-27.55%
Fundamentals
NNN:
$7.88B
EXR:
$31.94B
NNN:
$2.15
EXR:
$4.03
NNN:
19.48
EXR:
35.77
NNN:
4.92
EXR:
3.75
NNN:
$653.86M
EXR:
$2.46B
NNN:
$502.82M
EXR:
$1.58B
NNN:
$629.66M
EXR:
$1.75B
Returns By Period
In the year-to-date period, NNN achieves a 4.07% return, which is significantly higher than EXR's -2.54% return. Over the past 10 years, NNN has underperformed EXR with an annualized return of 4.88%, while EXR has yielded a comparatively higher 11.75% annualized return.
NNN
4.07%
-1.30%
-10.97%
7.09%
15.63%
4.88%
EXR
-2.54%
-4.97%
-16.45%
3.54%
12.53%
11.75%
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Risk-Adjusted Performance
NNN vs. EXR — Risk-Adjusted Performance Rank
NNN
EXR
NNN vs. EXR - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for National Retail Properties, Inc. (NNN) and Extra Space Storage Inc. (EXR). 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
NNN vs. EXR - Dividend Comparison
NNN's dividend yield for the trailing twelve months is around 5.50%, more than EXR's 4.50% yield.
TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|
NNN National Retail Properties, Inc. | 5.50% | 5.61% | 5.17% | 4.72% | 4.37% | 5.06% | 3.79% | 4.02% | 4.31% | 4.03% | 4.27% | 4.19% |
EXR Extra Space Storage Inc. | 4.50% | 4.33% | 4.04% | 4.08% | 1.98% | 3.11% | 3.37% | 3.71% | 3.57% | 3.79% | 2.54% | 3.09% |
Drawdowns
NNN vs. EXR - Drawdown Comparison
The maximum NNN drawdown since its inception was -56.17%, smaller than the maximum EXR drawdown of -71.35%. Use the drawdown chart below to compare losses from any high point for NNN and EXR. For additional features, visit the drawdowns tool.
Volatility
NNN vs. EXR - Volatility Comparison
The current volatility for National Retail Properties, Inc. (NNN) is 3.88%, while Extra Space Storage Inc. (EXR) has a volatility of 6.68%. This indicates that NNN experiences smaller price fluctuations and is considered to be less risky than EXR based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Financials
NNN vs. EXR - Financials Comparison
This section allows you to compare key financial metrics between National Retail Properties, Inc. and Extra Space Storage 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
User Portfolios with NNN or EXR
Recent discussions
Market filter for screeners
Scott Allen
VUG vs FOCPX
FOCPX vs VUG is absolutely incorrect. I ran the same comparison on Morning star and FOCPX has out performed but your graph shows the opposite.
what is the source of this data. is it trust worthy.
SK
Basis of calculations: historical or modelled?
Hi,
I am new to Portfolioslab. I cannot find any statement describing whether returns and heat maps of users' and lazy's portfolios are based on actual historical data, or are simply modelled on the basis of current portfolio composition.
I would greatly appreciate a clarification.
Thanks
Luca