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NSA vs. VOO
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

Correlation

The correlation between NSA and VOO is 0.36, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.


Performance

NSA vs. VOO - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in National Storage Affiliates Trust (NSA) and Vanguard S&P 500 ETF (VOO). The values are adjusted to include any dividend payments, if applicable.

200.00%250.00%300.00%350.00%400.00%December2025FebruaryMarchAprilMay
336.17%
216.56%
NSA
VOO

Key characteristics

Sharpe Ratio

NSA:

0.23

VOO:

0.63

Sortino Ratio

NSA:

0.51

VOO:

1.00

Omega Ratio

NSA:

1.06

VOO:

1.15

Calmar Ratio

NSA:

0.15

VOO:

0.65

Martin Ratio

NSA:

0.43

VOO:

2.54

Ulcer Index

NSA:

15.09%

VOO:

4.78%

Daily Std Dev

NSA:

28.12%

VOO:

19.12%

Max Drawdown

NSA:

-55.05%

VOO:

-33.99%

Current Drawdown

NSA:

-38.04%

VOO:

-8.57%

Returns By Period

In the year-to-date period, NSA achieves a -3.59% return, which is significantly higher than VOO's -4.35% return. Over the past 10 years, NSA has outperformed VOO with an annualized return of 15.93%, while VOO has yielded a comparatively lower 12.23% annualized return.


NSA

YTD

-3.59%

1M

2.33%

6M

-14.87%

1Y

4.23%

5Y*

10.50%

10Y*

15.93%

VOO

YTD

-4.35%

1M

10.32%

6M

-2.47%

1Y

9.64%

5Y*

16.03%

10Y*

12.23%

*Annualized

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Risk-Adjusted Performance

NSA vs. VOO — Risk-Adjusted Performance Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

NSA
The Risk-Adjusted Performance Rank of NSA is 5555
Overall Rank
The Sharpe Ratio Rank of NSA is 6060
Sharpe Ratio Rank
The Sortino Ratio Rank of NSA is 5151
Sortino Ratio Rank
The Omega Ratio Rank of NSA is 5050
Omega Ratio Rank
The Calmar Ratio Rank of NSA is 5858
Calmar Ratio Rank
The Martin Ratio Rank of NSA is 5757
Martin Ratio Rank

VOO
The Risk-Adjusted Performance Rank of VOO is 6060
Overall Rank
The Sharpe Ratio Rank of VOO is 5757
Sharpe Ratio Rank
The Sortino Ratio Rank of VOO is 5858
Sortino Ratio Rank
The Omega Ratio Rank of VOO is 6161
Omega Ratio Rank
The Calmar Ratio Rank of VOO is 6363
Calmar Ratio Rank
The Martin Ratio Rank of VOO is 6161
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

NSA vs. VOO - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for National Storage Affiliates Trust (NSA) 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.


The current NSA Sharpe Ratio is 0.23, which is lower than the VOO Sharpe Ratio of 0.63. The chart below compares the historical Sharpe Ratios of NSA and VOO, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


Rolling 12-month Sharpe Ratio0.001.002.003.00December2025FebruaryMarchAprilMay
0.23
0.63
NSA
VOO

Dividends

NSA vs. VOO - Dividend Comparison

NSA's dividend yield for the trailing twelve months is around 6.28%, more than VOO's 1.36% yield.


TTM20242023202220212020201920182017201620152014
NSA
National Storage Affiliates Trust
6.28%5.94%5.38%5.95%2.30%3.75%3.78%4.38%3.82%3.99%3.15%0.00%
VOO
Vanguard S&P 500 ETF
1.36%1.24%1.46%1.69%1.25%1.54%1.88%2.06%1.78%2.02%2.10%1.85%

Drawdowns

NSA vs. VOO - Drawdown Comparison

The maximum NSA drawdown since its inception was -55.05%, which is greater than VOO's maximum drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for NSA and VOO. For additional features, visit the drawdowns tool.


-40.00%-30.00%-20.00%-10.00%0.00%December2025FebruaryMarchAprilMay
-38.04%
-8.57%
NSA
VOO

Volatility

NSA vs. VOO - Volatility Comparison

National Storage Affiliates Trust (NSA) has a higher volatility of 13.12% compared to Vanguard S&P 500 ETF (VOO) at 11.27%. This indicates that NSA's price experiences larger fluctuations and is considered to be riskier than VOO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


2.00%4.00%6.00%8.00%10.00%12.00%14.00%December2025FebruaryMarchAprilMay
13.12%
11.27%
NSA
VOO