SPG vs. ARE
Compare and contrast key facts about Simon Property Group, Inc. (SPG) and Alexandria Real Estate Equities, Inc. (ARE).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: SPG or ARE.
Correlation
The correlation between SPG and ARE 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.
Performance
SPG vs. ARE - Performance Comparison
Key characteristics
SPG:
0.57
ARE:
-1.12
SPG:
0.92
ARE:
-1.57
SPG:
1.13
ARE:
0.82
SPG:
0.63
ARE:
-0.51
SPG:
2.47
ARE:
-1.87
SPG:
6.18%
ARE:
16.88%
SPG:
26.56%
ARE:
28.17%
SPG:
-77.00%
ARE:
-71.87%
SPG:
-15.78%
ARE:
-60.41%
Fundamentals
SPG:
$56.81B
ARE:
$13.31B
SPG:
$7.39
ARE:
$1.82
SPG:
20.74
ARE:
42.29
SPG:
4.44
ARE:
844.20
SPG:
9.53
ARE:
4.26
SPG:
17.24
ARE:
0.74
SPG:
$4.52B
ARE:
$1.66B
SPG:
$3.48B
ARE:
$584.16M
SPG:
$3.32B
ARE:
$1.65B
Returns By Period
In the year-to-date period, SPG achieves a -8.17% return, which is significantly higher than ARE's -19.69% return. Over the past 10 years, SPG has outperformed ARE with an annualized return of 3.08%, while ARE has yielded a comparatively lower 1.38% annualized return.
SPG
-8.17%
-5.77%
-7.75%
14.92%
32.23%
3.08%
ARE
-19.69%
-18.38%
-31.75%
-32.15%
-9.24%
1.38%
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Risk-Adjusted Performance
SPG vs. ARE — Risk-Adjusted Performance Rank
SPG
ARE
SPG vs. ARE - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Simon Property Group, Inc. (SPG) and Alexandria Real Estate Equities, Inc. (ARE). 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
SPG vs. ARE - Dividend Comparison
SPG's dividend yield for the trailing twelve months is around 5.28%, less than ARE's 6.78% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SPG Simon Property Group, Inc. | 5.28% | 4.70% | 5.22% | 5.87% | 3.66% | 7.04% | 5.57% | 4.70% | 4.16% | 3.66% | 3.11% | 2.74% |
ARE Alexandria Real Estate Equities, Inc. | 6.78% | 5.32% | 3.91% | 3.24% | 2.01% | 2.38% | 2.48% | 3.24% | 2.64% | 2.91% | 3.38% | 3.25% |
Drawdowns
SPG vs. ARE - Drawdown Comparison
The maximum SPG drawdown since its inception was -77.00%, which is greater than ARE's maximum drawdown of -71.87%. Use the drawdown chart below to compare losses from any high point for SPG and ARE. For additional features, visit the drawdowns tool.
Volatility
SPG vs. ARE - Volatility Comparison
Simon Property Group, Inc. (SPG) has a higher volatility of 16.72% compared to Alexandria Real Estate Equities, Inc. (ARE) at 15.14%. This indicates that SPG's price experiences larger fluctuations and is considered to be riskier than ARE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Financials
SPG vs. ARE - Financials Comparison
This section allows you to compare key financial metrics between Simon Property Group, Inc. and Alexandria Real Estate Equities, 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