UHAL vs. EXR
Compare and contrast key facts about U-Haul Holding Company (UHAL) and Extra Space Storage Inc. (EXR).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: UHAL or EXR.
Correlation
The correlation between UHAL and EXR is 0.39, 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
UHAL vs. EXR - Performance Comparison
Key characteristics
UHAL:
-0.11
EXR:
0.32
UHAL:
0.04
EXR:
0.62
UHAL:
1.00
EXR:
1.08
UHAL:
-0.12
EXR:
0.23
UHAL:
-0.31
EXR:
0.74
UHAL:
9.50%
EXR:
11.20%
UHAL:
27.25%
EXR:
25.69%
UHAL:
-96.18%
EXR:
-71.35%
UHAL:
-22.70%
EXR:
-29.05%
Fundamentals
UHAL:
$10.12B
EXR:
$30.63B
UHAL:
$2.15
EXR:
$4.02
UHAL:
28.19
EXR:
35.12
UHAL:
0.00
EXR:
3.51
UHAL:
1.78
EXR:
9.18
UHAL:
1.47
EXR:
2.10
UHAL:
$4.60B
EXR:
$2.46B
UHAL:
$2.03B
EXR:
$1.58B
UHAL:
$1.52B
EXR:
$1.75B
Returns By Period
In the year-to-date period, UHAL achieves a -12.29% return, which is significantly lower than EXR's -4.56% return. Over the past 10 years, UHAL has underperformed EXR with an annualized return of 6.82%, while EXR has yielded a comparatively higher 11.77% annualized return.
UHAL
-12.29%
-5.97%
-16.47%
-3.81%
17.36%
6.82%
EXR
-4.56%
-3.82%
-15.78%
9.60%
12.77%
11.77%
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Risk-Adjusted Performance
UHAL vs. EXR — Risk-Adjusted Performance Rank
UHAL
EXR
UHAL vs. EXR - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for U-Haul Holding Company (UHAL) 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
UHAL vs. EXR - Dividend Comparison
UHAL has not paid dividends to shareholders, while EXR's dividend yield for the trailing twelve months is around 4.59%.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
UHAL U-Haul Holding Company | 0.00% | 0.00% | 0.00% | 0.15% | 0.18% | 0.54% | 0.35% | 0.53% | 0.64% | 0.54% | 1.28% | 0.35% |
EXR Extra Space Storage Inc. | 4.59% | 4.33% | 4.04% | 4.08% | 1.98% | 3.11% | 3.37% | 3.71% | 3.57% | 3.79% | 2.54% | 3.09% |
Drawdowns
UHAL vs. EXR - Drawdown Comparison
The maximum UHAL drawdown since its inception was -96.18%, which is greater than EXR's maximum drawdown of -71.35%. Use the drawdown chart below to compare losses from any high point for UHAL and EXR. For additional features, visit the drawdowns tool.
Volatility
UHAL vs. EXR - Volatility Comparison
U-Haul Holding Company (UHAL) and Extra Space Storage Inc. (EXR) have volatilities of 12.61% and 12.23%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
Financials
UHAL vs. EXR - Financials Comparison
This section allows you to compare key financial metrics between U-Haul Holding Company 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