VDC vs. EXR
VDC (Vanguard Consumer Staples ETF) is Consumer Staples Equities fund tracking the MSCI US Investable Market Consumer Staples 25/50 Index, while EXR (Extra Space Storage Inc.) is a stock. Over the past 10 years, VDC returned 7.74%/yr vs 9.41%/yr for EXR. At a 0.47 correlation, their price movements are largely independent.
Performance
VDC vs. EXR - Performance Comparison
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Returns By Period
In the year-to-date period, VDC achieves a 6.86% return, which is significantly lower than EXR's 14.71% return. Over the past 10 years, VDC has underperformed EXR with an annualized return of 7.74%, while EXR has yielded a comparatively higher 9.41% annualized return.
VDC
- 1D
- -0.71%
- 1M
- -2.26%
- YTD
- 6.86%
- 6M
- 6.42%
- 1Y
- 5.06%
- 3Y*
- 7.47%
- 5Y*
- 6.96%
- 10Y*
- 7.74%
EXR
- 1D
- 0.52%
- 1M
- 3.05%
- YTD
- 14.71%
- 6M
- 14.24%
- 1Y
- 4.67%
- 3Y*
- 5.47%
- 5Y*
- 1.60%
- 10Y*
- 9.41%
VDC vs. EXR - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
VDC Vanguard Consumer Staples ETF | 6.86% | 2.17% | 13.30% | 2.38% | -1.79% | 17.64% | 10.86% | 26.11% | -7.79% | 11.85% |
EXR Extra Space Storage Inc. | 14.71% | -8.92% | -2.81% | 13.86% | -32.82% | 100.98% | 13.64% | 20.71% | 7.29% | 17.83% |
Correlation
The correlation between VDC and EXR is 0.46, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.46 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.44 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.47 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.43 |
Correlation (All Time) Calculated using the full available price history since Aug 16, 2004 | 0.47 |
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Return for Risk
VDC vs. EXR — Risk / Return Rank
VDC
EXR
VDC vs. EXR - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard Consumer Staples ETF (VDC) 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.
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.
| VDC | EXR | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.21 | ||
| Sortino ratioReturn per unit of downside risk | +0.25 | ||
| Omega ratioGain probability vs. loss probability | 1.08 | 1.05 | +0.02 |
| Calmar ratioReturn relative to maximum drawdown | 0.55 | 0.28 | +0.27 |
| Martin ratioReturn relative to average drawdown | 1.09 | 0.57 | +0.52 |
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Drawdowns
VDC vs. EXR - Drawdown Comparison
The maximum VDC drawdown since its inception was -34.24%, smaller than the maximum EXR drawdown of -71.22%. Use the drawdown chart below to compare losses from any high point for VDC and EXR.
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Drawdown Indicators
| VDC | EXR | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -34.24% | -71.22% | +36.98% |
Max Drawdown (1Y)Largest decline over 1 year | -9.28% | -16.70% | +7.42% |
Max Drawdown (3Y)Largest decline over 3 years | -11.78% | -33.78% | +22.00% |
Max Drawdown (5Y)Largest decline over 5 years | -16.55% | -51.36% | +34.81% |
Max Drawdown (10Y)Largest decline over 10 years | -25.31% | -51.36% | +26.05% |
Current DrawdownCurrent decline from peak | -7.56% | -22.32% | +14.76% |
Average DrawdownAverage peak-to-trough decline | -3.73% | -13.39% | +9.66% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.65% | 8.17% | -3.52% |
Volatility
VDC vs. EXR - Volatility Comparison
The current volatility for Vanguard Consumer Staples ETF (VDC) is 4.82%, while Extra Space Storage Inc. (EXR) has a volatility of 5.60%. This indicates that VDC 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.
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Volatility by Period
| VDC | EXR | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.82% | 5.60% | -0.78% |
Volatility (6M)Calculated over the trailing 6-month period | 10.20% | 16.83% | -6.63% |
Volatility (1Y)Calculated over the trailing 1-year period | 12.69% | 24.93% | -12.24% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 13.18% | 28.22% | -15.04% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 14.68% | 26.95% | -12.27% |
Dividends
VDC vs. EXR - Dividend Comparison
VDC's dividend yield for the trailing twelve months is around 2.15%, less than EXR's 4.44% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
EXR Extra Space Storage Inc. | 4.44% | 4.98% | 4.33% | 4.04% | 4.08% | 1.98% | 3.11% | 3.37% | 3.71% | 3.57% | 3.79% | 2.54% |
VDC Vanguard Consumer Staples ETF | 2.15% | 2.26% | 2.33% | 2.65% | 2.37% | 2.14% | 2.50% | 2.44% | 2.78% | 2.52% | 2.39% | 2.55% |
Frequently Asked Questions
VDC and EXR have a correlation of 0.46, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
EXR has higher volatility (5.60%) compared to VDC (4.82%). In terms of maximum drawdown, VDC dropped -34.24% vs EXR's -71.22%.
VDC currently has the higher Sharpe Ratio (0.40 vs 0.19), 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.
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