EXR vs SPY: Extra Space Storage Inc. vs SPDR S&P 500 ETF Trust Historical Returns & Investment Comparison

This EXR vs SPY comparison analyzes the historical stock performance of Extra Space Storage Inc. and SPDR S&P 500 ETF Trust side-by-side. Using real, adjusted market data, this tool shows how identical investments in both stocks would have performed over time—highlighting differences in annual returns and consistency across market cycles.

Use the interactive calculator below to adjust the investment amount and time period, visualizing how Extra Space Storage Inc. and SPDR S&P 500 ETF Trust have historically performed against each other.

Company Profiles

Extra Space Storage Inc.

EXR

Extra Space Storage Inc. is a self-administered and self-managed real estate investment trust (REIT) that owns, operates, manages, acquires, and develops self-storage facilities. The company is one of the largest operators of self-storage facilities in the United States, offering a variety of unit sizes and features, including climate-controlled units, security, and convenient access. Extra Space Storage focuses on providing flexible and reliable storage solutions to residential and commercial customers.

Key Innovations

✓Pioneered the use of technology in self-storage management, including online rentals, automated gate access, and digital marketing strategies.
✓Focus on prime locations and a diversified portfolio to maximize occupancy and revenue growth.
✓Proprietary technology architecture developed by Extra Space Storage Inc. to optimize operational performance.
✓Integration of advanced data analytics and automation into core operational workflows.
✓Strategic R&D investment driving next-generation solution design and market differentiation.
✓Expansion of digital transformation initiatives across product engineering and customer delivery.

Business Segments

Self-Storage Operations
Owns and operates self-storage facilities, generating revenue from rental income and related services.
Third-Party Management
Manages self-storage facilities for third-party owners, providing operational expertise and brand recognition.
Global Services & Support
Comprehensive customer success, maintenance, and ongoing operational support services.

SPDR S&P 500 ETF Trust

SPY

SPDR S&P 500 ETF Trust (SPY) is an exchange-traded fund managed by State Street Global Advisors that provides investors with targeted exposure to U.S. Large-Cap Equity by tracking the S&P 500 Index. The fund is structured to offer efficient, liquid, and low-cost access to its underlying asset class, utilizing continuous creation and redemption mechanisms to maintain tight alignment between market price and Net Asset Value (NAV). Widely utilized by institutional wealth managers, pension funds, and retail investors alike, SPY plays a central role in modern portfolio construction, asset allocation, and tactical risk management.

Key Innovations

✓Intra-day secondary market liquidity for benchmark S&P 500 Index exposure.
✓In-kind creation and redemption process mitigating embedded tax capital gains distributions.
✓Ultra-low expense ratio cost structure enabling compounding long-term investment returns.
✓Institutional-grade portfolio transparency with daily published holding disclosure.

Business Segments

Core Equity / Asset Portfolio
Direct holdings of underlying constituent securities comprising the S&P 500 Index.
Creation and Redemption Mechanism
Operational framework facilitating institutional Authorized Participants in exchanging basket securities for fund shares.
Securities Lending & Yield Optimization
Program generating incremental income by lending portfolio securities to institutional counterparties under collateralized agreements.

How This Comparison Works

Our stock comparison tool uses adjusted closing prices to calculate year-by-year returns for both stocks. This ensures an apples-to-apples comparison that accounts for:

✓Dividends: Prices are dividend-adjusted, reflecting the effect of dividend payments over time
✓Stock splits: Historical prices are adjusted for all splits
✓Head-to-head record: Shows which stock outperformed each year
✓Statistical analysis: Average returns, best/worst years, and win rates

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Important Disclaimer

This comparison tool is for educational and informational purposes only and does not constitute financial, investment, or trading advice. Past performance is not indicative of future results. Historical returns include dividends and stock splits but do not account for taxes, fees, inflation, or individual circumstances. Stock market investments carry risk, including the potential loss of principal. Always consult with a qualified financial advisor before making investment decisions. The data presented is based on historical market data and may contain inaccuracies or delays.