CubeSmart vs iShares MSCI South Africa ETF — how do they compare? CubeSmart trades at $37.56 (market cap $8.38B), while iShares MSCI South Africa ETF trades at $62.57 (market cap $466.20M). The key difference: CubeSmart is far larger — about 18× iShares MSCI South Africa ETF's market cap, and CubeSmart pays a 5.69% dividend while iShares MSCI South Africa ETF pays none. Which is the better fit depends on your goals — on Pluang, investors hold CubeSmart for 89 Days and iShares MSCI South Africa ETF for 70 Days on average.
| CUBE | EZA | |
|---|---|---|
Market Cap | $8.38B | $466.20M |
Volume | 2,231,307 | 152,369 |
Sector | Real Estate | Broad Market / Factor |
52-Week High | $42.50 | $81.60 |
52-Week Low | $35.36 | $60.43 |
Typical Hold Time | 89 Days | 70 Days |
Enterprise Value | $11.91B | — |
Dividend Yield | 5.69% | — |
Signals from Pluang's Aura AI — not financial advice
CubeSmart (CUBE) trades at $37.51, down 0.66% on the day, with a bearish technical signal but improving operational trends. The REIT reported Q2 2026 earnings beats and raised full-year guidance, though funds from operations slightly missed estimates. Valuation ratios like P/E of 25.33 and P/S of 7.48 are elevated, while profitability remains solid with a 29.41% net income margin. Recent news highlights institutional buying and debates on REIT valuations amid AI sector shifts.
Outlook is mixed: analyst consensus targets $44.00 with a 'Buy' lean, but technicals and macroeconomic headwinds pose risks. The stock offers a 5.4% dividend yield, yet same-store NOI declines and high debt levels warrant caution. Upside depends on sustained occupancy gains and moderating supply pressures in the self-storage sector.
EZA trades at $62.29, down 2.15% today, with a bearish technical signal driven by moving averages. The ETF's portfolio faces headwinds from global reflation impacting its heavy exposure to South African gold, banking, and platinum group metals. Key oscillators like the 6-day and 12-day relative strength index indicate oversold conditions, suggesting potential for a near-term bounce, but the average directional index signals a strong downtrend.
The outlook is cautious due to macroeconomic pressures on constituent companies, with risks from higher capital costs and commodity price volatility. Investment opportunity hinges on a reversal in global yield curves and commodity markets, but current sentiment remains negative amid sell-side dominance and lack of positive fundamental catalysts.
Trailing returns across standard periods
What Pluang investors did over the last 30 days
CubeSmart is a real estate investment trust that acquires, owns, and manages self-storage facilities throughout the United States. The company's real estate portfolio is composed of buildings with numerous enclosed storage areas for both residential and commercial customers to rent mainly on a month-by-month basis. Most of CubeSmart's facilities are located in Florida, Texas, California, New York, and Illinois. Cumulatively, these states account for both the majority of the square footage in the company's real estate portfolio and the majority of its revenue. CubeSmart derives nearly all of its revenue from rental income from tenants utilizing its storage facilities.
Read more on CUBE →EZA is a country-specific ETF that tracks the South African equity market. It provides exposure to large and mid-cap companies across key sectors like materials and financials, with top holdings such as AngloGold Ashanti and Naspers.
Read more on EZA →