CubeSmart vs Ishares Msci Thailand Etf — how do they compare? CubeSmart trades at $37.56 (market cap $8.45B), while Ishares Msci Thailand Etf trades at $71.14 (market cap $426.83M). The key difference: CubeSmart is far larger — about 19.8× Ishares Msci Thailand Etf's market cap, and CubeSmart pays a 5.65% dividend while Ishares Msci Thailand Etf pays none. Which is the better fit depends on your goals — on Pluang, investors hold CubeSmart for 89 Days and Ishares Msci Thailand Etf for 65 Days on average.
| CUBE | THD | |
|---|---|---|
Market Cap | $8.45B | $426.83M |
Volume | 2,879,532 | 82,409 |
Sector | Real Estate | Broad Market / Factor |
52-Week High | $42.50 | $75.06 |
52-Week Low | $35.36 | $57.86 |
Typical Hold Time | 89 Days | 65 Days |
Enterprise Value | $11.97B | — |
Dividend Yield | 5.65% | — |
Signals from Pluang's Aura AI — not financial advice
CubeSmart (CUBE) trades at $37.23, down 1.4% on the day, amid a bearish technical signal from moving averages. The self-storage REIT reported mixed Q2 2026 results with an FFO miss but revenue beat, and same-store NOI declined 0.7%. Financials show strong gross margins of 67.83% and net income margin of 29.41%, though net income has trended down from $411M in 2023 to $334M in 2025. Analyst consensus is a Buy with a $44.00 price target, implying 18% upside, but technical indicators suggest near-term resistance at $38.
CUBE offers a 5.4% dividend yield with a payout scheduled for October 2026, supporting income-focused investors. Upside is driven by moderating supply and strengthening demand in the self-storage sector, but risks include high leverage with $2.99B long-term debt and macroeconomic sensitivity. Institutional activity is mixed, with new positions from Deutsche Bank and Barrow Hanley offset by selling from HSBC. The stock presents a value opportunity if operational improvements materialize, though debt levels and same-store performance warrant caution.
THD trades at $71.80, down 0.15% with a bearish technical outlook as moving averages signal selling pressure. Short interest surged 90.6% in September 2026, indicating growing skepticism. The ETF has delivered strong 38% returns over the past year, outperforming ASEAN peers, but faces headwinds from potential profit-taking in AI-exposed holdings like Delta Electronics.
The outlook is cautious given elevated short interest and technical weakness. While THD benefits from Thailand's AI hardware exposure, concentration risk and regional capital outflows pose challenges. Investors should weigh strong historical performance against near-term sentiment pressures.
Trailing returns across standard periods
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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 →THD is a country-specific ETF that tracks the performance of the Thai equity market. It provides broad exposure to Thailand's economy across sectors like electronics, energy, and financials, with top holdings such as Delta Electronics.
Read more on THD →