BND vs. SRET
BND (Vanguard Total Bond Market ETF) and SRET (Global X SuperDividend REIT ETF) are both exchange-traded funds - BND is a Total Bond Market fund tracking the Bloomberg U.S. Aggregate Float Adjusted Index, while SRET is a REIT fund tracking the Solactive Global SuperDividend REIT Index. Both are passively managed. Over the past 10 years, BND returned 1.60%/yr vs 1.19%/yr for SRET. At a 0.16 correlation, their price movements are largely independent. BND charges 0.03%/yr vs 0.58%/yr for SRET.
Performance
BND vs. SRET - Performance Comparison
Loading charts...
Returns By Period
In the year-to-date period, BND achieves a 0.94% return, which is significantly lower than SRET's 6.56% return. Over the past 10 years, BND has outperformed SRET with an annualized return of 1.60%, while SRET has yielded a comparatively lower 1.19% annualized return.
BND
- 1D
- 0.45%
- 1M
- 1.09%
- YTD
- 0.94%
- 6M
- 0.78%
- 1Y
- 4.38%
- 3Y*
- 4.11%
- 5Y*
- 0.18%
- 10Y*
- 1.60%
SRET
- 1D
- 0.55%
- 1M
- 0.39%
- YTD
- 6.56%
- 6M
- 6.91%
- 1Y
- 15.46%
- 3Y*
- 11.53%
- 5Y*
- 1.79%
- 10Y*
- 1.19%
BND vs. SRET - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
BND Vanguard Total Bond Market ETF | 0.94% | 7.08% | 1.38% | 5.65% | -13.11% | -1.86% | 7.71% | 8.84% | -0.12% | 3.57% |
SRET Global X SuperDividend REIT ETF | 6.56% | 18.09% | -1.55% | 9.85% | -18.24% | 14.00% | -36.63% | 22.77% | -5.52% | 17.80% |
Correlation
The correlation between BND and SRET is 0.43, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.43 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.38 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.29 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.19 |
Correlation (All Time) Calculated using the full available price history since Mar 17, 2015 | 0.16 |
Over the past year, BND and SRET have become more correlated (0.43) than their long-term average of 0.16, meaning their price movements have been converging.
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Return for Risk
BND vs. SRET — Risk / Return Rank
BND
SRET
BND vs. SRET - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard Total Bond Market ETF (BND) and Global X SuperDividend REIT ETF (SRET). 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.
| BND | SRET | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.17 | ||
| Sortino ratioReturn per unit of downside risk | -0.10 | ||
| Omega ratioGain probability vs. loss probability | 1.21 | 1.23 | -0.03 |
| Calmar ratioReturn relative to maximum drawdown | 1.64 | 1.64 | +0.01 |
| Martin ratioReturn relative to average drawdown | 4.68 | 6.74 | -2.06 |
Loading charts...
Drawdowns
BND vs. SRET - Drawdown Comparison
The maximum BND drawdown since its inception was -18.58%, smaller than the maximum SRET drawdown of -66.98%. Use the drawdown chart below to compare losses from any high point for BND and SRET.
Loading charts...
Drawdown Indicators
| BND | SRET | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -18.58% | -66.98% | +48.40% |
Max Drawdown (1Y)Largest decline over 1 year | -2.68% | -9.48% | +6.80% |
Max Drawdown (3Y)Largest decline over 3 years | -5.92% | -18.87% | +12.95% |
Max Drawdown (5Y)Largest decline over 5 years | -17.91% | -29.43% | +11.52% |
Max Drawdown (10Y)Largest decline over 10 years | -18.58% | -66.98% | +48.40% |
Current DrawdownCurrent decline from peak | -1.71% | -22.17% | +20.46% |
Average DrawdownAverage peak-to-trough decline | -3.06% | -22.48% | +19.42% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.94% | 2.30% | -1.36% |
Volatility
BND vs. SRET - Volatility Comparison
The current volatility for Vanguard Total Bond Market ETF (BND) is 1.15%, while Global X SuperDividend REIT ETF (SRET) has a volatility of 3.78%. This indicates that BND experiences smaller price fluctuations and is considered to be less risky than SRET based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading charts...
Volatility by Period
| BND | SRET | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.15% | 3.78% | -2.63% |
Volatility (6M)Calculated over the trailing 6-month period | 2.80% | 9.15% | -6.35% |
Volatility (1Y)Calculated over the trailing 1-year period | 3.75% | 11.51% | -7.76% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 6.03% | 16.50% | -10.47% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 5.53% | 24.59% | -19.06% |
BND vs. SRET - Expense Ratio Comparison
BND has a 0.03% expense ratio, which is lower than SRET's 0.58% expense ratio.
Dividends
BND vs. SRET - Dividend Comparison
BND's dividend yield for the trailing twelve months is around 3.94%, less than SRET's 7.91% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BND Vanguard Total Bond Market ETF | 3.94% | 3.86% | 3.67% | 3.09% | 2.60% | 2.12% | 2.38% | 2.72% | 2.81% | 2.54% | 2.51% | 2.57% |
SRET Global X SuperDividend REIT ETF | 7.91% | 7.98% | 8.72% | 7.21% | 8.30% | 6.33% | 8.88% | 7.83% | 8.54% | 8.20% | 8.08% | 7.74% |
Frequently Asked Questions
BND and SRET have a correlation of 0.43, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
SRET has higher volatility (3.78%) compared to BND (1.15%). In terms of maximum drawdown, BND dropped -18.58% vs SRET's -66.98%.
On 10-year performance, BND leads with 1.60% vs 1.19% for SRET. On fees, BND is cheaper at 0.03% per year. On volatility, BND has been the lower-risk option at 1.15%. The better choice depends on whether you care most about return, fees, risk, or income.
Over the 10-year period, BND has performed better with a 1.60% return vs 1.19%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.
BND is cheaper with a 0.03% expense ratio, compared with 0.58% for SRET.
SRET has the higher dividend yield at 7.91%, compared with 3.94% for BND.
BND is categorized as Total Bond Market, while SRET is REIT. BND tracks Bloomberg U.S. Aggregate Float Adjusted Index, while SRET tracks Solactive Global SuperDividend REIT Index. They also come from different issuers: Vanguard and Global X. Their fees differ too: 0.03% for BND and 0.58% for SRET.
SRET currently has the higher Sharpe Ratio (1.35 vs 1.18), 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.
Find the right allocation for BND and SRET
Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.
Open Portfolio Optimizer