DRV vs. SRET
DRV (Direxion Daily Real Estate Bear 3x Shares) and SRET (Global X SuperDividend REIT ETF) are both REIT funds - DRV tracks the MSCI US REIT Index (-300%) while SRET tracks the Solactive Global SuperDividend REIT Index. Both are passively managed. Over the past 10 years, DRV returned -29.40%/yr vs 1.13%/yr for SRET. At a correlation of -0.73, they often move in opposite directions. DRV charges 1.08%/yr vs 0.58%/yr for SRET.
Performance
DRV vs. SRET - Performance Comparison
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Returns By Period
In the year-to-date period, DRV achieves a -29.93% return, which is significantly lower than SRET's 5.98% return. Over the past 10 years, DRV has underperformed SRET with an annualized return of -29.40%, while SRET has yielded a comparatively higher 1.13% annualized return.
DRV
- 1D
- -4.91%
- 1M
- -4.37%
- YTD
- -29.93%
- 6M
- -30.51%
- 1Y
- -22.15%
- 3Y*
- -27.14%
- 5Y*
- -17.01%
- 10Y*
- -29.40%
SRET
- 1D
- 0.56%
- 1M
- -0.15%
- YTD
- 5.98%
- 6M
- 6.90%
- 1Y
- 15.16%
- 3Y*
- 11.33%
- 5Y*
- 1.74%
- 10Y*
- 1.13%
DRV vs. SRET - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
DRV Direxion Daily Real Estate Bear 3x Shares | -29.93% | -7.27% | -10.50% | -33.74% | 68.51% | -68.77% | -60.48% | -51.70% | 5.07% | -17.10% |
SRET Global X SuperDividend REIT ETF | 5.98% | 18.09% | -1.55% | 9.85% | -18.24% | 14.00% | -36.63% | 22.77% | -5.52% | 17.80% |
Correlation
The correlation between DRV and SRET is -0.70, meaning they tend to move in opposite directions. This is especially valuable for risk management - when one declines, the other has historically tended to hold steady or rise.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | -0.70 |
Correlation (3Y) Calculated over the trailing 3-year period | -0.73 |
Correlation (5Y) Calculated over the trailing 5-year period | -0.75 |
Correlation (10Y) Calculated over the trailing 10-year period | -0.74 |
Correlation (All Time) Calculated using the full available price history since Mar 17, 2015 | -0.73 |
The correlation between DRV and SRET has been stable across timeframes, ranging from -0.75 to -0.70 - a consistent structural relationship.
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Return for Risk
DRV vs. SRET — Risk / Return Rank
DRV
SRET
DRV vs. SRET - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Direxion Daily Real Estate Bear 3x Shares (DRV) 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.
| DRV | SRET | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.85 | ||
| Sortino ratioReturn per unit of downside risk | -2.39 | ||
| Omega ratioGain probability vs. loss probability | 0.94 | 1.23 | -0.29 |
| Calmar ratioReturn relative to maximum drawdown | -0.68 | 1.61 | -2.28 |
| Martin ratioReturn relative to average drawdown | -1.47 | 6.61 | -8.07 |
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Drawdowns
DRV vs. SRET - Drawdown Comparison
The maximum DRV drawdown since its inception was -99.99%, which is greater than SRET's maximum drawdown of -66.98%. Use the drawdown chart below to compare losses from any high point for DRV and SRET.
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Drawdown Indicators
| DRV | SRET | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -99.99% | -66.98% | -33.01% |
Max Drawdown (1Y)Largest decline over 1 year | -32.86% | -9.48% | -23.38% |
Max Drawdown (3Y)Largest decline over 3 years | -71.93% | -18.87% | -53.06% |
Max Drawdown (5Y)Largest decline over 5 years | -74.35% | -29.43% | -44.92% |
Max Drawdown (10Y)Largest decline over 10 years | -97.42% | -66.98% | -30.44% |
Current DrawdownCurrent decline from peak | -99.99% | -22.59% | -77.40% |
Average DrawdownAverage peak-to-trough decline | -97.75% | -22.48% | -75.27% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 15.12% | 2.30% | +12.82% |
Volatility
DRV vs. SRET - Volatility Comparison
Direxion Daily Real Estate Bear 3x Shares (DRV) has a higher volatility of 16.42% compared to Global X SuperDividend REIT ETF (SRET) at 3.75%. This indicates that DRV's price experiences larger fluctuations and is considered to be riskier than SRET based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| DRV | SRET | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 16.42% | 3.75% | +12.67% |
Volatility (6M)Calculated over the trailing 6-month period | 31.89% | 9.14% | +22.75% |
Volatility (1Y)Calculated over the trailing 1-year period | 42.62% | 11.53% | +31.09% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 57.12% | 16.49% | +40.63% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 62.82% | 24.60% | +38.22% |
DRV vs. SRET - Expense Ratio Comparison
DRV has a 1.08% expense ratio, which is higher than SRET's 0.58% expense ratio.
Dividends
DRV vs. SRET - Dividend Comparison
DRV's dividend yield for the trailing twelve months is around 4.00%, less than SRET's 7.95% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
DRV Direxion Daily Real Estate Bear 3x Shares | 4.00% | 2.88% | 4.57% | 5.35% | 0.38% | 0.00% | 0.58% | 1.71% | 0.42% | 0.00% | 0.00% | 0.00% |
SRET Global X SuperDividend REIT ETF | 7.95% | 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
DRV and SRET have a correlation of -0.70, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
DRV has higher volatility (16.42%) compared to SRET (3.75%). In terms of maximum drawdown, DRV dropped -99.99% vs SRET's -66.98%.
On 10-year performance, SRET leads with 1.13% vs -29.40% for DRV. On fees, SRET is cheaper at 0.58% per year. On volatility, SRET has been the lower-risk option at 3.75%. The better choice depends on whether you care most about return, fees, risk, or income.
Over the 10-year period, SRET has performed better with a 1.13% return vs -29.40%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.
SRET is cheaper with a 0.58% expense ratio, compared with 1.08% for DRV.
SRET has the higher dividend yield at 7.95%, compared with 4.00% for DRV.
DRV tracks MSCI US REIT Index (-300%), while SRET tracks Solactive Global SuperDividend REIT Index. They also come from different issuers: Direxion and Global X. Their fees differ too: 1.08% for DRV and 0.58% for SRET.
SRET currently has the higher Sharpe Ratio (1.32 vs -0.52), 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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