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ERET vs. SRET
Performance
Return for Risk
Drawdowns
Volatility
Dividends

ERET vs. SRET

Last updated Jun 5, 2026

ERET (Ishares Environmentally Aware Real Estate ETF) and SRET (Global X SuperDividend REIT ETF) are both REIT funds - ERET tracks the FTSE EPRA Nareit Developed Green Target Index while SRET tracks the Solactive Global SuperDividend REIT Index. Both are passively managed. Over the past 3 years, ERET returned 9.19%/yr vs 10.06%/yr for SRET. Their correlation of 0.82 suggests significant overlap in exposure. ERET charges 0.30%/yr vs 0.58%/yr for SRET.

Performance

ERET vs. SRET - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Ishares Environmentally Aware Real Estate ETF (ERET) and Global X SuperDividend REIT ETF (SRET). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, ERET achieves a 6.77% return, which is significantly higher than SRET's 4.48% return.

ERET

1D
0.93%
1M
-1.71%
YTD
6.77%
6M
7.14%
1Y
11.24%
3Y*
9.19%
5Y*
—
10Y*
—

SRET

1D
0.71%
1M
-1.92%
YTD
4.48%
6M
5.20%
1Y
16.13%
3Y*
10.06%
5Y*
1.33%
10Y*
1.10%
*Multi-year figures are annualized to reflect compound growth (CAGR)

ERET vs. SRET - Yearly Performance Comparison

2026 (YTD)2025202420232022
ERET
Ishares Environmentally Aware Real Estate ETF		6.77%10.26%0.60%10.25%0.29%
SRET
Global X SuperDividend REIT ETF		4.48%18.09%-1.55%9.85%-0.83%

Correlation

The correlation between ERET and SRET is 0.78, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.

Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.78

Correlation (3Y)
Calculated over the trailing 3-year period

0.82

Correlation (All Time)
Calculated using the full available price history since Nov 18, 2022

0.82

The correlation between ERET and SRET has been stable across timeframes, ranging from 0.78 to 0.82 - a consistent structural relationship.

ERET vs. SRET - Sectors Allocation Comparison

Sectors
ERET
SRET

Real Estate

99.7%
92.5%

Technology

0.2%

-

Consumer Cyclical

0.0%

-

Basic Materials

-

-

Communication Services

-

-

Consumer Defensive

-

-

Energy

-

-

Financial Services

-

3.1%

Healthcare

-

-

Industrials

-

-

Utilities

-

-

Real Estate

ERET
99.7%
SRET
92.5%

Technology

ERET
0.2%
SRET

-

Consumer Cyclical

ERET
0.0%
SRET

-

Basic Materials

ERET

-

SRET

-

Communication Services

ERET

-

SRET

-

Consumer Defensive

ERET

-

SRET

-

Energy

ERET

-

SRET

-

Financial Services

ERET

-

SRET
3.1%

Healthcare

ERET

-

SRET

-

Industrials

ERET

-

SRET

-

Utilities

ERET

-

SRET

-

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.

Ishares Environmentally Aware Real Estate ETF

Global X SuperDividend REIT ETF

Often compared with ERET:
ERET vs. VNQERET vs. IYRERET vs. ESGVERET vs. EPRERET vs. UCONERET vs. ^GSPCERET vs. WELL
Often compared with SRET:
SRET vs. VNQSRET vs. KBWYSRET vs. SCHHSRET vs. SPRESRET vs. FRSRET vs. NETLSRET vs. ACRE

Return for Risk

ERET vs. SRET — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.
ERET
ERET Risk / Return Rank: 2626
Overall Rank
ERET Sharpe Ratio Rank: 2727
Sharpe Ratio Rank
ERET Sortino Ratio Rank: 2626
Sortino Ratio Rank
ERET Omega Ratio Rank: 2626
Omega Ratio Rank
ERET Calmar Ratio Rank: 2424
Calmar Ratio Rank
ERET Martin Ratio Rank: 2929
Martin Ratio Rank
SRET
SRET Risk / Return Rank: 4040
Overall Rank
SRET Sharpe Ratio Rank: 4141
Sharpe Ratio Rank
SRET Sortino Ratio Rank: 3939
Sortino Ratio Rank
SRET Omega Ratio Rank: 3838
Omega Ratio Rank
SRET Calmar Ratio Rank: 3636
Calmar Ratio Rank
SRET Martin Ratio Rank: 4545
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

ERET vs. SRET - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Ishares Environmentally Aware Real Estate ETF (ERET) 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.

ERETSRETDifference
Sharpe ratioReturn per unit of total volatility
0.94
1.43

-0.49

Sortino ratioReturn per unit of downside risk
1.34
1.97

-0.62

Omega ratioGain probability vs. loss probability

1.17

1.24

-0.07

Calmar ratioReturn relative to maximum drawdown

1.08

1.71

-0.63

Martin ratioReturn relative to average drawdown

4.04

7.11

-3.07

Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

ERET vs. SRET - Sharpe Ratio Comparison

The current ERET Sharpe Ratio is 0.94, which is lower than the SRET Sharpe Ratio of 1.43. The chart below compares the historical Sharpe Ratios of ERET and SRET, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

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Sharpe Ratios by Period

ERETSRETDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

0.94

1.43

-0.49

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

—

0.08

—

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

—

0.05

—

Sharpe Ratio (All Time)

Calculated using the full available price history

0.51

0.06

+0.44

Drawdowns

ERET vs. SRET - Drawdown Comparison

The maximum ERET drawdown since its inception was -20.30%, smaller than the maximum SRET drawdown of -66.98%. Use the drawdown chart below to compare losses from any high point for ERET and SRET.

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Drawdown Indicators

ERETSRETDifference

Max Drawdown

Largest peak-to-trough decline

-20.30%

-66.98%

+46.68%

Max Drawdown (1Y)

Largest decline over 1 year

-10.47%

-9.48%

-0.99%

Max Drawdown (3Y)

Largest decline over 3 years

-17.61%

-18.87%

+1.26%

Max Drawdown (5Y)

Largest decline over 5 years

—

-30.56%

—

Max Drawdown (10Y)

Largest decline over 10 years

—

-66.98%

—

Current Drawdown

Current decline from peak

-3.79%

-23.69%

+19.90%

Average Drawdown

Average peak-to-trough decline

-5.83%

-22.49%

+16.66%

Ulcer Index

Depth and duration of drawdowns from previous peaks

2.79%

2.27%

+0.52%

Volatility

ERET vs. SRET - Volatility Comparison

Ishares Environmentally Aware Real Estate ETF (ERET) has a higher volatility of 4.04% compared to Global X SuperDividend REIT ETF (SRET) at 3.08%. This indicates that ERET'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

ERETSRETDifference

Volatility (1M)

Calculated over the trailing 1-month period

4.04%

3.08%

+0.96%

Volatility (6M)

Calculated over the trailing 6-month period

9.24%

8.74%

+0.50%

Volatility (1Y)

Calculated over the trailing 1-year period

12.06%

11.35%

+0.71%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

15.77%

16.50%

-0.73%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

15.77%

24.57%

-8.80%

ERET vs. SRET - Expense Ratio Comparison

ERET has a 0.30% expense ratio, which is lower than SRET's 0.58% expense ratio.

Dividends

ERET vs. SRET - Dividend Comparison

ERET's dividend yield for the trailing twelve months is around 3.55%, less than SRET's 8.06% yield.

PositionTTM20252024202320222021202020192018201720162015
ERET
Ishares Environmentally Aware Real Estate ETF		3.55%3.79%4.26%3.67%0.64%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
SRET
Global X SuperDividend REIT ETF		8.06%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

ERET and SRET have a correlation of 0.78, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

ERET has higher volatility (4.04%) compared to SRET (3.08%). In terms of maximum drawdown, ERET dropped -20.30% vs SRET's -66.98%.

On 3-year performance, SRET leads with 10.06% vs 9.19% for ERET. On fees, ERET is cheaper at 0.30% per year. On volatility, SRET has been the lower-risk option at 3.08%. The better choice depends on whether you care most about return, fees, risk, or income.

Over the 3-year period, SRET has performed better with a 10.06% return vs 9.19%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

ERET is cheaper with a 0.30% expense ratio, compared with 0.58% for SRET.

SRET has the higher dividend yield at 8.06%, compared with 3.55% for ERET.

ERET tracks FTSE EPRA Nareit Developed Green Target Index, while SRET tracks Solactive Global SuperDividend REIT Index. They also come from different issuers: iShares and Global X. Their fees differ too: 0.30% for ERET and 0.58% for SRET.

SRET currently has the higher Sharpe Ratio (1.43 vs 0.94), 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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