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RINC vs. SRET
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

RINC vs. SRET - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in AXS Real Estate Income ETF (RINC) 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


RINC

1D
1M
YTD
6M
1Y
3Y*
5Y*
10Y*

SRET

1D
-1.07%
1M
-1.81%
YTD
3.74%
6M
4.08%
1Y
14.94%
3Y*
9.29%
5Y*
1.19%
10Y*
1.05%
*Multi-year figures are annualized to reflect compound growth (CAGR)

RINC vs. SRET - Yearly Performance Comparison


2026 (YTD)202520242023
RINC
AXS Real Estate Income ETF
0.00%7.75%-5.74%1.71%
SRET
Global X SuperDividend REIT ETF
3.74%18.09%-1.55%6.93%

Correlation

The correlation between RINC and SRET is 0.38, which is low. Their price movements are largely independent, making them effective diversification partners.


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

0.38

Correlation (All Time)
Calculated using the full available price history since Aug 29, 2023

0.68

Over the past year, the correlation between RINC and SRET has dropped to 0.38 - well below their long-term average of 0.68, suggesting their price drivers have been diverging.

RINC vs. SRET - Sectors Allocation Comparison


Sectors
RINC
SRET

Real Estate

100.0%
92.5%

Basic Materials

-

-

Communication Services

-

-

Consumer Cyclical

-

-

Consumer Defensive

-

-

Energy

-

-

Financial Services

-

3.1%

Healthcare

-

-

Industrials

-

-

Technology

-

-

Utilities

-

-

Real Estate

RINC
100.0%
SRET
92.5%

Basic Materials

RINC

-

SRET

-

Communication Services

RINC

-

SRET

-

Consumer Cyclical

RINC

-

SRET

-

Consumer Defensive

RINC

-

SRET

-

Energy

RINC

-

SRET

-

Financial Services

RINC

-

SRET
3.1%

Healthcare

RINC

-

SRET

-

Industrials

RINC

-

SRET

-

Technology

RINC

-

SRET

-

Utilities

RINC

-

SRET

-

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Return for Risk

RINC vs. SRET — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

RINC

SRET
SRET Risk / Return Rank: 3535
Overall Rank
SRET Sharpe Ratio Rank: 3636
Sharpe Ratio Rank
SRET Sortino Ratio Rank: 3434
Sortino Ratio Rank
SRET Omega Ratio Rank: 3333
Omega Ratio Rank
SRET Calmar Ratio Rank: 3232
Calmar Ratio Rank
SRET Martin Ratio Rank: 4040
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.

RINC vs. SRET - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for AXS Real Estate Income ETF (RINC) 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.


Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.

RINC vs. SRET - Sharpe Ratio Comparison


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Sharpe Ratios by Period


RINCSRETDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.32

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.07

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.04

Sharpe Ratio (All Time)

Calculated using the full available price history

0.06

Drawdowns

RINC vs. SRET - Drawdown Comparison


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Drawdown Indicators


RINCSRETDifference

Max Drawdown

Largest peak-to-trough decline

-66.98%

Max Drawdown (1Y)

Largest decline over 1 year

-9.48%

Max Drawdown (3Y)

Largest decline over 3 years

-18.87%

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

-24.23%

Average Drawdown

Average peak-to-trough decline

-22.49%

Ulcer Index

Depth and duration of drawdowns from previous peaks

2.27%

Volatility

RINC vs. SRET - Volatility Comparison


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Volatility by Period


RINCSRETDifference

Volatility (1M)

Calculated over the trailing 1-month period

3.11%

Volatility (6M)

Calculated over the trailing 6-month period

8.72%

Volatility (1Y)

Calculated over the trailing 1-year period

11.36%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

16.50%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

24.58%

RINC vs. SRET - Expense Ratio Comparison

RINC has a 0.89% expense ratio, which is higher than SRET's 0.58% expense ratio.


Dividends

RINC vs. SRET - Dividend Comparison

RINC's dividend yield for the trailing twelve months is around 2.16%, less than SRET's 8.78% yield.


PositionTTM20252024202320222021202020192018201720162015
RINC
AXS Real Estate Income ETF
2.16%6.04%10.85%3.88%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
SRET
Global X SuperDividend REIT ETF
8.78%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


RINC and SRET have a correlation of 0.38, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

On fees, SRET is cheaper at 0.58% per year. The better choice depends on whether you care most about return, fees, risk, or income.

SRET is cheaper with a 0.58% expense ratio, compared with 0.89% for RINC.

SRET has the higher dividend yield at 8.78%, compared with 2.16% for RINC.

RINC tracks Gapstow Real Estate Income Index, while SRET tracks Solactive Global SuperDividend REIT Index. They also come from different issuers: AXS and Global X. Their fees differ too: 0.89% for RINC and 0.58% for SRET.

Portfolio Optimizer

Find the right allocation for RINC 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.

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