PortfoliosLab logoPortfoliosLab logo
RSPR vs. SRET
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

RSPR vs. SRET - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Invesco S&P 500 Equal Weight Real Estate ETF (RSPR) and Global X SuperDividend REIT ETF (SRET). The values are adjusted to include any dividend payments, if applicable.

Loading charts...

Returns By Period

In the year-to-date period, RSPR achieves a 7.82% return, which is significantly higher than SRET's 4.87% return. Over the past 10 years, RSPR has outperformed SRET with an annualized return of 6.22%, while SRET has yielded a comparatively lower 1.16% annualized return.


RSPR

1D
0.79%
1M
0.48%
YTD
7.82%
6M
7.98%
1Y
5.47%
3Y*
8.88%
5Y*
2.37%
10Y*
6.22%

SRET

1D
0.17%
1M
-1.79%
YTD
4.87%
6M
5.19%
1Y
17.27%
3Y*
9.69%
5Y*
1.49%
10Y*
1.16%
*Multi-year figures are annualized to reflect compound growth (CAGR)

RSPR vs. SRET - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
RSPR
Invesco S&P 500 Equal Weight Real Estate ETF
7.82%-1.88%8.61%11.59%-25.16%49.61%-2.90%24.62%-4.11%8.76%
SRET
Global X SuperDividend REIT ETF
4.87%18.09%-1.55%9.85%-18.24%14.00%-36.63%22.77%-5.52%17.80%

Correlation

The correlation between RSPR and SRET is 0.72, 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

0.72

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

0.75

Correlation (5Y)
Calculated over the trailing 5-year period

0.76

Correlation (10Y)
Calculated over the trailing 10-year period

0.73

Correlation (All Time)
Calculated using the full available price history since Aug 17, 2015

0.70

The correlation between RSPR and SRET has been stable across timeframes, ranging from 0.70 to 0.76 - a consistent structural relationship.

RSPR vs. SRET - Sectors Allocation Comparison


Sectors
RSPR
SRET

Real Estate

96.9%
92.5%

Basic Materials

3.1%

-

Financial Services

0.0%
3.1%

Communication Services

-

-

Consumer Cyclical

-

-

Consumer Defensive

-

-

Energy

-

-

Healthcare

-

-

Industrials

-

-

Technology

-

-

Utilities

-

-

Real Estate

RSPR
96.9%
SRET
92.5%

Basic Materials

RSPR
3.1%
SRET

-

Financial Services

RSPR
0.0%
SRET
3.1%

Communication Services

RSPR

-

SRET

-

Consumer Cyclical

RSPR

-

SRET

-

Consumer Defensive

RSPR

-

SRET

-

Energy

RSPR

-

SRET

-

Healthcare

RSPR

-

SRET

-

Industrials

RSPR

-

SRET

-

Technology

RSPR

-

SRET

-

Utilities

RSPR

-

SRET

-

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

RSPR vs. SRET — Risk / Return Rank

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

RSPR
RSPR Risk / Return Rank: 1515
Overall Rank
RSPR Sharpe Ratio Rank: 1515
Sharpe Ratio Rank
RSPR Sortino Ratio Rank: 1414
Sortino Ratio Rank
RSPR Omega Ratio Rank: 1414
Omega Ratio Rank
RSPR Calmar Ratio Rank: 1616
Calmar Ratio Rank
RSPR Martin Ratio Rank: 1515
Martin Ratio Rank

SRET
SRET Risk / Return Rank: 4040
Overall Rank
SRET Sharpe Ratio Rank: 4343
Sharpe Ratio Rank
SRET Sortino Ratio Rank: 4242
Sortino Ratio Rank
SRET Omega Ratio Rank: 4040
Omega Ratio Rank
SRET Calmar Ratio Rank: 3434
Calmar Ratio Rank
SRET Martin Ratio Rank: 4444
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.

RSPR vs. SRET - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Invesco S&P 500 Equal Weight Real Estate ETF (RSPR) 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.


RSPRSRETDifference

Sharpe ratio

Return per unit of total volatility

0.39

1.53

-1.14

Sortino ratio

Return per unit of downside risk

0.63

2.11

-1.48

Omega ratio

Gain probability vs. loss probability

1.08

1.26

-0.19

Calmar ratio

Return relative to maximum drawdown

0.61

1.70

-1.10

Martin ratio

Return relative to average drawdown

1.34

7.16

-5.82

RSPR vs. SRET - Sharpe Ratio Comparison

The current RSPR Sharpe Ratio is 0.39, which is lower than the SRET Sharpe Ratio of 1.53. The chart below compares the historical Sharpe Ratios of RSPR 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.


Loading charts...

Sharpe Ratios by Period


RSPRSRETDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

0.39

1.53

-1.14

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.13

0.09

+0.03

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.29

0.05

+0.24

Sharpe Ratio (All Time)

Calculated using the full available price history

0.30

0.07

+0.23

Drawdowns

RSPR vs. SRET - Drawdown Comparison

The maximum RSPR drawdown since its inception was -41.96%, smaller than the maximum SRET drawdown of -66.98%. Use the drawdown chart below to compare losses from any high point for RSPR and SRET.


Loading charts...

Drawdown Indicators


RSPRSRETDifference

Max Drawdown

Largest peak-to-trough decline

-41.96%

-66.98%

+25.02%

Max Drawdown (1Y)

Largest decline over 1 year

-8.71%

-9.48%

+0.77%

Max Drawdown (3Y)

Largest decline over 3 years

-17.78%

-18.87%

+1.09%

Max Drawdown (5Y)

Largest decline over 5 years

-33.03%

-30.56%

-2.47%

Max Drawdown (10Y)

Largest decline over 10 years

-41.96%

-66.98%

+25.02%

Current Drawdown

Current decline from peak

-4.24%

-23.40%

+19.16%

Average Drawdown

Average peak-to-trough decline

-9.40%

-22.48%

+13.08%

Ulcer Index

Depth and duration of drawdowns from previous peaks

3.94%

2.25%

+1.69%

Volatility

RSPR vs. SRET - Volatility Comparison

Invesco S&P 500 Equal Weight Real Estate ETF (RSPR) has a higher volatility of 3.76% compared to Global X SuperDividend REIT ETF (SRET) at 3.11%. This indicates that RSPR'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.


Loading charts...

Volatility by Period


RSPRSRETDifference

Volatility (1M)

Calculated over the trailing 1-month period

3.76%

3.11%

+0.65%

Volatility (6M)

Calculated over the trailing 6-month period

9.91%

8.67%

+1.24%

Volatility (1Y)

Calculated over the trailing 1-year period

14.02%

11.35%

+2.67%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

19.09%

16.50%

+2.59%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

21.37%

24.58%

-3.21%

RSPR vs. SRET - Expense Ratio Comparison

RSPR has a 0.40% expense ratio, which is lower than SRET's 0.58% expense ratio.


Dividends

RSPR vs. SRET - Dividend Comparison

RSPR's dividend yield for the trailing twelve months is around 2.68%, less than SRET's 7.94% yield.


PositionTTM20252024202320222021202020192018201720162015
RSPR
Invesco S&P 500 Equal Weight Real Estate ETF
2.68%2.70%2.58%2.91%3.14%2.56%3.82%2.48%3.02%3.01%2.06%1.03%
SRET
Global X SuperDividend REIT ETF
7.94%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


RSPR and SRET have a correlation of 0.72, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

RSPR has higher volatility (3.76%) compared to SRET (3.11%). In terms of maximum drawdown, RSPR dropped -41.96% vs SRET's -66.98%.

On 10-year performance, RSPR leads with 6.22% vs 1.16% for SRET. On fees, RSPR is cheaper at 0.40% per year. On volatility, SRET has been the lower-risk option at 3.11%. The better choice depends on whether you care most about return, fees, risk, or income.

Over the 10-year period, RSPR has performed better with a 6.22% return vs 1.16%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

RSPR is cheaper with a 0.40% expense ratio, compared with 0.58% for SRET.

SRET has the higher dividend yield at 7.94%, compared with 2.68% for RSPR.

RSPR tracks S&P 500 Equal Weighted / Real Estate - SEC, while SRET tracks Solactive Global SuperDividend REIT Index. They also come from different issuers: Invesco and Global X. Their fees differ too: 0.40% for RSPR and 0.58% for SRET.

SRET currently has the higher Sharpe Ratio (1.53 vs 0.39), 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.

Portfolio Optimizer

Find the right allocation for RSPR 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