SPRE vs. SRET
SPRE (SP Funds S&P Global REIT Sharia ETF) and SRET (Global X SuperDividend REIT ETF) are both REIT funds - SPRE tracks the S&P Global All Equity REIT Shariah Capped Index while SRET tracks the Solactive Global SuperDividend REIT Index. Both are passively managed. Over the past 5 years, SPRE returned 1.86%/yr vs 1.69%/yr for SRET. A 0.70 correlation means they provide meaningful diversification when combined. SPRE charges 0.69%/yr vs 0.58%/yr for SRET.
Performance
SPRE vs. SRET - Performance Comparison
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Returns By Period
In the year-to-date period, SPRE achieves a 10.27% return, which is significantly higher than SRET's 5.39% return.
SPRE
- 1D
- 0.19%
- 1M
- 0.70%
- YTD
- 10.27%
- 6M
- 11.31%
- 1Y
- 13.28%
- 3Y*
- 8.33%
- 5Y*
- 1.86%
- 10Y*
- —
SRET
- 1D
- 0.29%
- 1M
- -0.71%
- YTD
- 5.39%
- 6M
- 5.79%
- 1Y
- 15.52%
- 3Y*
- 11.12%
- 5Y*
- 1.69%
- 10Y*
- 1.07%
SPRE vs. SRET - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|
SPRE SP Funds S&P Global REIT Sharia ETF | 10.27% | 3.07% | 2.11% | 9.40% | -29.48% | 44.78% | -0.17% |
SRET Global X SuperDividend REIT ETF | 5.39% | 18.09% | -1.55% | 9.85% | -18.24% | 14.00% | 0.28% |
Correlation
The correlation between SPRE and SRET is 0.66, 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 | 0.66 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.71 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.71 |
Correlation (All Time) Calculated using the full available price history since Dec 30, 2020 | 0.70 |
The correlation between SPRE and SRET has been stable across timeframes, ranging from 0.66 to 0.71 - a consistent structural relationship.
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Return for Risk
SPRE vs. SRET — Risk / Return Rank
SPRE
SRET
SPRE vs. SRET - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for SP Funds S&P Global REIT Sharia ETF (SPRE) 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.
| SPRE | SRET | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.37 | ||
| Sortino ratioReturn per unit of downside risk | -0.45 | ||
| Omega ratioGain probability vs. loss probability | 1.18 | 1.24 | -0.06 |
| Calmar ratioReturn relative to maximum drawdown | 1.38 | 1.64 | -0.26 |
| Martin ratioReturn relative to average drawdown | 4.79 | 6.77 | -1.98 |
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Drawdowns
SPRE vs. SRET - Drawdown Comparison
The maximum SPRE drawdown since its inception was -38.34%, smaller than the maximum SRET drawdown of -66.98%. Use the drawdown chart below to compare losses from any high point for SPRE and SRET.
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Drawdown Indicators
| SPRE | SRET | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -38.34% | -66.98% | +28.64% |
Max Drawdown (1Y)Largest decline over 1 year | -9.63% | -9.48% | -0.15% |
Max Drawdown (3Y)Largest decline over 3 years | -22.04% | -18.87% | -3.17% |
Max Drawdown (5Y)Largest decline over 5 years | -38.34% | -29.43% | -8.91% |
Max Drawdown (10Y)Largest decline over 10 years | — | -66.98% | — |
Current DrawdownCurrent decline from peak | -10.48% | -23.02% | +12.54% |
Average DrawdownAverage peak-to-trough decline | -17.85% | -22.48% | +4.63% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.78% | 2.30% | +0.48% |
Volatility
SPRE vs. SRET - Volatility Comparison
SP Funds S&P Global REIT Sharia ETF (SPRE) has a higher volatility of 4.66% compared to Global X SuperDividend REIT ETF (SRET) at 3.72%. This indicates that SPRE'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
| SPRE | SRET | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.66% | 3.72% | +0.94% |
Volatility (6M)Calculated over the trailing 6-month period | 10.16% | 9.15% | +1.01% |
Volatility (1Y)Calculated over the trailing 1-year period | 13.64% | 11.54% | +2.10% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 18.79% | 16.49% | +2.30% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.40% | 24.60% | -6.20% |
SPRE vs. SRET - Expense Ratio Comparison
SPRE has a 0.69% expense ratio, which is higher than SRET's 0.58% expense ratio.
Dividends
SPRE vs. SRET - Dividend Comparison
SPRE's dividend yield for the trailing twelve months is around 3.78%, less than SRET's 7.99% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SPRE SP Funds S&P Global REIT Sharia ETF | 3.78% | 4.10% | 4.13% | 4.16% | 4.17% | 2.83% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
SRET Global X SuperDividend REIT ETF | 7.99% | 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
SPRE and SRET have a correlation of 0.66, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
SPRE has higher volatility (4.66%) compared to SRET (3.72%). In terms of maximum drawdown, SPRE dropped -38.34% vs SRET's -66.98%.
On 5-year performance, SPRE leads with 1.86% vs 1.69% for SRET. On fees, SRET is cheaper at 0.58% per year. On volatility, SRET has been the lower-risk option at 3.72%. The better choice depends on whether you care most about return, fees, risk, or income.
Over the 5-year period, SPRE has performed better with a 1.86% return vs 1.69%. 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 0.69% for SPRE.
SRET has the higher dividend yield at 7.99%, compared with 3.78% for SPRE.
SPRE tracks S&P Global All Equity REIT Shariah Capped Index, while SRET tracks Solactive Global SuperDividend REIT Index. They also come from different issuers: Toroso Investments and Global X. Their fees differ too: 0.69% for SPRE and 0.58% for SRET.
SRET currently has the higher Sharpe Ratio (1.35 vs 0.98), 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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