SRET vs. BND
SRET (Global X SuperDividend REIT ETF) and BND (Vanguard Total Bond Market ETF) are both exchange-traded funds - SRET is a REIT fund tracking the Solactive Global SuperDividend REIT Index, while BND is a Total Bond Market fund tracking the Bloomberg U.S. Aggregate Float Adjusted Index. Both are passively managed. Over the past 10 years, SRET returned 1.19%/yr vs 1.60%/yr for BND. At a 0.16 correlation, their price movements are largely independent. SRET charges 0.58%/yr vs 0.03%/yr for BND.
Performance
SRET vs. BND - Performance Comparison
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Returns By Period
In the year-to-date period, SRET achieves a 6.56% return, which is significantly higher than BND's 0.94% return. Over the past 10 years, SRET has underperformed BND with an annualized return of 1.19%, while BND has yielded a comparatively higher 1.60% annualized return.
SRET
- 1D
- 0.55%
- 1M
- 0.39%
- YTD
- 6.56%
- 6M
- 6.91%
- 1Y
- 15.46%
- 3Y*
- 11.53%
- 5Y*
- 1.79%
- 10Y*
- 1.19%
BND
- 1D
- 0.45%
- 1M
- 1.09%
- YTD
- 0.94%
- 6M
- 0.78%
- 1Y
- 4.38%
- 3Y*
- 4.11%
- 5Y*
- 0.18%
- 10Y*
- 1.60%
SRET vs. BND - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
SRET Global X SuperDividend REIT ETF | 6.56% | 18.09% | -1.55% | 9.85% | -18.24% | 14.00% | -36.63% | 22.77% | -5.52% | 17.80% |
BND Vanguard Total Bond Market ETF | 0.94% | 7.08% | 1.38% | 5.65% | -13.11% | -1.86% | 7.71% | 8.84% | -0.12% | 3.57% |
Correlation
The correlation between SRET and BND is 0.43, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.43 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.38 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.29 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.19 |
Correlation (All Time) Calculated using the full available price history since Mar 17, 2015 | 0.16 |
Over the past year, SRET and BND have become more correlated (0.43) than their long-term average of 0.16, meaning their price movements have been converging.
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Return for Risk
SRET vs. BND — Risk / Return Rank
SRET
BND
SRET vs. BND - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Global X SuperDividend REIT ETF (SRET) and Vanguard Total Bond Market ETF (BND). 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.
| SRET | BND | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.17 | ||
| Sortino ratioReturn per unit of downside risk | +0.10 | ||
| Omega ratioGain probability vs. loss probability | 1.23 | 1.21 | +0.03 |
| Calmar ratioReturn relative to maximum drawdown | 1.64 | 1.64 | -0.01 |
| Martin ratioReturn relative to average drawdown | 6.74 | 4.68 | +2.06 |
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Drawdowns
SRET vs. BND - Drawdown Comparison
The maximum SRET drawdown since its inception was -66.98%, which is greater than BND's maximum drawdown of -18.58%. Use the drawdown chart below to compare losses from any high point for SRET and BND.
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Drawdown Indicators
| SRET | BND | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -66.98% | -18.58% | -48.40% |
Max Drawdown (1Y)Largest decline over 1 year | -9.48% | -2.68% | -6.80% |
Max Drawdown (3Y)Largest decline over 3 years | -18.87% | -5.92% | -12.95% |
Max Drawdown (5Y)Largest decline over 5 years | -29.43% | -17.91% | -11.52% |
Max Drawdown (10Y)Largest decline over 10 years | -66.98% | -18.58% | -48.40% |
Current DrawdownCurrent decline from peak | -22.17% | -1.71% | -20.46% |
Average DrawdownAverage peak-to-trough decline | -22.48% | -3.06% | -19.42% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.30% | 0.94% | +1.36% |
Volatility
SRET vs. BND - Volatility Comparison
Global X SuperDividend REIT ETF (SRET) has a higher volatility of 3.78% compared to Vanguard Total Bond Market ETF (BND) at 1.15%. This indicates that SRET's price experiences larger fluctuations and is considered to be riskier than BND based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| SRET | BND | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.78% | 1.15% | +2.63% |
Volatility (6M)Calculated over the trailing 6-month period | 9.15% | 2.80% | +6.35% |
Volatility (1Y)Calculated over the trailing 1-year period | 11.51% | 3.75% | +7.76% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.50% | 6.03% | +10.47% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 24.59% | 5.53% | +19.06% |
SRET vs. BND - Expense Ratio Comparison
SRET has a 0.58% expense ratio, which is higher than BND's 0.03% expense ratio.
Dividends
SRET vs. BND - Dividend Comparison
SRET's dividend yield for the trailing twelve months is around 7.91%, more than BND's 3.94% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BND Vanguard Total Bond Market ETF | 3.94% | 3.86% | 3.67% | 3.09% | 2.60% | 2.12% | 2.38% | 2.72% | 2.81% | 2.54% | 2.51% | 2.57% |
SRET Global X SuperDividend REIT ETF | 7.91% | 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
SRET and BND have a correlation of 0.43, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
SRET has higher volatility (3.78%) compared to BND (1.15%). In terms of maximum drawdown, SRET dropped -66.98% vs BND's -18.58%.
On 10-year performance, BND leads with 1.60% vs 1.19% for SRET. On fees, BND is cheaper at 0.03% per year. On volatility, BND has been the lower-risk option at 1.15%. The better choice depends on whether you care most about return, fees, risk, or income.
Over the 10-year period, BND has performed better with a 1.60% return vs 1.19%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.
BND is cheaper with a 0.03% expense ratio, compared with 0.58% for SRET.
SRET has the higher dividend yield at 7.91%, compared with 3.94% for BND.
SRET is categorized as REIT, while BND is Total Bond Market. SRET tracks Solactive Global SuperDividend REIT Index, while BND tracks Bloomberg U.S. Aggregate Float Adjusted Index. They also come from different issuers: Global X and Vanguard. Their fees differ too: 0.58% for SRET and 0.03% for BND.
SRET currently has the higher Sharpe Ratio (1.35 vs 1.18), 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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