SRET vs. DSU
Compare and contrast key facts about Global X SuperDividend REIT ETF (SRET) and BlackRock Debt Strategies Fund, Inc. (DSU).
SRET is a passively managed fund by Global X that tracks the performance of the Solactive Global SuperDividend REIT Index. It was launched on Mar 17, 2015. DSU is managed by BlackRock. It was launched on Nov 6, 1998.
Performance
SRET vs. DSU - Performance Comparison
Loading graphics...
SRET vs. DSU - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
SRET Global X SuperDividend REIT ETF | -1.00% | 18.09% | -1.55% | 9.85% | -18.24% | 14.00% | -36.63% | 22.77% | -5.52% | 17.80% |
DSU BlackRock Debt Strategies Fund, Inc. | -2.05% | 5.97% | 11.13% | 30.34% | -15.51% | 19.36% | 1.60% | 23.84% | -10.04% | 10.68% |
Returns By Period
In the year-to-date period, SRET achieves a -1.00% return, which is significantly higher than DSU's -2.05% return. Over the past 10 years, SRET has underperformed DSU with an annualized return of 1.19%, while DSU has yielded a comparatively higher 8.20% annualized return.
SRET
- 1D
- 0.33%
- 1M
- -6.55%
- YTD
- -1.00%
- 6M
- 1.33%
- 1Y
- 8.80%
- 3Y*
- 7.57%
- 5Y*
- 1.37%
- 10Y*
- 1.19%
DSU
- 1D
- 0.94%
- 1M
- -1.22%
- YTD
- -2.05%
- 6M
- -3.63%
- 1Y
- 4.15%
- 3Y*
- 12.41%
- 5Y*
- 7.29%
- 10Y*
- 8.20%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
SRET vs. DSU - Expense Ratio Comparison
SRET has a 0.58% expense ratio, which is lower than DSU's 2.47% expense ratio.
Return for Risk
SRET vs. DSU — Risk / Return Rank
SRET
DSU
SRET vs. DSU - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Global X SuperDividend REIT ETF (SRET) and BlackRock Debt Strategies Fund, Inc. (DSU). 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.
| SRET | DSU | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.63 | 0.31 | +0.32 |
Sortino ratioReturn per unit of downside risk | 0.91 | 0.49 | +0.42 |
Omega ratioGain probability vs. loss probability | 1.12 | 1.09 | +0.03 |
Calmar ratioReturn relative to maximum drawdown | 0.77 | 0.32 | +0.45 |
Martin ratioReturn relative to average drawdown | 3.20 | 1.76 | +1.44 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| SRET | DSU | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.63 | 0.31 | +0.32 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.08 | 0.62 | -0.54 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.05 | 0.52 | -0.47 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.04 | 0.23 | -0.18 |
Correlation
The correlation between SRET and DSU is 0.37, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Dividends
SRET vs. DSU - Dividend Comparison
SRET's dividend yield for the trailing twelve months is around 8.21%, less than DSU's 12.24% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SRET Global X SuperDividend REIT ETF | 8.21% | 7.98% | 8.72% | 7.21% | 8.30% | 6.33% | 8.88% | 7.83% | 8.54% | 8.20% | 8.08% | 7.74% |
DSU BlackRock Debt Strategies Fund, Inc. | 12.24% | 11.64% | 11.01% | 9.70% | 7.56% | 6.21% | 7.96% | 7.43% | 8.41% | 6.98% | 6.60% | 8.07% |
Drawdowns
SRET vs. DSU - Drawdown Comparison
The maximum SRET drawdown since its inception was -66.98%, smaller than the maximum DSU drawdown of -72.03%. Use the drawdown chart below to compare losses from any high point for SRET and DSU.
Loading graphics...
Drawdown Indicators
| SRET | DSU | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -66.98% | -72.03% | +5.05% |
Max Drawdown (1Y)Largest decline over 1 year | -11.13% | -12.55% | +1.42% |
Max Drawdown (5Y)Largest decline over 5 years | -30.56% | -24.23% | -6.33% |
Max Drawdown (10Y)Largest decline over 10 years | -66.98% | -45.36% | -21.62% |
Current DrawdownCurrent decline from peak | -27.69% | -3.94% | -23.75% |
Average DrawdownAverage peak-to-trough decline | -22.48% | -11.67% | -10.81% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.75% | 2.30% | +0.45% |
Volatility
SRET vs. DSU - Volatility Comparison
Global X SuperDividend REIT ETF (SRET) has a higher volatility of 5.42% compared to BlackRock Debt Strategies Fund, Inc. (DSU) at 4.24%. This indicates that SRET's price experiences larger fluctuations and is considered to be riskier than DSU based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| SRET | DSU | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.42% | 4.24% | +1.18% |
Volatility (6M)Calculated over the trailing 6-month period | 8.33% | 6.47% | +1.86% |
Volatility (1Y)Calculated over the trailing 1-year period | 14.08% | 13.37% | +0.71% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.52% | 11.75% | +4.77% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 24.60% | 15.90% | +8.70% |