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SRET vs. DTCR
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

SRET vs. DTCR - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Global X SuperDividend REIT ETF (SRET) and Global X Data Center & Digital Infrastructure ETF (DTCR). The values are adjusted to include any dividend payments, if applicable.

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SRET vs. DTCR - Yearly Performance Comparison


2026 (YTD)202520242023202220212020
SRET
Global X SuperDividend REIT ETF
-1.00%18.09%-1.55%9.85%-18.24%14.00%18.84%
DTCR
Global X Data Center & Digital Infrastructure ETF
15.36%28.99%14.92%18.93%-30.89%20.35%5.81%

Returns By Period

In the year-to-date period, SRET achieves a -1.00% return, which is significantly lower than DTCR's 15.36% 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%

DTCR

1D
1.59%
1M
-3.95%
YTD
15.36%
6M
17.66%
1Y
49.61%
3Y*
24.54%
5Y*
10.68%
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

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SRET vs. DTCR - Expense Ratio Comparison

SRET has a 0.58% expense ratio, which is higher than DTCR's 0.50% expense ratio.


Return for Risk

SRET vs. DTCR — Risk / Return Rank

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

SRET
SRET Risk / Return Rank: 3131
Overall Rank
SRET Sharpe Ratio Rank: 3232
Sharpe Ratio Rank
SRET Sortino Ratio Rank: 2929
Sortino Ratio Rank
SRET Omega Ratio Rank: 2828
Omega Ratio Rank
SRET Calmar Ratio Rank: 3030
Calmar Ratio Rank
SRET Martin Ratio Rank: 3535
Martin Ratio Rank

DTCR
DTCR Risk / Return Rank: 9191
Overall Rank
DTCR Sharpe Ratio Rank: 9292
Sharpe Ratio Rank
DTCR Sortino Ratio Rank: 9292
Sortino Ratio Rank
DTCR Omega Ratio Rank: 8888
Omega Ratio Rank
DTCR Calmar Ratio Rank: 9494
Calmar Ratio Rank
DTCR Martin Ratio Rank: 8989
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.

SRET vs. DTCR - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Global X SuperDividend REIT ETF (SRET) and Global X Data Center & Digital Infrastructure ETF (DTCR). 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.


SRETDTCRDifference

Sharpe ratio

Return per unit of total volatility

0.63

2.14

-1.52

Sortino ratio

Return per unit of downside risk

0.91

2.79

-1.89

Omega ratio

Gain probability vs. loss probability

1.12

1.37

-0.24

Calmar ratio

Return relative to maximum drawdown

0.77

3.94

-3.16

Martin ratio

Return relative to average drawdown

3.20

11.65

-8.46

SRET vs. DTCR - Sharpe Ratio Comparison

The current SRET Sharpe Ratio is 0.63, which is lower than the DTCR Sharpe Ratio of 2.14. The chart below compares the historical Sharpe Ratios of SRET and DTCR, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


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Sharpe Ratios by Period


SRETDTCRDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

0.63

2.14

-1.52

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.08

0.50

-0.41

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.05

Sharpe Ratio (All Time)

Calculated using the full available price history

0.04

0.52

-0.48

Correlation

The correlation between SRET and DTCR is 0.55, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.


Dividends

SRET vs. DTCR - Dividend Comparison

SRET's dividend yield for the trailing twelve months is around 8.21%, more than DTCR's 0.95% yield.


TTM20252024202320222021202020192018201720162015
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%
DTCR
Global X Data Center & Digital Infrastructure ETF
0.95%1.10%1.72%1.18%2.57%1.27%0.30%0.00%0.00%0.00%0.00%0.00%

Drawdowns

SRET vs. DTCR - Drawdown Comparison

The maximum SRET drawdown since its inception was -66.98%, which is greater than DTCR's maximum drawdown of -38.98%. Use the drawdown chart below to compare losses from any high point for SRET and DTCR.


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Drawdown Indicators


SRETDTCRDifference

Max Drawdown

Largest peak-to-trough decline

-66.98%

-38.98%

-28.00%

Max Drawdown (1Y)

Largest decline over 1 year

-11.13%

-13.07%

+1.94%

Max Drawdown (5Y)

Largest decline over 5 years

-30.56%

-38.98%

+8.42%

Max Drawdown (10Y)

Largest decline over 10 years

-66.98%

Current Drawdown

Current decline from peak

-27.69%

-7.13%

-20.56%

Average Drawdown

Average peak-to-trough decline

-22.48%

-12.72%

-9.76%

Ulcer Index

Depth and duration of drawdowns from previous peaks

2.75%

4.41%

-1.66%

Volatility

SRET vs. DTCR - Volatility Comparison

The current volatility for Global X SuperDividend REIT ETF (SRET) is 5.42%, while Global X Data Center & Digital Infrastructure ETF (DTCR) has a volatility of 8.22%. This indicates that SRET experiences smaller price fluctuations and is considered to be less risky than DTCR based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


SRETDTCRDifference

Volatility (1M)

Calculated over the trailing 1-month period

5.42%

8.22%

-2.80%

Volatility (6M)

Calculated over the trailing 6-month period

8.33%

17.48%

-9.15%

Volatility (1Y)

Calculated over the trailing 1-year period

14.08%

23.28%

-9.20%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

16.52%

21.58%

-5.06%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

24.60%

21.83%

+2.77%