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SRET vs. RDOG
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

SRET vs. RDOG - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Global X SuperDividend REIT ETF (SRET) and ALPS REIT Dividend Dogs ETF (RDOG). The values are adjusted to include any dividend payments, if applicable.

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SRET vs. RDOG - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
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%
RDOG
ALPS REIT Dividend Dogs ETF
0.59%0.95%4.57%10.38%-25.53%34.42%-10.01%21.54%-5.70%11.84%

Returns By Period

In the year-to-date period, SRET achieves a -1.00% return, which is significantly lower than RDOG's 0.59% return. Over the past 10 years, SRET has underperformed RDOG with an annualized return of 1.19%, while RDOG has yielded a comparatively higher 2.90% 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%

RDOG

1D
-0.10%
1M
-7.47%
YTD
0.59%
6M
0.17%
1Y
1.74%
3Y*
6.34%
5Y*
1.15%
10Y*
2.90%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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SRET vs. RDOG - Expense Ratio Comparison

SRET has a 0.58% expense ratio, which is higher than RDOG's 0.35% expense ratio.


Return for Risk

SRET vs. RDOG — 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

RDOG
RDOG Risk / Return Rank: 1414
Overall Rank
RDOG Sharpe Ratio Rank: 1414
Sharpe Ratio Rank
RDOG Sortino Ratio Rank: 1313
Sortino Ratio Rank
RDOG Omega Ratio Rank: 1313
Omega Ratio Rank
RDOG Calmar Ratio Rank: 1414
Calmar Ratio Rank
RDOG Martin Ratio Rank: 1515
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. RDOG - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Global X SuperDividend REIT ETF (SRET) and ALPS REIT Dividend Dogs ETF (RDOG). 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.


SRETRDOGDifference

Sharpe ratio

Return per unit of total volatility

0.63

0.10

+0.53

Sortino ratio

Return per unit of downside risk

0.91

0.26

+0.65

Omega ratio

Gain probability vs. loss probability

1.12

1.03

+0.09

Calmar ratio

Return relative to maximum drawdown

0.77

0.12

+0.65

Martin ratio

Return relative to average drawdown

3.20

0.40

+2.80

SRET vs. RDOG - Sharpe Ratio Comparison

The current SRET Sharpe Ratio is 0.63, which is higher than the RDOG Sharpe Ratio of 0.10. The chart below compares the historical Sharpe Ratios of SRET and RDOG, 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


SRETRDOGDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

0.63

0.10

+0.53

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.08

0.06

+0.02

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.05

0.13

-0.08

Sharpe Ratio (All Time)

Calculated using the full available price history

0.04

0.14

-0.10

Correlation

The correlation between SRET and RDOG is 0.77, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.


Dividends

SRET vs. RDOG - Dividend Comparison

SRET's dividend yield for the trailing twelve months is around 8.21%, more than RDOG's 6.94% 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%
RDOG
ALPS REIT Dividend Dogs ETF
6.94%6.91%6.11%7.07%5.25%3.11%5.12%3.10%3.13%3.64%3.66%3.43%

Drawdowns

SRET vs. RDOG - Drawdown Comparison

The maximum SRET drawdown since its inception was -66.98%, roughly equal to the maximum RDOG drawdown of -67.59%. Use the drawdown chart below to compare losses from any high point for SRET and RDOG.


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Drawdown Indicators


SRETRDOGDifference

Max Drawdown

Largest peak-to-trough decline

-66.98%

-67.59%

+0.61%

Max Drawdown (1Y)

Largest decline over 1 year

-11.13%

-13.61%

+2.48%

Max Drawdown (5Y)

Largest decline over 5 years

-30.56%

-35.52%

+4.96%

Max Drawdown (10Y)

Largest decline over 10 years

-66.98%

-49.35%

-17.63%

Current Drawdown

Current decline from peak

-27.69%

-13.38%

-14.31%

Average Drawdown

Average peak-to-trough decline

-22.48%

-12.33%

-10.15%

Ulcer Index

Depth and duration of drawdowns from previous peaks

2.75%

4.15%

-1.40%

Volatility

SRET vs. RDOG - Volatility Comparison

Global X SuperDividend REIT ETF (SRET) and ALPS REIT Dividend Dogs ETF (RDOG) have volatilities of 5.42% and 5.46%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


SRETRDOGDifference

Volatility (1M)

Calculated over the trailing 1-month period

5.42%

5.46%

-0.04%

Volatility (6M)

Calculated over the trailing 6-month period

8.33%

10.18%

-1.85%

Volatility (1Y)

Calculated over the trailing 1-year period

14.08%

17.71%

-3.63%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

16.52%

19.84%

-3.32%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

24.60%

23.02%

+1.58%