SRET vs. SCHH
Compare and contrast key facts about Global X SuperDividend REIT ETF (SRET) and Schwab US REIT ETF (SCHH).
SRET and SCHH are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. 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. SCHH is a passively managed fund by Charles Schwab that tracks the performance of the Dow Jones U.S. Select REIT Index. It was launched on Jan 13, 2011. Both SRET and SCHH are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: SRET or SCHH.
Key characteristics
| SRET | SCHH | |
|---|---|---|
| YTD Return | -9.47% | -8.44% |
| 1Y Return | -1.38% | 0.99% |
| 3Y Return (Ann) | -6.46% | -2.42% |
| 5Y Return (Ann) | -8.85% | -0.51% |
| Sharpe Ratio | 0.01 | 0.17 |
| Daily Std Dev | 18.12% | 18.63% |
| Max Drawdown | -66.98% | -44.22% |
| Current Drawdown | -43.10% | -23.65% |
Correlation
The correlation between SRET and SCHH is 0.74, 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.
Performance
SRET vs. SCHH - Performance Comparison
In the year-to-date period, SRET achieves a -9.47% return, which is significantly lower than SCHH's -8.44% return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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SRET vs. SCHH - Expense Ratio Comparison
SRET has a 0.58% expense ratio, which is higher than SCHH's 0.07% expense ratio.
Risk-Adjusted Performance
SRET vs. SCHH - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Global X SuperDividend REIT ETF (SRET) and Schwab US REIT ETF (SCHH). 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.
Dividends
SRET vs. SCHH - Dividend Comparison
SRET's dividend yield for the trailing twelve months is around 8.05%, more than SCHH's 3.49% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SRET Global X SuperDividend REIT ETF | 8.05% | 7.21% | 8.30% | 6.33% | 8.92% | 7.77% | 8.51% | 8.17% | 8.05% | 7.71% | 0.00% | 0.00% |
SCHH Schwab US REIT ETF | 3.49% | 3.24% | 2.55% | 1.50% | 2.86% | 2.86% | 3.66% | 2.22% | 2.81% | 2.48% | 2.18% | 2.59% |
Drawdowns
SRET vs. SCHH - Drawdown Comparison
The maximum SRET drawdown since its inception was -66.98%, which is greater than SCHH's maximum drawdown of -44.22%. Use the drawdown chart below to compare losses from any high point for SRET and SCHH. For additional features, visit the drawdowns tool.
Volatility
SRET vs. SCHH - Volatility Comparison
The current volatility for Global X SuperDividend REIT ETF (SRET) is 5.22%, while Schwab US REIT ETF (SCHH) has a volatility of 5.74%. This indicates that SRET experiences smaller price fluctuations and is considered to be less risky than SCHH based on this measure. The chart below showcases a comparison of their rolling one-month volatility.