SRET vs. SDIV
Compare and contrast key facts about Global X SuperDividend REIT ETF (SRET) and Global X SuperDividend ETF (SDIV).
SRET and SDIV 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. SDIV is a passively managed fund by Global X that tracks the performance of the Solactive Global SuperDividend Index. It was launched on Jun 8, 2011. Both SRET and SDIV are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.
Performance
SRET vs. SDIV - Performance Comparison
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SRET vs. SDIV - 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% |
SDIV Global X SuperDividend ETF | 6.32% | 29.12% | 1.77% | 5.46% | -26.43% | 3.76% | -20.89% | 13.04% | -15.07% | 11.95% |
Returns By Period
In the year-to-date period, SRET achieves a -1.00% return, which is significantly lower than SDIV's 6.32% return. Over the past 10 years, SRET has outperformed SDIV with an annualized return of 1.19%, while SDIV has yielded a comparatively lower 0.51% 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%
SDIV
- 1D
- -0.36%
- 1M
- -3.71%
- YTD
- 6.32%
- 6M
- 9.61%
- 1Y
- 31.74%
- 3Y*
- 14.62%
- 5Y*
- 0.52%
- 10Y*
- 0.51%
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SRET vs. SDIV - Expense Ratio Comparison
Both SRET and SDIV have an expense ratio of 0.58%.
Return for Risk
SRET vs. SDIV — Risk / Return Rank
SRET
SDIV
SRET vs. SDIV - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Global X SuperDividend REIT ETF (SRET) and Global X SuperDividend ETF (SDIV). 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 | SDIV | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.63 | 1.99 | -1.36 |
Sortino ratioReturn per unit of downside risk | 0.91 | 2.58 | -1.67 |
Omega ratioGain probability vs. loss probability | 1.12 | 1.40 | -0.27 |
Calmar ratioReturn relative to maximum drawdown | 0.77 | 2.43 | -1.66 |
Martin ratioReturn relative to average drawdown | 3.20 | 12.17 | -8.97 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| SRET | SDIV | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.63 | 1.99 | -1.36 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.08 | 0.03 | +0.05 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.05 | 0.03 | +0.02 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.04 | 0.06 | -0.02 |
Correlation
The correlation between SRET and SDIV is 0.73, 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. SDIV - Dividend Comparison
SRET's dividend yield for the trailing twelve months is around 8.21%, less than SDIV's 9.13% 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% |
SDIV Global X SuperDividend ETF | 9.13% | 9.59% | 11.33% | 11.73% | 14.17% | 8.95% | 7.96% | 8.73% | 9.22% | 6.66% | 6.95% | 7.33% |
Drawdowns
SRET vs. SDIV - Drawdown Comparison
The maximum SRET drawdown since its inception was -66.98%, which is greater than SDIV's maximum drawdown of -56.90%. Use the drawdown chart below to compare losses from any high point for SRET and SDIV.
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Drawdown Indicators
| SRET | SDIV | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -66.98% | -56.90% | -10.08% |
Max Drawdown (1Y)Largest decline over 1 year | -11.13% | -13.04% | +1.91% |
Max Drawdown (5Y)Largest decline over 5 years | -30.56% | -41.94% | +11.38% |
Max Drawdown (10Y)Largest decline over 10 years | -66.98% | -56.90% | -10.08% |
Current DrawdownCurrent decline from peak | -27.69% | -17.50% | -10.19% |
Average DrawdownAverage peak-to-trough decline | -22.48% | -18.63% | -3.85% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.75% | 2.67% | +0.08% |
Volatility
SRET vs. SDIV - Volatility Comparison
The current volatility for Global X SuperDividend REIT ETF (SRET) is 5.42%, while Global X SuperDividend ETF (SDIV) has a volatility of 6.10%. This indicates that SRET experiences smaller price fluctuations and is considered to be less risky than SDIV based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| SRET | SDIV | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.42% | 6.10% | -0.68% |
Volatility (6M)Calculated over the trailing 6-month period | 8.33% | 9.20% | -0.87% |
Volatility (1Y)Calculated over the trailing 1-year period | 14.08% | 16.03% | -1.95% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.52% | 16.79% | -0.27% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 24.60% | 18.96% | +5.64% |