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SRET vs. SRVR
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

SRET vs. SRVR - Performance Comparison

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

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Returns By Period

In the year-to-date period, SRET achieves a 3.74% return, which is significantly lower than SRVR's 19.79% return.


SRET

1D
-1.07%
1M
-1.81%
YTD
3.74%
6M
4.08%
1Y
14.94%
3Y*
9.29%
5Y*
1.19%
10Y*
1.05%

SRVR

1D
-1.79%
1M
-2.74%
YTD
19.79%
6M
20.69%
1Y
11.19%
3Y*
8.85%
5Y*
-0.81%
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

SRET vs. SRVR - Yearly Performance Comparison


2026 (YTD)20252024202320222021202020192018
SRET
Global X SuperDividend REIT ETF
3.74%18.09%-1.55%9.85%-18.24%14.00%-36.63%22.77%-2.77%
SRVR
Pacer Benchmark Data & Infrastructure Real Estate SCTR ETF
19.79%-1.99%2.70%6.84%-31.90%22.31%11.99%41.98%-3.51%

Correlation

The correlation between SRET and SRVR is 0.46, which is low. Their price movements are largely independent, making them effective diversification partners.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.46

Correlation (3Y)
Calculated over the trailing 3-year period

0.62

Correlation (5Y)
Calculated over the trailing 5-year period

0.68

Correlation (All Time)
Calculated using the full available price history since May 17, 2018

0.60

The correlation between SRET and SRVR shifts across timeframes, from 0.46 (1 year) to 0.68 (5 years), reflecting how their relationship changes across market environments.

SRET vs. SRVR - Sectors Allocation Comparison


Sectors
SRET
SRVR

Real Estate

92.5%
66.4%

Financial Services

3.1%
0.9%

Basic Materials

-

0.8%

Communication Services

-

7.5%

Consumer Cyclical

-

-

Consumer Defensive

-

-

Energy

-

3.8%

Healthcare

-

-

Industrials

-

11.7%

Technology

-

6.8%

Utilities

-

2.2%

Real Estate

SRET
92.5%
SRVR
66.4%

Financial Services

SRET
3.1%
SRVR
0.9%

Basic Materials

SRET

-

SRVR
0.8%

Communication Services

SRET

-

SRVR
7.5%

Consumer Cyclical

SRET

-

SRVR

-

Consumer Defensive

SRET

-

SRVR

-

Energy

SRET

-

SRVR
3.8%

Healthcare

SRET

-

SRVR

-

Industrials

SRET

-

SRVR
11.7%

Technology

SRET

-

SRVR
6.8%

Utilities

SRET

-

SRVR
2.2%

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Return for Risk

SRET vs. SRVR — Risk / Return Rank

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

SRET
SRET Risk / Return Rank: 3535
Overall Rank
SRET Sharpe Ratio Rank: 3636
Sharpe Ratio Rank
SRET Sortino Ratio Rank: 3434
Sortino Ratio Rank
SRET Omega Ratio Rank: 3333
Omega Ratio Rank
SRET Calmar Ratio Rank: 3232
Calmar Ratio Rank
SRET Martin Ratio Rank: 4040
Martin Ratio Rank

SRVR
SRVR Risk / Return Rank: 1919
Overall Rank
SRVR Sharpe Ratio Rank: 2020
Sharpe Ratio Rank
SRVR Sortino Ratio Rank: 1919
Sortino Ratio Rank
SRVR Omega Ratio Rank: 1919
Omega Ratio Rank
SRVR Calmar Ratio Rank: 1818
Calmar Ratio Rank
SRVR Martin Ratio Rank: 1717
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. SRVR - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Global X SuperDividend REIT ETF (SRET) and Pacer Benchmark Data & Infrastructure Real Estate SCTR ETF (SRVR). 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.


SRETSRVRDifference
Sharpe ratioReturn per unit of total volatility

+0.65

Sortino ratioReturn per unit of downside risk

+0.79

Omega ratioGain probability vs. loss probability

1.23

1.13

+0.10

Calmar ratioReturn relative to maximum drawdown

1.58

0.76

+0.82

Martin ratioReturn relative to average drawdown

6.61

1.64

+4.97

SRET vs. SRVR - Sharpe Ratio Comparison

The current SRET Sharpe Ratio is 1.32, which is higher than the SRVR Sharpe Ratio of 0.67. The chart below compares the historical Sharpe Ratios of SRET and SRVR, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Sharpe Ratios by Period


SRETSRVRDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.32

0.67

+0.65

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.07

-0.04

+0.11

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.04

Sharpe Ratio (All Time)

Calculated using the full available price history

0.06

0.30

-0.24

Drawdowns

SRET vs. SRVR - Drawdown Comparison

The maximum SRET drawdown since its inception was -66.98%, which is greater than SRVR's maximum drawdown of -40.99%. Use the drawdown chart below to compare losses from any high point for SRET and SRVR.


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Drawdown Indicators


SRETSRVRDifference

Max Drawdown

Largest peak-to-trough decline

-66.98%

-40.99%

-25.99%

Max Drawdown (1Y)

Largest decline over 1 year

-9.48%

-14.78%

+5.30%

Max Drawdown (3Y)

Largest decline over 3 years

-18.87%

-18.34%

-0.53%

Max Drawdown (5Y)

Largest decline over 5 years

-30.56%

-40.99%

+10.43%

Max Drawdown (10Y)

Largest decline over 10 years

-66.98%

Current Drawdown

Current decline from peak

-24.23%

-12.28%

-11.95%

Average Drawdown

Average peak-to-trough decline

-22.49%

-15.27%

-7.22%

Ulcer Index

Depth and duration of drawdowns from previous peaks

2.27%

6.83%

-4.56%

Volatility

SRET vs. SRVR - Volatility Comparison

The current volatility for Global X SuperDividend REIT ETF (SRET) is 3.11%, while Pacer Benchmark Data & Infrastructure Real Estate SCTR ETF (SRVR) has a volatility of 5.47%. This indicates that SRET experiences smaller price fluctuations and is considered to be less risky than SRVR based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


SRETSRVRDifference

Volatility (1M)

Calculated over the trailing 1-month period

3.11%

5.47%

-2.36%

Volatility (6M)

Calculated over the trailing 6-month period

8.72%

13.12%

-4.40%

Volatility (1Y)

Calculated over the trailing 1-year period

11.36%

16.72%

-5.36%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

16.50%

19.71%

-3.21%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

24.58%

21.44%

+3.14%

SRET vs. SRVR - Expense Ratio Comparison

SRET has a 0.58% expense ratio, which is lower than SRVR's 0.60% expense ratio.


Dividends

SRET vs. SRVR - Dividend Comparison

SRET's dividend yield for the trailing twelve months is around 8.78%, more than SRVR's 2.70% yield.


PositionTTM20252024202320222021202020192018201720162015
SRET
Global X SuperDividend REIT ETF
8.78%7.98%8.72%7.21%8.30%6.33%8.88%7.83%8.54%8.20%8.08%7.74%
SRVR
Pacer Benchmark Data & Infrastructure Real Estate SCTR ETF
2.70%2.67%2.00%3.69%1.70%1.19%1.59%1.61%2.13%0.00%0.00%0.00%

Frequently Asked Questions


SRET and SRVR have a correlation of 0.46, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

SRVR has higher volatility (5.47%) compared to SRET (3.11%). In terms of maximum drawdown, SRET dropped -66.98% vs SRVR's -40.99%.

On 5-year performance, SRET leads with 1.19% vs -0.81% for SRVR. On fees, SRET is cheaper at 0.58% per year. On volatility, SRET has been the lower-risk option at 3.11%. The better choice depends on whether you care most about return, fees, risk, or income.

Over the 5-year period, SRET has performed better with a 1.19% return vs -0.81%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

SRET is cheaper with a 0.58% expense ratio, compared with 0.60% for SRVR.

SRET has the higher dividend yield at 8.78%, compared with 2.70% for SRVR.

SRET tracks Solactive Global SuperDividend REIT Index, while SRVR tracks Benchmark Data & Infrastructure Real Estate SCTR Index. They also come from different issuers: Global X and Pacer. Their fees differ too: 0.58% for SRET and 0.60% for SRVR.

SRET currently has the higher Sharpe Ratio (1.32 vs 0.67), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.

Portfolio Optimizer

Find the right allocation for SRET and SRVR

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