SRET vs. STAG
Compare and contrast key facts about Global X SuperDividend REIT ETF (SRET) and STAG Industrial, Inc. (STAG).
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.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: SRET or STAG.
Correlation
The correlation between SRET and STAG is 0.58, 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.
Performance
SRET vs. STAG - Performance Comparison
Key characteristics
SRET:
0.79
STAG:
0.04
SRET:
1.12
STAG:
0.24
SRET:
1.15
STAG:
1.03
SRET:
0.28
STAG:
0.05
SRET:
2.41
STAG:
0.14
SRET:
4.94%
STAG:
10.32%
SRET:
15.47%
STAG:
23.46%
SRET:
-66.98%
STAG:
-45.08%
SRET:
-35.06%
STAG:
-18.82%
Returns By Period
In the year-to-date period, SRET achieves a 4.99% return, which is significantly higher than STAG's 1.57% return. Over the past 10 years, SRET has underperformed STAG with an annualized return of 0.18%, while STAG has yielded a comparatively higher 9.99% annualized return.
SRET
4.99%
10.25%
0.18%
12.09%
7.14%
0.18%
STAG
1.57%
12.99%
-6.96%
0.85%
10.13%
9.99%
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Risk-Adjusted Performance
SRET vs. STAG — Risk-Adjusted Performance Rank
SRET
STAG
SRET vs. STAG - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Global X SuperDividend REIT ETF (SRET) and STAG Industrial, Inc. (STAG). 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. STAG - Dividend Comparison
SRET's dividend yield for the trailing twelve months is around 8.76%, more than STAG's 4.38% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SRET Global X SuperDividend REIT ETF | 8.76% | 8.72% | 7.21% | 8.30% | 6.33% | 8.88% | 7.77% | 8.54% | 8.20% | 8.08% | 7.74% | 0.00% |
STAG STAG Industrial, Inc. | 4.38% | 4.38% | 3.74% | 4.52% | 3.02% | 4.60% | 4.53% | 5.71% | 5.14% | 5.82% | 7.40% | 5.27% |
Drawdowns
SRET vs. STAG - Drawdown Comparison
The maximum SRET drawdown since its inception was -66.98%, which is greater than STAG's maximum drawdown of -45.08%. Use the drawdown chart below to compare losses from any high point for SRET and STAG. For additional features, visit the drawdowns tool.
Volatility
SRET vs. STAG - Volatility Comparison
The current volatility for Global X SuperDividend REIT ETF (SRET) is 6.34%, while STAG Industrial, Inc. (STAG) has a volatility of 9.79%. This indicates that SRET experiences smaller price fluctuations and is considered to be less risky than STAG based on this measure. The chart below showcases a comparison of their rolling one-month volatility.