SRHR vs. VNQ
Compare and contrast key facts about SRH REIT Covered Call ETF (SRHR) and Vanguard Real Estate ETF (VNQ).
SRHR and VNQ are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. SRHR is an actively managed fund by SRH. It was launched on Nov 1, 2023. VNQ is a passively managed fund by Vanguard that tracks the performance of the MSCI US Investable Market Real Estate 25/50 Index. It was launched on Sep 23, 2004.
Performance
SRHR vs. VNQ - Performance Comparison
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SRHR vs. VNQ - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | |
|---|---|---|---|---|
SRHR SRH REIT Covered Call ETF | 0.88% | -0.91% | 3.94% | 15.82% |
VNQ Vanguard Real Estate ETF | 1.31% | 3.24% | 4.81% | 18.04% |
Returns By Period
In the year-to-date period, SRHR achieves a 0.88% return, which is significantly lower than VNQ's 1.31% return.
SRHR
- 1D
- 1.60%
- 1M
- -5.90%
- YTD
- 0.88%
- 6M
- -1.73%
- 1Y
- -0.51%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
VNQ
- 1D
- 1.57%
- 1M
- -6.31%
- YTD
- 1.31%
- 6M
- -1.04%
- 1Y
- 1.86%
- 3Y*
- 6.44%
- 5Y*
- 2.79%
- 10Y*
- 4.65%
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SRHR vs. VNQ - Expense Ratio Comparison
SRHR has a 0.75% expense ratio, which is higher than VNQ's 0.13% expense ratio.
Return for Risk
SRHR vs. VNQ — Risk / Return Rank
SRHR
VNQ
SRHR vs. VNQ - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for SRH REIT Covered Call ETF (SRHR) and Vanguard Real Estate ETF (VNQ). 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.
| SRHR | VNQ | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | -0.03 | 0.11 | -0.15 |
Sortino ratioReturn per unit of downside risk | 0.07 | 0.27 | -0.20 |
Omega ratioGain probability vs. loss probability | 1.01 | 1.04 | -0.03 |
Calmar ratioReturn relative to maximum drawdown | 0.03 | 0.23 | -0.20 |
Martin ratioReturn relative to average drawdown | 0.10 | 0.88 | -0.79 |
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
| SRHR | VNQ | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | -0.03 | 0.11 | -0.15 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | — | 0.15 | — |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.23 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.50 | 0.26 | +0.25 |
Correlation
The correlation between SRHR and VNQ is 0.94, 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
SRHR vs. VNQ - Dividend Comparison
SRHR's dividend yield for the trailing twelve months is around 6.91%, more than VNQ's 3.93% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SRHR SRH REIT Covered Call ETF | 6.91% | 7.07% | 6.90% | 0.95% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
VNQ Vanguard Real Estate ETF | 3.93% | 3.92% | 3.85% | 3.95% | 3.91% | 2.56% | 3.93% | 3.39% | 4.74% | 4.23% | 4.82% | 3.92% |
Drawdowns
SRHR vs. VNQ - Drawdown Comparison
The maximum SRHR drawdown since its inception was -18.68%, smaller than the maximum VNQ drawdown of -73.07%. Use the drawdown chart below to compare losses from any high point for SRHR and VNQ.
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Drawdown Indicators
| SRHR | VNQ | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -18.68% | -73.07% | +54.39% |
Max Drawdown (1Y)Largest decline over 1 year | -13.34% | -12.44% | -0.90% |
Max Drawdown (5Y)Largest decline over 5 years | — | -34.48% | — |
Max Drawdown (10Y)Largest decline over 10 years | — | -42.40% | — |
Current DrawdownCurrent decline from peak | -7.30% | -9.57% | +2.27% |
Average DrawdownAverage peak-to-trough decline | -5.15% | -13.71% | +8.56% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.59% | 3.18% | +0.41% |
Volatility
SRHR vs. VNQ - Volatility Comparison
SRH REIT Covered Call ETF (SRHR) has a higher volatility of 4.82% compared to Vanguard Real Estate ETF (VNQ) at 4.52%. This indicates that SRHR's price experiences larger fluctuations and is considered to be riskier than VNQ based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| SRHR | VNQ | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.82% | 4.52% | +0.30% |
Volatility (6M)Calculated over the trailing 6-month period | 9.39% | 9.29% | +0.10% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.68% | 16.33% | +0.35% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.99% | 18.81% | -2.82% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 15.99% | 20.71% | -4.72% |