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WPS vs. SRET
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

WPS vs. SRET - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in iShares International Developed Property ETF (WPS) and Global X SuperDividend REIT ETF (SRET). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period


WPS

1D
1M
YTD
6M
1Y
3Y*
5Y*
10Y*

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%
*Multi-year figures are annualized to reflect compound growth (CAGR)

WPS vs. SRET - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
WPS
iShares International Developed Property ETF
0.00%0.00%-3.59%7.43%-24.74%9.05%-5.36%20.34%-9.03%22.86%
SRET
Global X SuperDividend REIT ETF
3.74%18.09%-1.55%9.85%-18.24%14.00%-36.63%22.77%-5.52%17.80%

Correlation

The correlation between WPS and SRET is 0.58, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.


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

0.47

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

0.62

Correlation (10Y)
Calculated over the trailing 10-year period

0.59

Correlation (All Time)
Calculated using the full available price history since Mar 18, 2015

0.58

The correlation between WPS and SRET shifts across timeframes, from 0.47 (3 years) to 0.62 (5 years), reflecting how their relationship changes across market environments.

WPS vs. SRET - Sectors Allocation Comparison


Sectors
WPS
SRET

Real Estate

100.0%
92.5%

Basic Materials

-

-

Communication Services

-

-

Consumer Cyclical

-

-

Consumer Defensive

-

-

Energy

-

-

Financial Services

-

3.1%

Healthcare

-

-

Industrials

-

-

Technology

-

-

Utilities

-

-

Real Estate

WPS
100.0%
SRET
92.5%

Basic Materials

WPS

-

SRET

-

Communication Services

WPS

-

SRET

-

Consumer Cyclical

WPS

-

SRET

-

Consumer Defensive

WPS

-

SRET

-

Energy

WPS

-

SRET

-

Financial Services

WPS

-

SRET
3.1%

Healthcare

WPS

-

SRET

-

Industrials

WPS

-

SRET

-

Technology

WPS

-

SRET

-

Utilities

WPS

-

SRET

-

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Return for Risk

WPS vs. SRET — Risk / Return Rank

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

WPS

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
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.

WPS vs. SRET - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for iShares International Developed Property ETF (WPS) and Global X SuperDividend REIT ETF (SRET). 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.


Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.

WPS vs. SRET - Sharpe Ratio Comparison


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Sharpe Ratios by Period


WPSSRETDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.32

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.07

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

Drawdowns

WPS vs. SRET - Drawdown Comparison


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Drawdown Indicators


WPSSRETDifference

Max Drawdown

Largest peak-to-trough decline

-66.98%

Max Drawdown (1Y)

Largest decline over 1 year

-9.48%

Max Drawdown (3Y)

Largest decline over 3 years

-18.87%

Max Drawdown (5Y)

Largest decline over 5 years

-30.56%

Max Drawdown (10Y)

Largest decline over 10 years

-66.98%

Current Drawdown

Current decline from peak

-24.23%

Average Drawdown

Average peak-to-trough decline

-22.49%

Ulcer Index

Depth and duration of drawdowns from previous peaks

2.27%

Volatility

WPS vs. SRET - Volatility Comparison


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Volatility by Period


WPSSRETDifference

Volatility (1M)

Calculated over the trailing 1-month period

3.11%

Volatility (6M)

Calculated over the trailing 6-month period

8.72%

Volatility (1Y)

Calculated over the trailing 1-year period

11.36%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

16.50%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

24.58%

WPS vs. SRET - Expense Ratio Comparison

WPS has a 0.48% expense ratio, which is lower than SRET's 0.58% expense ratio.


Dividends

WPS vs. SRET - Dividend Comparison

WPS has not paid dividends to shareholders, while SRET's dividend yield for the trailing twelve months is around 8.78%.


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%
WPS
iShares International Developed Property ETF
0.00%0.00%2.48%2.38%2.63%4.36%2.31%6.81%4.45%4.31%5.73%3.20%

Frequently Asked Questions


WPS and SRET have a correlation of 0.58, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

On fees, WPS is cheaper at 0.48% per year. The better choice depends on whether you care most about return, fees, risk, or income.

WPS is cheaper with a 0.48% expense ratio, compared with 0.58% for SRET.

SRET has the higher dividend yield at 8.78%, compared with 0.00% for WPS.

WPS tracks S&P Developed ex US Property Index, while SRET tracks Solactive Global SuperDividend REIT Index. They also come from different issuers: iShares and Global X. Their fees differ too: 0.48% for WPS and 0.58% for SRET.

Portfolio Optimizer

Find the right allocation for WPS and SRET

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