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SRET vs ERX

Comparison between GLOBAL X SUPERDIVIDEND REIT ETF (SRET, ETF) and DIREXION DAILY ENERGY BULL 2X SHARES (ERX, ETF).

SRET is from the Real Estate sector, while ERX is from the Energy sector.

5-Year PerformanceERX has outperformed SRET, delivering a return of +38.6% compared to +1.2%

SRET vs ERX - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
SRET
$233M
Winner
ERX
$234M
Expense Ratio
SRET
0.58%
ERX
N/A
Max Drawdown
Winner
SRET
67.71%
ERX
99.56%
Sharpe Ratio
SRET
0.67
Winner
ERX
1.61
5Y Beta
Winner
SRET
0.40
ERX
0.94
P/E Ratio
Winner
SRET
11.45
ERX
17.00
Forward P/E
Winner
SRET
9.79
ERX
13.55
PEG Ratio
SRET
N/A
ERX
0.10
5Y Dividends CAGR
SRET
-1.12%
Winner
ERX
22.72%
5Y EPS CAGR
SRET
-8.23%
ERX
N/A
Debt to Equity
SRET
66.90%
Winner
ERX
37.34%
P/S Ratio
SRET
4.74
Winner
ERX
1.62
P/B Ratio
Winner
SRET
1.10
ERX
2.45

SRET vs ERX - Holdings Comparison

SRET and ERX have 1 common holdings. Overlap is -0.03%

SRET's top 25 holdings weight is 91.12%. ERX's top 25 holdings weight is 116.77%.

RankSRETERX
#1
APPLE HOSPITALITY REIT INC (APLE) - 4.93%
DREYFUS GOVT CASH MAN INS (n/a) - 19.86%
#2
HEALTHCARE REALTY TRUST INC (HR) - 4.47%
ENERGY SELECT SECTOR INDEX SWAP (n/a) - 19.32%
#3
GETTY REALTY CORP (GTY) - 4.47%
EXXONMOBIL HOLDINGS CORP (XOM) - 14.20%
#4
BROADSTONE NET LEASE INC ORDINARY SHARES (BNL) - 4.38%
CHEVRON CORP (CVX) - 10.39%
#5
LTC PROPERTIES INC (LTC) - 4.17%
GOLDMAN FINL SQ TRSRY INST 506 (n/a) - 8.25%
#6
SABRA HEALTH CARE REIT INC (SBRA) - 4.16%
CONOCOPHILLIPS (COP) - 4.28%
#7
OMEGA HEALTHCARE INVESTORS INC (OHI) - 4.12%
MARATHON PETROLEUM CORP (MPC) - 3.71%
#8
EPR PROPERTIES (EPR) - 4.08%
PHILLIPS 66 (PSX) - 3.63%
#9
KILROY REALTY CORP (KRC) - 3.95%
VALERO ENERGY CORP (VLO) - 3.47%
#10
GAMING AND LEISURE PROPERTIES INC (GLPI) - 3.49%
SLB LTD (SLB) - 3.14%
#11
ELLINGTON FINANCIAL INC (EFC) - 3.45%
EOG RESOURCES INC (EOG) - 2.92%
#12
TPG RE FINANCE TRUST INC (TRTX) - 3.44%
WILLIAMS COMPANIES INC (WMB) - 2.72%
#13
GECINA NOM (n/a) - 3.37%
BAKER HUGHES CO CLASS A (BKR) - 2.67%
#14
ANNALY CAPITAL MANAGEMENT INC (NLY) - 3.37%
KINDER MORGAN INC CLASS P (KMI) - 2.67%
#15
LONDONMETRIC PROPERTY PLC (n/a) - 3.36%
ONEOK INC (OKE) - 2.49%
#16
VICI PROPERTIES INC ORDINARY SHARES (VICI) - 3.31%
TARGA RESOURCES CORP (TRGP) - 2.46%
#17
STARWOOD PROPERTY TRUST INC (STWD) - 3.25%
DEVON ENERGY CORP (DVN) - 2.20%
#18
AGNC INVESTMENT CORP (AGNC) - 3.24%
OCCIDENTAL PETROLEUM CORP (OXY) - 1.76%
#19
MAPLETREE INDUSTRIAL TRUST UNITS REAL ESTATE INVESTMENT TRUST (n/a) - 3.23%
DIAMONDBACK ENERGY INC (FANG) - 1.63%
#20
ARMOUR RESIDENTIAL REIT INC (ARR) - 3.18%
EQT CORP (EQT) - 1.41%
#21
DYNEX CAPITAL INC (DX) - 3.17%
HALLIBURTON CO (HAL) - 1.19%
#22
PRIMARY HEALTH PROPERTIES PLC (n/a) - 3.16%
EXPAND ENERGY CORP ORDINARY SHARES NEW (EXE) - 0.94%
#23
LADDER CAPITAL CORP CLASS A (LADR) - 3.16%
TEXAS PACIFIC LAND CORP (TPL) - 0.86%
#24
BLACKSTONE MORTGAGE TRUST INC CLASS A (BXMT) - 3.14%
APA CORP (APA) - 0.59%
#25
INVESCO MORTGAGE CAPITAL INC (IVR) - 3.07%
GOLDMAN SACHS FIN GOV 465 INSTITUT (n/a) - 0.01%
Total Holdings3126

SRET vs ERX - Historical Returns

Returns include dividend reinvestment.

1M
SRET
-1.92%
Winner
ERX
+7.22%
3M
SRET
+1.42%
Winner
ERX
+13.44%
6M
SRET
+2.33%
Winner
ERX
+24.62%
1Y
SRET
+11.70%
Winner
ERX
+89.23%
5Y(CAGR)
SRET
+1.21%
Winner
ERX
+38.63%
10Y(CAGR)
Winner
SRET
-2.62%
ERX
-9.27%
Max(CAGR)
Winner
SRET
-1.80%
ERX
-6.56%

SRET vs ERX - Annual Returns (2008 - 2026)

Returns include dividend reinvestment.

YearSRETERX
2026+7.02%+76.99%
2025+18.43%+0.50%
2024-1.51%-1.37%
2023+8.85%-5.50%
2022-22.29%+117.39%
2021+11.35%+111.11%
2020-40.17%-91.81%
2019+16.96%+9.05%
2018-10.12%-58.67%
2017+10.26%-15.38%
2016+18.00%+69.90%
2015-14.70%-61.81%
2014N/A-29.85%
2013N/A+73.35%
2012N/A-3.89%
2011N/A-21.69%
2010N/A+35.45%
2009N/A-10.17%
2008N/A-4.93%

SRET vs ERX Drawdown Comparison

The maximum drawdown for SRET was -67.38%, occurring on Apr 3, 2020. This drawdown has not yet recovered.

The maximum drawdown for ERX was -99.55%, occurring on Mar 23, 2020. This drawdown has not yet recovered.

The current SRET drawdown is -31.62%. The current ERX drawdown is -91.02%.

RankSRETERX
#1-67.38%
Feb 20, 2020 - Apr 3, 2020		-99.55%
Jun 23, 2014 - Mar 23, 2020
#2-25.70%
Mar 23, 2015 - Jul 11, 2016		-69.51%
Apr 29, 2011 - Apr 1, 2014
#3-15.54%
Aug 29, 2018 - Oct 23, 2019		-66.34%
Nov 26, 2008 - Oct 19, 2009
#4-12.18%
Sep 7, 2016 - Jun 16, 2017		-55.21%
Oct 19, 2009 - Dec 6, 2010
#5-11.77%
Dec 28, 2017 - Jul 6, 2018		-33.90%
Nov 19, 2008 - Nov 24, 2008
#6-3.62%
Oct 18, 2017 - Dec 15, 2017		-18.56%
Mar 3, 2011 - Mar 29, 2011
#7-2.61%
Jun 19, 2017 - Aug 22, 2017		-15.63%
Apr 5, 2011 - Apr 29, 2011
#8-2.35%
Jul 29, 2016 - Sep 6, 2016		-6.80%
Apr 3, 2014 - Apr 15, 2014
#9-2.16%
Nov 1, 2019 - Dec 9, 2019		-5.46%
May 7, 2014 - May 29, 2014
#10-1.79%
Jan 23, 2020 - Feb 14, 2020		-5.38%
Jan 18, 2011 - Jan 26, 2011
#11-1.76%
Dec 9, 2019 - Dec 20, 2019		-4.83%
Feb 28, 2011 - Mar 3, 2011
#12-1.67%
Jul 6, 2018 - Aug 16, 2018		-4.56%
Feb 7, 2011 - Feb 14, 2011
#13-1.15%
Dec 27, 2019 - Jan 14, 2020		-4.13%
Feb 23, 2011 - Feb 28, 2011
#14-1.03%
Aug 31, 2017 - Sep 11, 2017		-3.38%
Jan 3, 2011 - Jan 11, 2011
#15-0.94%
Oct 23, 2019 - Nov 1, 2019		-3.09%
Feb 14, 2011 - Feb 16, 2011

Correlation

Correlation between SRET and ERX is 0.74 which considered as a strong positive correlation - the stocks tend to move together.

0.74
-101

Dividend Comparison (2008 - 2026)

SRET vs ERX dividend yield comparison.

YearSRETERX
20264.89%0.75%
20257.98%2.54%
20248.72%2.94%
20237.21%3.17%
20223.23%2.23%
20212.11%2.16%
20202.96%2.35%
20192.61%0.16%
20182.85%0.31%
20172.73%0.09%
20162.69%0.00%
20152.58%0.00%
20100.00%0.07%
20090.00%1.23%
20080.00%0.00%

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