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SRET vs INCO

Comparison between GLOBAL X SUPERDIVIDEND REIT ETF (SRET, ETF) and COLUMBIA INDIA CONSUMER ETF (INCO, ETF).

5-Year PerformanceINCO has outperformed SRET, delivering a return of +7.9% compared to +1.2%

SRET vs INCO - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
Winner
SRET
$233M
INCO
$233M
Expense Ratio
Winner
SRET
0.58%
INCO
0.75%
Max Drawdown
SRET
67.71%
Winner
INCO
47.90%
Sharpe Ratio
Winner
SRET
0.67
INCO
-0.42
5Y Beta
Winner
SRET
0.40
INCO
0.42
P/E Ratio
SRET
11.45
INCO
N/A
Forward P/E
SRET
9.79
INCO
N/A
5Y Dividends CAGR
SRET
-1.12%
Winner
INCO
138.31%
5Y EPS CAGR
SRET
-8.23%
INCO
N/A
Debt to Equity
SRET
66.90%
INCO
N/A
P/S Ratio
SRET
4.74
INCO
N/A
P/B Ratio
SRET
1.10
INCO
N/A

SRET vs INCO - Historical Returns

Returns include dividend reinvestment.

1M
SRET
-1.92%
Winner
INCO
+6.12%
3M
SRET
+1.42%
Winner
INCO
+8.32%
6M
Winner
SRET
+2.33%
INCO
-1.76%
1Y
Winner
SRET
+11.70%
INCO
-4.05%
5Y(CAGR)
SRET
+1.21%
Winner
INCO
+7.89%
10Y(CAGR)
SRET
-2.62%
Winner
INCO
+8.60%
Max(CAGR)
SRET
-1.80%
Winner
INCO
+9.63%

SRET vs INCO - Annual Returns (2011 - 2026)

Returns include dividend reinvestment.

YearSRETINCO
2026+7.02%-3.39%
2025+18.43%-1.91%
2024-1.51%+13.15%
2023+8.85%+35.63%
2022-22.29%-7.89%
2021+11.35%+18.54%
2020-40.17%+13.93%
2019+16.96%-2.43%
2018-10.12%-11.27%
2017+10.26%+50.99%
2016+18.00%+2.44%
2015-14.70%-1.95%
2014N/A+46.94%
2013N/A-11.35%
2012N/A+50.22%
2011N/A-20.08%

SRET vs INCO 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 INCO was -47.69%, occurring on Mar 23, 2020. Recovery took 759 trading sessions.

The current SRET drawdown is -31.62%. The current INCO drawdown is -17.20%.

RankSRETINCO
#1-67.38%
Feb 20, 2020 - Apr 3, 2020
-47.69%
Jan 5, 2018 - Jan 12, 2021
#2-25.70%
Mar 23, 2015 - Jul 11, 2016
-30.81%
Jan 2, 2013 - Apr 1, 2014
#3-15.54%
Aug 29, 2018 - Oct 23, 2019
-29.95%
Sep 23, 2024 - Mar 30, 2026
#4-12.18%
Sep 7, 2016 - Jun 16, 2017
-27.77%
Mar 18, 2015 - Mar 15, 2017
#5-11.77%
Dec 28, 2017 - Jul 6, 2018
-23.31%
Sep 7, 2011 - Sep 21, 2012
#6-3.62%
Oct 18, 2017 - Dec 15, 2017
-22.05%
Oct 15, 2021 - Jun 30, 2023
#7-2.61%
Jun 19, 2017 - Aug 22, 2017
-9.25%
Feb 17, 2021 - May 25, 2021
#8-2.35%
Jul 29, 2016 - Sep 6, 2016
-9.24%
Dec 5, 2014 - Jan 13, 2015
#9-2.16%
Nov 1, 2019 - Dec 9, 2019
-7.48%
Sep 18, 2014 - Nov 4, 2014
#10-1.79%
Jan 23, 2020 - Feb 14, 2020
-7.09%
Jan 22, 2015 - Mar 5, 2015
#11-1.76%
Dec 9, 2019 - Dec 20, 2019
-6.97%
Jul 3, 2014 - Aug 19, 2014
#12-1.67%
Jul 6, 2018 - Aug 16, 2018
-6.73%
Sep 19, 2017 - Oct 27, 2017
#13-1.15%
Dec 27, 2019 - Jan 14, 2020
-6.39%
Oct 4, 2012 - Nov 27, 2012
#14-1.03%
Aug 31, 2017 - Sep 11, 2017
-5.81%
Apr 8, 2014 - May 12, 2014
#15-0.94%
Oct 23, 2019 - Nov 1, 2019
-5.46%
Aug 15, 2011 - Sep 7, 2011

Correlation

Correlation between SRET and INCO is -0.54 which considered as a moderate negative correlation - the stocks show some tendency to move in opposite directions.

-0.54
-101

Dividend Comparison (2014 - 2026)

SRET vs INCO dividend yield comparison.

YearSRETINCO
20264.89%0.00%
20257.98%0.00%
20248.72%2.88%
20237.21%3.81%
20223.23%10.57%
20212.11%6.25%
20202.96%0.34%
20192.61%0.28%
20182.85%0.12%
20172.73%0.05%
20162.69%0.09%
20152.58%0.00%
20140.00%0.08%

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