SRET vs JOET
Comparison between GLOBAL X SUPERDIVIDEND REIT ETF (SRET, ETF) and VIRTUS TERRANOVA U.S. QUALITY MOMENTUM ETF (JOET, ETF).
5-Year PerformanceJOET has outperformed SRET, delivering a return of +10.5% compared to +1.5%
SRET vs JOET - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
SRET
$237M
JOET
$236M
Expense Ratio
SRET
0.58%
Winner
JOET
0.29%
Max Drawdown
SRET
67.71%
Winner
JOET
26.58%
Sharpe Ratio
Winner
SRET
1.11
JOET
0.64
5Y Beta
Winner
SRET
0.43
JOET
0.98
P/E Ratio
Winner
SRET
14.33
JOET
24.06
Forward P/E
Winner
SRET
10.44
JOET
19.54
PEG Ratio
SRET
N/A
JOET
0.14
5Y Dividends CAGR
SRET
-2.10%
Winner
JOET
67.26%
5Y EPS CAGR
SRET
-9.42%
Winner
JOET
21.23%
Debt to Equity
SRET
61.85%
Winner
JOET
57.78%
P/S Ratio
SRET
5.55
Winner
JOET
2.73
P/B Ratio
Winner
SRET
1.14
JOET
4.53
SRET vs JOET - Holdings Comparison
SRET and JOET have 1 common holdings. Overlap is 0.00%
SRET's top 25 holdings weight is 85.01%. JOET's top 25 holdings weight is 23.70%.
| Rank | SRET | JOET |
|---|---|---|
| #1 | SILA REALTY TRUST INC (SILA) - 4.21% | DEVON ENERGY CORP (DVN) - 1.65% |
| #2 | APPLE HOSPITALITY REIT INC (APLE) - 3.99% | DATADOG INC CLASS A (DDOG) - 1.30% |
| #3 | HEALTHCARE REALTY TRUST INC (HR) - 3.99% | MICRON TECHNOLOGY INC (MU) - 1.07% |
| #4 | GETTY REALTY CORP (GTY) - 3.80% | CISCO SYSTEMS INC (CSCO) - 1.05% |
| #5 | BROADSTONE NET LEASE INC ORDINARY SHARES (BNL) - 3.69% | ADVANCED MICRO DEVICES INC (AMD) - 0.99% |
| #6 | APOLLO COMMERCIAL REAL ESTATE FINANCE INC (ARI) - 3.69% | ELI LILLY AND CO (LLY) - 0.94% |
| #7 | OMEGA HEALTHCARE INVESTORS INC (OHI) - 3.67% | EBAY INC (EBAY) - 0.91% |
| #8 | SABRA HEALTH CARE REIT INC (SBRA) - 3.67% | WESTERN DIGITAL CORP (WDC) - 0.91% |
| #9 | EPR PROPERTIES (EPR) - 3.64% | FIRST SOLAR INC (FSLR) - 0.90% |
| #10 | LTC PROPERTIES INC (LTC) - 3.52% | MONSTER BEVERAGE CORP (MNST) - 0.90% |
| #11 | GAMING AND LEISURE PROPERTIES INC (GLPI) - 3.49% | QUANTA SERVICES INC (PWR) - 0.90% |
| #12 | VICI PROPERTIES INC ORDINARY SHARES (VICI) - 3.33% | APPLE INC (AAPL) - 0.89% |
| #13 | ELLINGTON FINANCIAL INC (EFC) - 3.25% | ALPHABET INC CLASS A (GOOGL) - 0.89% |
| #14 | KILROY REALTY CORP (KRC) - 3.21% | MARVELL TECHNOLOGY INC (MRVL) - 0.89% |
| #15 | BLACKSTONE MORTGAGE TRUST INC CLASS A (BXMT) - 3.18% | NETAPP INC (NTAP) - 0.89% |
| #16 | STARWOOD PROPERTY TRUST INC (STWD) - 3.17% | HEICO CORP (HEI) - 0.88% |
| #17 | COFINIMMO SA/NV (n/a) - 3.13% | ILLUMINA INC (ILMN) - 0.88% |
| #18 | LONDONMETRIC PROPERTY PLC (n/a) - 3.10% | GENERAL DYNAMICS CORP (GD) - 0.87% |
| #19 | GECINA NOM (n/a) - 3.09% | EOG RESOURCES INC (EOG) - 0.87% |
| #20 | MAPLETREE INDUSTRIAL TRUST UNITS REAL ESTATE INVESTMENT TRUST (n/a) - 3.07% | W.W. GRAINGER INC (GWW) - 0.86% |
| #21 | ARMOUR RESIDENTIAL REIT INC (ARR) - 3.06% | ZOOM COMMUNICATIONS INC (ZM) - 0.86% |
| #22 | TPG RE FINANCE TRUST INC (TRTX) - 3.05% | CME GROUP INC CLASS A (CME) - 0.86% |
| #23 | LADDER CAPITAL CORP CLASS A (LADR) - 3.05% | DIAMONDBACK ENERGY INC (FANG) - 0.85% |
| #24 | ANNALY CAPITAL MANAGEMENT INC (NLY) - 3.00% | n/a (EXPD) - 0.85% |
| #25 | DYNEX CAPITAL INC (DX) - 2.96% | HOWMET AEROSPACE INC (HWM) - 0.84% |
| Total Holdings | 34 | 125 |
SRET vs JOET - Historical Returns
Returns include dividend reinvestment.
1M
SRET
-1.33%
Winner
JOET
+2.86%
3M
SRET
+1.19%
Winner
JOET
+5.73%
6M
Winner
SRET
+6.04%
JOET
+5.01%
1Y
Winner
SRET
+16.17%
JOET
+12.48%
5Y(CAGR)
SRET
+1.46%
Winner
JOET
+10.46%
10Y(CAGR)
SRET
+1.17%
JOET
N/A
Max(CAGR)
SRET
+1.59%
Winner
JOET
+12.00%
SRET vs JOET - Annual Returns (2015 - 2026)
Returns include dividend reinvestment.
| Year | SRET | JOET |
|---|---|---|
| 2026 | +4.21% | +4.86% |
| 2025 | +18.43% | +11.77% |
| 2024 | -1.51% | +25.51% |
| 2023 | +8.85% | +17.11% |
| 2022 | -18.72% | -17.36% |
| 2021 | +16.09% | +28.56% |
| 2020 | -36.40% | +6.00% |
| 2019 | +23.41% | N/A |
| 2018 | -5.28% | N/A |
| 2017 | +16.52% | N/A |
| 2016 | +24.63% | N/A |
| 2015 | -10.53% | N/A |
SRET vs JOET Drawdown Comparison
The maximum drawdown for SRET was -66.95%, occurring on Apr 3, 2020. This drawdown has not yet recovered.
The maximum drawdown for JOET was -26.58%, occurring on Jun 17, 2022. Recovery took 533 trading sessions.
The current SRET drawdown is -23.16%. The current JOET drawdown is -2.42%.
| Rank | SRET | JOET |
|---|---|---|
| #1 | -66.95% Feb 20, 2020 - Apr 3, 2020 | -26.58% Dec 27, 2021 - Feb 9, 2024 |
| #2 | -22.07% Mar 23, 2015 - May 9, 2016 | -19.56% Dec 6, 2024 - Jun 30, 2025 |
| #3 | -14.05% Aug 29, 2018 - Apr 1, 2019 | -10.42% Jan 6, 2026 - May 6, 2026 |
| #4 | -11.43% Sep 7, 2016 - Apr 11, 2017 | -9.06% Jul 16, 2024 - Aug 23, 2024 |
| #5 | -11.38% Dec 28, 2017 - Jun 20, 2018 | -8.96% Feb 12, 2021 - Apr 5, 2021 |
| #6 | -4.30% Apr 26, 2019 - Jul 10, 2019 | -7.36% Sep 3, 2021 - Oct 21, 2021 |
| #7 | -3.98% May 16, 2016 - Jun 7, 2016 | -6.68% Mar 28, 2024 - Jul 3, 2024 |
| #8 | -3.91% Jul 12, 2019 - Sep 11, 2019 | -6.35% Oct 27, 2025 - Jan 6, 2026 |
| #9 | -3.90% Apr 27, 2017 - Jun 12, 2017 | -5.63% Nov 16, 2021 - Dec 27, 2021 |
| #10 | -3.24% Oct 18, 2017 - Dec 13, 2017 | -4.99% Apr 26, 2021 - Jun 11, 2021 |
| #11 | -2.22% Jun 19, 2017 - Jul 24, 2017 | -4.59% Aug 30, 2024 - Sep 17, 2024 |
| #12 | -1.93% Sep 27, 2019 - Oct 15, 2019 | -4.50% Jan 20, 2021 - Feb 8, 2021 |
| #13 | -1.89% Aug 1, 2016 - Sep 6, 2016 | -3.47% Jul 25, 2025 - Aug 27, 2025 |
| #14 | -1.79% Jan 23, 2020 - Feb 13, 2020 | -3.43% Oct 14, 2024 - Nov 6, 2024 |
| #15 | -1.76% Dec 9, 2019 - Dec 20, 2019 | -3.04% Oct 8, 2025 - Oct 27, 2025 |
Correlation
Correlation between SRET and JOET is 0.63 which considered as a moderate positive correlation - the stocks show some tendency to move together.
0.63
-101
Dividend Comparison (2015 - 2026)
SRET vs JOET dividend yield comparison.
| Year | SRET | JOET |
|---|---|---|
| 2026 | 3.44% | 0.00% |
| 2025 | 7.98% | 0.65% |
| 2024 | 8.72% | 0.71% |
| 2023 | 7.21% | 1.32% |
| 2022 | 8.30% | 1.25% |
| 2021 | 6.33% | 0.42% |
| 2020 | 8.88% | 0.08% |
| 2019 | 7.83% | 0.00% |
| 2018 | 8.54% | 0.00% |
| 2017 | 8.20% | 0.00% |
| 2016 | 8.08% | 0.00% |
| 2015 | 7.73% | 0.00% |
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