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SRET vs SDSI

Comparison between GLOBAL X SUPERDIVIDEND REIT ETF (SRET, ETF) and AMERICAN CENTURY SHORT DURATION STRATEGIC INCOME ETF (SDSI, ETF).

SRET vs SDSI - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
SRET
$233M
Winner
SDSI
$233M
Expense Ratio
SRET
0.58%
Winner
SDSI
0.32%
Max Drawdown
SRET
67.71%
Winner
SDSI
2.94%
Sharpe Ratio
Winner
SRET
1.16
SDSI
0.37
5Y Beta
SRET
0.41
Winner
SDSI
0.03
P/E Ratio
SRET
14.01
SDSI
N/A
Forward P/E
SRET
9.85
SDSI
N/A
5Y Dividends CAGR
SRET
-3.23%
SDSI
N/A
5Y EPS CAGR
SRET
-10.43%
SDSI
N/A
Debt to Equity
SRET
64.86%
SDSI
N/A
P/S Ratio
SRET
5.53
SDSI
N/A
P/B Ratio
SRET
1.14
SDSI
N/A

SRET vs SDSI - Historical Returns

Returns include dividend reinvestment.

1M
Winner
SRET
+2.83%
SDSI
-0.03%
3M
Winner
SRET
+3.01%
SDSI
+0.35%
6M
Winner
SRET
+4.22%
SDSI
+0.99%
1Y
Winner
SRET
+14.72%
SDSI
+4.22%
5Y(CAGR)
SRET
+2.80%
SDSI
N/A
10Y(CAGR)
SRET
+0.74%
SDSI
N/A
Max(CAGR)
SRET
+1.90%
Winner
SDSI
+5.68%

SRET vs SDSI - Annual Returns (2015 - 2026)

Returns include dividend reinvestment.

YearSRETSDSI
2026+8.06%+1.27%
2025+18.43%+6.50%
2024-1.51%+5.75%
2023+8.85%+5.82%
2022-18.72%+2.05%
2021+16.09%N/A
2020-36.40%N/A
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 SDSI 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 SDSI was -1.29%, occurring on Jul 6, 2023. Recovery took 108 trading sessions.

The current SRET drawdown is -20.32%. The current SDSI drawdown is -0.35%.

RankSRETSDSI
#1-66.95%
Feb 20, 2020 - Apr 3, 2020
-1.29%
May 4, 2023 - Oct 9, 2023
#2-22.07%
Mar 23, 2015 - May 9, 2016
-1.29%
Apr 3, 2025 - Apr 28, 2025
#3-14.05%
Aug 29, 2018 - Apr 1, 2019
-1.17%
Feb 24, 2026 - Apr 17, 2026
#4-11.43%
Sep 7, 2016 - Apr 11, 2017
-1.17%
Feb 2, 2023 - Apr 3, 2023
#5-11.38%
Dec 28, 2017 - Jun 20, 2018
-0.95%
Sep 27, 2024 - Jan 16, 2025
#6-4.30%
Apr 26, 2019 - Jul 10, 2019
-0.65%
Feb 1, 2024 - Mar 7, 2024
#7-3.98%
May 16, 2016 - Jun 7, 2016
-0.58%
Apr 4, 2023 - Apr 25, 2023
#8-3.91%
Jul 12, 2019 - Sep 11, 2019
-0.55%
Oct 28, 2022 - Nov 10, 2022
#9-3.90%
Apr 27, 2017 - Jun 12, 2017
-0.54%
Mar 27, 2024 - May 2, 2024
#10-3.24%
Oct 18, 2017 - Dec 13, 2017
-0.44%
Oct 9, 2023 - Nov 1, 2023
#11-2.22%
Jun 19, 2017 - Jul 24, 2017
-0.39%
Apr 30, 2025 - May 27, 2025
#12-1.93%
Sep 27, 2019 - Oct 15, 2019
-0.38%
May 15, 2024 - Jun 3, 2024
#13-1.89%
Aug 1, 2016 - Sep 6, 2016
-0.38%
Oct 13, 2022 - Oct 25, 2022
#14-1.79%
Jan 23, 2020 - Feb 13, 2020
-0.37%
Aug 2, 2024 - Aug 13, 2024
#15-1.76%
Dec 9, 2019 - Dec 20, 2019
-0.35%
Jul 6, 2026 - Jul 23, 2026

Correlation

Correlation between SRET and SDSI is 0.91 which considered as a very strong positive correlation - the stocks move almost identically together.

0.91
-101

Dividend Comparison (2015 - 2026)

SRET vs SDSI dividend yield comparison.

YearSRETSDSI
20264.01%2.35%
20257.98%4.91%
20248.72%5.49%
20237.21%5.37%
20228.30%0.98%
20216.33%0.00%
20208.88%0.00%
20197.83%0.00%
20188.54%0.00%
20178.20%0.00%
20168.08%0.00%
20157.73%0.00%

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