SRET vs SPY
Comparison between GLOBAL X SUPERDIVIDEND REIT ETF (SRET, ETF) and SPDR S&P 500 ETF Trust (SPY, ETF).
5-Year PerformanceSPY has outperformed SRET, delivering a return of +13.3% compared to +1.5%
SRET vs SPY - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
SRET
$237M
Winner
SPY
$735B
Expense Ratio
SRET
0.58%
Winner
SPY
0.09%
Max Drawdown
SRET
67.71%
Winner
SPY
56.47%
Sharpe Ratio
SRET
1.11
Winner
SPY
1.62
5Y Beta
Winner
SRET
0.43
SPY
1.00
P/E Ratio
Winner
SRET
14.33
SPY
28.99
Forward P/E
Winner
SRET
10.44
SPY
22.37
5Y Dividends CAGR
SRET
-2.10%
Winner
SPY
5.43%
5Y EPS CAGR
SRET
-9.42%
Winner
SPY
26.05%
Debt to Equity
SRET
61.85%
Winner
SPY
32.40%
P/S Ratio
SRET
5.55
Winner
SPY
3.74
P/B Ratio
Winner
SRET
1.14
SPY
5.61
SRET vs SPY - Holdings Comparison
SRET and SPY have 2 common holdings. Overlap is 0.05%
SRET's top 25 holdings weight is 85.01%. SPY's top 25 holdings weight is 52.37%.
| Rank | SRET | SPY |
|---|---|---|
| #1 | SILA REALTY TRUST INC (SILA) - 4.21% | NVIDIA CORP (NVDA) - 8.10% |
| #2 | APPLE HOSPITALITY REIT INC (APLE) - 3.99% | APPLE INC (AAPL) - 7.02% |
| #3 | HEALTHCARE REALTY TRUST INC (HR) - 3.99% | MICROSOFT CORP (MSFT) - 4.79% |
| #4 | GETTY REALTY CORP (GTY) - 3.80% | AMAZON.COM INC (AMZN) - 4.02% |
| #5 | BROADSTONE NET LEASE INC ORDINARY SHARES (BNL) - 3.69% | ALPHABET INC CLASS A (GOOGL) - 3.51% |
| #6 | APOLLO COMMERCIAL REAL ESTATE FINANCE INC (ARI) - 3.69% | BROADCOM INC (AVGO) - 3.10% |
| #7 | OMEGA HEALTHCARE INVESTORS INC (OHI) - 3.67% | ALPHABET INC CLASS C (GOOG) - 2.79% |
| #8 | SABRA HEALTH CARE REIT INC (SBRA) - 3.67% | META PLATFORMS INC CLASS A (META) - 2.08% |
| #9 | EPR PROPERTIES (EPR) - 3.64% | TESLA INC (TSLA) - 1.89% |
| #10 | LTC PROPERTIES INC (LTC) - 3.52% | MICRON TECHNOLOGY INC (MU) - 1.56% |
| #11 | GAMING AND LEISURE PROPERTIES INC (GLPI) - 3.49% | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.37% |
| #12 | VICI PROPERTIES INC ORDINARY SHARES (VICI) - 3.33% | ELI LILLY AND CO (LLY) - 1.31% |
| #13 | ELLINGTON FINANCIAL INC (EFC) - 3.25% | JPMORGAN CHASE & CO (JPM) - 1.28% |
| #14 | KILROY REALTY CORP (KRC) - 3.21% | ADVANCED MICRO DEVICES INC (AMD) - 1.27% |
| #15 | BLACKSTONE MORTGAGE TRUST INC CLASS A (BXMT) - 3.18% | EXXON MOBIL CORP (XOM) - 0.97% |
| #16 | STARWOOD PROPERTY TRUST INC (STWD) - 3.17% | INTEL CORP (INTC) - 0.90% |
| #17 | COFINIMMO SA/NV (n/a) - 3.13% | JOHNSON & JOHNSON (JNJ) - 0.86% |
| #18 | LONDONMETRIC PROPERTY PLC (n/a) - 3.10% | VISA INC CLASS A (V) - 0.85% |
| #19 | GECINA NOM (n/a) - 3.09% | WALMART INC (WMT) - 0.81% |
| #20 | MAPLETREE INDUSTRIAL TRUST UNITS REAL ESTATE INVESTMENT TRUST (n/a) - 3.07% | CISCO SYSTEMS INC (CSCO) - 0.72% |
| #21 | ARMOUR RESIDENTIAL REIT INC (ARR) - 3.06% | COSTCO WHOLESALE CORP (COST) - 0.69% |
| #22 | TPG RE FINANCE TRUST INC (TRTX) - 3.05% | CATERPILLAR INC (CAT) - 0.66% |
| #23 | LADDER CAPITAL CORP CLASS A (LADR) - 3.05% | MASTERCARD INC CLASS A (MA) - 0.62% |
| #24 | ANNALY CAPITAL MANAGEMENT INC (NLY) - 3.00% | LAM RESEARCH CORP (LRCX) - 0.62% |
| #25 | DYNEX CAPITAL INC (DX) - 2.96% | ABBVIE INC (ABBV) - 0.58% |
| Total Holdings | 34 | 505 |
SRET vs SPY - Historical Returns
Returns include dividend reinvestment.
1M
SRET
-1.33%
Winner
SPY
+1.90%
3M
SRET
+1.19%
Winner
SPY
+8.55%
6M
SRET
+6.04%
Winner
SPY
+8.18%
1Y
SRET
+16.17%
Winner
SPY
+25.79%
5Y(CAGR)
SRET
+1.46%
Winner
SPY
+13.32%
10Y(CAGR)
SRET
+1.17%
Winner
SPY
+15.19%
Max(CAGR)
SRET
+1.59%
Winner
SPY
+8.47%
SRET vs SPY - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | SRET | SPY |
|---|---|---|
| 2026 | +4.21% | +8.26% |
| 2025 | +18.43% | +18.00% |
| 2024 | -1.51% | +25.59% |
| 2023 | +8.85% | +26.72% |
| 2022 | -18.72% | -18.64% |
| 2021 | +16.09% | +30.52% |
| 2020 | -36.40% | +17.28% |
| 2019 | +23.41% | +31.09% |
| 2018 | -5.28% | -5.24% |
| 2017 | +16.52% | +20.78% |
| 2016 | +24.63% | +13.59% |
| 2015 | -10.53% | +1.31% |
| 2014 | N/A | +14.56% |
| 2013 | N/A | +29.00% |
| 2012 | N/A | +14.17% |
| 2011 | N/A | +0.85% |
| 2010 | N/A | +13.14% |
| 2009 | N/A | +22.67% |
| 2008 | N/A | -36.25% |
| 2007 | N/A | +5.32% |
| 2006 | N/A | +13.85% |
| 2005 | N/A | +5.32% |
| 2004 | N/A | +10.75% |
| 2003 | N/A | +24.18% |
| 2002 | N/A | -22.42% |
| 2001 | N/A | -10.13% |
| 2000 | N/A | -8.84% |
| 1999 | N/A | +8.61% |
SRET vs SPY 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 SPY was -55.20%, occurring on Mar 9, 2009. Recovery took 1224 trading sessions.
The current SRET drawdown is -23.16%. The current SPY drawdown is -2.90%.
| Rank | SRET | SPY |
|---|---|---|
| #1 | -66.95% Feb 20, 2020 - Apr 3, 2020 | -55.20% Oct 9, 2007 - Aug 16, 2012 |
| #2 | -22.07% Mar 23, 2015 - May 9, 2016 | -47.50% Mar 24, 2000 - Oct 26, 2006 |
| #3 | -14.05% Aug 29, 2018 - Apr 1, 2019 | -33.70% Feb 19, 2020 - Aug 10, 2020 |
| #4 | -11.43% Sep 7, 2016 - Apr 11, 2017 | -24.50% Jan 3, 2022 - Dec 13, 2023 |
| #5 | -11.38% Dec 28, 2017 - Jun 20, 2018 | -19.34% Sep 20, 2018 - Apr 12, 2019 |
| #6 | -4.30% Apr 26, 2019 - Jul 10, 2019 | -18.76% Feb 19, 2025 - Jun 26, 2025 |
| #7 | -3.98% May 16, 2016 - Jun 7, 2016 | -13.02% Jul 20, 2015 - Apr 18, 2016 |
| #8 | -3.91% Jul 12, 2019 - Sep 11, 2019 | -10.10% Jan 26, 2018 - Aug 6, 2018 |
| #9 | -3.90% Apr 27, 2017 - Jun 12, 2017 | -9.44% Sep 2, 2020 - Nov 11, 2020 |
| #10 | -3.24% Oct 18, 2017 - Dec 13, 2017 | -9.30% Jan 19, 2000 - Mar 17, 2000 |
| #11 | -2.22% Jun 19, 2017 - Jul 24, 2017 | -9.05% Jul 19, 2007 - Oct 5, 2007 |
| #12 | -1.93% Sep 27, 2019 - Oct 15, 2019 | -8.88% Jan 27, 2026 - Apr 14, 2026 |
| #13 | -1.89% Aug 1, 2016 - Sep 6, 2016 | -8.41% Jul 16, 2024 - Sep 19, 2024 |
| #14 | -1.79% Jan 23, 2020 - Feb 13, 2020 | -7.35% Sep 14, 2012 - Jan 2, 2013 |
| #15 | -1.76% Dec 9, 2019 - Dec 20, 2019 | -7.27% Sep 18, 2014 - Oct 31, 2014 |
Correlation
Correlation between SRET and SPY is -0.15 which considered as a very weak or no correlation - the stocks move independently of each other.
-0.15
-101
Dividend Comparison (1999 - 2026)
SRET vs SPY dividend yield comparison.
| Year | SRET | SPY |
|---|---|---|
| 2026 | 3.44% | 0.24% |
| 2025 | 7.98% | 1.07% |
| 2024 | 8.72% | 1.21% |
| 2023 | 7.21% | 1.40% |
| 2022 | 8.30% | 1.65% |
| 2021 | 6.33% | 1.20% |
| 2020 | 8.88% | 1.52% |
| 2019 | 7.83% | 1.75% |
| 2018 | 8.54% | 2.04% |
| 2017 | 8.20% | 1.80% |
| 2016 | 8.08% | 2.03% |
| 2015 | 7.73% | 2.06% |
| 2014 | 0.00% | 1.87% |
| 2013 | 0.00% | 1.81% |
| 2012 | 0.00% | 2.18% |
| 2011 | 0.00% | 2.05% |
| 2010 | 0.00% | 1.80% |
| 2009 | 0.00% | 1.95% |
| 2008 | 0.00% | 3.02% |
| 2007 | 0.00% | 1.85% |
| 2006 | 0.00% | 1.73% |
| 2005 | 0.00% | 1.73% |
| 2004 | 0.00% | 1.82% |
| 2003 | 0.00% | 1.47% |
| 2002 | 0.00% | 1.70% |
| 2001 | 0.00% | 1.25% |
| 2000 | 0.00% | 1.15% |
| 1999 | 0.00% | 0.24% |
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