SRET vs UWM
Comparison between GLOBAL X SUPERDIVIDEND REIT ETF (SRET, ETF) and PROSHARES ULTRA RUSSELL2000 (UWM, ETF).
5-Year PerformanceUWM has outperformed SRET, delivering a return of +4.1% compared to +1.2%
SRET vs UWM - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
SRET
$233M
UWM
$233M
Expense Ratio
SRET
0.58%
UWM
N/A
Max Drawdown
Winner
SRET
67.71%
UWM
88.54%
Sharpe Ratio
SRET
0.67
Winner
UWM
1.21
5Y Beta
Winner
SRET
0.40
UWM
2.16
P/E Ratio
SRET
11.45
Winner
UWM
-187.84
Forward P/E
Winner
SRET
9.79
UWM
15.49
5Y Dividends CAGR
SRET
-1.12%
Winner
UWM
149.90%
5Y EPS CAGR
SRET
-8.23%
UWM
N/A
Debt to Equity
SRET
66.90%
Winner
UWM
34.54%
P/S Ratio
SRET
4.74
Winner
UWM
1.37
P/B Ratio
Winner
SRET
1.10
UWM
2.18
SRET vs UWM - Holdings Comparison
SRET and UWM have 14 common holdings. Overlap is 0.56%
SRET's top 25 holdings weight is 91.12%. UWM's top 25 holdings weight is 19.00%.
| Rank | SRET | UWM |
|---|---|---|
| #1 | APPLE HOSPITALITY REIT INC (APLE) - 4.93% | CTE PROSHARES TRUST M (n/a) - 6.30% |
| #2 | HEALTHCARE REALTY TRUST INC (HR) - 4.47% | RUSSELL 2000 INDEX SWAP (n/a) - 3.22% |
| #3 | GETTY REALTY CORP (GTY) - 4.47% | CASH (n/a) - 2.66% |
| #4 | BROADSTONE NET LEASE INC ORDINARY SHARES (BNL) - 4.38% | CREDO TECHNOLOGY GROUP HOLDING LTD (CRDO) - 0.62% |
| #5 | LTC PROPERTIES INC (LTC) - 4.17% | BLOOM ENERGY CORP CLASS A (BE) - 0.53% |
| #6 | SABRA HEALTH CARE REIT INC (SBRA) - 4.16% | FABRINET (FN) - 0.46% |
| #7 | OMEGA HEALTHCARE INVESTORS INC (OHI) - 4.12% | IONQ INC CLASS A (IONQ) - 0.43% |
| #8 | EPR PROPERTIES (EPR) - 4.08% | ECHOSTAR CORP CLASS A (SATS) - 0.41% |
| #9 | KILROY REALTY CORP (KRC) - 3.95% | KRATOS DEFENSE & SECURITY SOLUTIONS INC (KTOS) - 0.35% |
| #10 | GAMING AND LEISURE PROPERTIES INC (GLPI) - 3.49% | NEXTPOWER INC CLASS A (NXT) - 0.35% |
| #11 | ELLINGTON FINANCIAL INC (EFC) - 3.45% | GUARDANT HEALTH INC (GH) - 0.34% |
| #12 | TPG RE FINANCE TRUST INC (TRTX) - 3.44% | HECLA MINING CO (HL) - 0.34% |
| #13 | GECINA NOM (n/a) - 3.37% | BRIDGEBIO PHARMA INC (BBIO) - 0.33% |
| #14 | ANNALY CAPITAL MANAGEMENT INC (NLY) - 3.37% | COEUR MINING INC (CDE) - 0.32% |
| #15 | LONDONMETRIC PROPERTY PLC (n/a) - 3.36% | MADRIGAL PHARMACEUTICALS INC (MDGL) - 0.30% |
| #16 | VICI PROPERTIES INC ORDINARY SHARES (VICI) - 3.31% | RAMBUS INC (RMBS) - 0.28% |
| #17 | STARWOOD PROPERTY TRUST INC (STWD) - 3.25% | ENSIGN GROUP INC (ENSG) - 0.28% |
| #18 | AGNC INVESTMENT CORP (AGNC) - 3.24% | SPX TECHNOLOGIES INC (SPXC) - 0.27% |
| #19 | MAPLETREE INDUSTRIAL TRUST UNITS REAL ESTATE INVESTMENT TRUST (n/a) - 3.23% | JOBY AVIATION INC (JOBY) - 0.18% |
| #20 | ARMOUR RESIDENTIAL REIT INC (ARR) - 3.18% | SEMTECH CORP (SMTC) - 0.18% |
| #21 | DYNEX CAPITAL INC (DX) - 3.17% | AXSOME THERAPEUTICS INC (AXSM) - 0.17% |
| #22 | PRIMARY HEALTH PROPERTIES PLC (n/a) - 3.16% | ESSENT GROUP LTD (ESNT) - 0.17% |
| #23 | LADDER CAPITAL CORP CLASS A (LADR) - 3.16% | TERRENO REALTY CORP (TRNO) - 0.17% |
| #24 | BLACKSTONE MORTGAGE TRUST INC CLASS A (BXMT) - 3.14% | PIPER SANDLER COS (PIPR) - 0.17% |
| #25 | INVESCO MORTGAGE CAPITAL INC (IVR) - 3.07% | INSTALLED BUILDING PRODUCTS INC (IBP) - 0.17% |
| Total Holdings | 31 | 1773 |
SRET vs UWM - Historical Returns
Returns include dividend reinvestment.
1M
SRET
-1.92%
Winner
UWM
+4.91%
3M
SRET
+1.42%
Winner
UWM
+4.58%
6M
SRET
+2.33%
Winner
UWM
+23.52%
1Y
SRET
+11.70%
Winner
UWM
+55.03%
5Y(CAGR)
SRET
+1.21%
Winner
UWM
+4.06%
10Y(CAGR)
SRET
-2.62%
Winner
UWM
+11.71%
Max(CAGR)
SRET
-1.80%
Winner
UWM
+8.12%
SRET vs UWM - Annual Returns (2007 - 2026)
Returns include dividend reinvestment.
| Year | SRET | UWM |
|---|---|---|
| 2026 | +7.02% | +37.96% |
| 2025 | +18.43% | +13.30% |
| 2024 | -1.51% | +12.80% |
| 2023 | +8.85% | +24.03% |
| 2022 | -22.29% | -45.05% |
| 2021 | +11.35% | +27.27% |
| 2020 | -40.17% | +16.74% |
| 2019 | +16.96% | +47.64% |
| 2018 | -10.12% | -27.00% |
| 2017 | +10.26% | +25.82% |
| 2016 | +18.00% | +49.64% |
| 2015 | -14.70% | -10.72% |
| 2014 | N/A | +8.98% |
| 2013 | N/A | +75.97% |
| 2012 | N/A | +26.75% |
| 2011 | N/A | -21.20% |
| 2010 | N/A | +43.42% |
| 2009 | N/A | +38.91% |
| 2008 | N/A | -65.16% |
| 2007 | N/A | -6.93% |
SRET vs UWM 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 UWM was -87.32%, occurring on Mar 9, 2009. Recovery took 1557 trading sessions.
The current SRET drawdown is -31.62%. The current UWM drawdown is -4.01%.
| Rank | SRET | UWM |
|---|---|---|
| #1 | -67.38% Feb 20, 2020 - Apr 3, 2020 | -87.32% Jul 13, 2007 - Sep 18, 2013 |
| #2 | -25.70% Mar 23, 2015 - Jul 11, 2016 | -71.19% Aug 31, 2018 - Dec 15, 2020 |
| #3 | -15.54% Aug 29, 2018 - Oct 23, 2019 | -61.62% Nov 8, 2021 - Jun 15, 2026 |
| #4 | -12.18% Sep 7, 2016 - Jun 16, 2017 | -46.30% Jun 23, 2015 - Nov 17, 2016 |
| #5 | -11.77% Dec 28, 2017 - Jul 6, 2018 | -24.56% Mar 4, 2014 - Dec 26, 2014 |
| #6 | -3.62% Oct 18, 2017 - Dec 15, 2017 | -19.71% Mar 15, 2021 - Nov 3, 2021 |
| #7 | -2.61% Jun 19, 2017 - Aug 22, 2017 | -17.72% Jan 23, 2018 - May 17, 2018 |
| #8 | -2.35% Jul 29, 2016 - Sep 6, 2016 | -16.78% Feb 22, 2007 - Apr 26, 2007 |
| #9 | -2.16% Nov 1, 2019 - Dec 9, 2019 | -14.31% Jan 22, 2014 - Feb 27, 2014 |
| #10 | -1.79% Jan 23, 2020 - Feb 14, 2020 | -13.43% Feb 9, 2021 - Mar 11, 2021 |
| #11 | -1.76% Dec 9, 2019 - Dec 20, 2019 | -12.52% Jul 25, 2017 - Sep 25, 2017 |
| #12 | -1.67% Jul 6, 2018 - Aug 16, 2018 | -10.36% Dec 29, 2014 - Feb 13, 2015 |
| #13 | -1.15% Dec 27, 2019 - Jan 14, 2020 | -9.20% Mar 1, 2017 - Apr 26, 2017 |
| #14 | -1.03% Aug 31, 2017 - Sep 11, 2017 | -9.12% Apr 15, 2015 - Jun 18, 2015 |
| #15 | -0.94% Oct 23, 2019 - Nov 1, 2019 | -8.72% Jan 22, 2021 - Feb 4, 2021 |
Correlation
Correlation between SRET and UWM is -0.21 which considered as a very weak or no correlation - the stocks move independently of each other.
-0.21
-101
Dividend Comparison (2007 - 2026)
SRET vs UWM dividend yield comparison.
| Year | SRET | UWM |
|---|---|---|
| 2026 | 4.89% | 0.20% |
| 2025 | 7.98% | 1.05% |
| 2024 | 8.72% | 1.16% |
| 2023 | 7.21% | 0.34% |
| 2022 | 3.23% | 0.40% |
| 2021 | 2.11% | 0.00% |
| 2020 | 2.96% | 0.13% |
| 2019 | 2.61% | 1.09% |
| 2018 | 2.85% | 0.82% |
| 2017 | 2.73% | 0.22% |
| 2016 | 2.69% | 1.09% |
| 2015 | 2.58% | 0.94% |
| 2014 | 0.00% | 0.44% |
| 2012 | 0.00% | 0.10% |
| 2010 | 0.00% | 0.09% |
| 2009 | 0.00% | 0.86% |
| 2008 | 0.00% | 4.93% |
| 2007 | 0.00% | 9.57% |
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