SRET vs WCPB
Comparison between GLOBAL X SUPERDIVIDEND REIT ETF (SRET, ETF) and Weitz Core Plus Bond ETF (WCPB, ETF).
SRET vs WCPB - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
SRET
$233M
Winner
WCPB
$233M
Expense Ratio
SRET
0.58%
Winner
WCPB
0.45%
Max Drawdown
SRET
67.71%
Winner
WCPB
3.45%
Sharpe Ratio
Winner
SRET
0.67
WCPB
0.16
5Y Beta
SRET
0.40
Winner
WCPB
0.12
P/E Ratio
SRET
11.45
WCPB
N/A
Forward P/E
SRET
9.79
WCPB
N/A
5Y Dividends CAGR
SRET
-1.12%
WCPB
N/A
5Y EPS CAGR
SRET
-8.23%
WCPB
N/A
Debt to Equity
SRET
66.90%
WCPB
N/A
P/S Ratio
SRET
4.74
WCPB
N/A
P/B Ratio
SRET
1.10
WCPB
N/A
SRET vs WCPB - Historical Returns
Returns include dividend reinvestment.
1M
SRET
-1.92%
Winner
WCPB
+1.13%
3M
Winner
SRET
+1.42%
WCPB
+0.96%
6M
Winner
SRET
+2.33%
WCPB
+0.21%
1Y
Winner
SRET
+11.70%
WCPB
+4.63%
5Y(CAGR)
SRET
+1.21%
WCPB
N/A
10Y(CAGR)
SRET
-2.62%
WCPB
N/A
Max(CAGR)
SRET
-1.80%
Winner
WCPB
+4.53%
SRET vs WCPB - Annual Returns (2015 - 2026)
Returns include dividend reinvestment.
| Year | SRET | WCPB |
|---|---|---|
| 2026 | +7.02% | +1.68% |
| 2025 | +18.43% | +2.93% |
| 2024 | -1.51% | N/A |
| 2023 | +8.85% | N/A |
| 2022 | -22.29% | N/A |
| 2021 | +11.35% | N/A |
| 2020 | -40.17% | N/A |
| 2019 | +16.96% | N/A |
| 2018 | -10.12% | N/A |
| 2017 | +10.26% | N/A |
| 2016 | +18.00% | N/A |
| 2015 | -14.70% | N/A |
SRET vs WCPB 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 WCPB was -2.64%, occurring on Mar 27, 2026. Recovery took 82 trading sessions.
The current SRET drawdown is -31.62%. The current WCPB drawdown is -0.29%.
| Rank | SRET | WCPB |
|---|---|---|
| #1 | -67.38% Feb 20, 2020 - Apr 3, 2020 | -2.64% Feb 27, 2026 - Jun 26, 2026 |
| #2 | -25.70% Mar 23, 2015 - Jul 11, 2016 | -1.50% Jun 29, 2026 - Jul 31, 2026 |
| #3 | -15.54% Aug 29, 2018 - Oct 23, 2019 | -1.04% Oct 28, 2025 - Dec 29, 2025 |
| #4 | -12.18% Sep 7, 2016 - Jun 16, 2017 | -0.70% Sep 16, 2025 - Oct 10, 2025 |
| #5 | -11.77% Dec 28, 2017 - Jul 6, 2018 | -0.61% Jan 14, 2026 - Feb 5, 2026 |
| #6 | -3.62% Oct 18, 2017 - Dec 15, 2017 | -0.44% Aug 13, 2025 - Aug 22, 2025 |
| #7 | -2.61% Jun 19, 2017 - Aug 22, 2017 | -0.42% Aug 28, 2025 - Sep 3, 2025 |
| #8 | -2.35% Jul 29, 2016 - Sep 6, 2016 | -0.25% Sep 8, 2025 - Sep 11, 2025 |
| #9 | -2.16% Nov 1, 2019 - Dec 9, 2019 | -0.23% Dec 29, 2025 - Jan 7, 2026 |
| #10 | -1.79% Jan 23, 2020 - Feb 14, 2020 | -0.23% Oct 21, 2025 - Oct 27, 2025 |
| #11 | -1.76% Dec 9, 2019 - Dec 20, 2019 | -0.19% Feb 10, 2026 - Feb 12, 2026 |
| #12 | -1.67% Jul 6, 2018 - Aug 16, 2018 | -0.19% Aug 22, 2025 - Aug 26, 2025 |
| #13 | -1.15% Dec 27, 2019 - Jan 14, 2020 | -0.18% Sep 11, 2025 - Sep 15, 2025 |
| #14 | -1.03% Aug 31, 2017 - Sep 11, 2017 | -0.16% Jan 7, 2026 - Jan 9, 2026 |
| #15 | -0.94% Oct 23, 2019 - Nov 1, 2019 | -0.10% Feb 13, 2026 - Feb 20, 2026 |
Correlation
Correlation between SRET and WCPB is 0.82 which considered as a strong positive correlation - the stocks tend to move together.
0.82
-101
Dividend Comparison (2015 - 2026)
SRET vs WCPB dividend yield comparison.
| Year | SRET | WCPB |
|---|---|---|
| 2026 | 4.89% | 2.80% |
| 2025 | 7.98% | 1.19% |
| 2024 | 8.72% | 0.00% |
| 2023 | 7.21% | 0.00% |
| 2022 | 3.23% | 0.00% |
| 2021 | 2.11% | 0.00% |
| 2020 | 2.96% | 0.00% |
| 2019 | 2.61% | 0.00% |
| 2018 | 2.85% | 0.00% |
| 2017 | 2.73% | 0.00% |
| 2016 | 2.69% | 0.00% |
| 2015 | 2.58% | 0.00% |
Select Stocks to Compare
Popular: SRET vs SPYWCPB vs SPY
More Comparisons
Compare with similar stocks