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DIVD vs SRET

Altrius Global Dividend ETF vs Global X SuperDividend REIT ETF

DIVD

Altrius Global Dividend ETF

Altrius Capital Management,Inc.

Annual cost

0.49%

Fund size

$17M

SRET

Global X SuperDividend REIT ETF

Global X Funds

Annual cost

0.58%

Fund size

$237M

Key differences

  • DIVD costs 0.09% less per year.
  • SRET is significantly larger than DIVD — larger funds tend to be more liquid and less likely to close.
  • DIVD follows a active selection strategy; SRET uses index tracking.
  • Over the last 3 years, DIVD has delivered higher annualized returns.
  • SRET has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

DIVDSRET
Annual cost (TER)0.49%0.58%
Fund size (AUM)$17M$237M
Since20222015
Dividend yield2.70%7.74%
Asset classequityequity
Regionnorth america
Strategyactive selectionindex tracking
CAGR 1Y+27.6%+19.9%
CAGR 3Y+17.7%+10.9%
CAGR 5YN/A+2.2%
Sharpe 3Y1.080.53
Volatility 1Y11.41%11.33%
Max drawdown-13.88%-66.98%

Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.

Similar to DIVD and SRET