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SRET vs SDY

Global X SuperDividend REIT ETF vs State Street SPDR S&P Dividend ETF

SRET

Global X SuperDividend REIT ETF

Global X Funds

Annual cost

0.58%

Fund size

$237M

SDY

State Street SPDR S&P Dividend ETF

State Street Investment Management

Annual cost

0.35%

Fund size

$22.0B

Key differences

  • SDY costs 0.23% less per year.
  • SDY is significantly larger than SRET — larger funds tend to be more liquid and less likely to close.
  • SDY has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

SRETSDY
Annual cost (TER)0.58%0.35%
Fund size (AUM)$237M$22.0B
Since20152005
Dividend yield7.74%2.46%
Asset classequityequity
Regionnorth america
Strategyindex trackingindex tracking
CAGR 1Y+19.9%+14.8%
CAGR 3Y+10.9%+10.1%
CAGR 5Y+2.2%+6.2%
Sharpe 3Y0.530.56
Volatility 1Y11.33%10.48%
Max drawdown-66.98%-36.70%

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

Similar to SRET and SDY