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SRET
+0.76 · +3.52%
$22.40 · NASDAQ

Global X SuperDividend® REIT ETF (SRET) ETF Analysis | Real Estate

Global X Funds · United States
AUM:$226.9M
#– of – in Real Estate ETFs

Educational tool only – Figures are based on historical data, holdings and expense metrics for informational purposes. This is not financial advice or a recommendation to buy or sell any security. Always conduct your own research or consult a qualified financial adviser.

Market Performance

Up 16.7% over the past year, showing positive momentum.

Cost Efficiency

Ongoing charge of 0.59% — moderate cost. Consider how fees compound over long holding periods.

What is SRET?

The fund invests at least 80% of its total assets in the securities of the underlying index and in American Depositary Receipts (ADRs) and Global Depositary Receipts (GDRs) based on the securities in the underlying index. The underlying index tracks the performance of REITs that rank among the highest yielding REITs globally, as determined by Solactive AG, the provider of the underlying index.

Performance Highlights

Returns (%)
Top Sectors (%)

Investment Breakdown

Strong Recent Performance
SRET delivered 16.7% over the past year. Historical returns only — past performance is not indicative of future results.
Moderate Cost
Expense ratio of 0.59%. Consider how fees compound over a long holding period.
Moderate Concentration
Top 10 holdings make up 35.7% of the ETF — a moderate level of name concentration.
ETF Information
AUM$226.9M
Expense Ratio0.59%
Dividend Yield7.71%
Holdings30
Inception DateMar 2015
DomicileUnited States
DistributionMonthly
Index–
ProviderGlobal X Funds
Beta0.95
CategoryReal Estate
CurrencyUSD
Portfolio Impact

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Example preview
6168
+7 points · better diversified

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Uses ISF.L (iShares FTSE 100 ETF)
Indicators

Performance Metrics

Historical returns

6M
-1.8%
1Y
+7.9%
3Y
+27.8%
5Y
+8.4%
OpenBook InsightIf you had invested £10,000 in SRET 5 years ago, it would have grown to £10,841 — a gain of £841.

Annual Returns

Calendar year performance

SRET delivered positive returns in 3 of the last 5 calendar years.
YearSRET
2026 YTD+3.1%
2025+18.4%
2024-1.5%
2023+8.8%
2022-18.8%
CAGR 4yr+0.8%
3/5 positive yearsAvg return: +2.0%Worst year: -18.8% (2022)

Technical Analysis Summary

Automated insights from historical price action and indicators

Technical Regime: MIXED
Trend Strength
33%
Negative
Volatility
9.9%
Low
Momentum
-3.4%
30-day change
Support Level
22.14
Key floor
Key Insights
  • Low volatility environment with a narrower recent trading range.
  • Monitor key support and resistance levels as part of broader risk assessment.
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