SRET vs VOO
Global X SuperDividend REIT ETF vs Vanguard S&P 500 ETF
Quick Verdict
VOO has a lower expense ratio. VOO delivered stronger 1-year returns. VOO offers more diversification with 509 holdings.
Side-by-Side Comparison
| Metric | SRET | VOO | Winner |
|---|---|---|---|
| Expense Ratio | 0.58% | 0.03% | |
| AUM | $230M | $997.4B | |
| Dividend Yield | 7.87% | 1.08% | |
| Holdings | 34 | 509 | |
| YTD Return | +7.27% | +13.20% | |
| 1Y Return | +14.02% | +21.62% | |
| 3Y Return (annualized) | +11.91% | +22.16% | |
| 5Y Return (annualized) | +3.20% | +13.42% | |
| Volatility (annualized) | 22.4% | 14.1% | |
| Max Drawdown | -67.7% | -34.3% | |
| Fund Family | Global X by mirae Asset | Vanguard (US) | |
| Category | Equity | Equity | |
| Inception | Mar 16, 2015 | Sep 7, 2010 |
SRET vs VOO Performance
Global X SuperDividend REIT ETF (SRET) is a ETF from Global X by mirae Asset and Vanguard S&P 500 ETF (VOO) is a ETF from Vanguard (US). Over the past year SRET returned +14.02% while VOO returned +21.62%. Year to date, SRET is up 7.27% versus a gain of 13.20% for VOO.
Over three years, SRET compounded at +11.91% per year against +22.16% for VOO; over five years the annualized figures are +3.20% and +13.42% respectively. Across the full 11-year window we track, VOO has the edge at +13.51% annualized vs -2.37%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
SRET has been the more volatile fund, with annualized monthly volatility of 22.4% compared with 14.1% for VOO. Lower volatility generally means a smoother ride, though it often comes with lower long-run returns.
The deepest peak-to-trough decline in our data was -67.7% for SRET and -34.3% for VOO. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.
The two funds' monthly returns correlate at 0.70. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
SRET charges 0.58% per year while VOO charges 0.03%. On a $10,000 position that is $58 vs $3 annually, a gap of $55 per year that compounds over a long holding period. On income, SRET currently yields 7.87% against 1.08% for VOO.
Holdings Overlap
SRET and VOO share 1 holdings out of 527 unique holdings combined, representing a 0.0% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Top Shared Holdings
| Stock | Weight in SRET | Weight in VOO | Difference |
|---|---|---|---|
| VICI | 3.13% | 0.04% | 3.09% |
Frequently Asked Questions
Which is cheaper, SRET or VOO?
SRET has an expense ratio of 0.58% while VOO charges 0.03%. VOO is the cheaper option. On a $10,000 investment, that is $55 per year of difference.
Which performed better, SRET or VOO?
Over the past year SRET returned +14.02% vs +21.62% for VOO, so VOO leads on 1-year performance. Over the longest common window we track (11 years), SRET annualized -2.37% vs +13.51% for VOO. Past performance does not guarantee future results.
Which is riskier, SRET or VOO?
SRET has been the more volatile fund at 22.4% annualized versus 14.1% for VOO. Worst drawdown: SRET -67.7% vs VOO -34.3%.
Should I hold both SRET and VOO?
SRET and VOO have a monthly-return correlation of 0.70, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between SRET and VOO?
SRET and VOO share 1 common holdings with a 0.0% weight overlap. Combined, they hold 527 unique securities.
Which pays a higher dividend, SRET or VOO?
SRET yields 7.87% while VOO yields 1.08%, so SRET currently pays the higher dividend yield.
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