SRET vs VXUS
Global X SuperDividend REIT ETF vs Vanguard Total International Stock ETF
Which is better, SRET or VXUS?
Small Cap Value against Large Cap Blend.
VXUS has a lower expense ratio. VXUS led over 1Y, 3Y, 5Y and the full window.
MarketXLS is not an investment adviser. This comparison is generated automatically from market data and is for information only. A Best mark means the better reading on that one measure, not a recommendation to buy.
Side-by-Side Comparison
| Metric | SRET | VXUS |
|---|---|---|
| Expense Ratio | 0.58% | 0.05%Best |
| AUM | $228M | $158.1B |
| Dividend Yield | 8.27% | 2.51% |
| Holdings | 34 | 8,747 |
| YTD Return | +3.51% | +14.83%Best |
| 1Y Return | +6.27% | +24.27%Best |
| 3Y Return (annualized) | +9.56% | +19.98%Best |
| 5Y Return (annualized) | +1.86% | +9.07%Best |
| Volatility (annualized) | 22.3% | 14.9%Best |
| Max Drawdown | -67.7% | -39.9%Best |
| $10,000 over 5 years | $10,965 | $15,436Best |
| Fund Family | Global X by mirae Asset | Vanguard (US) |
| Category | Equity | Equity |
| Style | Small Cap Value | Large Cap Blend |
| Inception | Mar 16, 2015 | Jan 26, 2011 |
Not shown on this pair: Top 10 Weight.
Volatility and max drawdown are measured over the window both funds cover: Mar 17, 2015 to Sep 9, 2026 (11.5 years).
SRET vs VXUS growth
Month-end closes. Both lines start at 0% in the first month shown, so the gap between them is the difference in growth across that window. The full view covers the 11.5 years both funds cover.
SRET vs VXUS Performance
Global X SuperDividend REIT ETF (SRET) is an ETF from Global X by mirae Asset and Vanguard Total International Stock ETF (VXUS) is an ETF from Vanguard (US). Over the past year SRET returned +6.27% while VXUS returned +24.27%. Year to date, SRET is up 3.51% versus a gain of 14.83% for VXUS.
Over three years, SRET compounded at +9.56% per year against +19.98% for VXUS; over five years the annualized figures are +1.86% and +9.07% respectively. Across the full 12-year window we track, VXUS has the edge at +6.54% annualized vs -2.66%.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
SRET has been the more volatile fund, with annualized monthly volatility of 22.3% compared with 14.9% for VXUS. 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 -39.9% for VXUS. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.76. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
SRET charges 0.58% per year while VXUS charges 0.05%. On a $10,000 position that is $58 vs $5 annually, a gap of $53 per year that compounds over a long holding period. On income, SRET currently yields 8.27% against 2.51% for VXUS.
Holdings Overlap
At least 10.4% of SRET's money is in holdings VXUS also owns.
Stated as a floor: for VXUS, our book for it covers 87.7% of that fund, so a holding it does not list is one we cannot count as shared. The real figure is this or higher.
SRET and VXUS share little of their money.
3 positions in common, counted across the 28 positions we hold weights for in SRET and 8,094 in VXUS, against full books of 34 and 8,747.
You are not choosing between two funds in isolation.
Whichever of SRET and VXUS you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, SRET or VXUS?
SRET has an expense ratio of 0.58% while VXUS charges 0.05%. VXUS is the cheaper option, by $53 a year on a $10,000 investment.
Which performed better, SRET or VXUS?
Over the past year SRET returned +6.27% vs +24.27% for VXUS, so VXUS leads on 1-year performance. Over the longest common window we track (12 years), SRET annualized -2.66% vs +6.54% for VXUS. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, SRET or VXUS?
SRET has been the more volatile fund at 22.3% annualized versus 14.9% for VXUS. Worst drawdown: SRET -67.7% vs VXUS -39.9%.
Should I hold both SRET and VXUS?
SRET and VXUS have a monthly-return correlation of 0.76, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.
What is the holdings overlap between SRET and VXUS?
At least 10.4% of SRET's money is in holdings VXUS also owns. Our book for VXUS is partial, so the real figure is this or higher. They hold 3 positions in common, counted across the 28 positions we hold weights for in SRET and 8,094 in VXUS.
Which pays a higher dividend, SRET or VXUS?
SRET yields 8.27% while VXUS yields 2.51%, so SRET currently pays the higher dividend yield.
Is VXUS better than SRET?
VXUS has a lower expense ratio. VXUS led over 1Y, 3Y, 5Y and the full window. Which one suits a particular account depends on what it is for. This is information, not a recommendation.