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SRET - ETF AI Analysis
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Global X SuperDividend REIT ETF (SRET)
Rating:63Neutral
Price Target:―
Positive Factors
Broad Mix of REIT Holdings
The ETF holds a range of real estate investment trusts across different companies, which helps spread out company-specific risk.
Global Real Estate Exposure
Significant allocations to markets like Singapore, the UK, Canada, and Hong Kong provide international diversification beyond the U.S.
Recent Performance Momentum
The fund has shown steady gains over the past month, three months, and year-to-date, indicating recent positive momentum in its holdings.
Negative Factors
Heavy Real Estate Concentration
With nearly all assets in the real estate sector, the ETF is highly sensitive to property market cycles, interest rates, and sector-specific downturns.
High Expense Ratio
The fund’s expense ratio is relatively high for an ETF, which can eat into long-term returns compared with lower-cost alternatives.
U.S. Market Dominance
A large majority of the portfolio is invested in U.S. real estate, so performance is heavily tied to the health of the U.S. property and interest rate environment.
SRET vs. SPDR S&P 500 ETF (SPY)
AUM223.95M
RegionGlobal
Expense Ratio0.59%
Beta0.38
IssuerGlobal X
Inception DateMar 16, 2015
Dividend Yield7.62%
Asset ClassEquity
Index TrackedSolactive Global Superdividend REIT Index
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume43,341
30 Day Avg. Volume50,900
Financial Highlights & Ratios
PEG RatioN/A
Price to Book (P/B)N/A
Price to Sales (P/S)N/A
P/FCF RatioN/A
Enterprise Value/Market CapN/A
Enterprise Value/RevenueN/A
Enterprise Value/Gross ProfitN/A
Enterprise Value/EbitdaN/A
Forecast
1Y Price Target
25.42Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering30
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
SRET Summary
The Global X SuperDividend REIT ETF (SRET) is an exchange-traded fund that follows the Solactive Global Superdividend REIT Index, focusing on real estate investment trusts (REITs) from around the world. It mainly holds property-focused companies that own offices, shopping centers, warehouses, and other income-producing buildings. Well-known names include W. P. Carey and Annaly Capital. Someone might invest in SRET to seek regular income from dividends and add global real estate diversification to their portfolio. A key risk is that it is heavily tied to the real estate sector, so its value can rise or fall with property markets and interest rates.
How much will it cost me?The Global X SuperDividend REIT ETF (SRET) has an expense ratio of 0.59%, which means you’ll pay $5.90 per year for every $1,000 invested. This is higher than average because it is actively managed and focuses on a niche sector like high-yield REITs, which requires more specialized management. It’s important to weigh this cost against the potential income and diversification benefits the ETF offers.
What would affect this ETF?The Global X SuperDividend REIT ETF (SRET) could benefit from stable rental income and global diversification, especially if demand for commercial and residential properties remains strong. However, rising interest rates or economic downturns could negatively impact REITs by increasing borrowing costs and reducing property values. Additionally, regulatory changes in key markets or shifts in real estate trends could influence the ETF's performance.
SRET Top 10 Holdings
SRET is very much a real estate income play, with its top holdings dominated by REITs across the U.S., U.K., and Asia rather than big tech or banks. Mortgage names like AGNC and Annaly are doing the heavy lifting lately, rising on improving sentiment and juicy yields, while W. P. Carey and Omega Healthcare add steady, dividend-focused ballast. On the flip side, Frasers Logistics & Commercial Trust has been losing a bit of steam, slightly dampening results. Overall, performance is driven by a handful of high-yield REITs rather than a single star name.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| LTC Properties | 3.56% | $7.98M | $1.86B | 13.68% | 64 Neutral | |
| Apollo Real Estate | 3.55% | $7.95M | $1.47B | 4.55% | 64 Neutral | |
| Sila Realty Trust, Inc. | 3.54% | $7.93M | $1.40B | 0.43% | 67 Neutral | |
| Omega Healthcare | 3.53% | $7.91M | $13.90B | 29.23% | 76 Outperform | |
| Getty Realty | 3.52% | $7.89M | $1.91B | 8.98% | 78 Outperform | |
| EPR Properties | 3.50% | $7.84M | $4.37B | 18.79% | 75 Outperform | |
| Broadstone Net Lease | 3.48% | $7.79M | $3.66B | 26.12% | 61 Neutral | |
| Blackstone Mortgage | 3.47% | $7.77M | $3.33B | -2.85% | 63 Neutral | |
| Sabra Healthcare REIT | 3.44% | $7.70M | $5.05B | 22.58% | 77 Outperform | |
| LondonMetric Property | 3.39% | $7.59M | £4.87B | 10.20% | 80 Outperform |
SRET Technical Analysis
Positive
―
Price Trends
22.04
Positive
21.58
Positive
20.87
Positive
Market Momentum
0.17
Positive
62.63
Neutral
73.55
Neutral
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For SRET, the sentiment is Positive. The current price of undefined is equal to the 20-day moving average (MA) of 22.59, equal to the 50-day MA of 22.04, and equal to the 200-day MA of 20.87, indicating a bullish trend. The MACD of 0.17 indicates Positive momentum. The RSI at 62.63 is Neutral, neither overbought nor oversold. The STOCH value of 73.55 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for SRET.
SRET Peer Comparison
Comparison Results
Performance Comparison
SRET
Global X SuperDividend REIT ETF
22.81
3.50
18.13%
AVRE
Avantis Real Estate ETF
―
―
―
VGSR
Vert Global Sustainable Real Estate ETF
―
―
―
GQRE
FlexShares Global Quality Real Estate Index Fund
―
―
―
CSRE
Cohen & Steers Real Estate Active ETF
―
―
―
SPRE
SP Funds S&P Global REIT Sharia ETF
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―
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Glossary
BuyAn ETF rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF is likely to deliver higher returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldAn ETF rated as a "Hold" s expected to perform in line with the overall market or a specific benchmark. This rating indicates that the ETF is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellAn ETF rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF may deliver lower returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
Disclaimer
This AI Analyst ETF Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in ETFs carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.Date of analysis: ―
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