4 min readBy Beqa Bumbeishvili ETF Insider
PFM VS DES
Compare the PFM and DES ETFs with our thorough analysis. Dive into the performance metrics, underlying assets, and investment strategies.
Global X Funds, as the issuer of the Solactive Global SuperDividend® REIT Index (Underlying Index), primarily focuses on investing at least 80% of its assets in securities from this index, along with American Depositary Receipts (ADRs) and Global Depositary Receipts (GDRs) based on these securities. The fund's investment strategy heavily emphasizes Real Estate Investment Trusts (REITs), with policies mandating 80% of total assets to be allocated to REIT securities, subject to a 60-day prior written notice for any alterations. The Underlying Index, comprising 30 constituents as of December 31, 2023, is curated by Solactive AG, emphasizing the highest yielding REITs globally while screening out those historically exhibiting high volatility. Global X Funds operates under a passive or indexing approach, with the objective of mirroring the Underlying Index's performance rather than outperforming it, employing either a replication or representative sampling strategy based on practicality and shareholder benefit. The Fund's correlation with the Underlying Index, before fees and expenses, is expected to exceed 95% over time, reflecting a strong alignment. Furthermore, the Fund's industry concentration mirrors that of the Underlying Index, with a significant exposure to the real estate sector as of December 31, 2023.
SRET, the Global X SuperDividend® REIT ETF, offers investors exposure to a diversified portfolio of high-yielding Real Estate Investment Trusts (REITs). The ETF focuses on delivering consistent income through dividends, capitalizing on the underlying Solactive Global SuperDividend® REIT Index, which selects REITs based on their dividend yields and screens out those with historically high volatility. SRET's investment strategy targets at least 80% of its assets in REIT securities, along with American Depositary Receipts (ADRs) and Global Depositary Receipts (GDRs) linked to these securities. With an emphasis on income generation, SRET provides shareholders with the potential for attractive dividend yields while maintaining a passive indexing approach. Through this investment vehicle, investors can access a diversified basket of high-yielding REITs, contributing to their income-generating investment objectives.
SRET, the Global X SuperDividend® REIT ETF, employs a tracking strategy designed to mirror the performance of its underlying index, the Solactive Global SuperDividend® REIT Index. The ETF aims to achieve a high level of correlation with the index, typically exceeding 95% over time, before factoring in fees and expenses. To accomplish this, SRET primarily utilizes a replication strategy, investing in a portfolio of securities that closely mirrors the composition and weightings of the underlying index. However, in cases where replication might be impractical or costly, SRET may opt for a representative sampling strategy. This approach allows the ETF to maintain a close alignment with the performance of the underlying index, ensuring that investors can effectively track the returns of the selected high-yielding Real Estate Investment Trusts (REITs) included in the index. Through its tracking strategy, SRET offers investors the opportunity to gain exposure to a diversified basket of income-generating REITs while seeking to minimize tracking error and deliver consistent investment results.
SRET, the Global X SuperDividend® REIT ETF, aims to maintain a strong correlation with its underlying index, the Solactive Global SuperDividend® REIT Index. The ETF's investment strategy is constructed to achieve a correlation exceeding 95% over time, before accounting for fees and expenses. This high level of correlation indicates that SRET's performance closely tracks that of the underlying index, providing investors with a reliable means of gaining exposure to the selected high-yielding Real Estate Investment Trusts (REITs) represented in the index. By closely aligning with the index's performance, SRET aims to deliver returns that accurately reflect the performance of the underlying REITs, allowing investors to effectively implement their investment strategies and meet their income-generating objectives. Through its focus on maintaining strong correlation, SRET seeks to provide investors with consistent and predictable investment outcomes in the dynamic real estate market.
SRET, the Global X SuperDividend® REIT ETF, emphasizes exposure to the real estate sector through its investment strategy. The ETF's portfolio primarily consists of securities from the Solactive Global SuperDividend® REIT Index, which selects Real Estate Investment Trusts (REITs) based on their dividend yields while screening out those with historically high volatility. As of its most recent reporting, SRET reflects significant exposure to the real estate sector, aligning closely with the composition of the underlying index. This strategic sector concentration allows investors to gain diversified exposure to various segments of the global real estate market, including residential, commercial, industrial, and retail properties, through a single investment vehicle. By focusing on the real estate sector, SRET provides investors with the potential for attractive dividend yields and capital appreciation opportunities while offering diversification benefits within their investment portfolios.
SRET, the Global X SuperDividend® REIT ETF, offers investors exposure to a broad range of high-yielding Real Estate Investment Trusts (REITs) through its investment strategy. The ETF's portfolio is constructed to reflect the composition of the Solactive Global SuperDividend® REIT Index, which selects REITs based on their dividend yields and screens out those with historically high volatility. Through this approach, SRET provides investors with diversified exposure to various segments of the global real estate market, including residential, commercial, industrial, and retail properties. By investing in a portfolio of REIT securities, along with American Depositary Receipts (ADRs) and Global Depositary Receipts (GDRs) linked to these securities, SRET allows investors to access the income-generating potential of the real estate sector while mitigating individual company risk. This exposure to a diversified basket of high-yielding REITs enables investors to pursue their income objectives while potentially benefiting from capital appreciation opportunities within the global real estate market.
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4 min readCompare the PFM and DES ETFs with our thorough analysis. Dive into the performance metrics, underlying assets, and investment strategies.
4 min readCompare the XOP and ERY ETFs with our thorough analysis. Dive into the performance metrics, underlying assets, and investment strategies to see how they stack up against each other. Whether you're a seasoned investor or just getting started, our comparison provides valuable insights to guide your investment decisions.
7 min readThe SRET ETF is a specialized investment fund that focuses on a specific sector. This exchange-traded fund offers investors exposure to a range of companies in this sector.
ETF Insider is a novel portfolio optimization tool that uses the power of data visualization to gain insight into portfolio compositions, concentration risks, portfolio efficiency and more. Complex financial data can be transformed into visually appealing and easily digestible graphs and charts, allowing investors to quickly identify trends and make well-informed investment decisions. Not only does this save time, but it also increases the accuracy and effectiveness of portfolio management.
