US-listed · NASDAQ · FIF-eligible (above NZ$50K)
Global XSRETGlobal X SuperDividend REIT ETF
Tracks the Solactive Global SuperDividend REIT Index — 30 highest-yielding global REITs, monthly distributions.
Updated Reviewed quarterly
SRET concentrates in the 30 highest-yielding REITs globally — yields this high typically signal structural pressure (mortgage spread compression, dividend-cut risk, leverage). Holdings are heavily weighted to mortgage REITs (mREITs), which carry interest-rate sensitivity that can produce large drawdowns when rates move. The 8.8% distribution is real but above-average dividend-cut risk applies. Read Global X's prospectus and the holdings concentration before investing.
About this fund
What is SRET?
SRET is the US-listed ticker for Global X SuperDividend REIT ETF, issued by Global X. Tracks the Solactive Global SuperDividend REIT Index — 30 highest-yielding global REITs, monthly distributions. TER is 0.58% per year, with a trailing 12-month distribution yield of approximately 8.8%. Distributions are paid monthly.
Next typical distribution: October.SRET typically pays every month. Issuer sets the exact date — verify on the distribution calendar before relying on a payment date.
Platform availability
Where to buy SRET from New Zealand
Based on each platform's advertised market coverage and fee schedule. Verify with the platform before transacting — instrument coverage can change.
| Platform | Per-trade fee | FX | Min | Notes |
|---|---|---|---|---|
 SharesiesSharesies | 1.9% per trade | 0.5% | NZ$0 | Beginners, fractional shares, mixing NZ + US ETFs |
 HatchHatch | US$3 per trade (≤300 shares) | 0.5% | NZ$0 (US$1 to invest) | NZ investors who want US-only ETFs (SPY, VOO, QQQ, SCHD, JEPI) |
 StakeStake | US$0 trades | 0.70% | NZ$0 | Frequent US-share traders who hate per-trade fees |
 Interactive BrokersInteractive Brokers | From US$0.35 / trade (Tiered) or US$1 flat (Fixed) | ~0.002% (US$2 min) | US$0 | Larger portfolios, frequent traders, multi-market investors |
 Tiger BrokersTiger Brokers | US$2 flat per US trade (to 200 shares) | 0.50% | NZ$0 | NZ investors who want NZ + US + Asian markets in one account |
 Invest DirectInvest Direct | From NZ$29.90 per trade | Undisclosed margin on conversion | NZ$0 | US trading must be switched on by request, and covers a curated list of US securities — check this ticker is on it. |
 ASB SecuritiesASB Securities | NZ$30 per NZX trade | Bank rates (~1%) | NZ$0 (ASB customer) | Existing ASB customers wanting one login for banking + brokerage |
Showing 7 platforms that list this ETF. Full platform comparison: all 11 NZ brokers → · Full coverage matrix: availability matrix →
NZ tax treatment
How is SRET taxed for NZ investors?
SRET is US-domiciled. NZ investors apply Foreign Investment Fund rules once total overseas-share cost basis crosses the de-minimis threshold. Below it, only dividends are taxable.
The FIF de-minimis threshold is NZ$50,000(source) of overseas-share cost basis. Below it, FIF rules do not apply and only dividends are taxable.
Most NZ retail investors use Fair Dividend Rate (FDR): deemed income = 5% × opening market value × your marginal rate. Comparative Value (CV) can be lower in flat or down years.
US dividends carry 15%(source) withholding under the NZ–US tax treaty (file W-8BEN; default rate without it is 30%(source)). The withheld amount can be claimed as a foreign tax credit on your IR3.
FDR vs CV method → · PIE vs FIF comparison →
🧮 Model your own after-tax outcome
Mechanical NZ-tax calculator comparing PIE @ PIR vs FIF @ FDR vs FIF @ CV on your principal, assumed return, time horizon, PIR, and marginal rate. → Open the after-tax calculator
General information only — not personalised tax advice. Confirm your treatment with a registered NZ tax adviser before transacting.
Add up to 4 more tickers to compare TER · yield · distribution · NZ tax structure.
Similar ETFs
ETFs with similar focus to SRET
Same asset class, issuer cousins, and exchange peers — ranked by closest match. Click any row to compare side-by-side in the multi-compare tool.
| Ticker | Name | TER | Yield | Distribution | NZ tax | Compare |
|---|---|---|---|---|---|---|
| NPF | NZ Property (NPF) Smartshares · NZX | 0.54% | 5.9% | Semi-annual | PIE | SRET vs NPF |
| QQQ | QQQ Invesco · NASDAQ | 0.18% | — | Quarterly | FIF | SRET vs QQQ |
| JEPQ | JEPQ JPMorgan · NASDAQ | 0.35% | — | Monthly | FIF | SRET vs JEPQ |
| QQQM | QQQM Invesco · NASDAQ | 0.15% | — | Quarterly | FIF | SRET vs QQQM |
| TQQQ | TQQQ ProShares · NASDAQ | 0.82% | — | None | FIF | SRET vs TQQQ |
Distribution history
Last 12 distributions — SRET
SRET typically distributes every month. Per-payment history (amount + ex-date + payment date for the last 12 distributions) is published authoritatively on the issuer's own fact sheet and corporate-actions page. We have not yet verified a per-payment history for this fund against the issuer's records, so we point at the authoritative sources below rather than estimating.
Next typical distribution month: October. The exact ex-date and payment date are set by Global X — verify on the issuer source below before relying on a specific date.
Authoritative sources for distribution history
- Global X SRET product page — corporate actions + distribution announcements
- Global X SRET fact sheet PDF — historical distribution table
See /calendar/distributions/ for the rolling 12-month forward calendar across all covered ETFs.
FAQ
Common questions about SRET
What is the SRET ETF?⌄
SRET is the Global X SuperDividend REIT ETF — it tracks the Solactive Global SuperDividend REIT Index, holding the 30 highest-yielding global Real Estate Investment Trusts (REITs). TER is 0.58%, distributions paid monthly. Yield ~8.8%. Holdings are concentrated in mortgage REITs, healthcare REITs, and high-yield property sub-sectors.
Why does SRET pay such a high yield?⌄
SRET screens for the highest-yielding REITs globally — and high yields often signal structural pressure on underlying business (mortgage spread compression, dividend-cut risk, leverage). Mortgage REITs (mREITs) typically dominate the holdings; their yields reflect interest-rate-sensitive carry trades that can collapse when rates move adversely. The high distribution is real but carries above-average dividend-cut risk.
SRET vs VNQ vs IYR — what's the difference?⌄
VNQ (Vanguard Real Estate ETF) and IYR (iShares Real Estate) are broad-market REIT ETFs with lower TERs and materially lower yields than SRET — check each issuer's fact sheet for current figures. SRET is a yield-screened sub-set focused on the 30 highest-yielding REITs globally — narrower portfolio, higher distribution, higher concentration risk. SRET is a yield play; VNQ/IYR are diversified property exposure.
How is SRET taxed for NZ residents?⌄
Above NZ$50,000 cost basis, FIF rules apply (FDR method most common). REIT distributions in the US are typically classified as ordinary income (not qualified dividends), which means the 15% US-NZ treaty withholding may apply differently from equity dividends. Because SRET holds global REITs (US, Australia, Hong Kong, Singapore), the tax mix is complex — confirm with your broker's annual statement.
Where to buy SRET from New Zealand
The platforms below all support SRET. Each link opens the platform's site directly — we don't take any payment for placement or for clicks.
Hatch
Sharesies
Interactive Brokers
Stake
Tiger BrokersFees + platform details verified against each provider's published rate card. Always check the current schedule before transacting.Full platform comparison →
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Sources for this SRET data
The figures on this page come from the documents below. We do not pull live prices; the data is reviewed against issuer fact sheets and exchange listings (last reviewed 2026-07-05). Which figures have been checked against the issuer by machine, rather than by eye, is stated below — an unchecked figure is labelled as such rather than left ambiguous.
- ✓Total expense ratioChecked against the Global X fund page's published trailing 12-month distribution on 2026-09-05.
- ✓Distribution yieldChecked against the Global X fund page's published trailing 12-month distribution on 2026-09-05.Measured as trailing 12-month distributions.
Issuer product page
globalxetfs.com/funds/sret/
Fact sheet (PDF)
assets.globalxetfs.com/funds/documents/sret/Fact-Sheet_SRET.pdf
External links open in a new tab. We do not earn commission on issuer product pages. See our methodology + disclosure.
Compare
SRET against the alternatives
1 side-by-side comparison covering fee, yield and NZ tax wrapper. Characteristics, not recommendations.
| Comparison | The other fund | Its TER |
|---|---|---|
| SRET vs NPF | NZ Property (NPF) | 0.54% |
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HYG — iShares High Yield Corp Bond
Below-investment-grade US corporate bonds; same high-yield-with-risk profile.
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When FIF applies and how to file.
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