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US-listed · NASDAQ · FIF-eligible (above NZ$50K)

Global X logo Global X SRET

Global 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 8.2% 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 8.2%. Distributions are paid monthly.

Next typical distribution: August.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.

Platforms that list SRET
Platform Per-trade fee FX Min Notes
Sharesies logo Sharesies Sharesies
1.9% per trade 0.5% NZ$0 Beginners, fractional shares, mixing NZ + US ETFs
Hatch logo Hatch Hatch
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)
Stake logo Stake Stake
US$0 trades 0.70% NZ$0 Frequent US-share traders who hate per-trade fees
Interactive Brokers logo Interactive Brokers Interactive 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 Brokers logo Tiger Brokers Tiger Brokers
US$1.99 per US trade 0.50% NZ$0 NZ investors who want NZ + US + Asian markets in one account
Jarden Direct logo Jarden Direct Jarden Direct
NZ$29.90 per NZX trade ~0.40% NZ$0 Larger NZX trades and global market access through one NZ broker
ASB Securities logo ASB Securities ASB 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?

FIF-eligible

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.

Compare SRET side-by-side with other ETFs

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.

5 ETFs with focus similar to SRET
Ticker Name TER Yield Distribution NZ tax Compare
NPF NZ Property (NPF)
Smartshares · NZX
0.54% 5.7% Semi-annual PIE SRET vs NPF
QQQ QQQ
Invesco · NASDAQ
0.18% 0.7% Quarterly FIF SRET vs QQQ
JEPQ JEPQ
JPMorgan · NASDAQ
0.35% 11.1% Monthly FIF SRET vs JEPQ
QQQM QQQM
Invesco · NASDAQ
0.15% 0.6% Quarterly FIF SRET vs QQQM
TQQQ TQQQ
ProShares · NASDAQ
0.82% 0.0% 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: August. 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

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 ~8.2%. 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.

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Sources for this SRET data

Every TER, yield, and holdings figure on this page traces to one of the documents below. We do not pull live prices; the data is reviewed monthly against issuer fact sheets and exchange listings (last reviewed 2026-05-04).

External links open in a new tab. We do not earn commission on issuer product pages. See our methodology + disclosure.

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