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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 8.0% 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 0.59% per year, with a trailing 12-month distribution yield of approximately 8.0%. Distributions are paid monthly.

Next typical distribution: June.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% Quarterly PIE SRET vs NPF
QQQ QQQ
Invesco · NASDAQ
0.20% 0.7% Quarterly FIF SRET vs QQQ
JEPQ JEPQ
JPMorgan · NASDAQ
0.35% 9.0% Monthly FIF SRET vs JEPQ
QQQM QQQM
Invesco · NASDAQ
0.15% 0.6% Quarterly FIF SRET vs QQQM
TQQQ TQQQ
ProShares · NASDAQ
0.86% 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 do not yet aggregate per-payment history into the canonical dataset on this site — that work is gated on the live-data-feed roadmap item (#42 in our roadmap).

Next typical distribution month: June. 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 0.59%, distributions paid monthly. Yield ~8.0%. 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, 0.13% TER) and IYR (iShares Real Estate, 0.39%) are broad-market REIT ETFs with ~3-4% yields. 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.

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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