REM vs SRET

REMBiShares Mortgage Real Estate ETF

SRETBGlobal X SuperDividend REIT ETF

In short

REM Most real estate ETFs buy the landlords. REM buys the lenders: a few dozen US mortgage REITs that hold residential and commercial mortgage debt, packaged in one index-tracking ticker since 2007.

SRET Most global real estate ETFs rank landlords by size. SRET flips it: a tight basket of about 29 REITs worldwide chosen off a SuperDividend yield screen, paid out monthly. A yield-first take in a market-cap-first cohort.

Stated mandate

REM The fund seeks to track an index of U.S. REITs that hold residential and commercial mortgages.

SRET SRET seeks to track, before fees and expenses, the price and yield performance of the Solactive Global SuperDividend ® REIT Index.

Why people hold it

• REM A genuinely different engine from the sector's giants: it tracks REITs that hold mortgages, not the equity-REIT landlords inside VNQ, SCHH or XLRE.
• Trading since 2007, so it has run through the housing crash and every rate cycle since on the same rules-based FTSE Nareit mortgage index.
• One ticker instead of hand-picking individual mortgage lenders, from the iShares shelf, moderately traded, with distributions paid quarterly.

• SRET Yield is the screen, not an afterthought. The Solactive Global SuperDividend REIT Index sorts on payout instead of market cap, so big landlords don't automatically get big weights.
• Distributions land monthly rather than quarterly, which lines the cash flow up with how rent actually arrives.
• Global by design: the mandate reaches beyond US REITs, and the fund has run through a full real estate cycle since its 2015 launch.

Worth knowing

• REM At 0.48% a year it costs more than the typical real estate ETF (median 0.37%) and multiples of broad REIT funds like SCHH at 0.07% or VNQ at 0.13%.
• Concentrated by design: a few dozen names in one niche, so the largest mortgage lenders carry a big share of the fund.
• Not a stand-in for broad property exposure. It holds the mortgage side of real estate, so it moves with credit and rate conditions more than with rents.

• SRET At 0.58% it runs above the 0.50% typical for global real estate funds, and far above index majors like REET (0.14%) and VNQI (0.12%).
• Around 29 holdings means each name pulls real weight, and a yield screen reshuffles the roster as payouts change.
• It's a smaller, thinly traded fund, so spreads can widen. Limit orders do more work here than with the cohort's giants.

Full REM profile⁠

Full SRET profile⁠