Two of the market's most popular income ETFs compared side-by-side. See which one fits your yield strategy.
What this means: Both ENB and SRET fall intoTier 3: Specialty. This suggests they share a similar risk profile and volatility expectation.
| Metric | ENB | SRET |
|---|---|---|
| Total Return (1Y) | 16.63% | 15.12% |
| NAV Change (1Y) | 10.67% | 6.95% |
| Max Drawdown | -18.57% | -18.68% |
| Beta | - | - |
* Returns include dividend reinvestment. Drawdown calculates peak-to-trough decline over trailing 12 months.
ENB (Enbridge Inc) is a sector-specific income fund managed by institutional managers. It focuses on generating income through strategic holdings. With significant capital, this fund has been operational since its inception.
Strategy: Concentrates on sector-specific opportunities, typically REITs, MLPs, or BDCs with higher baseline yields.
SRET (Global X SuperDividend REIT) is a sector-specific income fund managed by Global X. It focuses on generating income through strategic holdings. With $236.8M in assets under management, this fund has been operational since its inception.
Strategy: Concentrates on sector-specific opportunities, typically REITs, MLPs, or BDCs with higher baseline yields.
In the head-to-head battle of ENB vs SRET, the choice depends on your specific goal. SRET wins for Immediate Income with a 8.17% yield. However, ENB is the better choice for Long-Term Growth due to superior total return performance.
Which fund is safer for retirement income? We analyze the yield sustainability and structural risk.
The Bottom Line Question: If you invest $100,000 today, how much cash will you actually receive each month? Here's the exact math:
ENB
Annual Yield: 5.96%
$496/mo
($5,957/year)
Frequency: quarterly
SRET
Annual Yield: 8.17%
$681/mo
($8,172/year)
Frequency: monthly
Income Gap: SRET generates $2,215/year more than ENB on the same $100k investment.
Over 20 years, that's $44,296 in additional cash flow (before reinvestment).
Context Matters: Higher income doesn't always mean better investment. Review the "Yield Trap" and "Total Return" sections above—you want income that's sustainable, not just headline-grabbing.
Historical data reveals how these funds behave during market stress. ENB has delivered a superior Total Return of 16.63% over the past year.
Every investor has a unique risk profile. Use our Portfolio Intelligence tool to see the impact of adding these ETFs to your holdings.