GARP vs RWR
Comparison between ISHARES MSCI USA QUALITY GARP ETF (GARP, ETF) and SPDR(R) DOW JONES REIT ETF (RWR, ETF).
5-Year PerformanceGARP has outperformed RWR, delivering a return of +20.7% compared to +4.1%
GARP vs RWR - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
GARP
$1.80B
RWR
$1.80B
Expense Ratio
Winner
GARP
0.15%
RWR
0.25%
Max Drawdown
Winner
GARP
31.34%
RWR
77.00%
Sharpe Ratio
Winner
GARP
2.03
RWR
0.79
5Y Beta
GARP
1.31
Winner
RWR
0.55
P/E Ratio
Winner
GARP
35.53
RWR
37.64
Forward P/E
Winner
GARP
24.29
RWR
37.38
5Y Dividends CAGR
GARP
1.40%
Winner
RWR
1.54%
5Y EPS CAGR
Winner
GARP
30.28%
RWR
9.79%
Debt to Equity
Winner
GARP
31.47%
RWR
81.12%
P/S Ratio
Winner
GARP
5.63
RWR
7.23
P/B Ratio
GARP
9.50
Winner
RWR
2.37
GARP vs RWR - Holdings Comparison
GARP and RWR have 3 common holdings. Overlap is 0.19%
GARP's top 25 holdings weight is 69.85%. RWR's top 25 holdings weight is 72.01%.
| Rank | GARP | RWR |
|---|---|---|
| #1 | LAM RESEARCH CORP (LRCX) - 5.61% | PROLOGIS INC (PLD) - 10.03% |
| #2 | APPLE INC (AAPL) - 5.06% | WELLTOWER INC (WELL) - 9.75% |
| #3 | NVIDIA CORP (NVDA) - 5.03% | EQUINIX INC (EQIX) - 4.57% |
| #4 | MICROSOFT CORP (MSFT) - 4.56% | SIMON PROPERTY GROUP INC (SPG) - 4.51% |
| #5 | MICRON TECHNOLOGY INC (MU) - 4.55% | DIGITAL REALTY TRUST INC (DLR) - 4.43% |
| #6 | META PLATFORMS INC CLASS A (META) - 4.13% | PUBLIC STORAGE (PSA) - 4.19% |
| #7 | ADVANCED MICRO DEVICES INC (AMD) - 4.10% | REALTY INCOME CORP (O) - 3.99% |
| #8 | ALPHABET INC CLASS A (GOOGL) - 3.52% | VENTAS INC (VTR) - 3.97% |
| #9 | KLA CORP (KLAC) - 3.34% | EXTRA SPACE STORAGE INC (EXR) - 2.89% |
| #10 | FORTINET INC (FTNT) - 3.19% | AVALONBAY COMMUNITIES INC (AVB) - 2.48% |
| #11 | VISA INC CLASS A (V) - 2.95% | EQUITY RESIDENTIAL (EQR) - 2.15% |
| #12 | ELI LILLY AND CO (LLY) - 2.74% | ESSEX PROPERTY TRUST INC (ESS) - 1.69% |
| #13 | AMPHENOL CORP CLASS A (APH) - 2.61% | INVITATION HOMES INC (INVH) - 1.57% |
| #14 | BROADCOM INC (AVGO) - 2.51% | KIMCO REALTY CORP (KIM) - 1.57% |
| #15 | UBER TECHNOLOGIES INC (UBER) - 2.11% | W.P. CAREY INC (WPC) - 1.55% |
| #16 | ALPHABET INC CLASS C (GOOG) - 1.94% | MID-AMERICA APARTMENT COMMUNITIES INC (MAA) - 1.45% |
| #17 | ORACLE CORP (ORCL) - 1.78% | HOST HOTELS & RESORTS INC (HST) - 1.40% |
| #18 | ADOBE INC (ADBE) - 1.66% | SUN COMMUNITIES INC (SUI) - 1.37% |
| #19 | AMAZON.COM INC (AMZN) - 1.36% | OMEGA HEALTHCARE INVESTORS INC (OHI) - 1.35% |
| #20 | MASTERCARD INC CLASS A (MA) - 1.35% | HEALTHPEAK PROPERTIES INC (DOC) - 1.32% |
| #21 | ARISTA NETWORKS INC (ANET) - 1.33% | REGENCY CENTERS CORP (REG) - 1.23% |
| #22 | NETFLIX INC (NFLX) - 1.15% | DJ US REAL ESTATE JUN26 XCBT 20260618 (n/a) - 1.20% |
| #23 | QUANTA SERVICES INC (PWR) - 1.15% | EQUITY LIFESTYLE PROPERTIES INC (ELS) - 1.15% |
| #24 | AMERICAN EXPRESS CO (AXP) - 1.10% | n/a (n/a) - 1.12% |
| #25 | GE AEROSPACE (GE) - 1.02% | UDR INC (UDR) - 1.08% |
| Total Holdings | 150 | 103 |
GARP vs RWR - Historical Returns
Returns include dividend reinvestment.
1M
Winner
GARP
+12.96%
RWR
-1.60%
3M
Winner
GARP
+22.53%
RWR
-0.28%
6M
Winner
GARP
+23.79%
RWR
+8.44%
1Y
Winner
GARP
+46.15%
RWR
+13.98%
5Y(CAGR)
Winner
GARP
+20.71%
RWR
+4.11%
10Y(CAGR)
GARP
N/A
RWR
+5.16%
Max(CAGR)
Winner
GARP
+21.48%
RWR
+8.57%
GARP vs RWR - Annual Returns (2001 - 2026)
Returns include dividend reinvestment.
| Year | GARP | RWR |
|---|---|---|
| 2026 | +21.35% | +10.03% |
| 2025 | +21.82% | +4.11% |
| 2024 | +39.76% | +6.59% |
| 2023 | +44.20% | +13.90% |
| 2022 | -26.95% | -25.67% |
| 2021 | +29.87% | +50.82% |
| 2020 | +26.51% | -9.94% |
| 2019 | N/A | +26.04% |
| 2018 | N/A | -4.10% |
| 2017 | N/A | +3.25% |
| 2016 | N/A | +7.77% |
| 2015 | N/A | +2.65% |
| 2014 | N/A | +32.00% |
| 2013 | N/A | -0.18% |
| 2012 | N/A | +15.85% |
| 2011 | N/A | +7.05% |
| 2010 | N/A | +28.54% |
| 2009 | N/A | +32.24% |
| 2008 | N/A | -38.46% |
| 2007 | N/A | -17.86% |
| 2006 | N/A | +32.73% |
| 2005 | N/A | +14.72% |
| 2004 | N/A | +32.88% |
| 2003 | N/A | +35.03% |
| 2002 | N/A | +3.37% |
| 2001 | N/A | +10.84% |
GARP vs RWR Drawdown Comparison
The maximum drawdown for GARP was -31.34%, occurring on Mar 23, 2020. Recovery took 76 trading sessions.
The maximum drawdown for RWR was -74.95%, occurring on Mar 6, 2009. Recovery took 1549 trading sessions.
The current RWR drawdown is -3.82%.
| Rank | GARP | RWR |
|---|---|---|
| #1 | -31.34% Feb 19, 2020 - Jun 8, 2020 | -74.95% Feb 7, 2007 - Apr 4, 2013 |
| #2 | -30.61% Dec 27, 2021 - Dec 1, 2023 | -44.37% Feb 18, 2020 - May 24, 2021 |
| #3 | -23.73% Feb 19, 2025 - Jun 25, 2025 | -32.56% Dec 31, 2021 - Feb 10, 2026 |
| #4 | -13.69% Jan 29, 2026 - Apr 16, 2026 | -18.01% May 21, 2013 - Apr 29, 2014 |
| #5 | -13.45% Jul 10, 2024 - Oct 14, 2024 | -17.80% Apr 1, 2004 - Aug 24, 2004 |
| #6 | -9.86% Sep 2, 2020 - Dec 1, 2020 | -17.51% Jun 28, 2002 - May 12, 2003 |
| #7 | -9.27% Feb 12, 2021 - Apr 9, 2021 | -16.82% Aug 1, 2016 - Aug 17, 2018 |
| #8 | -8.66% Oct 29, 2025 - Jan 6, 2026 | -16.64% Jan 26, 2015 - May 4, 2016 |
| #9 | -8.34% Sep 3, 2021 - Oct 28, 2021 | -13.38% Dec 6, 2018 - Jan 31, 2019 |
| #10 | -7.37% Mar 22, 2024 - May 14, 2024 | -11.44% Aug 2, 2005 - Jan 3, 2006 |
| #11 | -6.13% Apr 26, 2021 - Jun 10, 2021 | -11.32% Aug 21, 2001 - Mar 4, 2002 |
| #12 | -5.55% Jun 10, 2020 - Jun 23, 2020 | -10.70% Mar 17, 2006 - Jul 28, 2006 |
| #13 | -5.41% Nov 19, 2021 - Dec 27, 2021 | -8.98% Dec 30, 2004 - May 9, 2005 |
| #14 | -4.99% Dec 16, 2024 - Jan 22, 2025 | -8.38% Aug 28, 2018 - Dec 3, 2018 |
| #15 | -4.32% Oct 14, 2024 - Nov 6, 2024 | -8.04% Mar 2, 2026 - Apr 16, 2026 |
Correlation
Correlation between GARP and RWR is 0.79 which considered as a strong positive correlation - the stocks tend to move together.
0.79
-101
Dividend Comparison (2001 - 2026)
GARP vs RWR dividend yield comparison.
| Year | GARP | RWR |
|---|---|---|
| 2026 | 0.05% | 0.57% |
| 2025 | 0.31% | 3.78% |
| 2024 | 0.38% | 3.76% |
| 2023 | 0.75% | 3.75% |
| 2022 | 1.85% | 3.81% |
| 2021 | 0.67% | 2.79% |
| 2020 | 0.75% | 3.73% |
| 2019 | 0.00% | 3.36% |
| 2018 | 0.00% | 4.19% |
| 2017 | 0.00% | 3.05% |
| 2016 | 0.00% | 4.39% |
| 2015 | 0.00% | 3.17% |
| 2014 | 0.00% | 3.06% |
| 2013 | 0.00% | 3.39% |
| 2012 | 0.00% | 3.05% |
| 2011 | 0.00% | 3.15% |
| 2010 | 0.00% | 2.94% |
| 2009 | 0.00% | 4.02% |
| 2008 | 0.00% | 7.10% |
| 2007 | 0.00% | 4.75% |
| 2006 | 0.00% | 3.81% |
| 2005 | 0.00% | 5.01% |
| 2004 | 0.00% | 5.00% |
| 2003 | 0.00% | 4.45% |
| 2002 | 0.00% | 5.28% |
| 2001 | 0.00% | 4.28% |
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