RWO vs AVES
Comparison between SPDR(R) DOW JONES GLOBAL REAL ESTATE ETF (RWO, ETF) and AVANTIS EMERGING MARKETS VALUE ETF (AVES, ETF).
5-Year PerformanceAVES has outperformed RWO, delivering a return of +10.4% compared to +3.2%
RWO vs AVES - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
RWO vs AVES - Holdings Comparison
RWO and AVES have 1 common holdings. Overlap is -0.04%
RWO's top 25 holdings weight is 57.32%. AVES's top 25 holdings weight is 18.21%.
| Rank | RWO | AVES |
|---|---|---|
| #1 | WELLTOWER INC (WELL) - 8.88% | ASE TECHNOLOGY HOLDING CO LTD ADR (ASX) - 1.19% |
| #2 | PROLOGIS INC (PLD) - 7.82% | VALE SA ADR (VALE) - 1.15% |
| #3 | EQUINIX INC (EQIX) - 6.25% | HYUNDAI MOTOR CO (n/a) - 1.09% |
| #4 | SIMON PROPERTY GROUP INC (SPG) - 3.91% | HANA FINANCIAL GROUP INC (n/a) - 1.04% |
| #5 | DIGITAL REALTY TRUST INC (DLR) - 3.72% | CTBC FINANCIAL HOLDING CO LTD (n/a) - 0.91% |
| #6 | REALTY INCOME CORP (O) - 3.61% | WOORI FINANCIAL GROUP INC (n/a) - 0.82% |
| #7 | PUBLIC STORAGE (PSA) - 2.78% | SHINHAN FINANCIAL GROUP CO LTD ADR (SHG) - 0.80% |
| #8 | VENTAS INC (VTR) - 2.51% | KB FINANCIAL GROUP INC ADR (KB) - 0.79% |
| #9 | MITSUI FUDOSAN CO LTD (n/a) - 1.83% | KIA CORP (n/a) - 0.78% |
| #10 | EXTRA SPACE STORAGE INC (EXR) - 1.78% | CHINA HONGQIAO GROUP LTD (n/a) - 0.78% |
| #11 | AVALONBAY COMMUNITIES INC (AVB) - 1.50% | n/a (n/a) - 0.76% |
| #12 | EQUITY RESIDENTIAL (EQR) - 1.31% | FUBON FINANCIAL HOLDINGS CO LTD (n/a) - 0.75% |
| #13 | ESSEX PROPERTY TRUST INC (ESS) - 1.01% | LG ELECTRONICS INC (n/a) - 0.72% |
| #14 | W.P. CAREY INC (WPC) - 0.98% | INNOLUX CORP (n/a) - 0.69% |
| #15 | KIMCO REALTY CORP (KIM) - 0.96% | GOLD CIRCUIT ELECTRONICS LTD (n/a) - 0.68% |
| #16 | SUN COMMUNITIES INC (SUI) - 0.93% | ANTA SPORTS PRODUCTS LTD (n/a) - 0.67% |
| #17 | MID-AMERICA APARTMENT COMMUNITIES INC (MAA) - 0.92% | CATHAY FINANCIAL HOLDING CO LTD (n/a) - 0.66% |
| #18 | INVITATION HOMES INC (INVH) - 0.91% | n/a (n/a) - 0.66% |
| #19 | SWISS PRIME SITE AG (n/a) - 0.87% | n/a (n/a) - 0.65% |
| #20 | n/a (n/a) - 0.87% | n/a (n/a) - 0.64% |
| #21 | OMEGA HEALTHCARE INVESTORS INC (OHI) - 0.85% | NTPC LTD (n/a) - 0.40% |
| #22 | REGENCY CENTERS CORP (REG) - 0.80% | HINDALCO INDUSTRIES LTD (n/a) - 0.40% |
| #23 | EQUITY LIFESTYLE PROPERTIES INC (ELS) - 0.78% | L & K ENGINEERING CO LTD (n/a) - 0.40% |
| #24 | LINK REAL ESTATE INVESTMENT TRUST (n/a) - 0.77% | SK TELECOM CO LTD ADR (SKM) - 0.39% |
| #25 | HOST HOTELS & RESORTS INC (HST) - 0.77% | KOREA INVESTMENT HOLDINGS CO LTD (n/a) - 0.39% |
| Total Holdings | 246 | 1670 |
RWO vs AVES - Historical Returns
Returns include dividend reinvestment.
RWO vs AVES - Annual Returns (2008 - 2026)
Returns include dividend reinvestment.
| Year | RWO | AVES |
|---|---|---|
| 2026 | +10.29% | +14.57% |
| 2025 | +9.72% | +30.47% |
| 2024 | +1.46% | +5.94% |
| 2023 | +10.75% | +16.19% |
| 2022 | -24.87% | -16.49% |
| 2021 | +34.51% | +1.32% |
| 2020 | -9.82% | N/A |
| 2019 | +23.21% | N/A |
| 2018 | -5.86% | N/A |
| 2017 | +7.63% | N/A |
| 2016 | +5.19% | N/A |
| 2015 | +0.37% | N/A |
| 2014 | +19.49% | N/A |
| 2013 | +1.06% | N/A |
| 2012 | +24.06% | N/A |
| 2011 | -4.48% | N/A |
| 2010 | +23.12% | N/A |
| 2009 | +31.21% | N/A |
| 2008 | -46.74% | N/A |
RWO vs AVES Drawdown Comparison
The maximum drawdown for RWO was -67.74%, occurring on Mar 9, 2009. Recovery took 1041 trading sessions.
The maximum drawdown for AVES was -27.41%, occurring on Oct 24, 2022. Recovery took 560 trading sessions.
The current RWO drawdown is -0.54%.
| Rank | RWO | AVES |
|---|---|---|
| #1 | -67.74% May 30, 2008 - Jul 17, 2012 | -27.41% Jan 12, 2022 - Apr 8, 2024 |
| #2 | -43.26% Feb 14, 2020 - Jun 1, 2021 | -18.49% Oct 2, 2024 - Jun 4, 2025 |
| #3 | -32.84% Jan 4, 2022 - Feb 13, 2026 | -12.90% Feb 25, 2026 - May 6, 2026 |
| #4 | -15.56% Jan 26, 2015 - May 6, 2016 | -8.51% Jul 12, 2024 - Sep 24, 2024 |
| #5 | -15.31% May 21, 2013 - May 16, 2014 | -5.43% Oct 25, 2021 - Jan 11, 2022 |
| #6 | -13.57% Jul 29, 2016 - Jul 6, 2018 | -4.76% Apr 9, 2024 - May 2, 2024 |
| #7 | -11.29% Aug 28, 2018 - Jan 30, 2019 | -4.68% May 17, 2024 - Jul 11, 2024 |
| #8 | -9.52% Feb 26, 2026 - Apr 17, 2026 | -4.55% Sep 17, 2025 - Oct 23, 2025 |
| #9 | -7.75% Sep 5, 2014 - Oct 31, 2014 | -3.87% Nov 12, 2025 - Dec 22, 2025 |
| #10 | -6.94% Sep 2, 2021 - Oct 28, 2021 | -3.72% Jul 23, 2025 - Aug 13, 2025 |
| #11 | -5.72% Sep 14, 2012 - Dec 18, 2012 | -2.63% Jun 12, 2025 - Jun 24, 2025 |
| #12 | -5.11% Nov 24, 2021 - Dec 8, 2021 | -2.40% Jan 28, 2026 - Feb 9, 2026 |
| #13 | -5.02% May 10, 2016 - Jun 23, 2016 | -2.21% Oct 27, 2025 - Nov 10, 2025 |
| #14 | -4.61% Oct 23, 2019 - Jan 21, 2020 | -1.92% Oct 1, 2021 - Oct 14, 2021 |
| #15 | -4.53% Jul 10, 2019 - Sep 4, 2019 | -1.85% Aug 22, 2025 - Sep 8, 2025 |
Correlation
Correlation between RWO and AVES is 0.75 which considered as a strong positive correlation - the stocks tend to move together.
Dividend Comparison (2008 - 2026)
RWO vs AVES dividend yield comparison.
| Year | RWO | AVES |
|---|---|---|
| 2026 | 0.56% | 0.10% |
| 2025 | 3.62% | 3.17% |
| 2024 | 3.68% | 4.09% |
| 2023 | 3.53% | 3.96% |
| 2022 | 3.69% | 3.70% |
| 2021 | 2.79% | 0.62% |
| 2020 | 3.25% | 0.00% |
| 2019 | 3.97% | 0.00% |
| 2018 | 3.90% | 0.00% |
| 2017 | 3.26% | 0.00% |
| 2016 | 3.77% | 0.00% |
| 2015 | 2.97% | 0.00% |
| 2014 | 3.08% | 0.00% |
| 2013 | 3.77% | 0.00% |
| 2012 | 3.97% | 0.00% |
| 2011 | 3.10% | 0.00% |
| 2010 | 7.08% | 0.00% |
| 2009 | 4.31% | 0.00% |
| 2008 | 4.21% | 0.00% |
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