RWO vs FGD
Comparison between STATE STREET(R) SPDR(R) DOW JONES(R) GLOBAL REAL ESTATE ETF (RWO, ETF) and FIRST TRUST DOW JONES GLOBAL SELECT DIVIDEND INDEX FUND (FGD, ETF).
5-Year PerformanceFGD has outperformed RWO, delivering a return of +12.2% compared to +2.8%
RWO vs FGD - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
RWO
$1.30B
Winner
FGD
$1.40B
Expense Ratio
Winner
RWO
0.50%
FGD
0.55%
Max Drawdown
Winner
RWO
68.76%
FGD
70.20%
Sharpe Ratio
RWO
1.22
Winner
FGD
1.72
5Y Beta
Winner
RWO
0.49
FGD
0.53
P/E Ratio
RWO
39.56
FGD
N/A
Forward P/E
RWO
41.19
FGD
N/A
5Y Dividends CAGR
RWO
3.72%
Winner
FGD
10.00%
5Y EPS CAGR
RWO
10.11%
FGD
N/A
Debt to Equity
RWO
88.91%
FGD
N/A
P/S Ratio
RWO
8.19
FGD
N/A
P/B Ratio
RWO
2.60
FGD
N/A
RWO vs FGD - Holdings Comparison
RWO and FGD have 1 common holdings. Overlap is 0.00%
RWO's top 25 holdings weight is 57.37%. FGD's top 25 holdings weight is 34.79%.
| Rank | RWO | FGD |
|---|---|---|
| #1 | WELLTOWER INC (WELL) - 9.53% | ROBERT HALF INC (RHI) - 2.05% |
| #2 | PROLOGIS INC (PLD) - 7.73% | HYUNDAI ELEVATOR CO LTD (n/a) - 1.87% |
| #3 | EQUINIX INC (EQIX) - 5.83% | BANCO BPM SPA (n/a) - 1.71% |
| #4 | SIMON PROPERTY GROUP INC (SPG) - 4.16% | CAL-MAINE FOODS INC (CALM) - 1.53% |
| #5 | DIGITAL REALTY TRUST INC (DLR) - 3.54% | LEGAL & GENERAL GROUP PLC (n/a) - 1.51% |
| #6 | REALTY INCOME CORP (O) - 3.41% | ONEMAIN HOLDINGS INC (OMF) - 1.45% |
| #7 | PUBLIC STORAGE (PSA) - 2.88% | THE WESTERN UNION CO (WU) - 1.44% |
| #8 | VENTAS INC (VTR) - 2.60% | STANDARD LIFE PLC (n/a) - 1.43% |
| #9 | EXTRA SPACE STORAGE INC (EXR) - 1.77% | TELEFONICA SA (TEFOF) - 1.42% |
| #10 | AVALONBAY COMMUNITIES INC (AVB) - 1.53% | OMV AG (n/a) - 1.38% |
| #11 | MITSUI FUDOSAN CO LTD (n/a) - 1.52% | ENAGAS SA (n/a) - 1.36% |
| #12 | EQUITY RESIDENTIAL (EQR) - 1.35% | ABERDEEN GROUP PLC (n/a) - 1.35% |
| #13 | ESSEX PROPERTY TRUST INC (ESS) - 1.09% | UNICAJA BANCO SA (n/a) - 1.34% |
| #14 | KIMCO REALTY CORP (KIM) - 0.98% | NATURGY ENERGY GROUP SA (n/a) - 1.33% |
| #15 | INVITATION HOMES INC (INVH) - 0.94% | ZIGUP PLC (n/a) - 1.32% |
| #16 | W.P. CAREY INC (WPC) - 0.93% | HP INC (HPQ) - 1.31% |
| #17 | SEGRO PLC (n/a) - 0.91% | NORTHWEST BANCSHARES INC (NWBI) - 1.31% |
| #18 | MID-AMERICA APARTMENT COMMUNITIES INC (MAA) - 0.89% | B&M EUROPEAN VALUE RETAIL PLC (n/a) - 1.29% |
| #19 | HOST HOTELS & RESORTS INC (HST) - 0.88% | AKER ASA CLASS A (n/a) - 1.22% |
| #20 | HEALTHPEAK PROPERTIES INC (DOC) - 0.87% | TELUS CORP (n/a) - 1.21% |
| #21 | OMEGA HEALTHCARE INVESTORS INC (OHI) - 0.83% | H&R BLOCK INC (HRB) - 1.21% |
| #22 | n/a (n/a) - 0.83% | SIGNIFY NV (n/a) - 1.20% |
| #23 | SCENTRE GROUP (n/a) - 0.82% | T. ROWE PRICE GROUP INC (TROW) - 1.19% |
| #24 | SUN COMMUNITIES INC (SUI) - 0.79% | CARREFOUR (n/a) - 1.18% |
| #25 | REGENCY CENTERS CORP (REG) - 0.76% | LOGISTA INTEGRAL SA (n/a) - 1.18% |
| Total Holdings | 244 | 106 |
RWO vs FGD - Historical Returns
Returns include dividend reinvestment.
1M
Winner
RWO
+5.11%
FGD
+3.79%
3M
Winner
RWO
+6.00%
FGD
+3.92%
6M
Winner
RWO
+12.89%
FGD
+11.07%
1Y
RWO
+20.21%
Winner
FGD
+27.17%
5Y(CAGR)
RWO
+2.84%
Winner
FGD
+12.17%
10Y(CAGR)
RWO
+3.64%
Winner
FGD
+9.94%
Max(CAGR)
RWO
+4.14%
Winner
FGD
+6.07%
RWO vs FGD - Annual Returns (2007 - 2026)
Returns include dividend reinvestment.
| Year | RWO | FGD |
|---|---|---|
| 2026 | +15.33% | +12.56% |
| 2025 | +9.72% | +44.34% |
| 2024 | +1.46% | +6.10% |
| 2023 | +10.75% | +8.21% |
| 2022 | -24.87% | -7.94% |
| 2021 | +34.51% | +21.01% |
| 2020 | -9.82% | -5.99% |
| 2019 | +23.21% | +20.71% |
| 2018 | -5.86% | -13.23% |
| 2017 | +7.63% | +16.88% |
| 2016 | +5.19% | +13.11% |
| 2015 | +0.37% | -10.18% |
| 2014 | +19.49% | -0.01% |
| 2013 | +1.06% | +16.37% |
| 2012 | +24.06% | +13.69% |
| 2011 | -4.48% | -3.02% |
| 2010 | +23.12% | +10.29% |
| 2009 | +31.21% | +58.23% |
| 2008 | -46.74% | -50.12% |
| 2007 | N/A | +2.70% |
RWO vs FGD Drawdown Comparison
The maximum drawdown for RWO was -67.74%, occurring on Mar 9, 2009. Recovery took 1041 trading sessions.
The maximum drawdown for FGD was -68.07%, occurring on Mar 9, 2009. Recovery took 1359 trading sessions.
The current RWO drawdown is -0.03%.
| Rank | RWO | FGD |
|---|---|---|
| #1 | -67.74% May 30, 2008 - Jul 17, 2012 | -68.07% Nov 29, 2007 - Apr 25, 2013 |
| #2 | -43.26% Feb 14, 2020 - Jun 1, 2021 | -44.84% Feb 12, 2020 - Jan 13, 2021 |
| #3 | -32.84% Jan 4, 2022 - Feb 13, 2026 | -28.68% Feb 9, 2022 - May 14, 2024 |
| #4 | -15.56% Jan 26, 2015 - May 6, 2016 | -28.08% Jul 3, 2014 - Jul 19, 2017 |
| #5 | -15.31% May 21, 2013 - May 16, 2014 | -20.87% Jan 26, 2018 - Feb 12, 2020 |
| #6 | -13.57% Jul 29, 2016 - Jul 6, 2018 | -11.50% Mar 19, 2025 - Apr 24, 2025 |
| #7 | -11.29% Aug 28, 2018 - Jan 30, 2019 | -10.80% May 8, 2013 - Sep 10, 2013 |
| #8 | -9.52% Feb 26, 2026 - Apr 17, 2026 | -9.82% Feb 20, 2026 - Jul 16, 2026 |
| #9 | -7.75% Sep 5, 2014 - Oct 31, 2014 | -9.10% Jun 7, 2021 - Jan 11, 2022 |
| #10 | -6.94% Sep 2, 2021 - Oct 28, 2021 | -8.98% Sep 26, 2024 - Mar 7, 2025 |
| #11 | -5.72% Sep 14, 2012 - Dec 18, 2012 | -6.40% May 17, 2024 - Jul 31, 2024 |
| #12 | -5.11% Nov 24, 2021 - Dec 8, 2021 | -6.14% Jan 14, 2021 - Feb 16, 2021 |
| #13 | -5.02% May 10, 2016 - Jun 23, 2016 | -5.66% Dec 31, 2013 - Feb 18, 2014 |
| #14 | -4.61% Oct 23, 2019 - Jan 21, 2020 | -5.36% Jul 31, 2024 - Aug 19, 2024 |
| #15 | -4.53% Jul 10, 2019 - Sep 4, 2019 | -4.95% Oct 29, 2013 - Dec 30, 2013 |
Correlation
Correlation between RWO and FGD is 0.88 which considered as a strong positive correlation - the stocks tend to move together.
0.88
-101
Dividend Comparison (2007 - 2026)
RWO vs FGD dividend yield comparison.
| Year | RWO | FGD |
|---|---|---|
| 2026 | 1.39% | 1.87% |
| 2025 | 3.62% | 5.62% |
| 2024 | 3.68% | 5.87% |
| 2023 | 3.53% | 6.44% |
| 2022 | 3.69% | 5.74% |
| 2021 | 2.79% | 5.35% |
| 2020 | 3.25% | 6.17% |
| 2019 | 3.97% | 5.19% |
| 2018 | 3.90% | 5.88% |
| 2017 | 3.26% | 4.01% |
| 2016 | 3.77% | 4.36% |
| 2015 | 2.97% | 5.07% |
| 2014 | 3.08% | 5.18% |
| 2013 | 3.77% | 4.51% |
| 2012 | 3.97% | 4.93% |
| 2011 | 3.10% | 5.15% |
| 2010 | 7.08% | 4.23% |
| 2009 | 4.31% | 3.13% |
| 2008 | 4.21% | 9.79% |
| 2007 | 0.00% | 0.52% |
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