RWO vs IAI
Comparison between STATE STREET(R) SPDR(R) DOW JONES(R) GLOBAL REAL ESTATE ETF (RWO, ETF) and ISHARES U.S. BROKER-DEALERS & SECURITIES EXCHANGES ETF (IAI, ETF).
RWO is from the Real Estate sector, while IAI is from the Financial Services sector.
5-Year PerformanceIAI has outperformed RWO, delivering a return of +14.8% compared to +2.8%
RWO vs IAI - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
RWO
$1.30B
IAI
$1.30B
Expense Ratio
RWO
0.50%
Winner
IAI
0.38%
Max Drawdown
Winner
RWO
68.76%
IAI
75.80%
Sharpe Ratio
Winner
RWO
1.22
IAI
0.35
5Y Beta
Winner
RWO
0.49
IAI
1.06
P/E Ratio
RWO
39.56
Winner
IAI
22.96
Forward P/E
RWO
41.19
Winner
IAI
19.57
PEG Ratio
RWO
N/A
IAI
0.55
5Y Dividends CAGR
RWO
3.72%
Winner
IAI
12.58%
5Y EPS CAGR
RWO
10.11%
Winner
IAI
13.71%
Debt to Equity
RWO
88.91%
Winner
IAI
73.54%
P/S Ratio
RWO
8.19
Winner
IAI
3.19
P/B Ratio
Winner
RWO
2.60
IAI
3.82
RWO vs IAI - Holdings Comparison
RWO and IAI have 1 common holdings. Overlap is -0.39%
RWO's top 25 holdings weight is 57.37%. IAI's top 25 holdings weight is 97.48%.
| Rank | RWO | IAI |
|---|---|---|
| #1 | WELLTOWER INC (WELL) - 9.53% | THE GOLDMAN SACHS GROUP INC (GS) - 20.08% |
| #2 | PROLOGIS INC (PLD) - 7.73% | MORGAN STANLEY (MS) - 16.95% |
| #3 | EQUINIX INC (EQIX) - 5.83% | CHARLES SCHWAB CORP (SCHW) - 8.65% |
| #4 | SIMON PROPERTY GROUP INC (SPG) - 4.16% | ROBINHOOD MARKETS INC CLASS A (HOOD) - 5.58% |
| #5 | DIGITAL REALTY TRUST INC (DLR) - 3.54% | MOODYS CORP (MCO) - 4.61% |
| #6 | REALTY INCOME CORP (O) - 3.41% | S&P GLOBAL INC (SPGI) - 4.31% |
| #7 | PUBLIC STORAGE (PSA) - 2.88% | INTERCONTINENTAL EXCHANGE INC (ICE) - 4.00% |
| #8 | VENTAS INC (VTR) - 2.60% | MSCI INC (MSCI) - 3.92% |
| #9 | EXTRA SPACE STORAGE INC (EXR) - 1.77% | CME GROUP INC CLASS A (CME) - 3.88% |
| #10 | AVALONBAY COMMUNITIES INC (AVB) - 1.53% | INTERACTIVE BROKERS GROUP INC CLASS A (IBKR) - 3.84% |
| #11 | MITSUI FUDOSAN CO LTD (n/a) - 1.52% | NASDAQ INC (NDAQ) - 3.42% |
| #12 | EQUITY RESIDENTIAL (EQR) - 1.35% | COINBASE GLOBAL INC ORDINARY SHARES CLASS A (COIN) - 3.28% |
| #13 | ESSEX PROPERTY TRUST INC (ESS) - 1.09% | RAYMOND JAMES FINANCIAL INC (RJF) - 2.54% |
| #14 | KIMCO REALTY CORP (KIM) - 0.98% | CBOE GLOBAL MARKETS INC (CBOE) - 2.40% |
| #15 | INVITATION HOMES INC (INVH) - 0.94% | LPL FINANCIAL HOLDINGS INC (LPLA) - 2.17% |
| #16 | W.P. CAREY INC (WPC) - 0.93% | EVERCORE INC CLASS A (EVR) - 1.23% |
| #17 | SEGRO PLC (n/a) - 0.91% | TRADEWEB MARKETS INC (TW) - 1.09% |
| #18 | MID-AMERICA APARTMENT COMMUNITIES INC (MAA) - 0.89% | STIFEL FINANCIAL CORP (SF) - 1.02% |
| #19 | HOST HOTELS & RESORTS INC (HST) - 0.88% | FACTSET RESEARCH SYSTEMS INC (FDS) - 0.83% |
| #20 | HEALTHPEAK PROPERTIES INC (DOC) - 0.87% | STONEX GROUP INC (SNEX) - 0.81% |
| #21 | OMEGA HEALTHCARE INVESTORS INC (OHI) - 0.83% | JEFFERIES FINANCIAL GROUP INC (JEF) - 0.77% |
| #22 | n/a (n/a) - 0.83% | HOULIHAN LOKEY INC CLASS A (HLI) - 0.69% |
| #23 | SCENTRE GROUP (n/a) - 0.82% | BLACKROCK CASH FUNDS TREASURY SL AGENCY (n/a) - 0.47% |
| #24 | SUN COMMUNITIES INC (SUI) - 0.79% | MOELIS & CO CLASS A (MC) - 0.47% |
| #25 | REGENCY CENTERS CORP (REG) - 0.76% | VIRTU FINANCIAL INC CLASS A (VIRT) - 0.47% |
| Total Holdings | 244 | 39 |
RWO vs IAI - Historical Returns
Returns include dividend reinvestment.
1M
Winner
RWO
+5.11%
IAI
+1.02%
3M
RWO
+6.00%
Winner
IAI
+6.13%
6M
Winner
RWO
+12.89%
IAI
+1.57%
1Y
Winner
RWO
+20.21%
IAI
+10.19%
5Y(CAGR)
RWO
+2.84%
Winner
IAI
+14.83%
10Y(CAGR)
RWO
+3.64%
Winner
IAI
+19.13%
Max(CAGR)
RWO
+4.14%
Winner
IAI
+8.28%
RWO vs IAI - Annual Returns (2006 - 2026)
Returns include dividend reinvestment.
| Year | RWO | IAI |
|---|---|---|
| 2026 | +15.33% | +4.44% |
| 2025 | +9.72% | +25.49% |
| 2024 | +1.46% | +35.52% |
| 2023 | +10.75% | +14.79% |
| 2022 | -24.87% | -11.75% |
| 2021 | +34.51% | +41.17% |
| 2020 | -9.82% | +17.15% |
| 2019 | +23.21% | +23.36% |
| 2018 | -5.86% | -9.42% |
| 2017 | +7.63% | +27.80% |
| 2016 | +5.19% | +24.66% |
| 2015 | +0.37% | -0.96% |
| 2014 | +19.49% | +12.35% |
| 2013 | +1.06% | +61.82% |
| 2012 | +24.06% | +13.26% |
| 2011 | -4.48% | -28.09% |
| 2010 | +23.12% | +2.58% |
| 2009 | +31.21% | +39.54% |
| 2008 | -46.74% | -59.22% |
| 2007 | N/A | -5.34% |
| 2006 | N/A | +5.67% |
RWO vs IAI Drawdown Comparison
The maximum drawdown for RWO was -67.74%, occurring on Mar 9, 2009. Recovery took 1041 trading sessions.
The maximum drawdown for IAI was -75.46%, occurring on Nov 20, 2008. Recovery took 2385 trading sessions.
The current RWO drawdown is -0.03%. The current IAI drawdown is -3.93%.
| Rank | RWO | IAI |
|---|---|---|
| #1 | -67.74% May 30, 2008 - Jul 17, 2012 | -75.46% Jun 20, 2007 - Dec 7, 2016 |
| #2 | -43.26% Feb 14, 2020 - Jun 1, 2021 | -40.38% Feb 20, 2020 - Nov 23, 2020 |
| #3 | -32.84% Jan 4, 2022 - Feb 13, 2026 | -28.84% Nov 2, 2021 - Mar 4, 2024 |
| #4 | -15.56% Jan 26, 2015 - May 6, 2016 | -23.98% Mar 12, 2018 - Nov 25, 2019 |
| #5 | -15.31% May 21, 2013 - May 16, 2014 | -23.14% Feb 18, 2025 - Jun 18, 2025 |
| #6 | -13.57% Jul 29, 2016 - Jul 6, 2018 | -19.73% May 9, 2006 - Oct 5, 2006 |
| #7 | -11.29% Aug 28, 2018 - Jan 30, 2019 | -16.52% Jan 15, 2026 - Jul 6, 2026 |
| #8 | -9.52% Feb 26, 2026 - Apr 17, 2026 | -12.16% Feb 7, 2007 - Jun 15, 2007 |
| #9 | -7.75% Sep 5, 2014 - Oct 31, 2014 | -9.18% Jan 12, 2021 - Feb 16, 2021 |
| #10 | -6.94% Sep 2, 2021 - Oct 28, 2021 | -8.41% Mar 1, 2017 - Jun 28, 2017 |
| #11 | -5.72% Sep 14, 2012 - Dec 18, 2012 | -8.12% Feb 1, 2018 - Mar 6, 2018 |
| #12 | -5.11% Nov 24, 2021 - Dec 8, 2021 | -7.77% Nov 27, 2024 - Jan 21, 2025 |
| #13 | -5.02% May 10, 2016 - Jun 23, 2016 | -7.07% Aug 27, 2021 - Oct 15, 2021 |
| #14 | -4.61% Oct 23, 2019 - Jan 21, 2020 | -7.01% Jul 26, 2024 - Aug 16, 2024 |
| #15 | -4.53% Jul 10, 2019 - Sep 4, 2019 | -6.97% Nov 12, 2025 - Dec 9, 2025 |
Correlation
Correlation between RWO and IAI is 0.81 which considered as a strong positive correlation - the stocks tend to move together.
0.81
-101
Dividend Comparison (2006 - 2026)
RWO vs IAI dividend yield comparison.
| Year | RWO | IAI |
|---|---|---|
| 2026 | 1.39% | 0.62% |
| 2025 | 3.62% | 0.95% |
| 2024 | 3.68% | 1.05% |
| 2023 | 3.53% | 1.80% |
| 2022 | 3.69% | 2.14% |
| 2021 | 2.79% | 1.31% |
| 2020 | 3.25% | 1.55% |
| 2019 | 3.97% | 1.52% |
| 2018 | 3.90% | 1.58% |
| 2017 | 3.26% | 1.37% |
| 2016 | 3.77% | 1.49% |
| 2015 | 2.97% | 1.31% |
| 2014 | 3.08% | 1.13% |
| 2013 | 3.77% | 1.13% |
| 2012 | 3.97% | 2.97% |
| 2011 | 3.10% | 1.25% |
| 2010 | 7.08% | 1.62% |
| 2009 | 4.31% | 0.57% |
| 2008 | 4.21% | 2.28% |
| 2007 | 0.00% | 0.68% |
| 2006 | 0.00% | 0.20% |
Select Stocks to Compare
Popular: RWO vs SPYIAI vs SPY
More Comparisons
Compare with similar stocks