RWO vs SPY
Comparison between STATE STREET(R) SPDR(R) DOW JONES(R) GLOBAL REAL ESTATE ETF (RWO, ETF) and SPDR S&P 500 ETF Trust (SPY, ETF).
5-Year PerformanceSPY has outperformed RWO, delivering a return of +13.2% compared to +2.3%
RWO vs SPY - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
RWO
$1.30B
Winner
SPY
$781B
Expense Ratio
RWO
0.50%
Winner
SPY
0.09%
Max Drawdown
RWO
68.76%
Winner
SPY
56.47%
Sharpe Ratio
RWO
1.08
Winner
SPY
1.43
5Y Beta
Winner
RWO
0.48
SPY
1.00
P/E Ratio
RWO
40.72
Winner
SPY
26.48
Forward P/E
RWO
41.73
Winner
SPY
20.89
PEG Ratio
RWO
N/A
SPY
0.30
5Y Dividends CAGR
RWO
3.72%
Winner
SPY
6.00%
5Y EPS CAGR
RWO
16.21%
Winner
SPY
26.40%
Debt to Equity
RWO
88.54%
Winner
SPY
48.17%
P/S Ratio
RWO
8.08
Winner
SPY
3.72
P/B Ratio
Winner
RWO
2.59
SPY
5.55
RWO vs SPY - Holdings Comparison
RWO and SPY have 24 common holdings. Overlap is 1.49%
RWO's top 25 holdings weight is 57.37%. SPY's top 25 holdings weight is 51.49%.
| Rank | RWO | SPY |
|---|---|---|
| #1 | WELLTOWER INC (WELL) - 9.53% | NVIDIA CORP (NVDA) - 7.76% |
| #2 | PROLOGIS INC (PLD) - 7.73% | APPLE INC (AAPL) - 7.44% |
| #3 | EQUINIX INC (EQIX) - 5.83% | MICROSOFT CORP (MSFT) - 4.56% |
| #4 | SIMON PROPERTY GROUP INC (SPG) - 4.16% | AMAZON.COM INC (AMZN) - 3.74% |
| #5 | DIGITAL REALTY TRUST INC (DLR) - 3.54% | ALPHABET INC CLASS A (GOOGL) - 3.14% |
| #6 | REALTY INCOME CORP (O) - 3.41% | BROADCOM INC (AVGO) - 2.83% |
| #7 | PUBLIC STORAGE (PSA) - 2.88% | ALPHABET INC CLASS C (GOOG) - 2.53% |
| #8 | VENTAS INC (VTR) - 2.60% | META PLATFORMS INC CLASS A (META) - 2.18% |
| #9 | EXTRA SPACE STORAGE INC (EXR) - 1.77% | MICRON TECHNOLOGY INC (MU) - 1.69% |
| #10 | AVALONBAY COMMUNITIES INC (AVB) - 1.53% | TESLA INC (TSLA) - 1.65% |
| #11 | MITSUI FUDOSAN CO LTD (n/a) - 1.52% | ELI LILLY AND CO (LLY) - 1.44% |
| #12 | EQUITY RESIDENTIAL (EQR) - 1.35% | JPMORGAN CHASE & CO (JPM) - 1.43% |
| #13 | ESSEX PROPERTY TRUST INC (ESS) - 1.09% | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.39% |
| #14 | KIMCO REALTY CORP (KIM) - 0.98% | ADVANCED MICRO DEVICES INC (AMD) - 1.37% |
| #15 | INVITATION HOMES INC (INVH) - 0.94% | EXXONMOBIL HOLDINGS CORP (XOM) - 0.97% |
| #16 | W.P. CAREY INC (WPC) - 0.93% | JOHNSON & JOHNSON (JNJ) - 0.93% |
| #17 | SEGRO PLC (n/a) - 0.91% | VISA INC CLASS A (V) - 0.91% |
| #18 | MID-AMERICA APARTMENT COMMUNITIES INC (MAA) - 0.89% | INTEL CORP (INTC) - 0.77% |
| #19 | HOST HOTELS & RESORTS INC (HST) - 0.88% | WALMART INC (WMT) - 0.75% |
| #20 | HEALTHPEAK PROPERTIES INC (DOC) - 0.87% | ABBVIE INC (ABBV) - 0.70% |
| #21 | OMEGA HEALTHCARE INVESTORS INC (OHI) - 0.83% | APPLIED MATERIALS INC (AMAT) - 0.69% |
| #22 | n/a (n/a) - 0.83% | CISCO SYSTEMS INC (CSCO) - 0.68% |
| #23 | SCENTRE GROUP (n/a) - 0.82% | MASTERCARD INC CLASS A (MA) - 0.67% |
| #24 | SUN COMMUNITIES INC (SUI) - 0.79% | COSTCO WHOLESALE CORP (COST) - 0.64% |
| #25 | REGENCY CENTERS CORP (REG) - 0.76% | CATERPILLAR INC (CAT) - 0.63% |
| Total Holdings | 244 | 505 |
RWO vs SPY - Historical Returns
Returns include dividend reinvestment.
1M
RWO
+0.80%
Winner
SPY
+2.30%
3M
RWO
+2.35%
Winner
SPY
+5.00%
6M
RWO
+7.65%
Winner
SPY
+11.88%
1Y
RWO
+18.56%
Winner
SPY
+22.80%
5Y(CAGR)
RWO
+2.31%
Winner
SPY
+13.20%
10Y(CAGR)
RWO
+3.46%
Winner
SPY
+15.26%
Max(CAGR)
RWO
+4.04%
Winner
SPY
+8.59%
RWO vs SPY - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | RWO | SPY |
|---|---|---|
| 2026 | +13.49% | +13.10% |
| 2025 | +9.72% | +18.00% |
| 2024 | +1.46% | +25.59% |
| 2023 | +10.75% | +26.72% |
| 2022 | -24.87% | -18.64% |
| 2021 | +34.51% | +30.52% |
| 2020 | -9.82% | +17.28% |
| 2019 | +23.21% | +31.09% |
| 2018 | -5.86% | -5.24% |
| 2017 | +7.63% | +20.78% |
| 2016 | +5.19% | +13.59% |
| 2015 | +0.37% | +1.31% |
| 2014 | +19.49% | +14.56% |
| 2013 | +1.06% | +29.00% |
| 2012 | +24.06% | +14.17% |
| 2011 | -4.48% | +0.85% |
| 2010 | +23.12% | +13.14% |
| 2009 | +31.21% | +22.67% |
| 2008 | -46.74% | -36.25% |
| 2007 | N/A | +5.32% |
| 2006 | N/A | +13.85% |
| 2005 | N/A | +5.32% |
| 2004 | N/A | +10.75% |
| 2003 | N/A | +24.18% |
| 2002 | N/A | -22.42% |
| 2001 | N/A | -10.13% |
| 2000 | N/A | -8.84% |
| 1999 | N/A | +8.61% |
RWO vs SPY Drawdown Comparison
The maximum drawdown for RWO was -67.74%, occurring on Mar 9, 2009. Recovery took 1041 trading sessions.
The maximum drawdown for SPY was -55.20%, occurring on Mar 9, 2009. Recovery took 1224 trading sessions.
The current RWO drawdown is -2.67%. The current SPY drawdown is -0.36%.
| Rank | RWO | SPY |
|---|---|---|
| #1 | -67.74% May 30, 2008 - Jul 17, 2012 | -55.20% Oct 9, 2007 - Aug 16, 2012 |
| #2 | -43.26% Feb 14, 2020 - Jun 1, 2021 | -47.50% Mar 24, 2000 - Oct 26, 2006 |
| #3 | -32.84% Jan 4, 2022 - Feb 13, 2026 | -33.70% Feb 19, 2020 - Aug 10, 2020 |
| #4 | -15.56% Jan 26, 2015 - May 6, 2016 | -24.50% Jan 3, 2022 - Dec 13, 2023 |
| #5 | -15.31% May 21, 2013 - May 16, 2014 | -19.34% Sep 20, 2018 - Apr 12, 2019 |
| #6 | -13.57% Jul 29, 2016 - Jul 6, 2018 | -18.76% Feb 19, 2025 - Jun 26, 2025 |
| #7 | -11.29% Aug 28, 2018 - Jan 30, 2019 | -13.02% Jul 20, 2015 - Apr 18, 2016 |
| #8 | -9.52% Feb 26, 2026 - Apr 17, 2026 | -10.10% Jan 26, 2018 - Aug 6, 2018 |
| #9 | -7.75% Sep 5, 2014 - Oct 31, 2014 | -9.44% Sep 2, 2020 - Nov 11, 2020 |
| #10 | -6.94% Sep 2, 2021 - Oct 28, 2021 | -9.30% Jan 19, 2000 - Mar 17, 2000 |
| #11 | -5.72% Sep 14, 2012 - Dec 18, 2012 | -9.05% Jul 19, 2007 - Oct 5, 2007 |
| #12 | -5.11% Nov 24, 2021 - Dec 8, 2021 | -8.88% Jan 27, 2026 - Apr 14, 2026 |
| #13 | -5.02% May 10, 2016 - Jun 23, 2016 | -8.41% Jul 16, 2024 - Sep 19, 2024 |
| #14 | -4.61% Oct 23, 2019 - Jan 21, 2020 | -7.35% Sep 14, 2012 - Jan 2, 2013 |
| #15 | -4.53% Jul 10, 2019 - Sep 4, 2019 | -7.27% Sep 18, 2014 - Oct 31, 2014 |
Correlation
Correlation between RWO and SPY is 0.85 which considered as a strong positive correlation - the stocks tend to move together.
0.85
-101
Dividend Comparison (1999 - 2026)
RWO vs SPY dividend yield comparison.
| Year | RWO | SPY |
|---|---|---|
| 2026 | 1.41% | 0.48% |
| 2025 | 3.62% | 1.07% |
| 2024 | 3.68% | 1.21% |
| 2023 | 3.53% | 1.40% |
| 2022 | 3.69% | 1.65% |
| 2021 | 2.79% | 1.20% |
| 2020 | 3.25% | 1.52% |
| 2019 | 3.97% | 1.75% |
| 2018 | 3.90% | 2.04% |
| 2017 | 3.26% | 1.80% |
| 2016 | 3.77% | 2.03% |
| 2015 | 2.97% | 2.06% |
| 2014 | 3.08% | 1.87% |
| 2013 | 3.77% | 1.81% |
| 2012 | 3.97% | 2.18% |
| 2011 | 3.10% | 2.05% |
| 2010 | 7.08% | 1.80% |
| 2009 | 4.31% | 1.95% |
| 2008 | 4.21% | 3.02% |
| 2007 | 0.00% | 1.85% |
| 2006 | 0.00% | 1.73% |
| 2005 | 0.00% | 1.73% |
| 2004 | 0.00% | 1.82% |
| 2003 | 0.00% | 1.47% |
| 2002 | 0.00% | 1.70% |
| 2001 | 0.00% | 1.25% |
| 2000 | 0.00% | 1.15% |
| 1999 | 0.00% | 0.24% |
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