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RWO vs UTES

Comparison between STATE STREET(R) SPDR(R) DOW JONES(R) GLOBAL REAL ESTATE ETF (RWO, ETF) and VIRTUS REAVES UTILITIES ETF (UTES, ETF).

RWO is from the Real Estate sector, while UTES is from the Utilities sector.

5-Year PerformanceUTES has outperformed RWO, delivering a return of +12.4% compared to +2.5%

RWO vs UTES - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
RWO
$1.30B
UTES
$1.30B
Expense Ratio
RWO
0.50%
Winner
UTES
0.49%
Max Drawdown
RWO
68.76%
Winner
UTES
35.71%
Sharpe Ratio
Winner
RWO
0.92
UTES
-0.35
5Y Beta
Winner
RWO
0.48
UTES
0.69
P/E Ratio
RWO
39.71
Winner
UTES
26.04
Forward P/E
RWO
40.71
Winner
UTES
18.60
PEG Ratio
RWO
N/A
UTES
1.13
5Y Dividends CAGR
Winner
RWO
3.72%
UTES
1.74%
5Y EPS CAGR
Winner
RWO
16.15%
UTES
6.05%
Debt to Equity
Winner
RWO
92.21%
UTES
220.07%
P/S Ratio
RWO
7.99
Winner
UTES
2.87
P/B Ratio
Winner
RWO
2.53
UTES
2.91

RWO vs UTES - Holdings Comparison

RWO and UTES have 0 common holdings. Overlap is 0.00%

RWO's top 25 holdings weight is 57.37%. UTES's top 25 holdings weight is 99.14%.

RankRWOUTES
#1
WELLTOWER INC (WELL) - 9.53%
CONSTELLATION ENERGY CORP (CEG) - 11.88%
#2
PROLOGIS INC (PLD) - 7.73%
TALEN ENERGY CORP ORDINARY SHARES NEW (TLN) - 11.78%
#3
EQUINIX INC (EQIX) - 5.83%
VISTRA CORP (VST) - 9.91%
#4
SIMON PROPERTY GROUP INC (SPG) - 4.16%
XCEL ENERGY INC (XEL) - 7.15%
#5
DIGITAL REALTY TRUST INC (DLR) - 3.54%
CENTERPOINT ENERGY INC (CNP) - 6.44%
#6
REALTY INCOME CORP (O) - 3.41%
ALLIANT ENERGY CORP (LNT) - 4.75%
#7
PUBLIC STORAGE (PSA) - 2.88%
ENTERGY CORP (ETR) - 4.73%
#8
VENTAS INC (VTR) - 2.60%
NISOURCE INC (NI) - 4.71%
#9
EXTRA SPACE STORAGE INC (EXR) - 1.77%
AMERICAN ELECTRIC POWER CO INC (AEP) - 4.66%
#10
AVALONBAY COMMUNITIES INC (AVB) - 1.53%
IDACORP INC (IDA) - 4.64%
#11
MITSUI FUDOSAN CO LTD (n/a) - 1.52%
WEC ENERGY GROUP INC (WEC) - 4.31%
#12
EQUITY RESIDENTIAL (EQR) - 1.35%
AMEREN CORP (AEE) - 4.00%
#13
ESSEX PROPERTY TRUST INC (ESS) - 1.09%
NRG ENERGY INC (NRG) - 3.98%
#14
KIMCO REALTY CORP (KIM) - 0.98%
NEXTERA ENERGY INC (NEE) - 3.98%
#15
INVITATION HOMES INC (INVH) - 0.94%
DTE ENERGY CO (DTE) - 3.89%
#16
W.P. CAREY INC (WPC) - 0.93%
CMS ENERGY CORP (CMS) - 3.53%
#17
SEGRO PLC (n/a) - 0.91%
PINNACLE WEST CAPITAL CORP (PNW) - 2.93%
#18
MID-AMERICA APARTMENT COMMUNITIES INC (MAA) - 0.89%
EVERGY INC (EVRG) - 1.87%
#19
HOST HOTELS & RESORTS INC (HST) - 0.88%
N/A
#20
HEALTHPEAK PROPERTIES INC (DOC) - 0.87%
N/A
#21
OMEGA HEALTHCARE INVESTORS INC (OHI) - 0.83%
N/A
#22
n/a (n/a) - 0.83%
N/A
#23
SCENTRE GROUP (n/a) - 0.82%
N/A
#24
SUN COMMUNITIES INC (SUI) - 0.79%
N/A
#25
REGENCY CENTERS CORP (REG) - 0.76%
N/A
Total Holdings24418

RWO vs UTES - Historical Returns

Returns include dividend reinvestment.

1M
Winner
RWO
-1.81%
UTES
-7.31%
3M
Winner
RWO
+2.93%
UTES
-7.44%
6M
Winner
RWO
+3.80%
UTES
-10.61%
1Y
Winner
RWO
+16.68%
UTES
-5.20%
5Y(CAGR)
RWO
+2.45%
Winner
UTES
+12.43%
10Y(CAGR)
RWO
+3.55%
Winner
UTES
+11.52%
Max(CAGR)
RWO
+4.02%
Winner
UTES
+12.90%

RWO vs UTES - Annual Returns (2008 - 2026)

Returns include dividend reinvestment.

YearRWOUTES
2026+13.25%-7.47%
2025+9.72%+22.66%
2024+1.46%+43.95%
2023+10.75%-1.97%
2022-24.87%+1.90%
2021+34.51%+23.82%
2020-9.82%+1.59%
2019+23.21%+27.65%
2018-5.86%+6.28%
2017+7.63%+14.80%
2016+5.19%+16.95%
2015+0.37%+5.54%
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 UTES Drawdown Comparison

The maximum drawdown for RWO was -67.74%, occurring on Mar 9, 2009. Recovery took 1041 trading sessions.

The maximum drawdown for UTES was -35.37%, occurring on Mar 23, 2020. Recovery took 295 trading sessions.

The current RWO drawdown is -2.88%. The current UTES drawdown is -14.38%.

RankRWOUTES
#1-67.74%
May 30, 2008 - Jul 17, 2012		-35.37%
Feb 18, 2020 - Apr 20, 2021
#2-43.26%
Feb 14, 2020 - Jun 1, 2021		-20.39%
Sep 12, 2022 - Apr 25, 2024
#3-32.84%
Jan 4, 2022 - Feb 13, 2026		-17.62%
Jan 24, 2025 - May 19, 2025
#4-15.56%
Jan 26, 2015 - May 6, 2016		-15.99%
Apr 8, 2022 - Aug 12, 2022
#5-15.31%
May 21, 2013 - May 16, 2014		-14.38%
Oct 15, 2025 - Aug 21, 2026
#6-13.57%
Jul 29, 2016 - Jul 6, 2018		-13.20%
Nov 27, 2017 - Jul 6, 2018
#7-11.29%
Aug 28, 2018 - Jan 30, 2019		-12.43%
Jul 6, 2016 - Mar 24, 2017
#8-9.52%
Feb 26, 2026 - Apr 17, 2026		-10.42%
Nov 26, 2024 - Jan 16, 2025
#9-7.75%
Sep 5, 2014 - Oct 31, 2014		-9.80%
Dec 31, 2021 - Mar 24, 2022
#10-6.94%
Sep 2, 2021 - Oct 28, 2021		-8.97%
Dec 13, 2018 - Feb 21, 2019
#11-5.72%
Sep 14, 2012 - Dec 18, 2012		-8.59%
Sep 2, 2021 - Dec 6, 2021
#12-5.11%
Nov 24, 2021 - Dec 8, 2021		-7.78%
Oct 4, 2024 - Nov 18, 2024
#13-5.02%
May 10, 2016 - Jun 23, 2016		-6.74%
Aug 4, 2025 - Oct 1, 2025
#14-4.61%
Oct 23, 2019 - Jan 21, 2020		-6.63%
Sep 30, 2019 - Jan 15, 2020
#15-4.53%
Jul 10, 2019 - Sep 4, 2019		-6.45%
May 31, 2024 - Aug 15, 2024

Correlation

Correlation between RWO and UTES is 0.78 which considered as a strong positive correlation - the stocks tend to move together.

0.78
-101

Dividend Comparison (2008 - 2026)

RWO vs UTES dividend yield comparison.

YearRWOUTES
20261.41%0.77%
20253.62%1.42%
20243.68%1.51%
20233.53%2.44%
20223.69%2.13%
20212.79%1.94%
20203.25%2.09%
20193.97%1.84%
20183.90%2.09%
20173.26%3.44%
20163.77%3.53%
20152.97%0.61%
20143.08%0.00%
20133.77%0.00%
20123.97%0.00%
20113.10%0.00%
20107.08%0.00%
20094.31%0.00%
20084.21%0.00%

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Compare UTES with:

SOXS
ETF
Net Assets
$1.40B
Direxion Daily Semiconductor Bear 3X ETF
BUG
ETF
Net Assets
$1.30B
GLOBAL X CYBERSECURITY ETF
IGRO
ETF
Net Assets
$1.30B
ISHARES INTERNATIONAL DIVIDEND GROWTH ETF