RWR vs GARP
Comparison between STATE STREET(R) SPDR(R) DOW JONES(R) REIT ETF (RWR, ETF) and ISHARES MSCI USA QUALITY GARP ETF (GARP, ETF).
5-Year PerformanceGARP has outperformed RWR, delivering a return of +19.1% compared to +4.6%
RWR vs GARP - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
RWR
$1.80B
GARP
$1.80B
Expense Ratio
RWR
0.25%
Winner
GARP
0.15%
Max Drawdown
RWR
77.00%
Winner
GARP
31.34%
Sharpe Ratio
RWR
1.04
Winner
GARP
1.58
5Y Beta
Winner
RWR
0.54
GARP
1.31
P/E Ratio
RWR
37.64
Winner
GARP
35.53
Forward P/E
RWR
38.60
Winner
GARP
24.47
5Y Dividends CAGR
Winner
RWR
1.54%
GARP
1.40%
5Y EPS CAGR
RWR
9.79%
Winner
GARP
30.28%
Debt to Equity
RWR
81.12%
Winner
GARP
31.47%
P/S Ratio
RWR
7.23
Winner
GARP
5.63
P/B Ratio
Winner
RWR
2.37
GARP
9.50
RWR vs GARP - Holdings Comparison
RWR and GARP have 3 common holdings. Overlap is 0.19%
RWR's top 25 holdings weight is 72.01%. GARP's top 25 holdings weight is 69.85%.
| Rank | RWR | GARP |
|---|---|---|
| #1 | PROLOGIS INC (PLD) - 10.03% | LAM RESEARCH CORP (LRCX) - 5.61% |
| #2 | WELLTOWER INC (WELL) - 9.75% | APPLE INC (AAPL) - 5.06% |
| #3 | EQUINIX INC (EQIX) - 4.57% | NVIDIA CORP (NVDA) - 5.03% |
| #4 | SIMON PROPERTY GROUP INC (SPG) - 4.51% | MICROSOFT CORP (MSFT) - 4.56% |
| #5 | DIGITAL REALTY TRUST INC (DLR) - 4.43% | MICRON TECHNOLOGY INC (MU) - 4.55% |
| #6 | PUBLIC STORAGE (PSA) - 4.19% | META PLATFORMS INC CLASS A (META) - 4.13% |
| #7 | REALTY INCOME CORP (O) - 3.99% | ADVANCED MICRO DEVICES INC (AMD) - 4.10% |
| #8 | VENTAS INC (VTR) - 3.97% | ALPHABET INC CLASS A (GOOGL) - 3.52% |
| #9 | EXTRA SPACE STORAGE INC (EXR) - 2.89% | KLA CORP (KLAC) - 3.34% |
| #10 | AVALONBAY COMMUNITIES INC (AVB) - 2.48% | FORTINET INC (FTNT) - 3.19% |
| #11 | EQUITY RESIDENTIAL (EQR) - 2.15% | VISA INC CLASS A (V) - 2.95% |
| #12 | ESSEX PROPERTY TRUST INC (ESS) - 1.69% | ELI LILLY AND CO (LLY) - 2.74% |
| #13 | INVITATION HOMES INC (INVH) - 1.57% | AMPHENOL CORP CLASS A (APH) - 2.61% |
| #14 | KIMCO REALTY CORP (KIM) - 1.57% | BROADCOM INC (AVGO) - 2.51% |
| #15 | W.P. CAREY INC (WPC) - 1.55% | UBER TECHNOLOGIES INC (UBER) - 2.11% |
| #16 | MID-AMERICA APARTMENT COMMUNITIES INC (MAA) - 1.45% | ALPHABET INC CLASS C (GOOG) - 1.94% |
| #17 | HOST HOTELS & RESORTS INC (HST) - 1.40% | ORACLE CORP (ORCL) - 1.78% |
| #18 | SUN COMMUNITIES INC (SUI) - 1.37% | ADOBE INC (ADBE) - 1.66% |
| #19 | OMEGA HEALTHCARE INVESTORS INC (OHI) - 1.35% | AMAZON.COM INC (AMZN) - 1.36% |
| #20 | HEALTHPEAK PROPERTIES INC (DOC) - 1.32% | MASTERCARD INC CLASS A (MA) - 1.35% |
| #21 | REGENCY CENTERS CORP (REG) - 1.23% | ARISTA NETWORKS INC (ANET) - 1.33% |
| #22 | DJ US REAL ESTATE JUN26 XCBT 20260618 (n/a) - 1.20% | NETFLIX INC (NFLX) - 1.15% |
| #23 | EQUITY LIFESTYLE PROPERTIES INC (ELS) - 1.15% | QUANTA SERVICES INC (PWR) - 1.15% |
| #24 | n/a (n/a) - 1.12% | AMERICAN EXPRESS CO (AXP) - 1.10% |
| #25 | UDR INC (UDR) - 1.08% | GE AEROSPACE (GE) - 1.02% |
| Total Holdings | 103 | 150 |
RWR vs GARP - Historical Returns
Returns include dividend reinvestment.
1M
RWR
+1.81%
Winner
GARP
+5.41%
3M
RWR
+4.44%
Winner
GARP
+16.31%
6M
RWR
+12.81%
Winner
GARP
+14.98%
1Y
RWR
+18.51%
Winner
GARP
+37.19%
5Y(CAGR)
RWR
+4.65%
Winner
GARP
+19.10%
10Y(CAGR)
RWR
+5.51%
GARP
N/A
Max(CAGR)
RWR
+8.71%
Winner
GARP
+20.39%
RWR vs GARP - Annual Returns (2001 - 2026)
Returns include dividend reinvestment.
| Year | RWR | GARP |
|---|---|---|
| 2026 | +13.58% | +14.78% |
| 2025 | +4.11% | +21.82% |
| 2024 | +6.59% | +39.76% |
| 2023 | +13.90% | +44.20% |
| 2022 | -25.67% | -26.95% |
| 2021 | +50.82% | +29.87% |
| 2020 | -9.94% | +26.51% |
| 2019 | +26.04% | N/A |
| 2018 | -4.10% | N/A |
| 2017 | +3.25% | N/A |
| 2016 | +7.77% | N/A |
| 2015 | +2.65% | N/A |
| 2014 | +32.00% | N/A |
| 2013 | -0.18% | N/A |
| 2012 | +15.85% | N/A |
| 2011 | +7.05% | N/A |
| 2010 | +28.54% | N/A |
| 2009 | +32.24% | N/A |
| 2008 | -38.46% | N/A |
| 2007 | -17.86% | N/A |
| 2006 | +32.73% | N/A |
| 2005 | +14.72% | N/A |
| 2004 | +32.88% | N/A |
| 2003 | +35.03% | N/A |
| 2002 | +3.37% | N/A |
| 2001 | +10.84% | N/A |
RWR vs GARP Drawdown Comparison
The maximum drawdown for RWR was -74.95%, occurring on Mar 6, 2009. Recovery took 1549 trading sessions.
The maximum drawdown for GARP was -31.34%, occurring on Mar 23, 2020. Recovery took 76 trading sessions.
The current RWR drawdown is -0.71%. The current GARP drawdown is -5.41%.
| Rank | RWR | GARP |
|---|---|---|
| #1 | -74.95% Feb 7, 2007 - Apr 4, 2013 | -31.34% Feb 19, 2020 - Jun 8, 2020 |
| #2 | -44.37% Feb 18, 2020 - May 24, 2021 | -30.61% Dec 27, 2021 - Dec 1, 2023 |
| #3 | -32.56% Dec 31, 2021 - Feb 10, 2026 | -23.73% Feb 19, 2025 - Jun 25, 2025 |
| #4 | -18.01% May 21, 2013 - Apr 29, 2014 | -13.69% Jan 29, 2026 - Apr 16, 2026 |
| #5 | -17.80% Apr 1, 2004 - Aug 24, 2004 | -13.45% Jul 10, 2024 - Oct 14, 2024 |
| #6 | -17.51% Jun 28, 2002 - May 12, 2003 | -9.86% Sep 2, 2020 - Dec 1, 2020 |
| #7 | -16.82% Aug 1, 2016 - Aug 17, 2018 | -9.27% Feb 12, 2021 - Apr 9, 2021 |
| #8 | -16.64% Jan 26, 2015 - May 4, 2016 | -8.66% Oct 29, 2025 - Jan 6, 2026 |
| #9 | -13.38% Dec 6, 2018 - Jan 31, 2019 | -8.34% Sep 3, 2021 - Oct 28, 2021 |
| #10 | -11.44% Aug 2, 2005 - Jan 3, 2006 | -7.37% Mar 22, 2024 - May 14, 2024 |
| #11 | -11.32% Aug 21, 2001 - Mar 4, 2002 | -6.13% Apr 26, 2021 - Jun 10, 2021 |
| #12 | -10.70% Mar 17, 2006 - Jul 28, 2006 | -5.55% Jun 10, 2020 - Jun 23, 2020 |
| #13 | -8.98% Dec 30, 2004 - May 9, 2005 | -5.41% Jun 1, 2026 - Jun 5, 2026 |
| #14 | -8.38% Aug 28, 2018 - Dec 3, 2018 | -5.41% Nov 19, 2021 - Dec 27, 2021 |
| #15 | -8.04% Mar 2, 2026 - Apr 16, 2026 | -4.99% Dec 16, 2024 - Jan 22, 2025 |
Correlation
Correlation between RWR and GARP is 0.79 which considered as a strong positive correlation - the stocks tend to move together.
0.79
-101
Dividend Comparison (2001 - 2026)
RWR vs GARP dividend yield comparison.
| Year | RWR | GARP |
|---|---|---|
| 2026 | 0.56% | 0.05% |
| 2025 | 3.78% | 0.31% |
| 2024 | 3.76% | 0.38% |
| 2023 | 3.75% | 0.75% |
| 2022 | 3.81% | 1.85% |
| 2021 | 2.79% | 0.67% |
| 2020 | 3.73% | 0.75% |
| 2019 | 3.36% | 0.00% |
| 2018 | 4.19% | 0.00% |
| 2017 | 3.05% | 0.00% |
| 2016 | 4.39% | 0.00% |
| 2015 | 3.17% | 0.00% |
| 2014 | 3.06% | 0.00% |
| 2013 | 3.39% | 0.00% |
| 2012 | 3.05% | 0.00% |
| 2011 | 3.15% | 0.00% |
| 2010 | 2.94% | 0.00% |
| 2009 | 4.02% | 0.00% |
| 2008 | 7.10% | 0.00% |
| 2007 | 4.75% | 0.00% |
| 2006 | 3.81% | 0.00% |
| 2005 | 5.01% | 0.00% |
| 2004 | 5.00% | 0.00% |
| 2003 | 4.45% | 0.00% |
| 2002 | 5.28% | 0.00% |
| 2001 | 4.28% | 0.00% |
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