RWR vs IYE
Comparison between SPDR(R) DOW JONES REIT ETF (RWR, ETF) and ISHARES U.S. ENERGY ETF (IYE, ETF).
RWR is from the Real Estate sector, while IYE is from the Energy sector.
5-Year PerformanceIYE has outperformed RWR, delivering a return of +19.1% compared to +5.3%
RWR vs IYE - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
RWR
$1.70B
IYE
$1.70B
Expense Ratio
Winner
RWR
0.25%
IYE
0.38%
Max Drawdown
Winner
RWR
77.00%
IYE
78.21%
Sharpe Ratio
RWR
1.05
Winner
IYE
1.70
5Y Beta
Winner
RWR
0.55
IYE
0.59
P/E Ratio
RWR
36.67
Winner
IYE
20.91
Forward P/E
RWR
37.35
Winner
IYE
14.94
PEG Ratio
RWR
N/A
IYE
0.82
5Y Dividends CAGR
RWR
1.54%
Winner
IYE
11.55%
5Y EPS CAGR
RWR
10.03%
Winner
IYE
22.38%
Debt to Equity
RWR
76.54%
Winner
IYE
40.52%
P/S Ratio
RWR
7.19
Winner
IYE
1.73
P/B Ratio
Winner
RWR
2.35
IYE
2.57
RWR vs IYE - Holdings Comparison
RWR and IYE have 1 common holdings. Overlap is 0.00%
RWR's top 25 holdings weight is 72.67%. IYE's top 25 holdings weight is 94.36%.
| Rank | RWR | IYE |
|---|---|---|
| #1 | PROLOGIS INC (PLD) - 9.89% | EXXON MOBIL CORP (XOM) - 22.44% |
| #2 | WELLTOWER INC (WELL) - 9.87% | CHEVRON CORP (CVX) - 15.70% |
| #3 | EQUINIX INC (EQIX) - 4.70% | CONOCOPHILLIPS (COP) - 6.63% |
| #4 | DIGITAL REALTY TRUST INC (DLR) - 4.69% | WILLIAMS COMPANIES INC (WMB) - 4.36% |
| #5 | SIMON PROPERTY GROUP INC (SPG) - 4.63% | SLB LTD (SLB) - 3.76% |
| #6 | PUBLIC STORAGE (PSA) - 4.38% | EOG RESOURCES INC (EOG) - 3.60% |
| #7 | REALTY INCOME CORP (O) - 4.26% | VALERO ENERGY CORP (VLO) - 3.50% |
| #8 | VENTAS INC (VTR) - 4.02% | MARATHON PETROLEUM CORP (MPC) - 3.22% |
| #9 | EXTRA SPACE STORAGE INC (EXR) - 2.98% | PHILLIPS 66 (PSX) - 3.08% |
| #10 | AVALONBAY COMMUNITIES INC (AVB) - 2.40% | KINDER MORGAN INC CLASS P (KMI) - 3.04% |
| #11 | EQUITY RESIDENTIAL (EQR) - 2.09% | BAKER HUGHES CO CLASS A (BKR) - 2.95% |
| #12 | ESSEX PROPERTY TRUST INC (ESS) - 1.61% | CHENIERE ENERGY INC (LNG) - 2.64% |
| #13 | KIMCO REALTY CORP (KIM) - 1.58% | ONEOK INC (OKE) - 2.52% |
| #14 | W.P. CAREY INC (WPC) - 1.56% | TARGA RESOURCES CORP (TRGP) - 2.41% |
| #15 | SUN COMMUNITIES INC (SUI) - 1.50% | OCCIDENTAL PETROLEUM CORP (OXY) - 1.90% |
| #16 | INVITATION HOMES INC (INVH) - 1.48% | DIAMONDBACK ENERGY INC (FANG) - 1.73% |
| #17 | MID-AMERICA APARTMENT COMMUNITIES INC (MAA) - 1.46% | EQT CORP (EQT) - 1.65% |
| #18 | HOST HOTELS & RESORTS INC (HST) - 1.33% | HALLIBURTON CO (HAL) - 1.47% |
| #19 | OMEGA HEALTHCARE INVESTORS INC (OHI) - 1.33% | TECHNIPFMC PLC (FTI) - 1.38% |
| #20 | REGENCY CENTERS CORP (REG) - 1.30% | DEVON ENERGY CORP (DVN) - 1.35% |
| #21 | EQUITY LIFESTYLE PROPERTIES INC (ELS) - 1.24% | COTERRA ENERGY INC ORDINARY SHARES (CTRA) - 1.17% |
| #22 | HEALTHPEAK PROPERTIES INC (DOC) - 1.16% | TEXAS PACIFIC LAND CORP (TPL) - 1.10% |
| #23 | DJ US REAL ESTATE JUN26 XCBT 20260618 (n/a) - 1.12% | EXPAND ENERGY CORP ORDINARY SHARES NEW (EXE) - 1.05% |
| #24 | UDR INC (UDR) - 1.05% | FIRST SOLAR INC (FSLR) - 0.96% |
| #25 | CAMDEN PROPERTY TRUST (CPT) - 1.04% | OVINTIV INC (OVV) - 0.75% |
| Total Holdings | 103 | 41 |
RWR vs IYE - Historical Returns
Returns include dividend reinvestment.
1M
Winner
RWR
+5.50%
IYE
-4.01%
3M
Winner
RWR
+6.68%
IYE
+4.75%
6M
RWR
+12.17%
Winner
IYE
+25.73%
1Y
RWR
+18.89%
Winner
IYE
+39.95%
5Y(CAGR)
RWR
+5.33%
Winner
IYE
+19.13%
10Y(CAGR)
RWR
+5.03%
Winner
IYE
+8.79%
Max(CAGR)
Winner
RWR
+8.71%
IYE
+7.27%
RWR vs IYE - Annual Returns (2000 - 2026)
Returns include dividend reinvestment.
| Year | RWR | IYE |
|---|---|---|
| 2026 | +12.87% | +22.32% |
| 2025 | +4.11% | +6.06% |
| 2024 | +6.59% | +5.01% |
| 2023 | +13.90% | +1.78% |
| 2022 | -25.67% | +55.61% |
| 2021 | +50.82% | +53.06% |
| 2020 | -9.94% | -34.05% |
| 2019 | +26.04% | +7.69% |
| 2018 | -4.10% | -20.69% |
| 2017 | +3.25% | -3.06% |
| 2016 | +7.77% | +25.79% |
| 2015 | +2.65% | -22.56% |
| 2014 | +32.00% | -8.39% |
| 2013 | -0.18% | +22.67% |
| 2012 | +15.85% | +1.63% |
| 2011 | +7.05% | +2.91% |
| 2010 | +28.54% | +15.56% |
| 2009 | +32.24% | +13.70% |
| 2008 | -38.46% | -37.78% |
| 2007 | -17.86% | +41.04% |
| 2006 | +32.73% | +15.31% |
| 2005 | +14.72% | +39.26% |
| 2004 | +32.88% | +32.27% |
| 2003 | +35.03% | +24.20% |
| 2002 | +3.37% | -15.27% |
| 2001 | +10.84% | -11.91% |
| 2000 | N/A | +6.75% |
RWR vs IYE Drawdown Comparison
The maximum drawdown for RWR was -74.95%, occurring on Mar 6, 2009. Recovery took 1549 trading sessions.
The maximum drawdown for IYE was -73.74%, occurring on Mar 18, 2020. Recovery took 1983 trading sessions.
The current RWR drawdown is -0.29%. The current IYE drawdown is -10.74%.
| Rank | RWR | IYE |
|---|---|---|
| #1 | -74.95% Feb 7, 2007 - Apr 4, 2013 | -73.74% Jun 23, 2014 - May 6, 2022 |
| #2 | -44.37% Feb 18, 2020 - May 24, 2021 | -55.81% May 20, 2008 - Sep 18, 2013 |
| #3 | -32.56% Dec 31, 2021 - Feb 10, 2026 | -39.58% May 18, 2001 - Jun 23, 2004 |
| #4 | -18.01% May 21, 2013 - Apr 29, 2014 | -25.60% Jun 7, 2022 - Oct 28, 2022 |
| #5 | -17.80% Apr 1, 2004 - Aug 24, 2004 | -20.37% Nov 22, 2024 - Jan 5, 2026 |
| #6 | -17.51% Jun 28, 2002 - May 12, 2003 | -18.82% Nov 15, 2022 - Mar 21, 2024 |
| #7 | -16.82% Aug 1, 2016 - Aug 17, 2018 | -16.18% Jan 3, 2008 - Apr 16, 2008 |
| #8 | -16.64% Jan 26, 2015 - May 4, 2016 | -15.79% Sep 29, 2005 - Jan 17, 2006 |
| #9 | -13.38% Dec 6, 2018 - Jan 31, 2019 | -15.40% May 10, 2006 - Nov 9, 2006 |
| #10 | -11.44% Aug 2, 2005 - Jan 3, 2006 | -14.87% Mar 4, 2005 - Jun 17, 2005 |
| #11 | -11.32% Aug 21, 2001 - Mar 4, 2002 | -14.10% Mar 9, 2001 - Apr 26, 2001 |
| #12 | -10.70% Mar 17, 2006 - Jul 28, 2006 | -12.60% Apr 5, 2024 - Nov 20, 2024 |
| #13 | -8.98% Dec 30, 2004 - May 9, 2005 | -12.57% Jul 19, 2007 - Sep 18, 2007 |
| #14 | -8.38% Aug 28, 2018 - Dec 3, 2018 | -12.38% Oct 12, 2000 - Mar 7, 2001 |
| #15 | -8.04% Mar 2, 2026 - Apr 16, 2026 | -12.31% Dec 14, 2006 - Apr 4, 2007 |
Correlation
Correlation between RWR and IYE is 0.80 which considered as a strong positive correlation - the stocks tend to move together.
0.80
-101
Dividend Comparison (2000 - 2026)
RWR vs IYE dividend yield comparison.
| Year | RWR | IYE |
|---|---|---|
| 2026 | 0.56% | 0.52% |
| 2025 | 3.78% | 2.85% |
| 2024 | 3.76% | 2.75% |
| 2023 | 3.75% | 2.99% |
| 2022 | 3.81% | 3.37% |
| 2021 | 2.79% | 2.98% |
| 2020 | 3.73% | 4.75% |
| 2019 | 3.36% | 6.60% |
| 2018 | 4.19% | 3.16% |
| 2017 | 3.05% | 2.66% |
| 2016 | 4.39% | 2.11% |
| 2015 | 3.17% | 3.39% |
| 2014 | 3.06% | 2.05% |
| 2013 | 3.39% | 1.54% |
| 2012 | 3.05% | 1.67% |
| 2011 | 3.15% | 1.40% |
| 2010 | 2.94% | 1.28% |
| 2009 | 4.02% | 1.47% |
| 2008 | 7.10% | 1.54% |
| 2007 | 4.75% | 0.82% |
| 2006 | 3.81% | 1.05% |
| 2005 | 5.01% | 0.93% |
| 2004 | 5.00% | 1.18% |
| 2003 | 4.45% | 1.48% |
| 2002 | 5.28% | 1.75% |
| 2001 | 4.28% | 1.30% |
| 2000 | 0.00% | 0.48% |
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