RWR vs IYJ
Comparison between STATE STREET(R) SPDR(R) DOW JONES(R) REIT ETF (RWR, ETF) and ISHARES U.S. INDUSTRIALS ETF (IYJ, ETF).
5-Year PerformanceIYJ has outperformed RWR, delivering a return of +8.9% compared to +4.9%
RWR vs IYJ - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
RWR
$1.80B
IYJ
$1.80B
Expense Ratio
Winner
RWR
0.25%
IYJ
0.38%
Max Drawdown
RWR
77.00%
Winner
IYJ
62.80%
Sharpe Ratio
Winner
RWR
1.14
IYJ
0.90
5Y Beta
Winner
RWR
0.52
IYJ
0.92
P/E Ratio
RWR
36.97
Winner
IYJ
31.22
Forward P/E
RWR
37.60
Winner
IYJ
23.17
5Y Dividends CAGR
RWR
2.58%
Winner
IYJ
5.34%
5Y EPS CAGR
RWR
9.86%
Winner
IYJ
11.95%
Debt to Equity
RWR
82.07%
Winner
IYJ
64.79%
P/S Ratio
RWR
7.17
Winner
IYJ
3.10
P/B Ratio
Winner
RWR
2.34
IYJ
6.02
RWR vs IYJ - Holdings Comparison
RWR and IYJ have 1 common holdings. Overlap is -0.08%
RWR's top 25 holdings weight is 71.82%. IYJ's top 25 holdings weight is 56.75%.
| Rank | RWR | IYJ |
|---|---|---|
| #1 | PROLOGIS INC (PLD) - 9.89% | VISA INC CLASS A (V) - 6.90% |
| #2 | WELLTOWER INC (WELL) - 9.00% | CATERPILLAR INC (CAT) - 5.49% |
| #3 | EQUINIX INC (EQIX) - 4.69% | MASTERCARD INC CLASS A (MA) - 4.92% |
| #4 | SIMON PROPERTY GROUP INC (SPG) - 4.57% | GE AEROSPACE (GE) - 4.61% |
| #5 | DIGITAL REALTY TRUST INC (DLR) - 4.42% | GE VERNOVA INC (GEV) - 3.51% |
| #6 | PUBLIC STORAGE (PSA) - 4.25% | RTX CORP (RTX) - 3.20% |
| #7 | REALTY INCOME CORP (O) - 3.94% | AMERICAN EXPRESS CO (AXP) - 2.28% |
| #8 | VENTAS INC (VTR) - 3.72% | BOEING CO (BA) - 2.11% |
| #9 | EXTRA SPACE STORAGE INC (EXR) - 2.95% | EATON CORP PLC (ETN) - 1.99% |
| #10 | AVALONBAY COMMUNITIES INC (AVB) - 2.54% | UNION PACIFIC CORP (UNP) - 1.91% |
| #11 | EQUITY RESIDENTIAL (EQR) - 2.22% | HONEYWELL INTERNATIONAL INC (HON) - 1.80% |
| #12 | ESSEX PROPERTY TRUST INC (ESS) - 1.75% | DEERE & CO (DE) - 1.78% |
| #13 | INVITATION HOMES INC (INVH) - 1.59% | CAPITAL ONE FINANCIAL CORP (COF) - 1.53% |
| #14 | W.P. CAREY INC (WPC) - 1.58% | PARKER HANNIFIN CORP (PH) - 1.48% |
| #15 | KIMCO REALTY CORP (KIM) - 1.56% | HOWMET AEROSPACE INC (HWM) - 1.41% |
| #16 | HOST HOTELS & RESORTS INC (HST) - 1.48% | LOCKHEED MARTIN CORP (LMT) - 1.36% |
| #17 | MID-AMERICA APARTMENT COMMUNITIES INC (MAA) - 1.47% | QUANTA SERVICES INC (PWR) - 1.31% |
| #18 | DJ US REAL ESTATE JUN26 XCBT 20260618 (n/a) - 1.43% | TRANE TECHNOLOGIES PLC CLASS A (TT) - 1.31% |
| #19 | SUN COMMUNITIES INC (SUI) - 1.38% | CUMMINS INC (CMI) - 1.23% |
| #20 | HEALTHPEAK PROPERTIES INC (DOC) - 1.32% | ACCENTURE PLC CLASS A (ACN) - 1.19% |
| #21 | n/a (n/a) - 1.32% | GENERAL DYNAMICS CORP (GD) - 1.14% |
| #22 | OMEGA HEALTHCARE INVESTORS INC (OHI) - 1.29% | AUTOMATIC DATA PROCESSING INC (ADP) - 1.09% |
| #23 | REGENCY CENTERS CORP (REG) - 1.22% | n/a (JCI) - 1.09% |
| #24 | EQUITY LIFESTYLE PROPERTIES INC (ELS) - 1.16% | CSX CORP (CSX) - 1.06% |
| #25 | UDR INC (UDR) - 1.08% | 3M CO (MMM) - 1.05% |
| Total Holdings | 102 | 200 |
RWR vs IYJ - Historical Returns
Returns include dividend reinvestment.
1M
RWR
+1.95%
Winner
IYJ
+2.69%
3M
Winner
RWR
+12.87%
IYJ
+8.19%
6M
Winner
RWR
+16.57%
IYJ
+6.89%
1Y
Winner
RWR
+18.99%
IYJ
+16.33%
5Y(CAGR)
RWR
+4.91%
Winner
IYJ
+8.86%
10Y(CAGR)
RWR
+5.40%
Winner
IYJ
+13.05%
Max(CAGR)
Winner
RWR
+10.73%
IYJ
+9.09%
RWR vs IYJ - Annual Returns (2000 - 2026)
Returns include dividend reinvestment.
| Year | RWR | IYJ |
|---|---|---|
| 2026 | +15.89% | +7.01% |
| 2025 | +4.11% | +12.53% |
| 2024 | +6.59% | +18.77% |
| 2023 | +13.90% | +19.58% |
| 2022 | -25.67% | -13.50% |
| 2021 | +50.82% | +19.46% |
| 2020 | -9.94% | +17.05% |
| 2019 | +26.04% | +33.83% |
| 2018 | -4.10% | -11.11% |
| 2017 | +3.25% | +24.79% |
| 2016 | +7.77% | +22.57% |
| 2015 | +2.65% | -0.32% |
| 2014 | +32.00% | +9.85% |
| 2013 | -0.18% | +38.45% |
| 2012 | +15.85% | +17.28% |
| 2011 | +7.05% | -0.58% |
| 2010 | +28.54% | +25.48% |
| 2009 | +32.24% | +24.03% |
| 2008 | -38.46% | -37.58% |
| 2007 | -17.86% | +14.10% |
| 2006 | +32.73% | +13.52% |
| 2005 | +21.31% | +6.41% |
| 2004 | +48.26% | +17.61% |
| 2003 | +49.17% | +29.55% |
| 2002 | +14.06% | -24.28% |
| 2001 | +20.66% | -4.21% |
| 2000 | N/A | -6.08% |
RWR vs IYJ Drawdown Comparison
The maximum drawdown for RWR was -74.95%, occurring on Mar 6, 2009. Recovery took 1549 trading sessions.
The maximum drawdown for IYJ was -61.12%, occurring on Mar 9, 2009. Recovery took 835 trading sessions.
The current RWR drawdown is -0.47%. The current IYJ drawdown is -1.60%.
| Rank | RWR | IYJ |
|---|---|---|
| #1 | -74.95% Feb 7, 2007 - Apr 4, 2013 | -61.12% Oct 9, 2007 - Feb 1, 2011 |
| #2 | -44.37% Feb 18, 2020 - May 24, 2021 | -48.70% Sep 1, 2000 - Dec 1, 2005 |
| #3 | -32.56% Dec 31, 2021 - Feb 10, 2026 | -40.20% Feb 12, 2020 - Sep 2, 2020 |
| #4 | -18.01% May 21, 2013 - Apr 29, 2014 | -26.24% Sep 2, 2021 - Dec 14, 2023 |
| #5 | -17.80% Apr 1, 2004 - Jul 7, 2004 | -26.11% Apr 29, 2011 - Mar 13, 2012 |
| #6 | -17.33% Jun 28, 2002 - Mar 21, 2003 | -23.50% Sep 21, 2018 - Apr 5, 2019 |
| #7 | -16.82% Aug 1, 2016 - Aug 17, 2018 | -19.67% Nov 29, 2024 - Jul 1, 2025 |
| #8 | -16.64% Jan 26, 2015 - May 4, 2016 | -14.15% May 21, 2015 - Mar 30, 2016 |
| #9 | -13.38% Dec 6, 2018 - Jan 31, 2019 | -13.10% May 9, 2006 - Dec 18, 2006 |
| #10 | -10.70% Mar 17, 2006 - Jul 28, 2006 | -11.67% Mar 19, 2012 - Sep 13, 2012 |
| #11 | -10.28% Aug 21, 2001 - Dec 5, 2001 | -11.39% Mar 2, 2026 - Jun 16, 2026 |
| #12 | -9.48% Aug 2, 2005 - Nov 22, 2005 | -10.78% Jan 26, 2018 - Sep 12, 2018 |
| #13 | -8.98% Dec 30, 2004 - May 5, 2005 | -10.40% Jul 19, 2007 - Oct 5, 2007 |
| #14 | -8.38% Aug 28, 2018 - Dec 3, 2018 | -9.96% Jun 9, 2014 - Oct 31, 2014 |
| #15 | -8.04% Mar 2, 2026 - Apr 16, 2026 | -8.24% Jul 20, 2000 - Aug 21, 2000 |
Correlation
Correlation between RWR and IYJ is 0.93 which considered as a very strong positive correlation - the stocks move almost identically together.
0.93
-101
Dividend Comparison (2000 - 2026)
RWR vs IYJ dividend yield comparison.
| Year | RWR | IYJ |
|---|---|---|
| 2026 | 1.41% | 0.30% |
| 2025 | 3.78% | 0.83% |
| 2024 | 3.76% | 0.88% |
| 2023 | 3.75% | 1.05% |
| 2022 | 3.81% | 1.05% |
| 2021 | 2.79% | 0.76% |
| 2020 | 3.73% | 1.74% |
| 2019 | 3.36% | 2.63% |
| 2018 | 4.19% | 2.86% |
| 2017 | 3.05% | 2.58% |
| 2016 | 4.39% | 2.77% |
| 2015 | 3.17% | 3.05% |
| 2014 | 3.06% | 2.92% |
| 2013 | 3.39% | 2.29% |
| 2012 | 3.05% | 3.32% |
| 2011 | 3.15% | 3.09% |
| 2010 | 2.94% | 3.11% |
| 2009 | 4.02% | 3.44% |
| 2008 | 7.10% | 4.63% |
| 2007 | 4.75% | 2.41% |
| 2006 | 3.81% | 2.14% |
| 2005 | 10.50% | 2.19% |
| 2004 | 14.99% | 1.64% |
| 2003 | 13.35% | 1.60% |
| 2002 | 15.83% | 1.92% |
| 2001 | 12.83% | 1.19% |
| 2000 | 0.00% | 1.00% |
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