RWR vs RWJ
Comparison between STATE STREET(R) SPDR(R) DOW JONES(R) REIT ETF (RWR, ETF) and INVESCO S&P SMALLCAP 600 REVENUE ETF (RWJ, ETF).
5-Year PerformanceRWJ has outperformed RWR, delivering a return of +7.8% compared to +4.6%
RWR vs RWJ - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
RWR
$1.80B
RWJ
$1.80B
Expense Ratio
Winner
RWR
0.25%
RWJ
0.39%
Max Drawdown
RWR
77.00%
Winner
RWJ
56.26%
Sharpe Ratio
RWR
1.04
Winner
RWJ
1.56
5Y Beta
Winner
RWR
0.54
RWJ
1.06
P/E Ratio
Winner
RWR
37.64
RWJ
149.75
Forward P/E
RWR
38.60
Winner
RWJ
13.01
5Y Dividends CAGR
RWR
1.54%
Winner
RWJ
18.20%
5Y EPS CAGR
Winner
RWR
9.79%
RWJ
9.11%
Debt to Equity
Winner
RWR
81.12%
RWJ
108.87%
P/S Ratio
RWR
7.23
Winner
RWJ
0.35
P/B Ratio
RWR
2.37
Winner
RWJ
1.62
RWR vs RWJ - Holdings Comparison
RWR and RWJ have 30 common holdings. Overlap is 1.41%
RWR's top 25 holdings weight is 72.01%. RWJ's top 25 holdings weight is 28.68%.
| Rank | RWR | RWJ |
|---|---|---|
| #1 | PROLOGIS INC (PLD) - 10.03% | MOLINA HEALTHCARE INC (MOH) - 3.27% |
| #2 | WELLTOWER INC (WELL) - 9.75% | WORLD KINECT CORP (WKC) - 2.76% |
| #3 | EQUINIX INC (EQIX) - 4.57% | UNITED NATURAL FOODS INC (UNFI) - 2.33% |
| #4 | SIMON PROPERTY GROUP INC (SPG) - 4.51% | CARMAX INC (KMX) - 1.60% |
| #5 | DIGITAL REALTY TRUST INC (DLR) - 4.43% | GROUP 1 AUTOMOTIVE INC (GPI) - 1.43% |
| #6 | PUBLIC STORAGE (PSA) - 4.19% | LINCOLN NATIONAL CORP (LNC) - 1.22% |
| #7 | REALTY INCOME CORP (O) - 3.99% | SONIC AUTOMOTIVE INC CLASS A (SAH) - 1.16% |
| #8 | VENTAS INC (VTR) - 3.97% | LUMEN TECHNOLOGIES INC ORDINARY SHARES (LUMN) - 1.14% |
| #9 | EXTRA SPACE STORAGE INC (EXR) - 2.89% | SANMINA CORP (SANM) - 1.14% |
| #10 | AVALONBAY COMMUNITIES INC (AVB) - 2.48% | MANPOWERGROUP INC (MAN) - 1.13% |
| #11 | EQUITY RESIDENTIAL (EQR) - 2.15% | BRIGHTSPRING HEALTH SERVICES INC (BTSG) - 1.13% |
| #12 | ESSEX PROPERTY TRUST INC (ESS) - 1.69% | ASBURY AUTOMOTIVE GROUP INC (ABG) - 1.03% |
| #13 | INVITATION HOMES INC (INVH) - 1.57% | ADIENT PLC (ADNT) - 0.95% |
| #14 | KIMCO REALTY CORP (KIM) - 1.57% | KOHL'S CORP (KSS) - 0.91% |
| #15 | W.P. CAREY INC (WPC) - 1.55% | ORGANON & CO ORDINARY SHARES (OGN) - 0.78% |
| #16 | MID-AMERICA APARTMENT COMMUNITIES INC (MAA) - 1.45% | LKQ CORP (LKQ) - 0.73% |
| #17 | HOST HOTELS & RESORTS INC (HST) - 1.40% | AMENTUM HOLDINGS INC (AMTM) - 0.70% |
| #18 | SUN COMMUNITIES INC (SUI) - 1.37% | ANDERSONS INC (ANDE) - 0.69% |
| #19 | OMEGA HEALTHCARE INVESTORS INC (OHI) - 1.35% | RXO INC (RXO) - 0.68% |
| #20 | HEALTHPEAK PROPERTIES INC (DOC) - 1.32% | CAESARS ENTERTAINMENT INC (CZR) - 0.67% |
| #21 | REGENCY CENTERS CORP (REG) - 1.23% | JETBLUE AIRWAYS CORP (JBLU) - 0.65% |
| #22 | DJ US REAL ESTATE JUN26 XCBT 20260618 (n/a) - 1.20% | INSPERITY INC (NSP) - 0.65% |
| #23 | EQUITY LIFESTYLE PROPERTIES INC (ELS) - 1.15% | n/a (HTZ) - 0.65% |
| #24 | n/a (n/a) - 1.12% | CUSHMAN & WAKEFIELD LTD (CWK) - 0.65% |
| #25 | UDR INC (UDR) - 1.08% | MOHAWK INDUSTRIES INC (MHK) - 0.63% |
| Total Holdings | 103 | 594 |
RWR vs RWJ - Historical Returns
Returns include dividend reinvestment.
1M
Winner
RWR
+1.81%
RWJ
+0.88%
3M
RWR
+4.44%
Winner
RWJ
+9.51%
6M
RWR
+12.81%
Winner
RWJ
+15.63%
1Y
RWR
+18.51%
Winner
RWJ
+37.50%
5Y(CAGR)
RWR
+4.65%
Winner
RWJ
+7.77%
10Y(CAGR)
RWR
+5.51%
Winner
RWJ
+12.89%
Max(CAGR)
RWR
+8.71%
Winner
RWJ
+12.20%
RWR vs RWJ - Annual Returns (2001 - 2026)
Returns include dividend reinvestment.
| Year | RWR | RWJ |
|---|---|---|
| 2026 | +13.58% | +15.22% |
| 2025 | +4.11% | +8.28% |
| 2024 | +6.59% | +11.98% |
| 2023 | +13.90% | +16.69% |
| 2022 | -25.67% | -12.27% |
| 2021 | +50.82% | +54.19% |
| 2020 | -9.94% | +21.02% |
| 2019 | +26.04% | +17.99% |
| 2018 | -4.10% | -18.19% |
| 2017 | +3.25% | +4.20% |
| 2016 | +7.77% | +32.88% |
| 2015 | +2.65% | -7.94% |
| 2014 | +32.00% | +7.70% |
| 2013 | -0.18% | +41.60% |
| 2012 | +15.85% | +16.48% |
| 2011 | +7.05% | -2.72% |
| 2010 | +28.54% | +22.38% |
| 2009 | +32.24% | +44.07% |
| 2008 | -38.46% | -27.28% |
| 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 RWJ Drawdown Comparison
The maximum drawdown for RWR was -74.95%, occurring on Mar 6, 2009. Recovery took 1549 trading sessions.
The maximum drawdown for RWJ was -55.96%, occurring on Mar 9, 2009. Recovery took 267 trading sessions.
The current RWR drawdown is -0.71%. The current RWJ drawdown is -1.11%.
| Rank | RWR | RWJ |
|---|---|---|
| #1 | -74.95% Feb 7, 2007 - Apr 4, 2013 | -55.96% Sep 19, 2008 - Oct 12, 2009 |
| #2 | -44.37% Feb 18, 2020 - May 24, 2021 | -51.34% Aug 22, 2018 - Nov 23, 2020 |
| #3 | -32.56% Dec 31, 2021 - Feb 10, 2026 | -29.29% Nov 25, 2024 - Sep 18, 2025 |
| #4 | -18.01% May 21, 2013 - Apr 29, 2014 | -27.42% Jul 7, 2011 - Feb 2, 2012 |
| #5 | -17.80% Apr 1, 2004 - Aug 24, 2004 | -25.83% Jun 23, 2015 - Nov 10, 2016 |
| #6 | -17.51% Jun 28, 2002 - May 12, 2003 | -25.57% Nov 16, 2021 - Mar 21, 2024 |
| #7 | -16.82% Aug 1, 2016 - Aug 17, 2018 | -22.98% Apr 23, 2010 - Dec 9, 2010 |
| #8 | -16.64% Jan 26, 2015 - May 4, 2016 | -15.40% Mar 26, 2012 - Sep 13, 2012 |
| #9 | -13.38% Dec 6, 2018 - Jan 31, 2019 | -14.85% Jun 5, 2008 - Sep 19, 2008 |
| #10 | -11.44% Aug 2, 2005 - Jan 3, 2006 | -13.64% Oct 15, 2009 - Jan 7, 2010 |
| #11 | -11.32% Aug 21, 2001 - Mar 4, 2002 | -13.63% Jul 3, 2014 - Dec 26, 2014 |
| #12 | -10.70% Mar 17, 2006 - Jul 28, 2006 | -12.72% Jun 8, 2021 - Nov 3, 2021 |
| #13 | -8.98% Dec 30, 2004 - May 9, 2005 | -12.59% Jan 27, 2021 - Mar 5, 2021 |
| #14 | -8.38% Aug 28, 2018 - Dec 3, 2018 | -12.32% Feb 21, 2017 - Oct 2, 2017 |
| #15 | -8.04% Mar 2, 2026 - Apr 16, 2026 | -12.23% Mar 12, 2021 - Jun 1, 2021 |
Correlation
Correlation between RWR and RWJ is 0.93 which considered as a very strong positive correlation - the stocks move almost identically together.
0.93
-101
Dividend Comparison (2001 - 2026)
RWR vs RWJ dividend yield comparison.
| Year | RWR | RWJ |
|---|---|---|
| 2026 | 0.56% | 0.28% |
| 2025 | 3.78% | 1.11% |
| 2024 | 3.76% | 1.15% |
| 2023 | 3.75% | 1.34% |
| 2022 | 3.81% | 1.02% |
| 2021 | 2.79% | 0.61% |
| 2020 | 3.73% | 0.89% |
| 2019 | 3.36% | 1.22% |
| 2018 | 4.19% | 1.44% |
| 2017 | 3.05% | 1.11% |
| 2016 | 4.39% | 0.61% |
| 2015 | 3.17% | 0.74% |
| 2014 | 3.06% | 0.57% |
| 2013 | 3.39% | 1.27% |
| 2012 | 3.05% | 1.34% |
| 2011 | 3.15% | 0.37% |
| 2010 | 2.94% | 0.39% |
| 2009 | 4.02% | 0.24% |
| 2008 | 7.10% | 0.85% |
| 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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