RWR vs SPY
Comparison between STATE STREET(R) SPDR(R) DOW JONES(R) REIT ETF (RWR, ETF) and SPDR S&P 500 ETF Trust (SPY, ETF).
5-Year PerformanceSPY has outperformed RWR, delivering a return of +13.2% compared to +4.9%
RWR vs SPY - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
RWR
$1.80B
Winner
SPY
$784B
Expense Ratio
RWR
0.25%
Winner
SPY
0.09%
Max Drawdown
RWR
77.00%
Winner
SPY
56.47%
Sharpe Ratio
RWR
1.14
Winner
SPY
1.54
5Y Beta
Winner
RWR
0.52
SPY
1.00
P/E Ratio
RWR
36.97
Winner
SPY
27.62
Forward P/E
RWR
37.60
Winner
SPY
21.11
5Y Dividends CAGR
RWR
2.58%
Winner
SPY
6.00%
5Y EPS CAGR
RWR
9.86%
Winner
SPY
25.30%
Debt to Equity
RWR
82.07%
Winner
SPY
31.11%
P/S Ratio
RWR
7.17
Winner
SPY
3.49
P/B Ratio
Winner
RWR
2.34
SPY
5.30
RWR vs SPY - Holdings Comparison
RWR and SPY have 24 common holdings. Overlap is 1.44%
RWR's top 25 holdings weight is 71.82%. SPY's top 25 holdings weight is 51.24%.
| Rank | RWR | SPY |
|---|---|---|
| #1 | PROLOGIS INC (PLD) - 9.89% | NVIDIA CORP (NVDA) - 7.81% |
| #2 | WELLTOWER INC (WELL) - 9.00% | APPLE INC (AAPL) - 6.81% |
| #3 | EQUINIX INC (EQIX) - 4.69% | MICROSOFT CORP (MSFT) - 4.53% |
| #4 | SIMON PROPERTY GROUP INC (SPG) - 4.57% | AMAZON.COM INC (AMZN) - 3.72% |
| #5 | DIGITAL REALTY TRUST INC (DLR) - 4.42% | ALPHABET INC CLASS A (GOOGL) - 3.39% |
| #6 | PUBLIC STORAGE (PSA) - 4.25% | BROADCOM INC (AVGO) - 2.77% |
| #7 | REALTY INCOME CORP (O) - 3.94% | ALPHABET INC CLASS C (GOOG) - 2.72% |
| #8 | VENTAS INC (VTR) - 3.72% | META PLATFORMS INC CLASS A (META) - 2.03% |
| #9 | EXTRA SPACE STORAGE INC (EXR) - 2.95% | MICRON TECHNOLOGY INC (MU) - 1.78% |
| #10 | AVALONBAY COMMUNITIES INC (AVB) - 2.54% | TESLA INC (TSLA) - 1.76% |
| #11 | EQUITY RESIDENTIAL (EQR) - 2.22% | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.41% |
| #12 | ESSEX PROPERTY TRUST INC (ESS) - 1.75% | JPMORGAN CHASE & CO (JPM) - 1.38% |
| #13 | INVITATION HOMES INC (INVH) - 1.59% | ELI LILLY AND CO (LLY) - 1.38% |
| #14 | W.P. CAREY INC (WPC) - 1.58% | ADVANCED MICRO DEVICES INC (AMD) - 1.28% |
| #15 | KIMCO REALTY CORP (KIM) - 1.56% | EXXON MOBIL CORP (XOM) - 0.92% |
| #16 | HOST HOTELS & RESORTS INC (HST) - 1.48% | JOHNSON & JOHNSON (JNJ) - 0.88% |
| #17 | MID-AMERICA APARTMENT COMMUNITIES INC (MAA) - 1.47% | VISA INC CLASS A (V) - 0.87% |
| #18 | DJ US REAL ESTATE JUN26 XCBT 20260618 (n/a) - 1.43% | INTEL CORP (INTC) - 0.85% |
| #19 | SUN COMMUNITIES INC (SUI) - 1.38% | WALMART INC (WMT) - 0.82% |
| #20 | HEALTHPEAK PROPERTIES INC (DOC) - 1.32% | CISCO SYSTEMS INC (CSCO) - 0.73% |
| #21 | n/a (n/a) - 1.32% | LAM RESEARCH CORP (LRCX) - 0.71% |
| #22 | OMEGA HEALTHCARE INVESTORS INC (OHI) - 1.29% | APPLIED MATERIALS INC (AMAT) - 0.70% |
| #23 | REGENCY CENTERS CORP (REG) - 1.22% | CATERPILLAR INC (CAT) - 0.68% |
| #24 | EQUITY LIFESTYLE PROPERTIES INC (ELS) - 1.16% | COSTCO WHOLESALE CORP (COST) - 0.68% |
| #25 | UDR INC (UDR) - 1.08% | MASTERCARD INC CLASS A (MA) - 0.63% |
| Total Holdings | 102 | 505 |
RWR vs SPY - Historical Returns
Returns include dividend reinvestment.
1M
Winner
RWR
+1.95%
SPY
-1.37%
3M
Winner
RWR
+12.87%
SPY
+12.22%
6M
Winner
RWR
+16.57%
SPY
+7.20%
1Y
RWR
+18.99%
Winner
SPY
+23.58%
5Y(CAGR)
RWR
+4.91%
Winner
SPY
+13.19%
10Y(CAGR)
RWR
+5.40%
Winner
SPY
+15.12%
Max(CAGR)
Winner
RWR
+10.73%
SPY
+8.44%
RWR vs SPY - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | RWR | SPY |
|---|---|---|
| 2026 | +15.89% | +7.95% |
| 2025 | +4.11% | +18.00% |
| 2024 | +6.59% | +25.59% |
| 2023 | +13.90% | +26.72% |
| 2022 | -25.67% | -18.64% |
| 2021 | +50.82% | +30.52% |
| 2020 | -9.94% | +17.28% |
| 2019 | +26.04% | +31.09% |
| 2018 | -4.10% | -5.24% |
| 2017 | +3.25% | +20.78% |
| 2016 | +7.77% | +13.59% |
| 2015 | +2.65% | +1.31% |
| 2014 | +32.00% | +14.56% |
| 2013 | -0.18% | +29.00% |
| 2012 | +15.85% | +14.17% |
| 2011 | +7.05% | +0.85% |
| 2010 | +28.54% | +13.14% |
| 2009 | +32.24% | +22.67% |
| 2008 | -38.46% | -36.25% |
| 2007 | -17.86% | +5.32% |
| 2006 | +32.73% | +13.85% |
| 2005 | +21.31% | +5.32% |
| 2004 | +48.26% | +10.75% |
| 2003 | +49.17% | +24.18% |
| 2002 | +14.06% | -22.42% |
| 2001 | +20.66% | -10.13% |
| 2000 | N/A | -8.84% |
| 1999 | N/A | +8.61% |
RWR vs SPY Drawdown Comparison
The maximum drawdown for RWR was -74.95%, occurring on Mar 6, 2009. Recovery took 1549 trading sessions.
The maximum drawdown for SPY was -55.20%, occurring on Mar 9, 2009. Recovery took 1224 trading sessions.
The current RWR drawdown is -0.47%. The current SPY drawdown is -3.18%.
| Rank | RWR | SPY |
|---|---|---|
| #1 | -74.95% Feb 7, 2007 - Apr 4, 2013 | -55.20% Oct 9, 2007 - Aug 16, 2012 |
| #2 | -44.37% Feb 18, 2020 - May 24, 2021 | -47.50% Mar 24, 2000 - Oct 26, 2006 |
| #3 | -32.56% Dec 31, 2021 - Feb 10, 2026 | -33.70% Feb 19, 2020 - Aug 10, 2020 |
| #4 | -18.01% May 21, 2013 - Apr 29, 2014 | -24.50% Jan 3, 2022 - Dec 13, 2023 |
| #5 | -17.80% Apr 1, 2004 - Jul 7, 2004 | -19.34% Sep 20, 2018 - Apr 12, 2019 |
| #6 | -17.33% Jun 28, 2002 - Mar 21, 2003 | -18.76% Feb 19, 2025 - Jun 26, 2025 |
| #7 | -16.82% Aug 1, 2016 - Aug 17, 2018 | -13.02% Jul 20, 2015 - Apr 18, 2016 |
| #8 | -16.64% Jan 26, 2015 - May 4, 2016 | -10.10% Jan 26, 2018 - Aug 6, 2018 |
| #9 | -13.38% Dec 6, 2018 - Jan 31, 2019 | -9.44% Sep 2, 2020 - Nov 11, 2020 |
| #10 | -10.70% Mar 17, 2006 - Jul 28, 2006 | -9.30% Jan 19, 2000 - Mar 17, 2000 |
| #11 | -10.28% Aug 21, 2001 - Dec 5, 2001 | -9.05% Jul 19, 2007 - Oct 5, 2007 |
| #12 | -9.48% Aug 2, 2005 - Nov 22, 2005 | -8.88% Jan 27, 2026 - Apr 14, 2026 |
| #13 | -8.98% Dec 30, 2004 - May 5, 2005 | -8.41% Jul 16, 2024 - Sep 19, 2024 |
| #14 | -8.38% Aug 28, 2018 - Dec 3, 2018 | -7.35% Sep 14, 2012 - Jan 2, 2013 |
| #15 | -8.04% Mar 2, 2026 - Apr 16, 2026 | -7.27% Sep 18, 2014 - Oct 31, 2014 |
Correlation
Correlation between RWR and SPY is 0.90 which considered as a strong positive correlation - the stocks tend to move together.
0.90
-101
Dividend Comparison (1999 - 2026)
RWR vs SPY dividend yield comparison.
| Year | RWR | SPY |
|---|---|---|
| 2026 | 1.41% | 0.50% |
| 2025 | 3.78% | 1.07% |
| 2024 | 3.76% | 1.21% |
| 2023 | 3.75% | 1.40% |
| 2022 | 3.81% | 1.65% |
| 2021 | 2.79% | 1.20% |
| 2020 | 3.73% | 1.52% |
| 2019 | 3.36% | 1.75% |
| 2018 | 4.19% | 2.04% |
| 2017 | 3.05% | 1.80% |
| 2016 | 4.39% | 2.03% |
| 2015 | 3.17% | 2.06% |
| 2014 | 3.06% | 1.87% |
| 2013 | 3.39% | 1.81% |
| 2012 | 3.05% | 2.18% |
| 2011 | 3.15% | 2.05% |
| 2010 | 2.94% | 1.80% |
| 2009 | 4.02% | 1.95% |
| 2008 | 7.10% | 3.02% |
| 2007 | 4.75% | 1.85% |
| 2006 | 3.81% | 1.73% |
| 2005 | 10.50% | 1.73% |
| 2004 | 14.99% | 1.82% |
| 2003 | 13.35% | 1.47% |
| 2002 | 15.83% | 1.70% |
| 2001 | 12.83% | 1.25% |
| 2000 | 0.00% | 1.15% |
| 1999 | 0.00% | 0.24% |
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