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RWR vs VIOV

Comparison between STATE STREET(R) SPDR(R) DOW JONES(R) REIT ETF (RWR, ETF) and VANGUARD S&P SMALL-CAP 600 VALUE INDEX FUND ETF SHARES (VIOV, ETF).

5-Year PerformanceVIOV has outperformed RWR, delivering a return of +7.3% compared to +4.9%

RWR vs VIOV - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
RWR
$1.80B
Winner
VIOV
$1.90B
Expense Ratio
RWR
0.25%
Winner
VIOV
0.10%
Max Drawdown
RWR
77.00%
Winner
VIOV
48.88%
Sharpe Ratio
RWR
1.14
Winner
VIOV
1.69
5Y Beta
Winner
RWR
0.52
VIOV
0.99
P/E Ratio
Winner
RWR
36.97
VIOV
63.34
Forward P/E
RWR
37.60
Winner
VIOV
13.03
5Y Dividends CAGR
RWR
2.58%
Winner
VIOV
19.62%
5Y EPS CAGR
Winner
RWR
9.86%
VIOV
3.84%
Debt to Equity
RWR
82.07%
Winner
VIOV
59.40%
P/S Ratio
RWR
7.17
Winner
VIOV
0.90
P/B Ratio
RWR
2.34
Winner
VIOV
1.60

RWR vs VIOV - Holdings Comparison

RWR and VIOV have 29 common holdings. Overlap is 5.21%

RWR's top 25 holdings weight is 71.82%. VIOV's top 25 holdings weight is 18.34%.

RankRWRVIOV
#1
PROLOGIS INC (PLD) - 9.89%
MOLINA HEALTHCARE INC (MOH) - 1.04%
#2
WELLTOWER INC (WELL) - 9.00%
ENPHASE ENERGY INC (ENPH) - 1.04%
#3
EQUINIX INC (EQIX) - 4.69%
EASTMAN CHEMICAL CO (EMN) - 1.01%
#4
SIMON PROPERTY GROUP INC (SPG) - 4.57%
MATCH GROUP INC ORDINARY SHARES NEW (MTCH) - 0.99%
#5
DIGITAL REALTY TRUST INC (DLR) - 4.42%
JACKSON FINANCIAL INC (JXN) - 0.85%
#6
PUBLIC STORAGE (PSA) - 4.25%
SM ENERGY CO (SM) - 0.81%
#7
REALTY INCOME CORP (O) - 3.94%
LKQ CORP (LKQ) - 0.81%
#8
VENTAS INC (VTR) - 3.72%
PAYCOM SOFTWARE INC (PAYC) - 0.79%
#9
EXTRA SPACE STORAGE INC (EXR) - 2.95%
VISHAY INTERTECHNOLOGY INC (VSH) - 0.75%
#10
AVALONBAY COMMUNITIES INC (AVB) - 2.54%
VERSANT MEDIA GROUP INC CLASS A (VSNT) - 0.73%
#11
EQUITY RESIDENTIAL (EQR) - 2.22%
CARMAX INC (KMX) - 0.73%
#12
ESSEX PROPERTY TRUST INC (ESS) - 1.75%
LAMB WESTON HOLDINGS INC (LW) - 0.70%
#13
INVITATION HOMES INC (INVH) - 1.59%
LINCOLN NATIONAL CORP (LNC) - 0.69%
#14
W.P. CAREY INC (WPC) - 1.58%
CAESARS ENTERTAINMENT INC (CZR) - 0.69%
#15
KIMCO REALTY CORP (KIM) - 1.56%
MATSON INC (MATX) - 0.66%
#16
HOST HOTELS & RESORTS INC (HST) - 1.48%
TELEFLEX INC (TFX) - 0.66%
#17
MID-AMERICA APARTMENT COMMUNITIES INC (MAA) - 1.47%
LUMEN TECHNOLOGIES INC ORDINARY SHARES (LUMN) - 0.66%
#18
DJ US REAL ESTATE JUN26 XCBT 20260618 (n/a) - 1.43%
MOHAWK INDUSTRIES INC (MHK) - 0.65%
#19
SUN COMMUNITIES INC (SUI) - 1.38%
ATLANTIC UNION BANKSHARES CORP (AUB) - 0.62%
#20
HEALTHPEAK PROPERTIES INC (DOC) - 1.32%
KULICKE & SOFFA INDUSTRIES INC (KLIC) - 0.62%
#21
n/a (n/a) - 1.32%
RITHM CAPITAL CORP (RITM) - 0.60%
#22
OMEGA HEALTHCARE INVESTORS INC (OHI) - 1.29%
MAGNOLIA OIL & GAS CORP CLASS A (MGY) - 0.57%
#23
REGENCY CENTERS CORP (REG) - 1.22%
DIODES INC (DIOD) - 0.56%
#24
EQUITY LIFESTYLE PROPERTIES INC (ELS) - 1.16%
ELEMENT SOLUTIONS INC (ESI) - 0.56%
#25
UDR INC (UDR) - 1.08%
LIBERTY ENERGY INC CLASS A (LBRT) - 0.55%
Total Holdings102464

RWR vs VIOV - Historical Returns

Returns include dividend reinvestment.

1M
RWR
+1.95%
Winner
VIOV
+2.94%
3M
RWR
+12.87%
Winner
VIOV
+14.31%
6M
Winner
RWR
+16.57%
VIOV
+15.94%
1Y
RWR
+18.99%
Winner
VIOV
+37.80%
5Y(CAGR)
RWR
+4.91%
Winner
VIOV
+7.29%
10Y(CAGR)
RWR
+5.40%
Winner
VIOV
+11.44%
Max(CAGR)
RWR
+10.73%
Winner
VIOV
+13.15%

RWR vs VIOV - Annual Returns (2001 - 2026)

Returns include dividend reinvestment.

YearRWRVIOV
2026+15.89%+16.61%
2025+4.11%+7.23%
2024+6.59%+7.72%
2023+13.90%+15.11%
2022-25.67%-11.06%
2021+50.82%+34.44%
2020-9.94%+4.70%
2019+26.04%+25.45%
2018-4.10%-12.35%
2017+3.25%+12.25%
2016+7.77%+35.27%
2015+2.65%-4.04%
2014+32.00%+10.04%
2013-0.18%+37.69%
2012+15.85%+16.96%
2011+7.05%-2.25%
2010+28.54%+26.07%
2009+32.24%N/A
2008-38.46%N/A
2007-17.86%N/A
2006+32.73%N/A
2005+21.31%N/A
2004+48.26%N/A
2003+49.17%N/A
2002+14.06%N/A
2001+20.66%N/A

RWR vs VIOV Drawdown Comparison

The maximum drawdown for RWR was -74.95%, occurring on Mar 6, 2009. Recovery took 1549 trading sessions.

The maximum drawdown for VIOV was -45.80%, occurring on Mar 23, 2020. Recovery took 576 trading sessions.

The current RWR drawdown is -0.47%. The current VIOV drawdown is -1.58%.

RankRWRVIOV
#1-74.95%
Feb 7, 2007 - Apr 4, 2013		-45.80%
Aug 22, 2018 - Dec 4, 2020
#2-44.37%
Feb 18, 2020 - May 24, 2021		-28.44%
Nov 25, 2024 - Dec 10, 2025
#3-32.56%
Dec 31, 2021 - Feb 10, 2026		-25.80%
Jul 7, 2011 - Jan 25, 2012
#4-18.01%
May 21, 2013 - Apr 29, 2014		-23.10%
Nov 5, 2021 - Feb 2, 2023
#5-17.80%
Apr 1, 2004 - Jul 7, 2004		-22.08%
Feb 2, 2023 - Jul 16, 2024
#6-17.33%
Jun 28, 2002 - Mar 21, 2003		-19.47%
Jun 23, 2015 - Jun 6, 2016
#7-16.82%
Aug 1, 2016 - Aug 17, 2018		-13.85%
Mar 27, 2012 - Sep 7, 2012
#8-16.64%
Jan 26, 2015 - May 4, 2016		-12.48%
Jun 8, 2021 - Nov 5, 2021
#9-13.38%
Dec 6, 2018 - Jan 31, 2019		-11.15%
Jul 3, 2014 - Dec 22, 2014
#10-10.70%
Mar 17, 2006 - Jul 28, 2006		-10.18%
Mar 12, 2021 - Jun 1, 2021
#11-10.28%
Aug 21, 2001 - Dec 5, 2001		-9.67%
Apr 7, 2011 - Jul 7, 2011
#12-9.48%
Aug 2, 2005 - Nov 22, 2005		-9.57%
Sep 14, 2012 - Dec 24, 2012
#13-8.98%
Dec 30, 2004 - May 5, 2005		-9.33%
Feb 6, 2026 - Apr 17, 2026
#14-8.38%
Aug 28, 2018 - Dec 3, 2018		-9.10%
Jul 31, 2024 - Sep 19, 2024
#15-8.04%
Mar 2, 2026 - Apr 16, 2026		-8.69%
Jan 22, 2018 - May 10, 2018

Correlation

Correlation between RWR and VIOV is 0.96 which considered as a very strong positive correlation - the stocks move almost identically together.

0.96
-101

Dividend Comparison (2001 - 2026)

RWR vs VIOV dividend yield comparison.

YearRWRVIOV
20261.41%0.36%
20253.78%1.69%
20243.76%1.78%
20233.75%2.18%
20223.81%3.62%
20212.79%3.19%
20203.73%2.84%
20193.36%3.19%
20184.19%3.51%
20173.05%2.85%
20164.39%2.34%
20153.17%2.64%
20143.06%2.53%
20133.39%1.82%
20123.05%2.62%
20113.15%2.18%
20102.94%2.40%
20094.02%0.00%
20087.10%0.00%
20074.75%0.00%
20063.81%0.00%
200510.50%0.00%
200414.99%0.00%
200313.35%0.00%
200215.83%0.00%
200112.83%0.00%

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