RWR vs VIOV
Comparison between SPDR(R) DOW JONES 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 +5.9% compared to +5.3%
RWR vs VIOV - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
RWR
$1.70B
VIOV
$1.70B
Expense Ratio
RWR
0.25%
Winner
VIOV
0.10%
Max Drawdown
RWR
77.00%
Winner
VIOV
48.88%
Sharpe Ratio
RWR
1.05
Winner
VIOV
1.77
5Y Beta
Winner
RWR
0.55
VIOV
0.99
P/E Ratio
Winner
RWR
36.67
VIOV
82.03
Forward P/E
RWR
37.35
Winner
VIOV
12.89
5Y Dividends CAGR
RWR
1.54%
Winner
VIOV
19.62%
5Y EPS CAGR
Winner
RWR
10.03%
VIOV
5.91%
Debt to Equity
RWR
76.54%
Winner
VIOV
53.72%
P/S Ratio
RWR
7.19
Winner
VIOV
0.85
P/B Ratio
RWR
2.35
Winner
VIOV
1.50
RWR vs VIOV - Holdings Comparison
RWR and VIOV have 29 common holdings. Overlap is 4.76%
RWR's top 25 holdings weight is 72.67%. VIOV's top 25 holdings weight is 17.79%.
| Rank | RWR | VIOV |
|---|---|---|
| #1 | PROLOGIS INC (PLD) - 9.89% | EASTMAN CHEMICAL CO (EMN) - 1.12% |
| #2 | WELLTOWER INC (WELL) - 9.87% | LKQ CORP (LKQ) - 0.97% |
| #3 | EQUINIX INC (EQIX) - 4.70% | JACKSON FINANCIAL INC (JXN) - 0.96% |
| #4 | DIGITAL REALTY TRUST INC (DLR) - 4.69% | CELANESE CORP CLASS A (CE) - 0.93% |
| #5 | SIMON PROPERTY GROUP INC (SPG) - 4.63% | MATCH GROUP INC ORDINARY SHARES NEW (MTCH) - 0.93% |
| #6 | PUBLIC STORAGE (PSA) - 4.38% | SM ENERGY CO (SM) - 0.91% |
| #7 | REALTY INCOME CORP (O) - 4.26% | MOLINA HEALTHCARE INC (MOH) - 0.88% |
| #8 | VENTAS INC (VTR) - 4.02% | LINCOLN NATIONAL CORP (LNC) - 0.77% |
| #9 | EXTRA SPACE STORAGE INC (EXR) - 2.98% | CARMAX INC (KMX) - 0.76% |
| #10 | AVALONBAY COMMUNITIES INC (AVB) - 2.40% | PAYCOM SOFTWARE INC (PAYC) - 0.76% |
| #11 | EQUITY RESIDENTIAL (EQR) - 2.09% | LAMB WESTON HOLDINGS INC (LW) - 0.75% |
| #12 | ESSEX PROPERTY TRUST INC (ESS) - 1.61% | MAGNOLIA OIL & GAS CORP CLASS A (MGY) - 0.73% |
| #13 | KIMCO REALTY CORP (KIM) - 1.58% | n/a (CRC) - 0.70% |
| #14 | W.P. CAREY INC (WPC) - 1.56% | VERSANT MEDIA GROUP INC CLASS A (VSNT) - 0.69% |
| #15 | SUN COMMUNITIES INC (SUI) - 1.50% | CAESARS ENTERTAINMENT INC (CZR) - 0.69% |
| #16 | INVITATION HOMES INC (INVH) - 1.48% | n/a (CNR) - 0.69% |
| #17 | MID-AMERICA APARTMENT COMMUNITIES INC (MAA) - 1.46% | TELEFLEX INC (TFX) - 0.68% |
| #18 | HOST HOTELS & RESORTS INC (HST) - 1.33% | RITHM CAPITAL CORP (RITM) - 0.68% |
| #19 | OMEGA HEALTHCARE INVESTORS INC (OHI) - 1.33% | MOHAWK INDUSTRIES INC (MHK) - 0.66% |
| #20 | REGENCY CENTERS CORP (REG) - 1.30% | MATSON INC (MATX) - 0.66% |
| #21 | EQUITY LIFESTYLE PROPERTIES INC (ELS) - 1.24% | FIRST INTERSTATE BANCSYSTEM INC (FIBK) - 0.38% |
| #22 | HEALTHPEAK PROPERTIES INC (DOC) - 1.16% | LCI INDUSTRIES INC (LCII) - 0.38% |
| #23 | DJ US REAL ESTATE JUN26 XCBT 20260618 (n/a) - 1.12% | CUSHMAN & WAKEFIELD LTD (CWK) - 0.37% |
| #24 | UDR INC (UDR) - 1.05% | FIRST FINANCIAL BANCORP (FFBC) - 0.37% |
| #25 | CAMDEN PROPERTY TRUST (CPT) - 1.04% | POWER INTEGRATIONS INC (POWI) - 0.37% |
| Total Holdings | 103 | 421 |
RWR vs VIOV - Historical Returns
Returns include dividend reinvestment.
1M
RWR
+5.50%
Winner
VIOV
+6.09%
3M
Winner
RWR
+6.68%
VIOV
+3.11%
6M
RWR
+12.17%
Winner
VIOV
+18.37%
1Y
RWR
+18.89%
Winner
VIOV
+39.49%
5Y(CAGR)
RWR
+5.33%
Winner
VIOV
+5.93%
10Y(CAGR)
RWR
+5.03%
Winner
VIOV
+10.43%
Max(CAGR)
RWR
+8.71%
Winner
VIOV
+11.77%
RWR vs VIOV - Annual Returns (2001 - 2026)
Returns include dividend reinvestment.
| Year | RWR | VIOV |
|---|---|---|
| 2026 | +12.87% | +13.61% |
| 2025 | +4.11% | +7.23% |
| 2024 | +6.59% | +7.72% |
| 2023 | +13.90% | +15.11% |
| 2022 | -25.67% | -12.67% |
| 2021 | +50.82% | +32.30% |
| 2020 | -9.94% | +2.90% |
| 2019 | +26.04% | +23.35% |
| 2018 | -4.10% | -13.65% |
| 2017 | +3.25% | +10.58% |
| 2016 | +7.77% | +33.52% |
| 2015 | +2.65% | -5.30% |
| 2014 | +32.00% | +8.67% |
| 2013 | -0.18% | +36.44% |
| 2012 | +15.85% | +15.46% |
| 2011 | +7.05% | -3.29% |
| 2010 | +28.54% | +24.60% |
| 2009 | +32.24% | N/A |
| 2008 | -38.46% | N/A |
| 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 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 -47.36%, occurring on Mar 23, 2020. Recovery took 597 trading sessions.
The current RWR drawdown is -0.29%. The current VIOV drawdown is -0.25%.
| Rank | RWR | VIOV |
|---|---|---|
| #1 | -74.95% Feb 7, 2007 - Apr 4, 2013 | -47.36% Aug 22, 2018 - Jan 6, 2021 |
| #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 - Feb 1, 2012 |
| #4 | -18.01% May 21, 2013 - Apr 29, 2014 | -24.20% Nov 5, 2021 - Jul 16, 2024 |
| #5 | -17.80% Apr 1, 2004 - Aug 24, 2004 | -20.52% Jun 23, 2015 - Jul 11, 2016 |
| #6 | -17.51% Jun 28, 2002 - May 12, 2003 | -13.85% Mar 27, 2012 - Sep 7, 2012 |
| #7 | -16.82% Aug 1, 2016 - Aug 17, 2018 | -12.69% Jun 8, 2021 - Nov 5, 2021 |
| #8 | -16.64% Jan 26, 2015 - May 4, 2016 | -11.15% Jul 3, 2014 - Dec 22, 2014 |
| #9 | -13.38% Dec 6, 2018 - Jan 31, 2019 | -10.18% Mar 12, 2021 - Jun 1, 2021 |
| #10 | -11.44% Aug 2, 2005 - Jan 3, 2006 | -9.67% Apr 7, 2011 - Jul 7, 2011 |
| #11 | -11.32% Aug 21, 2001 - Mar 4, 2002 | -9.57% Sep 14, 2012 - Jan 2, 2013 |
| #12 | -10.70% Mar 17, 2006 - Jul 28, 2006 | -9.33% Feb 6, 2026 - Apr 17, 2026 |
| #13 | -8.98% Dec 30, 2004 - May 9, 2005 | -9.10% Jul 31, 2024 - Sep 19, 2024 |
| #14 | -8.38% Aug 28, 2018 - Dec 3, 2018 | -8.69% Jan 22, 2018 - May 11, 2018 |
| #15 | -8.04% Mar 2, 2026 - Apr 16, 2026 | -7.15% Jul 25, 2017 - Sep 22, 2017 |
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.
| Year | RWR | VIOV |
|---|---|---|
| 2026 | 0.56% | 0.37% |
| 2025 | 3.78% | 1.69% |
| 2024 | 3.76% | 1.78% |
| 2023 | 3.75% | 2.18% |
| 2022 | 3.81% | 1.81% |
| 2021 | 2.79% | 1.59% |
| 2020 | 3.73% | 1.42% |
| 2019 | 3.36% | 1.60% |
| 2018 | 4.19% | 1.76% |
| 2017 | 3.05% | 1.43% |
| 2016 | 4.39% | 1.17% |
| 2015 | 3.17% | 1.32% |
| 2014 | 3.06% | 1.27% |
| 2013 | 3.39% | 0.91% |
| 2012 | 3.05% | 1.31% |
| 2011 | 3.15% | 1.09% |
| 2010 | 2.94% | 1.20% |
| 2009 | 4.02% | 0.00% |
| 2008 | 7.10% | 0.00% |
| 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% |
Select Stocks to Compare
Popular: RWR vs SPYVIOV vs SPY
More Comparisons
Compare with similar stocks