RWR vs VOO
Comparison between STATE STREET(R) SPDR(R) DOW JONES(R) REIT ETF (RWR, ETF) and VANGUARD 500 INDEX FUND ETF SHARES (VOO, ETF).
5-Year PerformanceVOO has outperformed RWR, delivering a return of +13.1% compared to +5.1%
RWR vs VOO - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
RWR vs VOO - Holdings Comparison
RWR and VOO have 22 common holdings. Overlap is 1.30%
RWR's top 25 holdings weight is 72.09%. VOO's top 25 holdings weight is 48.79%.
| Rank | RWR | VOO |
|---|---|---|
| #1 | WELLTOWER INC (WELL) - 10.65% | NVIDIA CORP (NVDA) - 7.50% |
| #2 | PROLOGIS INC (PLD) - 9.49% | APPLE INC (AAPL) - 6.58% |
| #3 | SIMON PROPERTY GROUP INC (SPG) - 4.53% | MICROSOFT CORP (MSFT) - 4.29% |
| #4 | DIGITAL REALTY TRUST INC (DLR) - 4.45% | AMAZON.COM INC (AMZN) - 3.61% |
| #5 | REALTY INCOME CORP (O) - 4.42% | ALPHABET INC CLASS A (GOOGL) - 3.24% |
| #6 | EQUINIX INC (EQIX) - 4.28% | BROADCOM INC (AVGO) - 2.77% |
| #7 | PUBLIC STORAGE (PSA) - 4.22% | ALPHABET INC CLASS C (GOOG) - 2.58% |
| #8 | VENTAS INC (VTR) - 4.13% | MICRON TECHNOLOGY INC (MU) - 2.01% |
| #9 | EXTRA SPACE STORAGE INC (EXR) - 2.81% | META PLATFORMS INC CLASS A (META) - 1.91% |
| #10 | AVALONBAY COMMUNITIES INC (AVB) - 2.43% | TESLA INC (TSLA) - 1.83% |
| #11 | EQUITY RESIDENTIAL (EQR) - 2.14% | ELI LILLY AND CO (LLY) - 1.47% |
| #12 | ESSEX PROPERTY TRUST INC (ESS) - 1.73% | ADVANCED MICRO DEVICES INC (AMD) - 1.47% |
| #13 | KIMCO REALTY CORP (KIM) - 1.56% | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.42% |
| #14 | INVITATION HOMES INC (INVH) - 1.50% | JPMORGAN CHASE & CO (JPM) - 1.25% |
| #15 | W.P. CAREY INC (WPC) - 1.48% | INTEL CORP (INTC) - 1.02% |
| #16 | MID-AMERICA APARTMENT COMMUNITIES INC (MAA) - 1.41% | JOHNSON & JOHNSON (JNJ) - 0.95% |
| #17 | HOST HOTELS & RESORTS INC (HST) - 1.40% | APPLIED MATERIALS INC (AMAT) - 0.89% |
| #18 | HEALTHPEAK PROPERTIES INC (DOC) - 1.38% | EXXONMOBIL HOLDINGS CORP (XOM) - 0.88% |
| #19 | OMEGA HEALTHCARE INVESTORS INC (OHI) - 1.31% | VISA INC CLASS A (V) - 0.86% |
| #20 | SUN COMMUNITIES INC (SUI) - 1.26% | LAM RESEARCH CORP (LRCX) - 0.84% |
| #21 | REGENCY CENTERS CORP (REG) - 1.21% | PEPSICO INC (PEP) - 0.29% |
| #22 | EQUITY LIFESTYLE PROPERTIES INC (ELS) - 1.14% | THERMO FISHER SCIENTIFIC INC (TMO) - 0.29% |
| #23 | UDR INC (UDR) - 1.07% | WILLIAMS COMPANIES INC (WMB) - 0.28% |
| #24 | EASTGROUP PROPERTIES INC (EGP) - 1.05% | NEXTERA ENERGY INC (NEE) - 0.28% |
| #25 | CAMDEN PROPERTY TRUST (CPT) - 1.04% | AMERICAN EXPRESS CO (AXP) - 0.28% |
| Total Holdings | 101 | 471 |
RWR vs VOO - Historical Returns
Returns include dividend reinvestment.
RWR vs VOO - Annual Returns (2001 - 2026)
Returns include dividend reinvestment.
| Year | RWR | VOO |
|---|---|---|
| 2026 | +21.28% | +10.15% |
| 2025 | +4.11% | +18.12% |
| 2024 | +6.59% | +25.78% |
| 2023 | +13.90% | +26.81% |
| 2022 | -25.67% | -18.68% |
| 2021 | +50.82% | +30.55% |
| 2020 | -9.94% | +17.25% |
| 2019 | +26.04% | +31.25% |
| 2018 | -4.10% | -5.20% |
| 2017 | +3.25% | +20.93% |
| 2016 | +7.77% | +13.77% |
| 2015 | +2.65% | +1.31% |
| 2014 | +32.00% | +14.58% |
| 2013 | -0.18% | +29.20% |
| 2012 | +15.85% | +14.31% |
| 2011 | +7.05% | +0.95% |
| 2010 | +28.54% | +14.77% |
| 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 VOO Drawdown Comparison
The maximum drawdown for RWR was -74.95%, occurring on Mar 6, 2009. Recovery took 1549 trading sessions.
The maximum drawdown for VOO was -34.01%, occurring on Mar 23, 2020. Recovery took 120 trading sessions.
The current RWR drawdown is -0.04%. The current VOO drawdown is -1.20%.
| Rank | RWR | VOO |
|---|---|---|
| #1 | -74.95% Feb 7, 2007 - Apr 4, 2013 | -34.01% Feb 19, 2020 - Aug 10, 2020 |
| #2 | -44.37% Feb 18, 2020 - May 24, 2021 | -24.53% Jan 3, 2022 - Dec 13, 2023 |
| #3 | -32.56% Dec 31, 2021 - Feb 10, 2026 | -19.47% Sep 20, 2018 - Apr 12, 2019 |
| #4 | -18.01% May 21, 2013 - Apr 29, 2014 | -18.75% Apr 29, 2011 - Feb 3, 2012 |
| #5 | -17.80% Apr 1, 2004 - Aug 24, 2004 | -18.69% Feb 19, 2025 - Jun 26, 2025 |
| #6 | -17.51% Jun 28, 2002 - May 12, 2003 | -13.01% Jul 20, 2015 - Apr 18, 2016 |
| #7 | -16.82% Aug 1, 2016 - Aug 17, 2018 | -10.09% Jan 26, 2018 - Jul 25, 2018 |
| #8 | -16.64% Jan 26, 2015 - May 4, 2016 | -9.65% Apr 2, 2012 - Aug 16, 2012 |
| #9 | -13.38% Dec 6, 2018 - Jan 31, 2019 | -9.45% Sep 2, 2020 - Nov 11, 2020 |
| #10 | -11.44% Aug 2, 2005 - Jan 3, 2006 | -8.90% Jan 27, 2026 - Apr 14, 2026 |
| #11 | -11.32% Aug 21, 2001 - Mar 4, 2002 | -8.45% Jul 16, 2024 - Sep 19, 2024 |
| #12 | -10.70% Mar 17, 2006 - Jul 28, 2006 | -7.41% Sep 14, 2012 - Jan 2, 2013 |
| #13 | -8.98% Dec 30, 2004 - May 9, 2005 | -7.30% Sep 18, 2014 - Oct 31, 2014 |
| #14 | -8.38% Aug 28, 2018 - Dec 3, 2018 | -6.64% May 3, 2019 - Jun 20, 2019 |
| #15 | -8.04% Mar 2, 2026 - Apr 16, 2026 | -6.21% Feb 18, 2011 - Apr 26, 2011 |
Correlation
Correlation between RWR and VOO is 0.92 which considered as a very strong positive correlation - the stocks move almost identically together.
Dividend Comparison (2001 - 2026)
RWR vs VOO dividend yield comparison.
| Year | RWR | VOO |
|---|---|---|
| 2026 | 1.34% | 0.56% |
| 2025 | 3.78% | 1.13% |
| 2024 | 3.76% | 1.24% |
| 2023 | 3.75% | 1.46% |
| 2022 | 3.81% | 1.69% |
| 2021 | 2.79% | 1.25% |
| 2020 | 3.73% | 1.54% |
| 2019 | 3.36% | 1.88% |
| 2018 | 4.19% | 2.06% |
| 2017 | 3.05% | 1.78% |
| 2016 | 4.39% | 2.02% |
| 2015 | 3.17% | 2.10% |
| 2014 | 3.06% | 1.85% |
| 2013 | 3.39% | 1.84% |
| 2012 | 3.05% | 2.18% |
| 2011 | 3.15% | 2.06% |
| 2010 | 2.94% | 0.94% |
| 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% |
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