RWR vs VTWG
Comparison between STATE STREET(R) SPDR(R) DOW JONES(R) REIT ETF (RWR, ETF) and VANGUARD RUSSELL 2000 GROWTH INDEX FUND ETF SHARES (VTWG, ETF).
5-Year PerformanceVTWG has outperformed RWR, delivering a return of +5.6% compared to +5.1%
RWR vs VTWG - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
RWR
$1.80B
VTWG
$1.80B
Expense Ratio
RWR
0.25%
Winner
VTWG
0.06%
Max Drawdown
RWR
77.00%
Winner
VTWG
42.40%
Sharpe Ratio
Winner
RWR
1.41
VTWG
1.16
5Y Beta
Winner
RWR
0.51
VTWG
1.23
P/E Ratio
Winner
RWR
39.29
VTWG
134.20
Forward P/E
RWR
38.99
Winner
VTWG
19.83
5Y Dividends CAGR
RWR
2.58%
Winner
VTWG
16.11%
5Y EPS CAGR
RWR
9.38%
VTWG
N/A
Debt to Equity
RWR
79.67%
Winner
VTWG
26.84%
P/S Ratio
RWR
7.69
Winner
VTWG
2.44
P/B Ratio
Winner
RWR
2.46
VTWG
4.67
RWR vs VTWG - Holdings Comparison
RWR and VTWG have 15 common holdings. Overlap is 0.75%
RWR's top 25 holdings weight is 72.09%. VTWG's top 25 holdings weight is 23.10%.
| Rank | RWR | VTWG |
|---|---|---|
| #1 | WELLTOWER INC (WELL) - 10.65% | BLOOM ENERGY CORP CLASS A (BE) - 3.41% |
| #2 | PROLOGIS INC (PLD) - 9.49% | CREDO TECHNOLOGY GROUP HOLDING LTD (CRDO) - 2.09% |
| #3 | SIMON PROPERTY GROUP INC (SPG) - 4.53% | SLBBH1142 (n/a) - 1.71% |
| #4 | DIGITAL REALTY TRUST INC (DLR) - 4.45% | STERLING INFRASTRUCTURE INC (STRL) - 1.41% |
| #5 | REALTY INCOME CORP (O) - 4.42% | FABRINET (FN) - 1.29% |
| #6 | EQUINIX INC (EQIX) - 4.28% | IONQ INC CLASS A (IONQ) - 1.11% |
| #7 | PUBLIC STORAGE (PSA) - 4.22% | NEXTPOWER INC CLASS A (NXT) - 1.00% |
| #8 | VENTAS INC (VTR) - 4.13% | GUARDANT HEALTH INC (GH) - 0.88% |
| #9 | EXTRA SPACE STORAGE INC (EXR) - 2.81% | SITIME CORP ORDINARY SHARES (SITM) - 0.87% |
| #10 | AVALONBAY COMMUNITIES INC (AVB) - 2.43% | RAMBUS INC (RMBS) - 0.86% |
| #11 | EQUITY RESIDENTIAL (EQR) - 2.14% | DYCOM INDUSTRIES INC (DY) - 0.81% |
| #12 | ESSEX PROPERTY TRUST INC (ESS) - 1.73% | MODINE MANUFACTURING CO (MOD) - 0.80% |
| #13 | KIMCO REALTY CORP (KIM) - 1.56% | SEMTECH CORP (SMTC) - 0.78% |
| #14 | INVITATION HOMES INC (INVH) - 1.50% | PLANET LABS PBC CLASS A (PL) - 0.76% |
| #15 | W.P. CAREY INC (WPC) - 1.48% | DIGITALOCEAN HOLDINGS INC (DOCN) - 0.65% |
| #16 | MID-AMERICA APARTMENT COMMUNITIES INC (MAA) - 1.41% | KRATOS DEFENSE & SECURITY SOLUTIONS INC (KTOS) - 0.64% |
| #17 | HOST HOTELS & RESORTS INC (HST) - 1.40% | ADVANCED ENERGY INDUSTRIES INC (AEIS) - 0.62% |
| #18 | HEALTHPEAK PROPERTIES INC (DOC) - 1.38% | VIAVI SOLUTIONS INC (VIAV) - 0.61% |
| #19 | OMEGA HEALTHCARE INVESTORS INC (OHI) - 1.31% | BRIDGEBIO PHARMA INC (BBIO) - 0.58% |
| #20 | SUN COMMUNITIES INC (SUI) - 1.26% | ARROWHEAD PHARMACEUTICALS INC (ARWR) - 0.58% |
| #21 | REGENCY CENTERS CORP (REG) - 1.21% | SANMINA CORP (SANM) - 0.34% |
| #22 | EQUITY LIFESTYLE PROPERTIES INC (ELS) - 1.14% | BRINKER INTERNATIONAL INC (EAT) - 0.34% |
| #23 | UDR INC (UDR) - 1.07% | ARCHROCK INC (AROC) - 0.32% |
| #24 | EASTGROUP PROPERTIES INC (EGP) - 1.05% | PROTAGONIST THERAPEUTICS INC (PTGX) - 0.32% |
| #25 | CAMDEN PROPERTY TRUST (CPT) - 1.04% | GLAUKOS CORP (GKOS) - 0.32% |
| Total Holdings | 101 | 1097 |
RWR vs VTWG - Historical Returns
Returns include dividend reinvestment.
1M
Winner
RWR
+6.01%
VTWG
-3.08%
3M
Winner
RWR
+9.43%
VTWG
+7.63%
6M
Winner
RWR
+17.75%
VTWG
+9.19%
1Y
RWR
+25.36%
Winner
VTWG
+32.20%
5Y(CAGR)
RWR
+5.09%
Winner
VTWG
+5.59%
10Y(CAGR)
RWR
+5.22%
Winner
VTWG
+11.15%
Max(CAGR)
RWR
+8.94%
Winner
VTWG
+11.93%
RWR vs VTWG - Annual Returns (2001 - 2026)
Returns include dividend reinvestment.
| Year | RWR | VTWG |
|---|---|---|
| 2026 | +21.28% | +16.99% |
| 2025 | +4.11% | +12.58% |
| 2024 | +6.59% | +16.28% |
| 2023 | +13.90% | +19.64% |
| 2022 | -25.67% | -27.33% |
| 2021 | +50.82% | +4.39% |
| 2020 | -9.94% | +34.55% |
| 2019 | +26.04% | +28.92% |
| 2018 | -4.10% | -10.03% |
| 2017 | +3.25% | +21.89% |
| 2016 | +7.77% | +14.43% |
| 2015 | +2.65% | +0.17% |
| 2014 | +32.00% | +7.43% |
| 2013 | -0.18% | +39.98% |
| 2012 | +15.85% | +13.18% |
| 2011 | +7.05% | -4.95% |
| 2010 | +28.54% | +21.68% |
| 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 VTWG Drawdown Comparison
The maximum drawdown for RWR was -74.95%, occurring on Mar 6, 2009. Recovery took 1549 trading sessions.
The maximum drawdown for VTWG was -42.07%, occurring on Jun 16, 2022. Recovery took 1169 trading sessions.
The current RWR drawdown is -0.04%. The current VTWG drawdown is -3.12%.
| Rank | RWR | VTWG |
|---|---|---|
| #1 | -74.95% Feb 7, 2007 - Apr 4, 2013 | -42.07% Feb 9, 2021 - Oct 6, 2025 |
| #2 | -44.37% Feb 18, 2020 - May 24, 2021 | -40.36% Feb 19, 2020 - Aug 7, 2020 |
| #3 | -32.56% Dec 31, 2021 - Feb 10, 2026 | -29.43% Apr 29, 2011 - Sep 14, 2012 |
| #4 | -18.01% May 21, 2013 - Apr 29, 2014 | -28.77% Jun 23, 2015 - Dec 8, 2016 |
| #5 | -17.80% Apr 1, 2004 - Aug 24, 2004 | -28.53% Aug 31, 2018 - Jan 14, 2020 |
| #6 | -17.51% Jun 28, 2002 - May 12, 2003 | -14.88% Jan 22, 2026 - Apr 17, 2026 |
| #7 | -16.82% Aug 1, 2016 - Aug 17, 2018 | -14.50% Mar 4, 2014 - Dec 24, 2014 |
| #8 | -16.64% Jan 26, 2015 - May 4, 2016 | -11.04% Sep 14, 2012 - Jan 2, 2013 |
| #9 | -13.38% Dec 6, 2018 - Jan 31, 2019 | -10.08% Oct 15, 2025 - Dec 10, 2025 |
| #10 | -11.44% Aug 2, 2005 - Jan 3, 2006 | -8.87% Jan 26, 2018 - Mar 9, 2018 |
| #11 | -11.32% Aug 21, 2001 - Mar 4, 2002 | -7.87% Sep 2, 2020 - Oct 7, 2020 |
| #12 | -10.70% Mar 17, 2006 - Jul 28, 2006 | -7.69% Jan 22, 2014 - Feb 24, 2014 |
| #13 | -8.98% Dec 30, 2004 - May 9, 2005 | -7.51% Oct 12, 2020 - Nov 5, 2020 |
| #14 | -8.38% Aug 28, 2018 - Dec 3, 2018 | -7.28% Mar 12, 2018 - May 16, 2018 |
| #15 | -8.04% Mar 2, 2026 - Apr 16, 2026 | -6.12% Jul 25, 2017 - Sep 18, 2017 |
Correlation
Correlation between RWR and VTWG is 0.94 which considered as a very strong positive correlation - the stocks move almost identically together.
0.94
-101
Dividend Comparison (2001 - 2026)
RWR vs VTWG dividend yield comparison.
| Year | RWR | VTWG |
|---|---|---|
| 2026 | 1.34% | 0.27% |
| 2025 | 3.78% | 0.64% |
| 2024 | 3.76% | 0.55% |
| 2023 | 3.75% | 0.79% |
| 2022 | 3.81% | 0.71% |
| 2021 | 2.79% | 0.54% |
| 2020 | 3.73% | 0.48% |
| 2019 | 3.36% | 0.72% |
| 2018 | 4.19% | 0.72% |
| 2017 | 3.05% | 0.64% |
| 2016 | 4.39% | 0.96% |
| 2015 | 3.17% | 0.72% |
| 2014 | 3.06% | 0.62% |
| 2013 | 3.39% | 0.56% |
| 2012 | 3.05% | 0.81% |
| 2011 | 3.15% | 0.30% |
| 2010 | 2.94% | 0.27% |
| 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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