RWR vs XHLF
Comparison between STATE STREET(R) SPDR(R) DOW JONES(R) REIT ETF (RWR, ETF) and BONDBLOXX BLOOMBERG SIX MONTH TARGET DURATION US TREASURY ETF (XHLF, ETF).
RWR vs XHLF - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
RWR
$1.80B
Winner
XHLF
$1.90B
Expense Ratio
RWR
0.25%
Winner
XHLF
0.03%
Max Drawdown
RWR
77.00%
Winner
XHLF
0.62%
Sharpe Ratio
Winner
RWR
1.24
XHLF
-0.32
5Y Beta
RWR
0.49
Winner
XHLF
-0.00
P/E Ratio
RWR
41.29
XHLF
N/A
Forward P/E
RWR
39.67
XHLF
N/A
5Y Dividends CAGR
RWR
2.58%
XHLF
N/A
5Y EPS CAGR
RWR
11.10%
XHLF
N/A
Debt to Equity
RWR
79.39%
XHLF
N/A
P/S Ratio
RWR
7.63
XHLF
N/A
P/B Ratio
RWR
2.46
XHLF
N/A
RWR vs XHLF - Historical Returns
Returns include dividend reinvestment.
1M
RWR
-0.12%
Winner
XHLF
+0.31%
3M
Winner
RWR
+4.07%
XHLF
+0.88%
6M
Winner
RWR
+11.50%
XHLF
+1.66%
1Y
Winner
RWR
+23.25%
XHLF
+3.75%
5Y(CAGR)
RWR
+4.34%
XHLF
N/A
10Y(CAGR)
RWR
+4.97%
XHLF
N/A
Max(CAGR)
Winner
RWR
+8.80%
XHLF
+4.41%
RWR vs XHLF - Annual Returns (2001 - 2026)
Returns include dividend reinvestment.
| Year | RWR | XHLF |
|---|---|---|
| 2026 | +17.80% | +1.97% |
| 2025 | +4.11% | +4.21% |
| 2024 | +6.59% | +5.06% |
| 2023 | +13.90% | +4.90% |
| 2022 | -25.67% | +0.96% |
| 2021 | +50.82% | N/A |
| 2020 | -9.94% | N/A |
| 2019 | +26.04% | N/A |
| 2018 | -4.10% | N/A |
| 2017 | +3.25% | N/A |
| 2016 | +7.77% | N/A |
| 2015 | +2.65% | N/A |
| 2014 | +32.00% | N/A |
| 2013 | -0.18% | N/A |
| 2012 | +15.85% | N/A |
| 2011 | +7.05% | N/A |
| 2010 | +28.54% | N/A |
| 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 XHLF Drawdown Comparison
The maximum drawdown for RWR was -74.95%, occurring on Mar 6, 2009. Recovery took 1549 trading sessions.
The maximum drawdown for XHLF was -0.11%, occurring on Oct 19, 2022. Recovery took 13 trading sessions.
The current RWR drawdown is -4.15%.
| Rank | RWR | XHLF |
|---|---|---|
| #1 | -74.95% Feb 7, 2007 - Apr 4, 2013 | -0.11% Oct 10, 2022 - Oct 27, 2022 |
| #2 | -44.37% Feb 18, 2020 - May 24, 2021 | -0.09% Mar 13, 2023 - Mar 15, 2023 |
| #3 | -32.56% Dec 31, 2021 - Feb 10, 2026 | -0.07% Mar 17, 2023 - Mar 23, 2023 |
| #4 | -18.01% May 21, 2013 - Apr 29, 2014 | -0.07% Mar 24, 2023 - Apr 4, 2023 |
| #5 | -17.80% Apr 1, 2004 - Aug 24, 2004 | -0.07% Dec 23, 2022 - Dec 29, 2022 |
| #6 | -17.51% Jun 28, 2002 - May 12, 2003 | -0.07% Oct 28, 2022 - Nov 8, 2022 |
| #7 | -16.82% Aug 1, 2016 - Aug 17, 2018 | -0.06% Apr 5, 2023 - Apr 20, 2023 |
| #8 | -16.64% Jan 26, 2015 - May 4, 2016 | -0.06% Mar 3, 2023 - Mar 10, 2023 |
| #9 | -13.38% Dec 6, 2018 - Jan 31, 2019 | -0.06% Feb 2, 2023 - Feb 10, 2023 |
| #10 | -11.44% Aug 2, 2005 - Jan 3, 2006 | -0.06% Feb 1, 2024 - Feb 8, 2024 |
| #11 | -11.32% Aug 21, 2001 - Mar 4, 2002 | -0.06% Aug 5, 2024 - Aug 12, 2024 |
| #12 | -10.70% Mar 17, 2006 - Jul 28, 2006 | -0.06% Oct 2, 2024 - Oct 11, 2024 |
| #13 | -8.98% Dec 30, 2004 - May 9, 2005 | -0.06% Mar 15, 2023 - Mar 17, 2023 |
| #14 | -8.38% Aug 28, 2018 - Dec 3, 2018 | -0.04% Mar 1, 2024 - Mar 7, 2024 |
| #15 | -8.04% Mar 2, 2026 - Apr 16, 2026 | -0.04% May 9, 2025 - May 16, 2025 |
Correlation
Correlation between RWR and XHLF is 0.91 which considered as a very strong positive correlation - the stocks move almost identically together.
0.91
-101
Dividend Comparison (2001 - 2026)
RWR vs XHLF dividend yield comparison.
| Year | RWR | XHLF |
|---|---|---|
| 2026 | 1.38% | 2.13% |
| 2025 | 3.78% | 3.99% |
| 2024 | 3.76% | 4.96% |
| 2023 | 3.75% | 4.50% |
| 2022 | 3.81% | 0.86% |
| 2021 | 2.79% | 0.00% |
| 2020 | 3.73% | 0.00% |
| 2019 | 3.36% | 0.00% |
| 2018 | 4.19% | 0.00% |
| 2017 | 3.05% | 0.00% |
| 2016 | 4.39% | 0.00% |
| 2015 | 3.17% | 0.00% |
| 2014 | 3.06% | 0.00% |
| 2013 | 3.39% | 0.00% |
| 2012 | 3.05% | 0.00% |
| 2011 | 3.15% | 0.00% |
| 2010 | 2.94% | 0.00% |
| 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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