VIOV vs RWR
Comparison between VANGUARD S&P SMALL-CAP 600 VALUE INDEX FUND ETF SHARES (VIOV, ETF) and SPDR(R) DOW JONES REIT ETF (RWR, ETF).
5-Year PerformanceVIOV has outperformed RWR, delivering a return of +5.9% compared to +5.3%
VIOV vs RWR - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
VIOV
$1.70B
RWR
$1.70B
Expense Ratio
Winner
VIOV
0.10%
RWR
0.25%
Max Drawdown
Winner
VIOV
48.88%
RWR
77.00%
Sharpe Ratio
Winner
VIOV
1.77
RWR
1.05
5Y Beta
VIOV
0.99
Winner
RWR
0.55
P/E Ratio
VIOV
82.03
Winner
RWR
36.67
Forward P/E
Winner
VIOV
12.89
RWR
37.35
5Y Dividends CAGR
Winner
VIOV
19.62%
RWR
1.54%
5Y EPS CAGR
VIOV
5.91%
Winner
RWR
10.03%
Debt to Equity
Winner
VIOV
53.72%
RWR
76.54%
P/S Ratio
Winner
VIOV
0.85
RWR
7.19
P/B Ratio
Winner
VIOV
1.50
RWR
2.35
VIOV vs RWR - Holdings Comparison
VIOV and RWR have 29 common holdings. Overlap is 4.76%
VIOV's top 25 holdings weight is 17.79%. RWR's top 25 holdings weight is 72.67%.
| Rank | VIOV | RWR |
|---|---|---|
| #1 | EASTMAN CHEMICAL CO (EMN) - 1.12% | PROLOGIS INC (PLD) - 9.89% |
| #2 | LKQ CORP (LKQ) - 0.97% | WELLTOWER INC (WELL) - 9.87% |
| #3 | JACKSON FINANCIAL INC (JXN) - 0.96% | EQUINIX INC (EQIX) - 4.70% |
| #4 | CELANESE CORP CLASS A (CE) - 0.93% | DIGITAL REALTY TRUST INC (DLR) - 4.69% |
| #5 | MATCH GROUP INC ORDINARY SHARES NEW (MTCH) - 0.93% | SIMON PROPERTY GROUP INC (SPG) - 4.63% |
| #6 | SM ENERGY CO (SM) - 0.91% | PUBLIC STORAGE (PSA) - 4.38% |
| #7 | MOLINA HEALTHCARE INC (MOH) - 0.88% | REALTY INCOME CORP (O) - 4.26% |
| #8 | LINCOLN NATIONAL CORP (LNC) - 0.77% | VENTAS INC (VTR) - 4.02% |
| #9 | CARMAX INC (KMX) - 0.76% | EXTRA SPACE STORAGE INC (EXR) - 2.98% |
| #10 | PAYCOM SOFTWARE INC (PAYC) - 0.76% | AVALONBAY COMMUNITIES INC (AVB) - 2.40% |
| #11 | LAMB WESTON HOLDINGS INC (LW) - 0.75% | EQUITY RESIDENTIAL (EQR) - 2.09% |
| #12 | MAGNOLIA OIL & GAS CORP CLASS A (MGY) - 0.73% | ESSEX PROPERTY TRUST INC (ESS) - 1.61% |
| #13 | n/a (CRC) - 0.70% | KIMCO REALTY CORP (KIM) - 1.58% |
| #14 | VERSANT MEDIA GROUP INC CLASS A (VSNT) - 0.69% | W.P. CAREY INC (WPC) - 1.56% |
| #15 | CAESARS ENTERTAINMENT INC (CZR) - 0.69% | SUN COMMUNITIES INC (SUI) - 1.50% |
| #16 | n/a (CNR) - 0.69% | INVITATION HOMES INC (INVH) - 1.48% |
| #17 | TELEFLEX INC (TFX) - 0.68% | MID-AMERICA APARTMENT COMMUNITIES INC (MAA) - 1.46% |
| #18 | RITHM CAPITAL CORP (RITM) - 0.68% | HOST HOTELS & RESORTS INC (HST) - 1.33% |
| #19 | MOHAWK INDUSTRIES INC (MHK) - 0.66% | OMEGA HEALTHCARE INVESTORS INC (OHI) - 1.33% |
| #20 | MATSON INC (MATX) - 0.66% | REGENCY CENTERS CORP (REG) - 1.30% |
| #21 | FIRST INTERSTATE BANCSYSTEM INC (FIBK) - 0.38% | EQUITY LIFESTYLE PROPERTIES INC (ELS) - 1.24% |
| #22 | LCI INDUSTRIES INC (LCII) - 0.38% | HEALTHPEAK PROPERTIES INC (DOC) - 1.16% |
| #23 | CUSHMAN & WAKEFIELD LTD (CWK) - 0.37% | DJ US REAL ESTATE JUN26 XCBT 20260618 (n/a) - 1.12% |
| #24 | FIRST FINANCIAL BANCORP (FFBC) - 0.37% | UDR INC (UDR) - 1.05% |
| #25 | POWER INTEGRATIONS INC (POWI) - 0.37% | CAMDEN PROPERTY TRUST (CPT) - 1.04% |
| Total Holdings | 421 | 103 |
VIOV vs RWR - Historical Returns
Returns include dividend reinvestment.
1M
Winner
VIOV
+6.09%
RWR
+5.50%
3M
VIOV
+3.11%
Winner
RWR
+6.68%
6M
Winner
VIOV
+18.37%
RWR
+12.17%
1Y
Winner
VIOV
+39.49%
RWR
+18.89%
5Y(CAGR)
Winner
VIOV
+5.93%
RWR
+5.33%
10Y(CAGR)
Winner
VIOV
+10.43%
RWR
+5.03%
Max(CAGR)
Winner
VIOV
+11.77%
RWR
+8.71%
VIOV vs RWR - Annual Returns (2001 - 2026)
Returns include dividend reinvestment.
| Year | VIOV | RWR |
|---|---|---|
| 2026 | +13.61% | +12.87% |
| 2025 | +7.23% | +4.11% |
| 2024 | +7.72% | +6.59% |
| 2023 | +15.11% | +13.90% |
| 2022 | -12.67% | -25.67% |
| 2021 | +32.30% | +50.82% |
| 2020 | +2.90% | -9.94% |
| 2019 | +23.35% | +26.04% |
| 2018 | -13.65% | -4.10% |
| 2017 | +10.58% | +3.25% |
| 2016 | +33.52% | +7.77% |
| 2015 | -5.30% | +2.65% |
| 2014 | +8.67% | +32.00% |
| 2013 | +36.44% | -0.18% |
| 2012 | +15.46% | +15.85% |
| 2011 | -3.29% | +7.05% |
| 2010 | +24.60% | +28.54% |
| 2009 | N/A | +32.24% |
| 2008 | N/A | -38.46% |
| 2007 | N/A | -17.86% |
| 2006 | N/A | +32.73% |
| 2005 | N/A | +14.72% |
| 2004 | N/A | +32.88% |
| 2003 | N/A | +35.03% |
| 2002 | N/A | +3.37% |
| 2001 | N/A | +10.84% |
VIOV vs RWR Drawdown Comparison
The maximum drawdown for VIOV was -47.36%, occurring on Mar 23, 2020. Recovery took 597 trading sessions.
The maximum drawdown for RWR was -74.95%, occurring on Mar 6, 2009. Recovery took 1549 trading sessions.
The current VIOV drawdown is -0.25%. The current RWR drawdown is -0.29%.
| Rank | VIOV | RWR |
|---|---|---|
| #1 | -47.36% Aug 22, 2018 - Jan 6, 2021 | -74.95% Feb 7, 2007 - Apr 4, 2013 |
| #2 | -28.44% Nov 25, 2024 - Dec 10, 2025 | -44.37% Feb 18, 2020 - May 24, 2021 |
| #3 | -25.80% Jul 7, 2011 - Feb 1, 2012 | -32.56% Dec 31, 2021 - Feb 10, 2026 |
| #4 | -24.20% Nov 5, 2021 - Jul 16, 2024 | -18.01% May 21, 2013 - Apr 29, 2014 |
| #5 | -20.52% Jun 23, 2015 - Jul 11, 2016 | -17.80% Apr 1, 2004 - Aug 24, 2004 |
| #6 | -13.85% Mar 27, 2012 - Sep 7, 2012 | -17.51% Jun 28, 2002 - May 12, 2003 |
| #7 | -12.69% Jun 8, 2021 - Nov 5, 2021 | -16.82% Aug 1, 2016 - Aug 17, 2018 |
| #8 | -11.15% Jul 3, 2014 - Dec 22, 2014 | -16.64% Jan 26, 2015 - May 4, 2016 |
| #9 | -10.18% Mar 12, 2021 - Jun 1, 2021 | -13.38% Dec 6, 2018 - Jan 31, 2019 |
| #10 | -9.67% Apr 7, 2011 - Jul 7, 2011 | -11.44% Aug 2, 2005 - Jan 3, 2006 |
| #11 | -9.57% Sep 14, 2012 - Jan 2, 2013 | -11.32% Aug 21, 2001 - Mar 4, 2002 |
| #12 | -9.33% Feb 6, 2026 - Apr 17, 2026 | -10.70% Mar 17, 2006 - Jul 28, 2006 |
| #13 | -9.10% Jul 31, 2024 - Sep 19, 2024 | -8.98% Dec 30, 2004 - May 9, 2005 |
| #14 | -8.69% Jan 22, 2018 - May 11, 2018 | -8.38% Aug 28, 2018 - Dec 3, 2018 |
| #15 | -7.15% Jul 25, 2017 - Sep 22, 2017 | -8.04% Mar 2, 2026 - Apr 16, 2026 |
Correlation
Correlation between VIOV and RWR is 0.96 which considered as a very strong positive correlation - the stocks move almost identically together.
0.96
-101
Dividend Comparison (2001 - 2026)
VIOV vs RWR dividend yield comparison.
| Year | VIOV | RWR |
|---|---|---|
| 2026 | 0.37% | 0.56% |
| 2025 | 1.69% | 3.78% |
| 2024 | 1.78% | 3.76% |
| 2023 | 2.18% | 3.75% |
| 2022 | 1.81% | 3.81% |
| 2021 | 1.59% | 2.79% |
| 2020 | 1.42% | 3.73% |
| 2019 | 1.60% | 3.36% |
| 2018 | 1.76% | 4.19% |
| 2017 | 1.43% | 3.05% |
| 2016 | 1.17% | 4.39% |
| 2015 | 1.32% | 3.17% |
| 2014 | 1.27% | 3.06% |
| 2013 | 0.91% | 3.39% |
| 2012 | 1.31% | 3.05% |
| 2011 | 1.09% | 3.15% |
| 2010 | 1.20% | 2.94% |
| 2009 | 0.00% | 4.02% |
| 2008 | 0.00% | 7.10% |
| 2007 | 0.00% | 4.75% |
| 2006 | 0.00% | 3.81% |
| 2005 | 0.00% | 5.01% |
| 2004 | 0.00% | 5.00% |
| 2003 | 0.00% | 4.45% |
| 2002 | 0.00% | 5.28% |
| 2001 | 0.00% | 4.28% |
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