REET vs. RWO
Compare and contrast key facts about iShares Global REIT ETF (REET) and SPDR Dow Jones Global Real Estate ETF (RWO).
REET and RWO are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. REET is a passively managed fund by iShares that tracks the performance of the FTSE EPRA/NAREIT Global REIT Index. It was launched on Jul 8, 2014. RWO is a passively managed fund by State Street that tracks the performance of the Dow Jones Global Select Real Estate Securities Index. It was launched on May 13, 2008. Both REET and RWO are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: REET or RWO.
Correlation
The correlation between REET and RWO is 0.63, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
REET vs. RWO - Performance Comparison
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Key characteristics
REET:
0.45
RWO:
0.48
REET:
0.91
RWO:
0.93
REET:
1.12
RWO:
1.12
REET:
0.44
RWO:
0.43
REET:
1.60
RWO:
1.61
REET:
6.12%
RWO:
6.17%
REET:
16.66%
RWO:
16.48%
REET:
-44.59%
RWO:
-68.60%
REET:
-11.81%
RWO:
-12.61%
Returns By Period
In the year-to-date period, REET achieves a 2.65% return, which is significantly lower than RWO's 3.40% return. Over the past 10 years, REET has outperformed RWO with an annualized return of 3.15%, while RWO has yielded a comparatively lower 2.49% annualized return.
REET
2.65%
5.20%
-1.27%
7.48%
9.10%
3.15%
RWO
3.40%
4.61%
-0.18%
7.76%
8.41%
2.49%
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REET vs. RWO - Expense Ratio Comparison
REET has a 0.14% expense ratio, which is lower than RWO's 0.50% expense ratio.
Risk-Adjusted Performance
REET vs. RWO — Risk-Adjusted Performance Rank
REET
RWO
REET vs. RWO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares Global REIT ETF (REET) and SPDR Dow Jones Global Real Estate ETF (RWO). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
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Dividends
REET vs. RWO - Dividend Comparison
REET's dividend yield for the trailing twelve months is around 3.53%, less than RWO's 3.66% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
REET iShares Global REIT ETF | 3.53% | 3.63% | 3.27% | 2.42% | 3.18% | 2.64% | 5.25% | 5.73% | 3.84% | 5.37% | 3.56% | 2.12% |
RWO SPDR Dow Jones Global Real Estate ETF | 3.66% | 3.68% | 3.53% | 3.69% | 2.79% | 3.25% | 3.97% | 3.90% | 3.26% | 3.77% | 2.97% | 3.08% |
Drawdowns
REET vs. RWO - Drawdown Comparison
The maximum REET drawdown since its inception was -44.59%, smaller than the maximum RWO drawdown of -68.60%. Use the drawdown chart below to compare losses from any high point for REET and RWO. For additional features, visit the drawdowns tool.
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Volatility
REET vs. RWO - Volatility Comparison
The current volatility for iShares Global REIT ETF (REET) is 3.95%, while SPDR Dow Jones Global Real Estate ETF (RWO) has a volatility of 4.45%. This indicates that REET experiences smaller price fluctuations and is considered to be less risky than RWO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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