RSPR vs. RWR
RSPR (Invesco S&P 500 Equal Weight Real Estate ETF) and RWR (SPDR Dow Jones REIT ETF) are both REIT funds - RSPR tracks the S&P 500 Equal Weighted / Real Estate - SEC while RWR tracks the Dow Jones U.S. Select REIT Index. Both are passively managed. Over the past 10 years, RSPR returned 6.30%/yr vs 5.51%/yr for RWR. Their correlation of 0.90 suggests significant overlap in exposure. RSPR charges 0.40%/yr vs 0.25%/yr for RWR.
Performance
RSPR vs. RWR - Performance Comparison
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Returns By Period
In the year-to-date period, RSPR achieves a 10.68% return, which is significantly lower than RWR's 16.14% return. Over the past 10 years, RSPR has outperformed RWR with an annualized return of 6.30%, while RWR has yielded a comparatively lower 5.51% annualized return.
RSPR
- 1D
- 1.27%
- 1M
- 1.57%
- YTD
- 10.68%
- 6M
- 11.84%
- 1Y
- 6.50%
- 3Y*
- 10.36%
- 5Y*
- 2.90%
- 10Y*
- 6.30%
RWR
- 1D
- 1.31%
- 1M
- 1.96%
- YTD
- 16.14%
- 6M
- 16.59%
- 1Y
- 19.02%
- 3Y*
- 13.63%
- 5Y*
- 4.96%
- 10Y*
- 5.51%
RSPR vs. RWR - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
RSPR Invesco S&P 500 Equal Weight Real Estate ETF | 10.68% | -1.88% | 8.61% | 11.59% | -25.16% | 49.61% | -2.90% | 24.62% | -4.11% | 8.76% |
RWR SPDR Dow Jones REIT ETF | 16.14% | 3.20% | 7.74% | 13.76% | -26.09% | 45.47% | -11.40% | 22.71% | -4.47% | 3.47% |
Correlation
The correlation between RSPR and RWR is 0.92, indicating a strong positive relationship between their price movements. Combining them offers limited diversification - they tend to fall together during downturns.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.92 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.94 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.96 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.94 |
Correlation (All Time) Calculated using the full available price history since Aug 14, 2015 | 0.90 |
The correlation between RSPR and RWR has been stable across timeframes, ranging from 0.90 to 0.96 - a consistent structural relationship.
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Return for Risk
RSPR vs. RWR — Risk / Return Rank
RSPR
RWR
RSPR vs. RWR - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Invesco S&P 500 Equal Weight Real Estate ETF (RSPR) and SPDR Dow Jones REIT ETF (RWR). 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| RSPR | RWR | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.92 | ||
| Sortino ratioReturn per unit of downside risk | -1.18 | ||
| Omega ratioGain probability vs. loss probability | 1.09 | 1.24 | -0.15 |
| Calmar ratioReturn relative to maximum drawdown | 0.75 | 2.38 | -1.63 |
| Martin ratioReturn relative to average drawdown | 1.65 | 8.03 | -6.38 |
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Drawdowns
RSPR vs. RWR - Drawdown Comparison
The maximum RSPR drawdown since its inception was -41.96%, smaller than the maximum RWR drawdown of -74.92%. Use the drawdown chart below to compare losses from any high point for RSPR and RWR.
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Drawdown Indicators
| RSPR | RWR | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -41.96% | -74.92% | +32.96% |
Max Drawdown (1Y)Largest decline over 1 year | -8.71% | -8.04% | -0.67% |
Max Drawdown (3Y)Largest decline over 3 years | -17.78% | -18.85% | +1.07% |
Max Drawdown (5Y)Largest decline over 5 years | -33.03% | -32.58% | -0.45% |
Max Drawdown (10Y)Largest decline over 10 years | -41.96% | -44.39% | +2.43% |
Current DrawdownCurrent decline from peak | -1.70% | -0.46% | -1.24% |
Average DrawdownAverage peak-to-trough decline | -9.36% | -13.08% | +3.72% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.95% | 2.38% | +1.57% |
Volatility
RSPR vs. RWR - Volatility Comparison
The current volatility for Invesco S&P 500 Equal Weight Real Estate ETF (RSPR) is 4.92%, while SPDR Dow Jones REIT ETF (RWR) has a volatility of 5.42%. This indicates that RSPR experiences smaller price fluctuations and is considered to be less risky than RWR based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| RSPR | RWR | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.92% | 5.42% | -0.50% |
Volatility (6M)Calculated over the trailing 6-month period | 10.57% | 10.37% | +0.20% |
Volatility (1Y)Calculated over the trailing 1-year period | 14.59% | 14.05% | +0.54% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 19.13% | 19.05% | +0.08% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.42% | 21.55% | -0.13% |
RSPR vs. RWR - Expense Ratio Comparison
RSPR has a 0.40% expense ratio, which is higher than RWR's 0.25% expense ratio.
Dividends
RSPR vs. RWR - Dividend Comparison
RSPR's dividend yield for the trailing twelve months is around 2.84%, less than RWR's 3.36% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
RSPR Invesco S&P 500 Equal Weight Real Estate ETF | 2.84% | 2.70% | 2.58% | 2.91% | 3.14% | 2.56% | 3.82% | 2.48% | 3.02% | 3.01% | 2.06% | 1.03% |
RWR SPDR Dow Jones REIT ETF | 3.36% | 3.78% | 3.76% | 3.75% | 3.81% | 2.79% | 3.73% | 3.36% | 4.19% | 3.05% | 4.39% | 3.17% |
Frequently Asked Questions
With a correlation of 0.92, RSPR and RWR move almost identically. Holding both adds very little diversification - you're essentially doubling your position in the same market segment. Choosing one is usually more capital-efficient.
RWR has higher volatility (5.42%) compared to RSPR (4.92%). In terms of maximum drawdown, RSPR dropped -41.96% vs RWR's -74.92%.
On 10-year performance, RSPR leads with 6.30% vs 5.51% for RWR. On fees, RWR is cheaper at 0.25% per year. On volatility, RSPR has been the lower-risk option at 4.92%. The better choice depends on whether you care most about return, fees, risk, or income.
Over the 10-year period, RSPR has performed better with a 6.30% return vs 5.51%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.
RWR is cheaper with a 0.25% expense ratio, compared with 0.40% for RSPR.
RWR has the higher dividend yield at 3.36%, compared with 2.84% for RSPR.
RSPR tracks S&P 500 Equal Weighted / Real Estate - SEC, while RWR tracks Dow Jones U.S. Select REIT Index. They also come from different issuers: Invesco and State Street. Their fees differ too: 0.40% for RSPR and 0.25% for RWR.
RWR currently has the higher Sharpe Ratio (1.37 vs 0.45), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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