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RWR vs. DRN
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

RWR vs. DRN - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in SPDR Dow Jones REIT ETF (RWR) and Direxion Daily Real Estate Bull 3x Shares (DRN). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, RWR achieves a 16.14% return, which is significantly lower than DRN's 29.87% return. Over the past 10 years, RWR has outperformed DRN with an annualized return of 5.51%, while DRN has yielded a comparatively lower -4.65% annualized return.


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%

DRN

1D
3.48%
1M
0.92%
YTD
29.87%
6M
31.25%
1Y
12.29%
3Y*
12.52%
5Y*
-10.17%
10Y*
-4.65%
*Multi-year figures are annualized to reflect compound growth (CAGR)

RWR vs. DRN - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
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%
DRN
Direxion Daily Real Estate Bull 3x Shares
29.87%-11.24%-5.29%12.03%-67.26%152.94%-55.37%81.86%-25.11%7.50%

Correlation

The correlation between RWR and DRN is 0.93, 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

0.93

Correlation (3Y)
Calculated over the trailing 3-year period

0.96

Correlation (5Y)
Calculated over the trailing 5-year period

0.97

Correlation (10Y)
Calculated over the trailing 10-year period

0.97

Correlation (All Time)
Calculated using the full available price history since Jul 16, 2009

0.98

The correlation between RWR and DRN has been stable across timeframes, ranging from 0.93 to 0.98 - a consistent structural relationship.

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Return for Risk

RWR vs. DRN — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

RWR
RWR Risk / Return Rank: 4343
Overall Rank
RWR Sharpe Ratio Rank: 4141
Sharpe Ratio Rank
RWR Sortino Ratio Rank: 3838
Sortino Ratio Rank
RWR Omega Ratio Rank: 3737
Omega Ratio Rank
RWR Calmar Ratio Rank: 5151
Calmar Ratio Rank
RWR Martin Ratio Rank: 5050
Martin Ratio Rank

DRN
DRN Risk / Return Rank: 1414
Overall Rank
DRN Sharpe Ratio Rank: 1313
Sharpe Ratio Rank
DRN Sortino Ratio Rank: 1414
Sortino Ratio Rank
DRN Omega Ratio Rank: 1414
Omega Ratio Rank
DRN Calmar Ratio Rank: 1515
Calmar Ratio Rank
DRN Martin Ratio Rank: 1414
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

RWR vs. DRN - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for SPDR Dow Jones REIT ETF (RWR) and Direxion Daily Real Estate Bull 3x Shares (DRN). 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.


RWRDRNDifference
Sharpe ratioReturn per unit of total volatility

+1.07

Sortino ratioReturn per unit of downside risk

+1.22

Omega ratioGain probability vs. loss probability

1.24

1.08

+0.15

Calmar ratioReturn relative to maximum drawdown

2.38

0.51

+1.87

Martin ratioReturn relative to average drawdown

8.03

1.12

+6.91

RWR vs. DRN - Sharpe Ratio Comparison

The current RWR Sharpe Ratio is 1.37, which is higher than the DRN Sharpe Ratio of 0.29. The chart below compares the historical Sharpe Ratios of RWR and DRN, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Drawdowns

RWR vs. DRN - Drawdown Comparison

The maximum RWR drawdown since its inception was -74.92%, smaller than the maximum DRN drawdown of -86.32%. Use the drawdown chart below to compare losses from any high point for RWR and DRN.


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Drawdown Indicators


RWRDRNDifference

Max Drawdown

Largest peak-to-trough decline

-74.92%

-86.32%

+11.40%

Max Drawdown (1Y)

Largest decline over 1 year

-8.04%

-24.28%

+16.24%

Max Drawdown (3Y)

Largest decline over 3 years

-18.85%

-48.26%

+29.41%

Max Drawdown (5Y)

Largest decline over 5 years

-32.58%

-80.58%

+48.00%

Max Drawdown (10Y)

Largest decline over 10 years

-44.39%

-86.32%

+41.93%

Current Drawdown

Current decline from peak

-0.46%

-62.97%

+62.51%

Average Drawdown

Average peak-to-trough decline

-13.08%

-35.15%

+22.07%

Ulcer Index

Depth and duration of drawdowns from previous peaks

2.38%

10.95%

-8.57%

Volatility

RWR vs. DRN - Volatility Comparison

The current volatility for SPDR Dow Jones REIT ETF (RWR) is 5.42%, while Direxion Daily Real Estate Bull 3x Shares (DRN) has a volatility of 15.77%. This indicates that RWR experiences smaller price fluctuations and is considered to be less risky than DRN based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


RWRDRNDifference

Volatility (1M)

Calculated over the trailing 1-month period

5.42%

15.77%

-10.35%

Volatility (6M)

Calculated over the trailing 6-month period

10.37%

31.71%

-21.34%

Volatility (1Y)

Calculated over the trailing 1-year period

14.05%

42.14%

-28.09%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

19.05%

56.85%

-37.80%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

21.55%

60.77%

-39.22%

RWR vs. DRN - Expense Ratio Comparison

RWR has a 0.25% expense ratio, which is lower than DRN's 0.99% expense ratio.


Dividends

RWR vs. DRN - Dividend Comparison

RWR's dividend yield for the trailing twelve months is around 3.36%, more than DRN's 2.05% yield.


PositionTTM20252024202320222021202020192018201720162015
DRN
Direxion Daily Real Estate Bull 3x Shares
2.05%2.81%2.24%2.84%2.70%4.21%1.90%2.59%3.11%0.91%0.00%0.00%
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 0.93, RWR and DRN 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.

DRN has higher volatility (15.77%) compared to RWR (5.42%). In terms of maximum drawdown, RWR dropped -74.92% vs DRN's -86.32%.

On 10-year performance, RWR leads with 5.51% vs -4.65% for DRN. On fees, RWR is cheaper at 0.25% per year. On volatility, RWR has been the lower-risk option at 5.42%. The better choice depends on whether you care most about return, fees, risk, or income.

Over the 10-year period, RWR has performed better with a 5.51% return vs -4.65%. 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 0.99% for DRN.

RWR has the higher dividend yield at 3.36%, compared with 2.05% for DRN.

RWR tracks Dow Jones U.S. Select REIT Index, while DRN tracks MSCI US REIT Index (300%). They also come from different issuers: State Street and Direxion. Their fees differ too: 0.25% for RWR and 0.99% for DRN.

RWR currently has the higher Sharpe Ratio (1.37 vs 0.29), 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.

Portfolio Optimizer

Find the right allocation for RWR and DRN

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