RWR vs. FRI
Compare and contrast key facts about SPDR Dow Jones REIT ETF (RWR) and First Trust S&P REIT Index Fund (FRI).
RWR and FRI are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. RWR is a passively managed fund by State Street that tracks the performance of the Dow Jones U.S. Select REIT Index. It was launched on Apr 23, 2001. FRI is a passively managed fund by First Trust that tracks the performance of the S&P United States REIT. It was launched on May 8, 2007. Both RWR and FRI 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: RWR or FRI.
Correlation
The correlation between RWR and FRI 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
RWR vs. FRI - Performance Comparison
Key characteristics
RWR:
0.62
FRI:
0.66
RWR:
0.95
FRI:
1.01
RWR:
1.12
FRI:
1.13
RWR:
0.50
FRI:
0.57
RWR:
2.16
FRI:
2.27
RWR:
5.28%
FRI:
5.36%
RWR:
18.50%
FRI:
18.41%
RWR:
-74.92%
FRI:
-71.96%
RWR:
-12.52%
FRI:
-10.49%
Returns By Period
In the year-to-date period, RWR achieves a -3.45% return, which is significantly lower than FRI's -2.76% return. Over the past 10 years, RWR has underperformed FRI with an annualized return of 4.03%, while FRI has yielded a comparatively higher 4.55% annualized return.
RWR
-3.45%
-3.89%
-7.74%
12.15%
9.26%
4.03%
FRI
-2.76%
-3.15%
-7.62%
12.95%
9.60%
4.55%
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RWR vs. FRI - Expense Ratio Comparison
RWR has a 0.25% expense ratio, which is lower than FRI's 0.50% expense ratio.
Risk-Adjusted Performance
RWR vs. FRI — Risk-Adjusted Performance Rank
RWR
FRI
RWR vs. FRI - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for SPDR Dow Jones REIT ETF (RWR) and First Trust S&P REIT Index Fund (FRI). 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.
Dividends
RWR vs. FRI - Dividend Comparison
RWR's dividend yield for the trailing twelve months is around 3.99%, more than FRI's 3.51% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
RWR SPDR Dow Jones REIT ETF | 3.99% | 3.76% | 3.75% | 3.81% | 2.79% | 3.73% | 3.36% | 4.19% | 3.05% | 4.39% | 3.17% | 3.06% |
FRI First Trust S&P REIT Index Fund | 3.51% | 3.33% | 3.24% | 2.51% | 1.44% | 3.08% | 2.28% | 3.21% | 2.82% | 3.27% | 2.66% | 2.07% |
Drawdowns
RWR vs. FRI - Drawdown Comparison
The maximum RWR drawdown since its inception was -74.92%, roughly equal to the maximum FRI drawdown of -71.96%. Use the drawdown chart below to compare losses from any high point for RWR and FRI. For additional features, visit the drawdowns tool.
Volatility
RWR vs. FRI - Volatility Comparison
SPDR Dow Jones REIT ETF (RWR) and First Trust S&P REIT Index Fund (FRI) have volatilities of 11.08% and 11.13%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.