RWR vs. PHP.L
Compare and contrast key facts about SPDR Dow Jones REIT ETF (RWR) and Primary Health Properties (PHP.L).
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.
Performance
RWR vs. PHP.L - Performance Comparison
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RWR vs. PHP.L - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
RWR SPDR Dow Jones REIT ETF | 3.43% | 3.20% | 7.74% | 13.76% | -26.09% | 45.47% | -11.40% | 22.71% | -4.47% | 3.47% |
PHP.L Primary Health Properties | -5.26% | 21.91% | -5.09% | 5.40% | -31.27% | 2.23% | 2.21% | 56.62% | -5.84% | 20.65% |
Different Trading Currencies
RWR is traded in USD, while PHP.L is traded in GBp. To make them comparable, the PHP.L values have been converted to USD using the latest available exchange rates.
Returns By Period
In the year-to-date period, RWR achieves a 3.43% return, which is significantly higher than PHP.L's -5.26% return. Over the past 10 years, RWR has outperformed PHP.L with an annualized return of 4.36%, while PHP.L has yielded a comparatively lower 3.77% annualized return.
RWR
- 1D
- 1.38%
- 1M
- -6.06%
- YTD
- 3.43%
- 6M
- 2.55%
- 1Y
- 5.80%
- 3Y*
- 8.43%
- 5Y*
- 4.58%
- 10Y*
- 4.36%
PHP.L
- 1D
- 0.02%
- 1M
- -15.99%
- YTD
- -5.26%
- 6M
- 3.72%
- 1Y
- 7.02%
- 3Y*
- 6.33%
- 5Y*
- -4.09%
- 10Y*
- 3.77%
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Return for Risk
RWR vs. PHP.L — Risk / Return Rank
RWR
PHP.L
RWR vs. PHP.L - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for SPDR Dow Jones REIT ETF (RWR) and Primary Health Properties (PHP.L). 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.
| RWR | PHP.L | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.34 | 0.34 | +0.01 |
Sortino ratioReturn per unit of downside risk | 0.58 | 0.60 | -0.02 |
Omega ratioGain probability vs. loss probability | 1.08 | 1.08 | 0.00 |
Calmar ratioReturn relative to maximum drawdown | 0.50 | 0.40 | +0.10 |
Martin ratioReturn relative to average drawdown | 2.14 | 0.97 | +1.17 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| RWR | PHP.L | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.34 | 0.34 | +0.01 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.24 | -0.17 | +0.41 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.20 | 0.16 | +0.04 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.30 | 0.09 | +0.21 |
Correlation
The correlation between RWR and PHP.L is 0.22, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Dividends
RWR vs. PHP.L - Dividend Comparison
RWR's dividend yield for the trailing twelve months is around 3.69%, less than PHP.L's 7.93% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
RWR SPDR Dow Jones REIT ETF | 3.69% | 3.78% | 3.76% | 3.75% | 3.81% | 2.79% | 3.73% | 3.36% | 4.19% | 3.05% | 4.39% | 3.17% |
PHP.L Primary Health Properties | 7.93% | 7.25% | 7.40% | 6.45% | 5.87% | 4.10% | 3.86% | 3.50% | 4.86% | 4.50% | 4.62% | 4.65% |
Drawdowns
RWR vs. PHP.L - Drawdown Comparison
The maximum RWR drawdown since its inception was -74.92%, which is greater than PHP.L's maximum drawdown of -60.90%. Use the drawdown chart below to compare losses from any high point for RWR and PHP.L.
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Drawdown Indicators
| RWR | PHP.L | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -74.92% | -52.64% | -22.28% |
Max Drawdown (1Y)Largest decline over 1 year | -13.42% | -15.84% | +2.42% |
Max Drawdown (5Y)Largest decline over 5 years | -32.58% | -42.78% | +10.20% |
Max Drawdown (10Y)Largest decline over 10 years | -44.39% | -42.78% | -1.61% |
Current DrawdownCurrent decline from peak | -6.44% | -26.79% | +20.35% |
Average DrawdownAverage peak-to-trough decline | -13.19% | -12.82% | -0.37% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.13% | 6.33% | -3.20% |
Volatility
RWR vs. PHP.L - Volatility Comparison
The current volatility for SPDR Dow Jones REIT ETF (RWR) is 4.57%, while Primary Health Properties (PHP.L) has a volatility of 7.48%. This indicates that RWR experiences smaller price fluctuations and is considered to be less risky than PHP.L based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| RWR | PHP.L | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.57% | 7.48% | -2.91% |
Volatility (6M)Calculated over the trailing 6-month period | 9.27% | 13.78% | -4.51% |
Volatility (1Y)Calculated over the trailing 1-year period | 17.01% | 20.90% | -3.89% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 19.03% | 23.88% | -4.85% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.51% | 23.02% | -1.51% |