RWR vs. PSCC
RWR (SPDR Dow Jones REIT ETF) and PSCC (Invesco S&P SmallCap Consumer Staples ETF) are both exchange-traded funds - RWR is a REIT fund tracking the Dow Jones U.S. Select REIT Index, while PSCC is a Consumer Staples Equities fund tracking the S&P Small Cap 600 Capped Consumer Staples. Both are passively managed. Over the past 10 years, RWR returned 5.12%/yr vs 6.84%/yr for PSCC. A 0.51 correlation means they provide meaningful diversification when combined. RWR charges 0.25%/yr vs 0.29%/yr for PSCC.
Performance
RWR vs. PSCC - Performance Comparison
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Returns By Period
In the year-to-date period, RWR achieves a 21.53% return, which is significantly higher than PSCC's 19.02% return. Over the past 10 years, RWR has underperformed PSCC with an annualized return of 5.12%, while PSCC has yielded a comparatively higher 6.84% annualized return.
RWR
- 1D
- 0.36%
- 1M
- 7.35%
- 6M
- 18.04%
- YTD
- 21.53%
- 1Y
- 25.39%
- 3Y*
- 11.84%
- 5Y*
- 5.28%
- 10Y*
- 5.12%
- ALL TIME*
- 8.95%
PSCC
- 1D
- 0.64%
- 1M
- 5.06%
- 6M
- 14.02%
- YTD
- 19.02%
- 1Y
- 7.23%
- 3Y*
- 1.88%
- 5Y*
- 3.68%
- 10Y*
- 6.84%
- ALL TIME*
- 10.94%
RWR vs. PSCC - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
RWR SPDR Dow Jones REIT ETF | 21.53% | 3.20% | 7.74% | 13.76% | -26.09% | 45.47% | -11.40% | 22.71% | -4.47% | 3.47% |
PSCC Invesco S&P SmallCap Consumer Staples ETF | 19.02% | -16.47% | 0.98% | 14.83% | -6.66% | 28.82% | 11.17% | 17.39% | -6.72% | 9.72% |
Correlation
The correlation between RWR and PSCC is 0.49, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.49 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.54 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.56 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.50 |
Correlation (All Time) Calculated using the full available price history since Apr 7, 2010 | 0.51 |
The correlation between RWR and PSCC has been stable across timeframes, ranging from 0.49 to 0.56 - a consistent structural relationship.
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Return for Risk
RWR vs. PSCC — Risk / Return Rank
RWR
PSCC
RWR vs. PSCC - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for SPDR Dow Jones REIT ETF (RWR) and Invesco S&P SmallCap Consumer Staples ETF (PSCC). 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.
| RWR | PSCC | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +1.35 | ||
| Sortino ratioReturn per unit of downside risk | +1.73 | ||
| Omega ratioGain probability vs. loss probability | 1.31 | 1.08 | +0.23 |
| Calmar ratioReturn relative to maximum drawdown | 3.17 | 0.48 | +2.70 |
| Martin ratioReturn relative to average drawdown | 10.79 | 0.83 | +9.95 |
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Drawdowns
RWR vs. PSCC - Drawdown Comparison
The maximum RWR drawdown since its inception was -74.92%, which is greater than PSCC's maximum drawdown of -33.61%. Use the drawdown chart below to compare losses from any high point for RWR and PSCC.
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Drawdown Indicators
| RWR | PSCC | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -74.92% | -33.61% | -41.31% |
Max Drawdown (1Y)Largest decline over 1 year | -8.04% | -15.17% | +7.13% |
Max Drawdown (3Y)Largest decline over 3 years | -18.85% | -23.36% | +4.51% |
Max Drawdown (5Y)Largest decline over 5 years | -32.58% | -23.36% | -9.22% |
Max Drawdown (10Y)Largest decline over 10 years | -44.39% | -33.61% | -10.78% |
Current DrawdownCurrent decline from peak | -0.04% | -7.07% | +7.03% |
Average DrawdownAverage peak-to-trough decline | -13.05% | -6.01% | -7.04% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.36% | 8.69% | -6.33% |
Volatility
RWR vs. PSCC - Volatility Comparison
The current volatility for SPDR Dow Jones REIT ETF (RWR) is 4.70%, while Invesco S&P SmallCap Consumer Staples ETF (PSCC) has a volatility of 6.23%. This indicates that RWR experiences smaller price fluctuations and is considered to be less risky than PSCC based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| RWR | PSCC | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.70% | 6.23% | -1.53% |
Volatility (6M)Calculated over the trailing 6-month period | 11.00% | 12.11% | -1.11% |
Volatility (1Y)Calculated over the trailing 1-year period | 14.29% | 16.80% | -2.51% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 19.03% | 18.32% | +0.71% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.57% | 19.36% | +2.21% |
RWR vs. PSCC - Expense Ratio Comparison
RWR has a 0.25% expense ratio, which is lower than PSCC's 0.29% expense ratio.
Dividends
RWR vs. PSCC - Dividend Comparison
RWR's dividend yield for the trailing twelve months is around 3.21%, more than PSCC's 1.64% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PSCC Invesco S&P SmallCap Consumer Staples ETF | 1.64% | 2.35% | 1.88% | 1.49% | 1.29% | 1.21% | 1.59% | 1.77% | 0.94% | 1.25% | 1.48% | 1.34% |
RWR SPDR Dow Jones REIT ETF | 3.21% | 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
RWR and PSCC have a correlation of 0.49, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
PSCC has higher volatility (6.23%) compared to RWR (4.70%). In terms of maximum drawdown, RWR dropped -74.92% vs PSCC's -33.61%.
On 10-year performance, PSCC leads with 6.84% vs 5.12% for RWR. On fees, RWR is cheaper at 0.25% per year. On volatility, RWR has been the lower-risk option at 4.70%. The better choice depends on whether you care most about return, fees, risk, or income.
Over the 10-year period, PSCC has performed better with a 6.84% return vs 5.12%. 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 0.29% for PSCC.
RWR has the higher dividend yield at 3.21%, compared with 1.64% for PSCC.
RWR is categorized as REIT, while PSCC is Consumer Staples Equities. RWR tracks Dow Jones U.S. Select REIT Index, while PSCC tracks S&P Small Cap 600 Capped Consumer Staples. They also come from different issuers: State Street and Invesco. Their fees differ too: 0.25% for RWR and 0.29% for PSCC.
RWR currently has the higher Sharpe Ratio (1.79 vs 0.43), 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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