RWR vs. VGSLX
Compare and contrast key facts about SPDR Dow Jones REIT ETF (RWR) and Vanguard Real Estate Index Fund Admiral Shares (VGSLX).
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. VGSLX is managed by Vanguard. It was launched on Nov 12, 2001.
Performance
RWR vs. VGSLX - Performance Comparison
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RWR vs. VGSLX - 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% |
VGSLX Vanguard Real Estate Index Fund Admiral Shares | -0.20% | 3.18% | 3.67% | 13.13% | -26.20% | 40.39% | -4.75% | 28.90% | -5.99% | 4.91% |
Returns By Period
In the year-to-date period, RWR achieves a 3.43% return, which is significantly higher than VGSLX's -0.20% return. Both investments have delivered pretty close results over the past 10 years, with RWR having a 4.36% annualized return and VGSLX not far ahead at 4.47%.
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%
VGSLX
- 1D
- 0.39%
- 1M
- -7.72%
- YTD
- -0.20%
- 6M
- -2.60%
- 1Y
- 0.30%
- 3Y*
- 5.86%
- 5Y*
- 2.85%
- 10Y*
- 4.47%
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RWR vs. VGSLX - Expense Ratio Comparison
RWR has a 0.25% expense ratio, which is higher than VGSLX's 0.12% expense ratio. However, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.
Return for Risk
RWR vs. VGSLX — Risk / Return Rank
RWR
VGSLX
RWR vs. VGSLX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for SPDR Dow Jones REIT ETF (RWR) and Vanguard Real Estate Index Fund Admiral Shares (VGSLX). 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 | VGSLX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.34 | 0.07 | +0.27 |
Sortino ratioReturn per unit of downside risk | 0.58 | 0.21 | +0.37 |
Omega ratioGain probability vs. loss probability | 1.08 | 1.03 | +0.05 |
Calmar ratioReturn relative to maximum drawdown | 0.50 | 0.09 | +0.41 |
Martin ratioReturn relative to average drawdown | 2.14 | 0.35 | +1.79 |
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 | VGSLX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.34 | 0.07 | +0.27 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.24 | 0.15 | +0.09 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.20 | 0.22 | -0.01 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.30 | 0.30 | 0.00 |
Correlation
The correlation between RWR and VGSLX is 0.97, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Dividends
RWR vs. VGSLX - Dividend Comparison
RWR's dividend yield for the trailing twelve months is around 3.69%, less than VGSLX's 3.99% 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% |
VGSLX Vanguard Real Estate Index Fund Admiral Shares | 3.99% | 3.92% | 3.85% | 3.91% | 3.91% | 2.56% | 3.92% | 3.39% | 4.73% | 4.23% | 4.82% | 3.92% |
Drawdowns
RWR vs. VGSLX - Drawdown Comparison
The maximum RWR drawdown since its inception was -74.92%, roughly equal to the maximum VGSLX drawdown of -73.05%. Use the drawdown chart below to compare losses from any high point for RWR and VGSLX.
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Drawdown Indicators
| RWR | VGSLX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -74.92% | -73.05% | -1.87% |
Max Drawdown (1Y)Largest decline over 1 year | -13.42% | -12.42% | -1.00% |
Max Drawdown (5Y)Largest decline over 5 years | -32.58% | -34.41% | +1.83% |
Max Drawdown (10Y)Largest decline over 10 years | -44.39% | -42.34% | -2.05% |
Current DrawdownCurrent decline from peak | -6.44% | -10.88% | +4.44% |
Average DrawdownAverage peak-to-trough decline | -13.19% | -12.65% | -0.54% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.13% | 3.15% | -0.02% |
Volatility
RWR vs. VGSLX - Volatility Comparison
SPDR Dow Jones REIT ETF (RWR) has a higher volatility of 4.57% compared to Vanguard Real Estate Index Fund Admiral Shares (VGSLX) at 4.13%. This indicates that RWR's price experiences larger fluctuations and is considered to be riskier than VGSLX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| RWR | VGSLX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.57% | 4.13% | +0.44% |
Volatility (6M)Calculated over the trailing 6-month period | 9.27% | 9.13% | +0.14% |
Volatility (1Y)Calculated over the trailing 1-year period | 17.01% | 16.32% | +0.69% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 19.03% | 18.86% | +0.17% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.51% | 20.85% | +0.66% |