RWR vs. VGT

Last updated Jun 13, 2026

RWR (SPDR Dow Jones REIT ETF) and VGT (Vanguard Information Technology ETF) are both exchange-traded funds - RWR is a REIT fund tracking the Dow Jones U.S. Select REIT Index, while VGT is a Technology Equities fund tracking the MSCI USA IMI Information Technology 25/50 Index. Both are passively managed. Over the past 10 years, RWR returned 5.69%/yr vs 25.19%/yr for VGT. At a 0.49 correlation, their price movements are largely independent. RWR charges 0.25%/yr vs 0.09%/yr for VGT.

Performance

RWR vs. VGT - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in SPDR Dow Jones REIT ETF (RWR) and Vanguard Information Technology ETF (VGT). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

In the year-to-date period, RWR achieves a 16.67% return, which is significantly lower than VGT's 24.03% return. Over the past 10 years, RWR has underperformed VGT with an annualized return of 5.69%, while VGT has yielded a comparatively higher 25.19% annualized return.

RWR

• 1D: 0.93%
• 1M: 3.35%
• YTD: 16.67%
• 6M: 16.81%
• 1Y: 19.90%
• 3Y*: 12.26%
• 5Y*: 4.59%
• 10Y*: 5.69%

VGT

• 1D: 0.58%
• 1M: 2.90%
• YTD: 24.03%
• 6M: 24.13%
• 1Y: 47.99%
• 3Y*: 29.84%
• 5Y*: 20.35%
• 10Y*: 25.19%

*Multi-year figures are annualized to reflect compound growth (CAGR)

RWR vs. VGT - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019	2018	2017
RWR SPDR Dow Jones REIT ETF	16.67%	3.20%	7.74%	13.76%	-26.09%	45.47%	-11.40%	22.71%	-4.47%	3.47%
VGT Vanguard Information Technology ETF	24.03%	21.77%	29.30%	52.66%	-29.70%	30.45%	46.04%	48.62%	2.46%	37.08%

Correlation

The correlation between RWR and VGT is 0.04, meaning there is essentially no relationship between their price movements. Each responds to its own set of market drivers, making them strong candidates for combining in a diversified portfolio.

	Correlation
Correlation (1Y) Calculated over the trailing 1-year period	0.04
Correlation (3Y) Calculated over the trailing 3-year period	0.23
Correlation (5Y) Calculated over the trailing 5-year period	0.41
Correlation (10Y) Calculated over the trailing 10-year period	0.39
Correlation (All Time) Calculated using the full available price history since Jan 30, 2004	0.49

Over the past year, the correlation between RWR and VGT has dropped to 0.04 - well below their long-term average of 0.49, suggesting their price drivers have been diverging.

RWR vs. VGT - Sectors Allocation Comparison

Sectors	RWR	VGT
Real Estate	98.6%	-
Financial Services	0.0%	0.5%
Utilities	0.0%	-
Basic Materials	-	0.0%
Communication Services	-	0.5%
Consumer Cyclical	-	0.1%
Consumer Defensive	-	-
Energy	-	0.3%
Healthcare	-	0.0%
Industrials	-	0.4%
Technology	-	98.5%

Return for Risk

RWR vs. VGT — Risk / Return Rank

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

RWR

RWR Risk / Return Rank: 50
RWR Sharpe Ratio Rank: 48
RWR Sortino Ratio Rank: 46
RWR Omega Ratio Rank: 44
RWR Calmar Ratio Rank: 57
RWR Martin Ratio Rank: 55

VGT

VGT Risk / Return Rank: 70
VGT Sharpe Ratio Rank: 79
VGT Sortino Ratio Rank: 71
VGT Omega Ratio Rank: 72
VGT Calmar Ratio Rank: 67
VGT Martin Ratio Rank: 59

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. VGT - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for SPDR Dow Jones REIT ETF (RWR) and Vanguard Information Technology ETF (VGT). 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	VGT	Difference
Sharpe ratio: Return per unit of total volatility	1.46	2.19	-0.73
Sortino ratio: Return per unit of downside risk	2.03	2.74	-0.71
Omega ratio: Gain probability vs. loss probability	1.25	1.36	-0.11
Calmar ratio: Return relative to maximum drawdown	2.49	2.94	-0.45
Martin ratio: Return relative to average drawdown	8.47	9.11	-0.64

RWR vs. VGT - Sharpe Ratio Comparison

The current RWR Sharpe Ratio is 1.46, which is lower than the VGT Sharpe Ratio of 2.19. The chart below compares the historical Sharpe Ratios of RWR and VGT, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

Drawdowns

RWR vs. VGT - Drawdown Comparison

The maximum RWR drawdown since its inception was -74.92%, which is greater than VGT's maximum drawdown of -54.63%. Use the drawdown chart below to compare losses from any high point for RWR and VGT.

Drawdown Indicators

	RWR	VGT	Difference
Max Drawdown Largest peak-to-trough decline	-74.92%	-54.63%	-20.29%
Max Drawdown (1Y) Largest decline over 1 year	-8.04%	-16.40%	+8.36%
Max Drawdown (3Y) Largest decline over 3 years	-18.85%	-27.23%	+8.38%
Max Drawdown (5Y) Largest decline over 5 years	-32.58%	-35.07%	+2.49%
Max Drawdown (10Y) Largest decline over 10 years	-44.39%	-35.07%	-9.32%
Current Drawdown Current decline from peak	0.00%	-7.18%	+7.18%
Average Drawdown Average peak-to-trough decline	-13.09%	-7.95%	-5.14%
Ulcer Index Depth and duration of drawdowns from previous peaks	2.36%	5.28%	-2.92%

Volatility

RWR vs. VGT - Volatility Comparison

The current volatility for SPDR Dow Jones REIT ETF (RWR) is 4.93%, while Vanguard Information Technology ETF (VGT) has a volatility of 10.00%. This indicates that RWR experiences smaller price fluctuations and is considered to be less risky than VGT based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	RWR	VGT	Difference
Volatility (1M) Calculated over the trailing 1-month period	4.93%	10.00%	-5.07%
Volatility (6M) Calculated over the trailing 6-month period	9.94%	18.00%	-8.06%
Volatility (1Y) Calculated over the trailing 1-year period	13.72%	22.00%	-8.28%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	19.04%	25.40%	-6.36%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	21.52%	24.72%	-3.20%

RWR vs. VGT - Expense Ratio Comparison

RWR has a 0.25% expense ratio, which is higher than VGT's 0.09% 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%.

Dividends

RWR vs. VGT - Dividend Comparison

RWR's dividend yield for the trailing twelve months is around 3.27%, more than VGT's 0.33% yield.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
RWR SPDR Dow Jones REIT ETF	3.27%	3.78%	3.76%	3.75%	3.81%	2.79%	3.73%	3.36%	4.19%	3.05%	4.39%	3.17%
VGT Vanguard Information Technology ETF	0.33%	0.40%	0.60%	0.65%	0.91%	0.64%	0.82%	1.11%	1.29%	0.99%	1.31%	1.28%

Frequently Asked Questions

Can I hold both RWR and VGT in my portfolio?

RWR and VGT have a correlation of 0.04, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which is riskier, RWR or VGT?

VGT has higher volatility (10.00%) compared to RWR (4.93%). In terms of maximum drawdown, RWR dropped -74.92% vs VGT's -54.63%.

Which ETF is better, RWR or VGT?

On 10-year performance, VGT leads with 25.19% vs 5.69% for RWR. On fees, VGT is cheaper at 0.09% per year. On volatility, RWR has been the lower-risk option at 4.93%. The better choice depends on whether you care most about return, fees, risk, or income.

Which ETF has performed better, RWR or VGT?

Over the 10-year period, VGT has performed better with a 25.19% return vs 5.69%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

Which ETF is cheaper, RWR or VGT?

VGT is cheaper with a 0.09% expense ratio, compared with 0.25% for RWR.

Which ETF pays a higher dividend yield, RWR or VGT?

RWR has the higher dividend yield at 3.27%, compared with 0.33% for VGT.

What is the main difference between RWR and VGT?

RWR is categorized as REIT, while VGT is Technology Equities. RWR tracks Dow Jones U.S. Select REIT Index, while VGT tracks MSCI USA IMI Information Technology 25/50 Index. They also come from different issuers: State Street and Vanguard. Their fees differ too: 0.25% for RWR and 0.09% for VGT.

Which has better risk-adjusted returns?

VGT currently has the higher Sharpe Ratio (2.19 vs 1.46), 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.