RWR vs. VOO
Compare and contrast key facts about SPDR Dow Jones REIT ETF (RWR) and Vanguard S&P 500 ETF (VOO).
RWR and VOO 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. VOO is a passively managed fund by Vanguard that tracks the performance of the S&P 500 Index. It was launched on Sep 7, 2010. Both RWR and VOO are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.
Performance
RWR vs. VOO - Performance Comparison
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RWR vs. VOO - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
RWR SPDR Dow Jones REIT ETF | 4.04% | 3.20% | 7.74% | 13.76% | -26.09% | 45.47% | -11.40% | 22.71% | -4.47% | 3.47% |
VOO Vanguard S&P 500 ETF | -3.66% | 17.82% | 24.98% | 26.32% | -18.17% | 28.79% | 18.32% | 31.37% | -4.50% | 21.77% |
Returns By Period
In the year-to-date period, RWR achieves a 4.04% return, which is significantly higher than VOO's -3.66% return. Over the past 10 years, RWR has underperformed VOO with an annualized return of 4.42%, while VOO has yielded a comparatively higher 14.14% annualized return.
RWR
- 1D
- 0.59%
- 1M
- -5.89%
- YTD
- 4.04%
- 6M
- 2.99%
- 1Y
- 6.41%
- 3Y*
- 8.65%
- 5Y*
- 4.71%
- 10Y*
- 4.42%
VOO
- 1D
- 0.79%
- 1M
- -4.29%
- YTD
- -3.66%
- 6M
- -1.41%
- 1Y
- 18.17%
- 3Y*
- 18.58%
- 5Y*
- 11.93%
- 10Y*
- 14.14%
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RWR vs. VOO - Expense Ratio Comparison
RWR has a 0.25% expense ratio, which is higher than VOO's 0.03% 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. VOO — Risk / Return Rank
RWR
VOO
RWR vs. VOO - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for SPDR Dow Jones REIT ETF (RWR) and Vanguard S&P 500 ETF (VOO). 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 | VOO | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.38 | 1.01 | -0.63 |
Sortino ratioReturn per unit of downside risk | 0.63 | 1.53 | -0.90 |
Omega ratioGain probability vs. loss probability | 1.08 | 1.23 | -0.15 |
Calmar ratioReturn relative to maximum drawdown | 0.48 | 1.55 | -1.07 |
Martin ratioReturn relative to average drawdown | 2.04 | 7.31 | -5.27 |
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 | VOO | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.38 | 1.01 | -0.63 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.25 | 0.71 | -0.46 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.21 | 0.79 | -0.58 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.30 | 0.83 | -0.53 |
Correlation
The correlation between RWR and VOO is 0.60, 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.
Dividends
RWR vs. VOO - Dividend Comparison
RWR's dividend yield for the trailing twelve months is around 3.67%, more than VOO's 1.18% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
RWR SPDR Dow Jones REIT ETF | 3.67% | 3.78% | 3.76% | 3.75% | 3.81% | 2.79% | 3.73% | 3.36% | 4.19% | 3.05% | 4.39% | 3.17% |
VOO Vanguard S&P 500 ETF | 1.18% | 1.13% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% |
Drawdowns
RWR vs. VOO - Drawdown Comparison
The maximum RWR drawdown since its inception was -74.92%, which is greater than VOO's maximum drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for RWR and VOO.
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Drawdown Indicators
| RWR | VOO | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -74.92% | -33.99% | -40.93% |
Max Drawdown (1Y)Largest decline over 1 year | -13.42% | -11.98% | -1.44% |
Max Drawdown (5Y)Largest decline over 5 years | -32.58% | -24.52% | -8.06% |
Max Drawdown (10Y)Largest decline over 10 years | -44.39% | -33.99% | -10.40% |
Current DrawdownCurrent decline from peak | -5.89% | -5.55% | -0.34% |
Average DrawdownAverage peak-to-trough decline | -13.19% | -3.72% | -9.47% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.15% | 2.55% | +0.60% |
Volatility
RWR vs. VOO - Volatility Comparison
The current volatility for SPDR Dow Jones REIT ETF (RWR) is 4.64%, while Vanguard S&P 500 ETF (VOO) has a volatility of 5.34%. This indicates that RWR experiences smaller price fluctuations and is considered to be less risky than VOO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| RWR | VOO | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.64% | 5.34% | -0.70% |
Volatility (6M)Calculated over the trailing 6-month period | 9.26% | 9.47% | -0.21% |
Volatility (1Y)Calculated over the trailing 1-year period | 17.00% | 18.11% | -1.11% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 19.01% | 16.82% | +2.19% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.51% | 17.99% | +3.52% |