RWR vs. WTRE
RWR (State Street SPDR Dow Jones REIT ETF) and WTRE (WisdomTree New Economy Real Estate ETF) are both REIT funds - RWR tracks the Dow Jones U.S. Select REIT Capped Index while WTRE tracks the CenterSquare New Economy Real Estate Index. Both are passively managed. Over the past 10 years, RWR returned 5.04%/yr vs 2.51%/yr for WTRE. Their 0.61 correlation means they have sometimes moved together and sometimes differently. RWR charges 0.25%/yr vs 0.58%/yr for WTRE.
Performance
RWR vs. WTRE - Performance Comparison
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Returns By Period
In the year-to-date period, RWR achieves a 19.80% return, which is significantly higher than WTRE's 13.80% return. Over the past 10 years, RWR has outperformed WTRE with an annualized return of 5.04%, while WTRE has yielded a comparatively lower 2.51% annualized return.
RWR
- 1D
- -0.40%
- 1M
- 0.66%
- 6M
- 16.61%
- YTD
- 19.80%
- 1Y
- 26.30%
- 3Y*
- 11.91%
- 5Y*
- 4.74%
- 10Y*
- 5.04%
- ALL TIME*
- 8.88%
WTRE
- 1D
- -0.59%
- 1M
- -0.78%
- 6M
- 4.93%
- YTD
- 13.80%
- 1Y
- 29.01%
- 3Y*
- 14.06%
- 5Y*
- 0.78%
- 10Y*
- 2.51%
- ALL TIME*
- 1.02%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $43.72M | $37.86M | $34.73M | |
| $45.60K | $41.07K | $72.55K |
RWR vs. WTRE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
RWR State Street SPDR Dow Jones REIT ETF | 19.80% | 3.20% | 7.74% | 13.76% | -26.09% | 45.47% | -11.40% | 22.71% | -4.47% | 3.47% |
WTRE WisdomTree New Economy Real Estate ETF | 13.80% | 26.36% | -3.27% | 14.07% | -31.68% | 1.00% | -15.74% | 22.28% | -11.21% | 37.80% |
Correlation
The correlation between RWR and WTRE is 0.32, which is low. Their historical price movements had little consistent relationship.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.32 |
Correlation (3Y) Balances recent behavior with more history. | 0.68 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.73 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.60 |
Correlation (All Time) Calculated using the full available price history since Jun 5, 2007 | 0.61 |
Over the past year, the correlation between RWR and WTRE has dropped to 0.32 - well below their long-term average of 0.61, suggesting their price drivers have been diverging.
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Return for Risk
RWR vs. WTRE — Risk / Return Rank
RWR
WTRE
RWR vs. WTRE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for State Street SPDR Dow Jones REIT ETF (RWR) and WisdomTree New Economy Real Estate ETF (WTRE). 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 | WTRE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.50 | ||
| Sortino ratioReturn per unit of downside risk | +0.67 | ||
| Omega ratioGain probability vs. loss probability | 1.32 | 1.23 | +0.09 |
| Calmar ratioReturn relative to maximum drawdown | 3.21 | 1.95 | +1.27 |
| Martin ratioReturn relative to average drawdown | 11.41 | 4.59 | +6.82 |
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Drawdowns
RWR vs. WTRE - Drawdown Comparison
The maximum RWR drawdown since its inception was -74.92%, roughly equal to the maximum WTRE drawdown of -74.18%. Use the drawdown chart below to compare losses from any high point for RWR and WTRE.
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Drawdown Indicators
| RWR | WTRE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -74.92% | -74.18% | -0.74% |
Max Drawdown (1Y)Largest decline over 1 year | -8.04% | -14.22% | +6.18% |
Max Drawdown (3Y)Largest decline over 3 years | -18.85% | -22.14% | +3.29% |
Max Drawdown (5Y)Largest decline over 5 years | -32.58% | -42.52% | +9.94% |
Max Drawdown (10Y)Largest decline over 10 years | -44.39% | -48.47% | +4.08% |
Current DrawdownCurrent decline from peak | -2.72% | -10.20% | +7.48% |
Average DrawdownAverage peak-to-trough decline | -13.03% | -24.84% | +11.81% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.26% | 6.01% | -3.75% |
Volatility
RWR vs. WTRE - Volatility Comparison
The current volatility for State Street SPDR Dow Jones REIT ETF (RWR) is 4.99%, while WisdomTree New Economy Real Estate ETF (WTRE) has a volatility of 5.40%. This indicates that RWR experiences smaller price fluctuations and is considered to be less risky than WTRE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| RWR | WTRE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.99% | 5.40% | -0.41% |
Volatility (6M)Calculated over the trailing 6-month period | 10.99% | 16.00% | -5.01% |
Volatility (1Y)Calculated over the trailing 1-year period | 14.14% | 20.73% | -6.59% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 19.05% | 19.52% | -0.47% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.57% | 18.45% | +3.12% |
RWR vs. WTRE - Expense Ratio Comparison
RWR has a 0.25% expense ratio, which is lower than WTRE's 0.58% expense ratio.
Dividends
RWR vs. WTRE - Dividend Comparison
RWR's dividend yield for the trailing twelve months is around 3.26%, more than WTRE's 2.36% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
RWR State Street SPDR Dow Jones REIT ETF | 3.26% | 3.78% | 3.76% | 3.75% | 3.81% | 2.79% | 3.73% | 3.36% | 4.19% | 3.05% | 4.39% | 3.17% |
WTRE WisdomTree New Economy Real Estate ETF | 2.36% | 2.33% | 2.69% | 2.05% | 1.68% | 6.47% | 2.96% | 7.88% | 4.49% | 6.34% | 5.96% | 4.58% |
Frequently Asked Questions
RWR and WTRE have a correlation of 0.32, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
WTRE has higher volatility (5.40%) compared to RWR (4.99%). In terms of maximum drawdown, RWR dropped -74.92% vs WTRE's -74.18%.
On 10-year performance, RWR leads with 5.04% vs 2.51% for WTRE. On fees, RWR is cheaper at 0.25% per year. On volatility, RWR has been the lower-risk option at 4.99%. The better choice depends on whether you care most about return, fees, risk, or income.
Over the 10-year period, RWR has performed better with a 5.04% return vs 2.51%. 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 0.58% for WTRE.
RWR has the higher dividend yield at 3.26%, compared with 2.36% for WTRE.
RWR tracks Dow Jones U.S. Select REIT Capped Index, while WTRE tracks CenterSquare New Economy Real Estate Index. They also come from different issuers: State Street and WisdomTree. Their fees differ too: 0.25% for RWR and 0.58% for WTRE.
RWR currently has the higher Sharpe Ratio (1.84 vs 1.34), 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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