RWX vs. DFAR
Compare and contrast key facts about SPDR DJ Wilshire International Real Estate ETF (RWX) and Dimensional US Real Estate ETF (DFAR).
RWX and DFAR are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. RWX is a passively managed fund by State Street that tracks the performance of the Dow Jones Global ex-U.S. Real Estate Securities Index. It was launched on Dec 15, 2006. DFAR is an actively managed fund by Dimensional. It was launched on Feb 23, 2022.
Performance
RWX vs. DFAR - Performance Comparison
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RWX vs. DFAR - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|
RWX SPDR DJ Wilshire International Real Estate ETF | -2.64% | 26.24% | -12.15% | 6.25% | -15.73% |
DFAR Dimensional US Real Estate ETF | 3.85% | 1.31% | 5.25% | 11.04% | -14.30% |
Returns By Period
In the year-to-date period, RWX achieves a -2.64% return, which is significantly lower than DFAR's 3.85% return.
RWX
- 1D
- 1.69%
- 1M
- -8.37%
- YTD
- -2.64%
- 6M
- -1.06%
- 1Y
- 14.34%
- 3Y*
- 5.01%
- 5Y*
- -0.87%
- 10Y*
- 0.75%
DFAR
- 1D
- 0.38%
- 1M
- -6.26%
- YTD
- 3.85%
- 6M
- 1.19%
- 1Y
- 2.88%
- 3Y*
- 6.50%
- 5Y*
- —
- 10Y*
- —
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RWX vs. DFAR - Expense Ratio Comparison
RWX has a 0.59% expense ratio, which is higher than DFAR's 0.19% expense ratio.
Return for Risk
RWX vs. DFAR — Risk / Return Rank
RWX
DFAR
RWX vs. DFAR - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for SPDR DJ Wilshire International Real Estate ETF (RWX) and Dimensional US Real Estate ETF (DFAR). 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.
| RWX | DFAR | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.02 | 0.18 | +0.84 |
Sortino ratioReturn per unit of downside risk | 1.47 | 0.35 | +1.11 |
Omega ratioGain probability vs. loss probability | 1.19 | 1.05 | +0.14 |
Calmar ratioReturn relative to maximum drawdown | 1.09 | 0.24 | +0.85 |
Martin ratioReturn relative to average drawdown | 4.61 | 0.93 | +3.69 |
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
| RWX | DFAR | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.02 | 0.18 | +0.84 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | -0.06 | — | — |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.05 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.03 | 0.07 | -0.04 |
Correlation
The correlation between RWX and DFAR is 0.65, 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
RWX vs. DFAR - Dividend Comparison
RWX's dividend yield for the trailing twelve months is around 3.75%, more than DFAR's 2.97% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
RWX SPDR DJ Wilshire International Real Estate ETF | 3.75% | 3.65% | 4.32% | 3.90% | 4.05% | 4.62% | 2.92% | 8.94% | 5.28% | 2.77% | 8.74% | 2.94% |
DFAR Dimensional US Real Estate ETF | 2.97% | 2.97% | 2.89% | 3.06% | 1.69% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
RWX vs. DFAR - Drawdown Comparison
The maximum RWX drawdown since its inception was -73.62%, which is greater than DFAR's maximum drawdown of -32.27%. Use the drawdown chart below to compare losses from any high point for RWX and DFAR.
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Drawdown Indicators
| RWX | DFAR | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -73.62% | -32.27% | -41.35% |
Max Drawdown (1Y)Largest decline over 1 year | -13.58% | -12.10% | -1.48% |
Max Drawdown (5Y)Largest decline over 5 years | -35.91% | — | — |
Max Drawdown (10Y)Largest decline over 10 years | -43.37% | — | — |
Current DrawdownCurrent decline from peak | -14.14% | -6.40% | -7.74% |
Average DrawdownAverage peak-to-trough decline | -20.37% | -14.75% | -5.62% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.20% | 3.15% | +0.05% |
Volatility
RWX vs. DFAR - Volatility Comparison
SPDR DJ Wilshire International Real Estate ETF (RWX) has a higher volatility of 5.93% compared to Dimensional US Real Estate ETF (DFAR) at 4.52%. This indicates that RWX's price experiences larger fluctuations and is considered to be riskier than DFAR based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| RWX | DFAR | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.93% | 4.52% | +1.41% |
Volatility (6M)Calculated over the trailing 6-month period | 9.58% | 9.27% | +0.31% |
Volatility (1Y)Calculated over the trailing 1-year period | 14.14% | 16.03% | -1.89% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.69% | 19.31% | -3.62% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.42% | 19.31% | -2.89% |