RWX vs. DFGR
Compare and contrast key facts about SPDR DJ Wilshire International Real Estate ETF (RWX) and Dimensional Global Real Estate ETF (DFGR).
RWX and DFGR 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. DFGR is an actively managed fund by Dimensional. It was launched on Dec 6, 2022.
Performance
RWX vs. DFGR - Performance Comparison
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RWX vs. DFGR - 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% | 0.84% |
DFGR Dimensional Global Real Estate ETF | 1.59% | 7.65% | 1.89% | 9.64% | -1.24% |
Returns By Period
In the year-to-date period, RWX achieves a -2.64% return, which is significantly lower than DFGR's 1.59% 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%
DFGR
- 1D
- 0.60%
- 1M
- -6.58%
- YTD
- 1.59%
- 6M
- 0.26%
- 1Y
- 5.92%
- 3Y*
- 6.57%
- 5Y*
- —
- 10Y*
- —
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RWX vs. DFGR - Expense Ratio Comparison
RWX has a 0.59% expense ratio, which is higher than DFGR's 0.22% expense ratio.
Return for Risk
RWX vs. DFGR — Risk / Return Rank
RWX
DFGR
RWX vs. DFGR - 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 Global Real Estate ETF (DFGR). 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 | DFGR | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.02 | 0.41 | +0.61 |
Sortino ratioReturn per unit of downside risk | 1.47 | 0.66 | +0.81 |
Omega ratioGain probability vs. loss probability | 1.19 | 1.09 | +0.10 |
Calmar ratioReturn relative to maximum drawdown | 1.09 | 0.57 | +0.52 |
Martin ratioReturn relative to average drawdown | 4.61 | 2.20 | +2.42 |
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 | DFGR | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.02 | 0.41 | +0.61 |
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 | 0.38 | -0.35 |
Correlation
The correlation between RWX and DFGR is 0.75, 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
RWX vs. DFGR - Dividend Comparison
RWX's dividend yield for the trailing twelve months is around 3.75%, less than DFGR's 4.19% 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% |
DFGR Dimensional Global Real Estate ETF | 4.19% | 4.05% | 3.73% | 2.77% | 0.59% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
RWX vs. DFGR - Drawdown Comparison
The maximum RWX drawdown since its inception was -73.62%, which is greater than DFGR's maximum drawdown of -21.28%. Use the drawdown chart below to compare losses from any high point for RWX and DFGR.
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Drawdown Indicators
| RWX | DFGR | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -73.62% | -21.28% | -52.34% |
Max Drawdown (1Y)Largest decline over 1 year | -13.58% | -10.85% | -2.73% |
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% | -6.84% | -7.30% |
Average DrawdownAverage peak-to-trough decline | -20.37% | -6.55% | -13.82% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.20% | 2.80% | +0.40% |
Volatility
RWX vs. DFGR - Volatility Comparison
SPDR DJ Wilshire International Real Estate ETF (RWX) has a higher volatility of 5.93% compared to Dimensional Global Real Estate ETF (DFGR) at 4.56%. This indicates that RWX's price experiences larger fluctuations and is considered to be riskier than DFGR based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| RWX | DFGR | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.93% | 4.56% | +1.37% |
Volatility (6M)Calculated over the trailing 6-month period | 9.58% | 8.35% | +1.23% |
Volatility (1Y)Calculated over the trailing 1-year period | 14.14% | 14.57% | -0.43% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.69% | 15.53% | +0.16% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.42% | 15.53% | +0.89% |