RWX vs. VTI
Compare and contrast key facts about SPDR DJ Wilshire International Real Estate ETF (RWX) and Vanguard Total Stock Market ETF (VTI).
RWX and VTI 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. VTI is a passively managed fund by Vanguard that tracks the performance of the CRSP US Total Market Index. It was launched on May 24, 2001. Both RWX and VTI are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: RWX or VTI.
Correlation
The correlation between RWX and VTI is 0.70, 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.
Performance
RWX vs. VTI - Performance Comparison
Key characteristics
RWX:
-0.69
VTI:
2.10
RWX:
-0.89
VTI:
2.80
RWX:
0.90
VTI:
1.39
RWX:
-0.31
VTI:
3.14
RWX:
-1.31
VTI:
13.44
RWX:
7.51%
VTI:
2.00%
RWX:
14.23%
VTI:
12.79%
RWX:
-73.57%
VTI:
-55.45%
RWX:
-30.39%
VTI:
-3.03%
Returns By Period
In the year-to-date period, RWX achieves a -12.52% return, which is significantly lower than VTI's 24.89% return. Over the past 10 years, RWX has underperformed VTI with an annualized return of -1.23%, while VTI has yielded a comparatively higher 12.52% annualized return.
RWX
-12.52%
-3.94%
-2.53%
-11.28%
-5.97%
-1.23%
VTI
24.89%
-0.60%
10.03%
25.20%
14.09%
12.52%
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RWX vs. VTI - Expense Ratio Comparison
RWX has a 0.59% expense ratio, which is higher than VTI's 0.03% expense ratio.
Risk-Adjusted Performance
RWX vs. VTI - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for SPDR DJ Wilshire International Real Estate ETF (RWX) and Vanguard Total Stock Market ETF (VTI). 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.
Dividends
RWX vs. VTI - Dividend Comparison
RWX's dividend yield for the trailing twelve months is around 3.45%, more than VTI's 0.93% yield.
TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|
SPDR DJ Wilshire International Real Estate ETF | 3.45% | 3.90% | 4.05% | 4.62% | 2.92% | 8.94% | 5.28% | 2.77% | 8.74% | 2.94% | 3.43% | 4.54% |
Vanguard Total Stock Market ETF | 0.93% | 1.44% | 1.67% | 1.21% | 1.42% | 1.78% | 2.04% | 1.71% | 1.92% | 1.98% | 1.76% | 1.74% |
Drawdowns
RWX vs. VTI - Drawdown Comparison
The maximum RWX drawdown since its inception was -73.57%, which is greater than VTI's maximum drawdown of -55.45%. Use the drawdown chart below to compare losses from any high point for RWX and VTI. For additional features, visit the drawdowns tool.
Volatility
RWX vs. VTI - Volatility Comparison
SPDR DJ Wilshire International Real Estate ETF (RWX) and Vanguard Total Stock Market ETF (VTI) have volatilities of 4.01% and 4.00%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.