RWR vs VOO
State Street SPDR Dow Jones REIT ETF vs Vanguard S&P 500 ETF
Quick Verdict
VOO has a lower expense ratio. RWR delivered stronger 1-year returns. VOO offers more diversification with 509 holdings.
Side-by-Side Comparison
| Metric | RWR | VOO | Winner |
|---|---|---|---|
| Expense Ratio | 0.25% | 0.03% | |
| AUM | $1.9B | $997.4B | |
| Dividend Yield | 3.26% | 1.08% | |
| Holdings | 103 | 509 | |
| YTD Return | +18.06% | +12.25% | |
| 1Y Return | +21.29% | +20.92% | |
| 3Y Return (annualized) | +13.19% | +21.79% | |
| 5Y Return (annualized) | +4.24% | +13.05% | |
| Volatility (annualized) | 43.9% | 14.1% | |
| Max Drawdown | -77.0% | -34.3% | |
| Fund Family | State Street Investment Management | Vanguard (US) | |
| Category | Equity | Equity | |
| Inception | Apr 23, 2001 | Sep 7, 2010 |
RWR vs VOO Performance
State Street SPDR Dow Jones REIT ETF (RWR) is a ETF from State Street Investment Management and Vanguard S&P 500 ETF (VOO) is a ETF from Vanguard (US). Over the past year RWR returned +21.29% while VOO returned +20.92%. Year to date, RWR is up 18.06% versus a gain of 12.25% for VOO.
Over three years, RWR compounded at +13.19% per year against +21.79% for VOO; over five years the annualized figures are +4.24% and +13.05% respectively. Across the full 16-year window we track, VOO has the edge at +13.45% annualized vs +9.96%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
RWR has been the more volatile fund, with annualized monthly volatility of 43.9% compared with 14.1% for VOO. Lower volatility generally means a smoother ride, though it often comes with lower long-run returns.
The deepest peak-to-trough decline in our data was -77.0% for RWR and -34.3% for VOO. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.
The two funds' monthly returns correlate at 0.73. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
RWR charges 0.25% per year while VOO charges 0.03%. On a $10,000 position that is $25 vs $3 annually, a gap of $22 per year that compounds over a long holding period. On income, RWR currently yields 3.26% against 1.08% for VOO.
Holdings Overlap
RWR and VOO share 23 holdings out of 581 unique holdings combined, representing a 1.4% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, RWR or VOO?
RWR has an expense ratio of 0.25% while VOO charges 0.03%. VOO is the cheaper option. On a $10,000 investment, that is $22 per year of difference.
Which performed better, RWR or VOO?
Over the past year RWR returned +21.29% vs +20.92% for VOO, so RWR leads on 1-year performance. Over the longest common window we track (16 years), RWR annualized +9.96% vs +13.45% for VOO. Past performance does not guarantee future results.
Which is riskier, RWR or VOO?
RWR has been the more volatile fund at 43.9% annualized versus 14.1% for VOO. Worst drawdown: RWR -77.0% vs VOO -34.3%.
Should I hold both RWR and VOO?
RWR and VOO have a monthly-return correlation of 0.73, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between RWR and VOO?
RWR and VOO share 23 common holdings with a 1.4% weight overlap. Combined, they hold 581 unique securities.
Which pays a higher dividend, RWR or VOO?
RWR yields 3.26% while VOO yields 1.08%, so RWR currently pays the higher dividend yield.
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