RWR vs VXUS
State Street SPDR Dow Jones REIT ETF vs Vanguard Total International Stock ETF
Which is better, RWR or VXUS?
Mid Cap Value against Large Cap Blend.
VXUS has a lower expense ratio. RWR led over the full window, VXUS over 1Y, 3Y and 5Y.
MarketXLS is not an investment adviser. This comparison is generated automatically from market data and is for information only. A Best mark means the better reading on that one measure, not a recommendation to buy.
Side-by-Side Comparison
| Metric | RWR | VXUS |
|---|---|---|
| Expense Ratio | 0.25% | 0.05%Best |
| AUM | $1.8B | $158.1B |
| Dividend Yield | 3.26% | 2.51% |
| Holdings | 101 | 8,747 |
| YTD Return | +13.06% | +13.35%Best |
| 1Y Return | +13.83% | +22.44%Best |
| 3Y Return (annualized) | +10.78% | +19.44%Best |
| 5Y Return (annualized) | +3.42% | +8.82%Best |
| Volatility (annualized) | 17.5% | 15.0%Best |
| Max Drawdown | -44.9% | -39.9%Best |
| $10,000 over 5 years | $11,831 | $15,260Best |
| Fund Family | State Street Investment Management | Vanguard (US) |
| Category | Equity | Equity |
| Style | Mid Cap Value | Large Cap Blend |
| Inception | Apr 23, 2001 | Jan 26, 2011 |
Not shown on this pair: Top 10 Weight.
Volatility and max drawdown are measured over the window both funds cover: Jan 28, 2011 to Sep 10, 2026 (15.6 years).
RWR vs VXUS growth
Month-end closes. Both lines start at 0% in the first month shown, so the gap between them is the difference in growth across that window. The full view covers the 15.6 years both funds cover.
RWR vs VXUS Performance
State Street SPDR Dow Jones REIT ETF (RWR) is an ETF from State Street Investment Management and Vanguard Total International Stock ETF (VXUS) is an ETF from Vanguard (US). Over the past year RWR returned +13.83% while VXUS returned +22.44%. Year to date, RWR is up 13.06% versus a gain of 13.35% for VXUS.
Over three years, RWR compounded at +10.78% per year against +19.44% for VXUS; over five years the annualized figures are +3.42% and +8.82% respectively. Across the full 16-year window we track, RWR has the edge at +4.92% annualized vs +4.76%.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
RWR has been the more volatile fund, with annualized monthly volatility of 17.5% compared with 15.0% for VXUS. 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 -44.9% for RWR and -39.9% for VXUS. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.67. They move together some of the time, and apart the rest.
Fees and Cost Over Time
RWR charges 0.25% per year while VXUS charges 0.05%. On a $10,000 position that is $25 vs $5 annually, a gap of $20 per year that compounds over a long holding period. On income, RWR currently yields 3.26% against 2.51% for VXUS.
Holdings Overlap
At least 1.0% of RWR's money is in holdings VXUS also owns.
Stated as a floor: for VXUS, our book for it covers 87.7% of that fund, so a holding it does not list is one we cannot count as shared. The real figure is this or higher.
RWR and VXUS share little of their money.
1 positions in common, counted across the 98 positions we hold weights for in RWR and 8,091 in VXUS, against full books of 101 and 8,747.
What only one of them owns
Measured across the 98 and 8,091 positions we hold weights for.
VXUS holds 44 positions RWR does not, 2.4% of the fund.
Largest: SHEL 0.48%, IBDRY 0.37%, ASX 0.16%, BALN 3.4 04/15/30 14 0.16%, PRYMY 0.11%
Top Shared Holdings
| Stock | Weight in RWR | Weight in VXUS | Difference |
|---|---|---|---|
| EGPEastgroup Properties Inc | 1.01% | 0.00% | 1.01% |
You are not choosing between two funds in isolation.
Whichever of RWR and VXUS you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, RWR or VXUS?
RWR has an expense ratio of 0.25% while VXUS charges 0.05%. VXUS is the cheaper option, by $20 a year on a $10,000 investment.
Which performed better, RWR or VXUS?
Over the past year RWR returned +13.83% vs +22.44% for VXUS, so VXUS leads on 1-year performance. Over the longest common window we track (16 years), RWR annualized +4.92% vs +4.76% for VXUS. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, RWR or VXUS?
RWR has been the more volatile fund at 17.5% annualized versus 15.0% for VXUS. Worst drawdown: RWR -44.9% vs VXUS -39.9%.
Should I hold both RWR and VXUS?
RWR and VXUS have a monthly-return correlation of 0.67, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.
What is the holdings overlap between RWR and VXUS?
At least 1.0% of RWR's money is in holdings VXUS also owns. Our book for VXUS is partial, so the real figure is this or higher. They hold 1 positions in common, counted across the 98 positions we hold weights for in RWR and 8,091 in VXUS.
Which pays a higher dividend, RWR or VXUS?
RWR yields 3.26% while VXUS yields 2.51%, so RWR currently pays the higher dividend yield.
Is VXUS better than RWR?
VXUS has a lower expense ratio. RWR led over the full window, VXUS over 1Y, 3Y and 5Y. Which one suits a particular account depends on what it is for. This is information, not a recommendation.