RWX vs VOO
State Street SPDR Dow Jones International Real Estate ETF vs Vanguard S&P 500 ETF
Which is better, RWX or VOO?
Mid Cap Value against Large Cap Blend.
VOO has a lower expense ratio. VOO led over 1Y, 3Y, 5Y and the full window. RWX is less concentrated, with 29.0% of the fund in its ten largest positions against 36.4%.
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 | RWX | VOO |
|---|---|---|
| Expense Ratio | 0.59% | 0.03%Best |
| AUM | $262M | $997.4B |
| Dividend Yield | 3.83% | 1.04% |
| Holdings | 144 | 509 |
| YTD Return | -2.86% | +12.50%Best |
| 1Y Return | -0.96% | +17.58%Best |
| 3Y Return (annualized) | +6.11% | +21.27%Best |
| 5Y Return (annualized) | -2.68% | +12.95%Best |
| Volatility (annualized) | 17.0% | 14.1%Best |
| Max Drawdown | -52.0% | -34.3%Best |
| $10,000 over 5 years | $8,730 | $18,384Best |
| Top 10 Weight | 29.0%Best | 36.4% |
| Fund Family | State Street Investment Management | Vanguard (US) |
| Category | Equity | Equity |
| Style | Mid Cap Value | Large Cap Blend |
| Inception | Dec 15, 2006 | Sep 7, 2010 |
Volatility and max drawdown are measured over the window both funds cover: Sep 9, 2010 to Sep 11, 2026 (16 years).
RWX vs VOO 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 is available from the range buttons; it is not the opening view here because over the whole period one of these two funds moves so much further than the other that its line would sit flat on the axis.
RWX vs VOO Performance
State Street SPDR Dow Jones International Real Estate ETF (RWX) is an ETF from State Street Investment Management and Vanguard S&P 500 ETF (VOO) is an ETF from Vanguard (US). Over the past year RWX returned -0.96% while VOO returned +17.58%. Year to date, RWX is down 2.86% versus a gain of 12.50% for VOO.
Over three years, RWX compounded at +6.11% per year against +21.27% for VOO; over five years the annualized figures are -2.68% and +12.95% respectively. Across the full 16-year window we track, VOO has the edge at +13.41% annualized vs -0.66%.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
RWX has been the more volatile fund, with annualized monthly volatility of 17.0% 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 -52.0% for RWX and -34.3% for VOO. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.69. They move together some of the time, and apart the rest.
Fees and Cost Over Time
RWX charges 0.59% per year while VOO charges 0.03%. On a $10,000 position that is $59 vs $3 annually, a gap of $56 per year that compounds over a long holding period. On income, RWX currently yields 3.83% against 1.04% for VOO.
Holdings Overlap
We hold position weights for 127 holdings in RWX and 505 in VOO, totalling 99.4% and 99.9% of the two funds. The two books name no position in common, so there is no overlap percentage to show.
0 positions in common, counted across the 127 positions we hold weights for in RWX and 505 in VOO, against full books of 144 and 509.
What only one of them owns
Our book lists 496 positions for VOO that do not appear in our book for RWX (99.4% of the fund), and 2 for RWX that do not appear in VOO (0.5%).
Some of those will be the same company recorded under a different code in one of the two books, so the real difference in what you would own is no larger than this and may be smaller. We do not name the individual positions here for that reason.
You are not choosing between two funds in isolation.
Whichever of RWX and VOO 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, RWX or VOO?
RWX has an expense ratio of 0.59% while VOO charges 0.03%. VOO is the cheaper option, by $56 a year on a $10,000 investment.
Which performed better, RWX or VOO?
Over the past year RWX returned -0.96% vs +17.58% for VOO, so VOO leads on 1-year performance. Over the longest common window we track (16 years), RWX annualized -0.66% vs +13.41% for VOO. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, RWX or VOO?
RWX has been the more volatile fund at 17.0% annualized versus 14.1% for VOO. Worst drawdown: RWX -52.0% vs VOO -34.3%.
Should I hold both RWX and VOO?
RWX and VOO have a monthly-return correlation of 0.69, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.
Which pays a higher dividend, RWX or VOO?
RWX yields 3.83% while VOO yields 1.04%, so RWX currently pays the higher dividend yield.
Is VOO better than RWX?
VOO has a lower expense ratio. VOO led over 1Y, 3Y, 5Y and the full window. RWX is less concentrated, with 29.0% of the fund in its ten largest positions against 36.4%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.