RWX vs VOO
State Street SPDR Dow Jones International Real Estate ETF vs Vanguard S&P 500 ETF
Quick Verdict
VOO has a lower expense ratio. VOO delivered stronger 1-year returns. VOO offers more diversification with 509 holdings.
Side-by-Side Comparison
| Metric | RWX | VOO | Winner |
|---|---|---|---|
| Expense Ratio | 0.59% | 0.03% | |
| AUM | $266M | $997.4B | |
| Dividend Yield | 3.83% | 1.08% | |
| Holdings | 144 | 509 | |
| YTD Return | -0.22% | +12.25% | |
| 1Y Return | +2.45% | +20.92% | |
| 3Y Return (annualized) | +8.00% | +21.79% | |
| 5Y Return (annualized) | -2.16% | +13.05% | |
| Volatility (annualized) | 19.5% | 14.1% | |
| Max Drawdown | -75.2% | -34.3% | |
| Fund Family | State Street Investment Management | Vanguard (US) | |
| Category | Equity | Equity | |
| Inception | Dec 15, 2006 | Sep 7, 2010 |
RWX vs VOO Performance
State Street SPDR Dow Jones International Real Estate ETF (RWX) 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 RWX returned +2.45% while VOO returned +20.92%. Year to date, RWX is down 0.22% versus a gain of 12.25% for VOO.
Over three years, RWX compounded at +8.00% per year against +21.79% for VOO; over five years the annualized figures are -2.16% and +13.05% respectively. Across the full 16-year window we track, VOO has the edge at +13.45% annualized vs -2.87%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
RWX has been the more volatile fund, with annualized monthly volatility of 19.5% 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 -75.2% for RWX 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 0.69. They move independently enough that combining them can meaningfully diversify a portfolio.
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 1.08% for VOO.
Holdings Overlap
RWX and VOO share 0 holdings out of 631 unique holdings combined, representing a 0.0% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
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. On a $10,000 investment, that is $56 per year of difference.
Which performed better, RWX or VOO?
Over the past year RWX returned +2.45% vs +20.92% for VOO, so VOO leads on 1-year performance. Over the longest common window we track (16 years), RWX annualized -2.87% vs +13.45% for VOO. Past performance does not guarantee future results.
Which is riskier, RWX or VOO?
RWX has been the more volatile fund at 19.5% annualized versus 14.1% for VOO. Worst drawdown: RWX -75.2% vs VOO -34.3%.
Should I hold both RWX and VOO?
RWX and VOO have a monthly-return correlation of 0.69, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between RWX and VOO?
RWX and VOO share 0 common holdings with a 0.0% weight overlap. Combined, they hold 631 unique securities.
Which pays a higher dividend, RWX or VOO?
RWX yields 3.83% while VOO yields 1.08%, so RWX currently pays the higher dividend yield.
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