RWX vs VTI
State Street SPDR Dow Jones International Real Estate ETF vs Vanguard Morningstar Total Stock Market ETF
Quick Verdict
VTI has a lower expense ratio. VTI delivered stronger 1-year returns. VTI offers more diversification with 3,543 holdings.
Side-by-Side Comparison
| Metric | RWX | VTI | Winner |
|---|---|---|---|
| Expense Ratio | 0.59% | 0.03% | |
| AUM | $266M | $666.9B | |
| Dividend Yield | 3.83% | 1.07% | |
| Holdings | 144 | 3,543 | |
| YTD Return | +0.83% | +13.12% | |
| 1Y Return | +3.86% | +20.82% | |
| 3Y Return (annualized) | +7.48% | +21.43% | |
| 5Y Return (annualized) | -1.80% | +11.84% | |
| Volatility (annualized) | 19.5% | 15.3% | |
| Max Drawdown | -75.2% | -56.6% | |
| Fund Family | State Street Investment Management | Vanguard (US) | |
| Category | Equity | Equity | |
| Inception | Dec 15, 2006 | May 24, 2001 |
RWX vs VTI Performance
State Street SPDR Dow Jones International Real Estate ETF (RWX) is a ETF from State Street Investment Management and Vanguard Morningstar Total Stock Market ETF (VTI) is a ETF from Vanguard (US). Over the past year RWX returned +3.86% while VTI returned +20.82%. Year to date, RWX is up 0.83% versus a gain of 13.12% for VTI.
Over three years, RWX compounded at +7.48% per year against +21.43% for VTI; over five years the annualized figures are -1.80% and +11.84% respectively. Across the full 20-year window we track, VTI has the edge at +8.08% annualized vs -2.82%. 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 15.3% for VTI. 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 -56.6% for VTI. 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 0.77. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
RWX charges 0.59% per year while VTI 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 1.07% for VTI.
Holdings Overlap
RWX and VTI share 1 holdings out of 2912 unique holdings combined, representing a 0.0% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Top Shared Holdings
| Stock | Weight in RWX | Weight in VTI | Difference |
|---|---|---|---|
| CLW:AU | 0.36% | 0.00% | 0.36% |
Frequently Asked Questions
Which is cheaper, RWX or VTI?
RWX has an expense ratio of 0.59% while VTI charges 0.03%. VTI is the cheaper option. On a $10,000 investment, that is $56 per year of difference.
Which performed better, RWX or VTI?
Over the past year RWX returned +3.86% vs +20.82% for VTI, so VTI leads on 1-year performance. Over the longest common window we track (20 years), RWX annualized -2.82% vs +8.08% for VTI. Past performance does not guarantee future results.
Which is riskier, RWX or VTI?
RWX has been the more volatile fund at 19.5% annualized versus 15.3% for VTI. Worst drawdown: RWX -75.2% vs VTI -56.6%.
Should I hold both RWX and VTI?
RWX and VTI have a monthly-return correlation of 0.77, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between RWX and VTI?
RWX and VTI share 1 common holdings with a 0.0% weight overlap. Combined, they hold 2912 unique securities.
Which pays a higher dividend, RWX or VTI?
RWX yields 3.83% while VTI yields 1.07%, so RWX currently pays the higher dividend yield.
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