RWR vs VOO
State Street SPDR Dow Jones REIT ETF vs Vanguard S&P 500 ETF
Which is better, RWR 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. VOO is less concentrated, with 37.9% of the fund in its ten largest positions against 53.8%.
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 | VOO |
|---|---|---|
| Expense Ratio | 0.25% | 0.03%Best |
| AUM | $1.8B | $1.0T |
| Dividend Yield | 3.59% | 1.06% |
| Holdings | 99 | 506 |
| YTD Return | +8.93% | +13.57%Best |
| 1Y Return | +10.10% | +17.55%Best |
| 3Y Return (annualized) | +11.37% | +22.46%Best |
| 5Y Return (annualized) | +2.10% | +13.28%Best |
| Volatility (annualized) | 17.4% | 14.1%Best |
| Max Drawdown | -44.9% | -34.3%Best |
| $10,000 over 5 years | $11,095 | $18,654Best |
| Top 10 Weight | 53.8% | 37.9%Best |
| Fund Family | State Street Investment Management | Vanguard (US) |
| Category | Equity | Equity |
| Style | Mid Cap Value | Large Cap Blend |
| Inception | Apr 23, 2001 | Sep 7, 2010 |
Volatility and max drawdown are measured over the window both funds cover: Sep 9, 2010 to Oct 14, 2026 (16.1 years).
RWR 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 covers the 16.1 years both funds cover.
RWR vs VOO Performance
State Street SPDR Dow Jones REIT ETF (RWR) 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 RWR returned +10.10% while VOO returned +17.55%. Year to date, RWR is up 8.93% versus a gain of 13.57% for VOO.
Over three years, RWR compounded at +11.37% per year against +22.46% for VOO; over five years the annualized figures are +2.10% and +13.28% respectively. Across the full 16-year window we track, VOO has the edge at +13.40% annualized vs +5.05%.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
RWR has been the more volatile fund, with annualized monthly volatility of 17.4% 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 -44.9% for RWR 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 0.73. 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 3.59% against 1.06% for VOO.
Holdings Overlap
68.6% of RWR's money is in holdings VOO also owns. 1.4% of VOO's money is in holdings RWR also owns.
The two portfolios partly overlap.
22 positions in common, counted across the 98 positions we hold weights for in RWR and 504 in VOO, against full books of 99 and 506.
What only one of them owns
Measured across the 98 and 504 positions we hold weights for.
VOO holds 477 positions RWR does not, 98.3% of the fund.
Largest: NVDA 8.09%, AAPL 7.04%, MSFT 5.70%, AMZN 3.85%, GOOGL 3.01%
Top Shared Holdings
| Stock | Weight in RWR | Weight in VOO | Difference |
|---|---|---|---|
| WELLWelltower, Inc. | 10.04% | 0.25% | 9.79% |
| PLDPrologis Inc | 9.88% | 0.20% | 9.68% |
| EQIXEquinix Inc. Real Estate Investment Trust | 4.60% | 0.16% | 4.44% |
| SPGSimon Property Group Inc | 4.60% | 0.10% | 4.50% |
| PSAPublic Storage | 4.51% | 0.08% | 4.43% |
| DLRDigital Realty Trust Inc. | 4.42% | 0.10% | 4.32% |
| VTRVentas Inc . | 4.39% | 0.07% | 4.32% |
| EQRVivmark Residential | 4.30% | 0.07% | 4.23% |
| ORealty Income Corp. | 4.21% | 0.09% | 4.12% |
| EXRExtra Space Storage Inc | 2.87% | 0.05% | 2.82% |
68.6% of RWR is already inside VOO.
You probably hold more than these two. Add the rest and see how much of the whole book is the same companies twice.
Free for up to 10 holdings. No account needed.
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, by $22 a year on a $10,000 investment.
Which performed better, RWR or VOO?
Over the past year RWR returned +10.10% vs +17.55% for VOO, so VOO leads on 1-year performance. Over the longest common window we track (16 years), RWR annualized +5.05% vs +13.40% for VOO. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, RWR or VOO?
RWR has been the more volatile fund at 17.4% annualized versus 14.1% for VOO. Worst drawdown: RWR -44.9% vs VOO -34.3%.
Should I hold both RWR and VOO?
RWR and VOO have a monthly-return correlation of 0.73, 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 VOO?
68.6% of RWR's money is in holdings VOO also owns. 1.4% of VOO's is in holdings RWR also owns. They hold 22 positions in common, counted across the 98 positions we hold weights for in RWR and 504 in VOO.
Which pays a higher dividend, RWR or VOO?
RWR yields 3.59% while VOO yields 1.06%, so RWR currently pays the higher dividend yield.
Is VOO better than RWR?
VOO has a lower expense ratio. VOO led over 1Y, 3Y, 5Y and the full window. VOO is less concentrated, with 37.9% of the fund in its ten largest positions against 53.8%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.