Skip to content
Beacon
Screener

XRT vs RWR

State Street SPDR S&P Retail ETF vs State Street SPDR Dow Jones REIT ETF

XRT

State Street SPDR S&P Retail ETF

Annual cost

0.35%

Fund size

$206M

RWR

State Street SPDR Dow Jones REIT ETF

Annual cost

0.25%

Fund size

$1.8B

Key differences

  • RWR costs 0.10% less per year.
  • RWR is significantly larger than XRT — larger funds tend to be more liquid and less likely to close.
  • RWR has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

XRTRWR
Annual cost (TER)0.35%0.25%
Fund size (AUM)$206M$1.8B
Since20062001
Dividend yield0.81%3.40%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+13.4%+22.0%
CAGR 3Y+13.6%+13.0%
CAGR 5Y-0.1%+5.8%
Sharpe 3Y0.520.60
Volatility 1Y20.35%13.33%
Max drawdown-47.02%-44.39%

Similar to XRT and RWR