RWR vs VNQ Stock Comparison: AI Score, Valuation, Performance and Upside
RWR and VNQ both target us reit exposure but take different paths to get there — RWR via the Dow Jones U.S. Select REIT Index, and VNQ via the MSCI US Investable Market Real Estate 25/50 Index. The practical differences come down to issuer, cost structure, and the specific index rules each fund follows, since both are pursuing a similar investment outcome.
RWR vs VNQ is largely a question of which issuer and index methodology you trust more for us reit exposure — the underlying investment case is similar, so cost, liquidity, and tracking precision tend to be the deciding factors.
VNQ holds the edge across 3 of 5 key metrics in this comparison. RWR has delivered stronger 1-year price return (+15.49% vs +10.73% for VNQ).
- want an established, broad equity-REIT benchmark fund
- prefer State Street's approach and fund lineup
- value long track record as one of the original broad REIT ETFs
- are comfortable with higher expense ratio than newer, cheaper REIT index funds
- want the standard, most liquid core REIT holding
- prefer Vanguard's approach and fund lineup
- value largest and most liquid REIT ETF by assets
- are comfortable with highly sensitive to interest rate expectations
| Metric | RWR | VNQ |
|---|---|---|
| ETF scorei | 24.9 | 24.8 |
| Latest closei | $109.80 | $95.01 |
| 1M returni | +4.92% | +6.16% |
| 3M returni | -3.66% | -3.12% |
| 6M returni | +2.43% | +0.96% |
| 1Y returni | +15.49% | +10.73% |
The ETF score weights long-term returns and risk-adjusted performance most heavily, but still rewards low expense ratios, larger fund size, and broader diversification — so it can favor low-cost, broad, mega-cap funds over smaller thematic or actively-managed funds even when the latter have delivered stronger returns.
How much would $10,000 be worth today if invested at the start of each period, with all dividends reinvested?
| Period | RWR | VNQ |
|---|---|---|
| 1Y ago | $11.98K (+19.8%) started 2025-11-03 | $11.5K (+15.0%) started 2025-11-03 |
| 5Y ago | $13.99K (+39.9%) started 2021-11-04 | $13.06K (+30.6%) started 2021-11-04 |
| 10Y ago | $26.9K (+169.0%) started 2016-11-04 | $29.14K (+191.4%) started 2016-11-04 |
Hypothetical — past performance does not guarantee future results.
| Metric | RWR | VNQ |
|---|---|---|
| Expense ratioi | 0.25% | 0.13% |
| Total assets (AUM)i | $1.77B | $66.42B |
| Dividend yieldi | 3.59% | 3.80% |
| Trailing P/Ei | 31.26 | 30.07 |
| Betai | 0.96 | 0.96 |
| 52-week change | 15.49% | 10.73% |
| Metric | RWR | VNQ |
|---|---|---|
| 1Y returni | +15.49% | +10.73% |
| 6M returni | +2.43% | +0.96% |
| 3M returni | -3.66% | -3.12% |
| 1M returni | +4.92% | +6.16% |
| 1Y Sharpe ratio | 0.79 | 0.49 |
| Betai | 0.96 | 0.96 |
| Dividend yieldi | 3.59% | 3.80% |
| 5Y CAGR | +2.73% | +1.07% |
Over the past year, RWR and VNQ have moved strongly in the same direction (correlation of 0.96), based on daily returns.
Lower drawdown and smaller single-period drops generally indicate a smoother ride, though they do not guarantee lower future risk.
| Period | Metric | RWR | VNQ |
|---|---|---|---|
| 1Y | Growthi | +15.49% | +10.73% |
| CAGRi | +15.50% | +10.74% | |
| Volatilityi | 13.89% | 13.75% | |
| Sharpe ratioi | 0.79 | 0.49 | |
| Sortino ratioi | 1.15 | 0.71 | |
| Max drawdowni | 12.75% | 11.38% | |
| Current drawdowni | 7.03% | 5.07% | |
| Avg drawdowni | 3.22% | 2.90% | |
| Ulcer Indexi | 4.68% | 4.08% | |
| Max daily dropi | 3.27% | 3.10% | |
| Max wkly dropi | 4.63% | 4.81% | |
| 5Y | Growthi | +14.43% | +5.49% |
| CAGRi | +2.73% | +1.07% | |
| Volatilityi | 19.04% | 18.90% | |
| Sharpe ratioi | 0.00 | -0.09 | |
| Sortino ratioi | 0.00 | -0.12 | |
| Max drawdowni | 32.58% | 34.48% | |
| Current drawdowni | 7.03% | 5.07% | |
| Avg drawdowni | 13.00% | 14.71% | |
| Ulcer Indexi | 15.66% | 17.02% | |
| Max daily dropi | 5.13% | 5.00% | |
| Max wkly dropi | 12.91% | 12.07% | |
| 10Y | Growthi | +76.24% | +79.51% |
| CAGRi | +5.83% | +6.03% | |
| Volatilityi | 21.51% | 20.67% | |
| Sharpe ratioi | 0.16 | 0.17 | |
| Sortino ratioi | 0.22 | 0.23 | |
| Max drawdowni | 44.39% | 42.40% | |
| Current drawdowni | 7.03% | 5.07% | |
| Avg drawdowni | 10.01% | 10.22% | |
| Ulcer Indexi | 13.72% | 13.68% | |
| Max daily dropi | 18.31% | 17.73% | |
| Max wkly dropi | 25.76% | 24.91% |
| Category | RWR | VNQ |
|---|---|---|
| Fund name | State Street SPDR Dow Jones REIT ETF | Vanguard Real Estate Index Fund ETF Shares |
| Type | ETF | ETF |
| Expense ratioi | 0.25% | 0.13% |
| Total assets (AUM)i | $1.77B | $66.42B |
| Dividend yieldi | 3.59% | 3.80% |
- Long track record as one of the original broad REIT ETFs
- Diversified across equity REIT property types
- Backed by State Street's SPDR indexing infrastructure
- Largest and most liquid REIT ETF by assets
- Broad diversification across REIT property sub-sectors
- Very low expense ratio for the category
- Higher expense ratio than newer, cheaper REIT index funds
- Rate sensitivity applies across the entire REIT category
- REIT dividends are taxed as ordinary income, not qualified
- Highly sensitive to interest rate expectations
- REIT dividends are taxed as ordinary income, not qualified
- Concentrated in a relatively small number of large REITs
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