RWR
Real EstateState Street SPDR Dow Jones REIT ETF
State Street · Tracks Dow Jones U.S. Select REIT Index · Inception Apr 23, 2001
Trailing returns
through Oct 23, 2026- 1 year
- +13.1%
- 3 year
- +15.0%
- annualized
- 5 year
- +2.6%
- annualized
Price return from month-end closes, distributions reinvested at month end. Excludes trading costs, bid-ask spreads and taxes. Past performance says nothing about future returns and is not part of the composite score — see the methodology for what the score does measure.
Composite score
Based on a 0.25% expense ratio.
Based on $1.77B in net assets.
Top-10 holdings represent 51.4% of net assets.
Real Estate base · ETF wrapper · 3.51% TTM yield.
The composite is a weighted average of the four core sub-scores above (cost, tax efficiency, liquidity, concentration). Missing sub-scores fall back to the per-category median when the category has at least 50% data coverage, so funds without (e.g.) parsed N-PORT holdings aren't accidentally boosted by renormalization. Tracking quality is shown where computable but isn't currently part of the composite weighting. See methodology for formulas, the tracking-quality partial-coverage rationale, and the dimensions we deliberately don't score (methodology v0.5.2).
Look through RWR, or compare the fee
Tool · Look-through
Underlying holdings, with other funds added
Add tickers and weights; N-PORT positions are summed across the basket.
Tool · Cost
Compare RWR's fee against another fund
Compounds the 0.25% expense ratio against a peer over decades.
Tool · Overlap
Compare RWR's holdings with peers
Pairwise holdings heatmap, pre-loaded with similar Real Estate funds.
Tool · TLH
Find a tax-loss harvesting partner for RWR
Ranks every catalog fund by holdings overlap, flags wash-sale risk.
Tool · Placement
Asset location for RWR across account types
Asset-location optimizer — places each fund in taxable / tax-deferred / Roth.
Top holdings
| # | Holding | Weight |
|---|---|---|
| 1 | Welltower Inc | 10.57% |
| 2 | Prologis Inc | 9.15% |
| 3 | Simon Property Group Inc | 4.66% |
| 4 | Equinix Inc | 4.45% |
| 5 | Realty Income Corp | 4.42% |
| 6 | Digital Realty Trust Inc | 4.40% |
| 7 | Public Storage | 4.36% |
| 8 | Ventas Inc | 4.06% |
| 9 | Extra Space Storage Inc | 2.88% |
| 10 | AvalonBay Communities Inc | 2.46% |
Compare RWR with another fund
Or skim the closest-overlap funds below.
Similar ETFs by holdings overlap
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