Compare · 2 funds side by side · dividends reinvested

RWR and VNQ

RWRSPDR×VNQVanguard×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$11,554RWR · best of the two

02 / 04

RWR and VNQ, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street SPDR Dow Jones REIT ETFSectors · Real estate0.25%3.43%+14.5%+15.4%+16.7%+2.9%−12.8%13.9%$1.8B1.5

Vanguard Real Estate ETFSectors · Real estate0.13%3.59%+10.4%+10.6%+14.5%+1.0%−11.4%13.7%$35.9B1.5

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 3, 2026 · returns include dividends · since: RWR 2001 · VNQ 2004

Head to Head

Swap sides Versus in desk

Head to Head

State Street SPDR Dow Jones REIT ETF · $1.8B$11,554

RWR

VNQ

Vanguard Real Estate ETF · $35.9B$10,522

$10,000 five years ago, dividends reinvested · they hold 73.9% in common

RWRMeasureVNQ

+14.5%Year to dateJan 1 → Nov 3+10.4%

+15.4%1 yearTotal return+10.6%

+16.7%3 years · per year$10,000 became $15,876 · $15,000+14.5%

+2.9%5 years · per year$10,000 became $11,554 · $10,522+1.0%

0.25%Expense ratio$25 · $13 a year on $10k · lower is better0.13%

3.43%Trailing 12-mo yield$343 · $359 a year on $10k3.59%

−12.8%Worst dropSmaller is better−11.4%

13.9%VolatilityLower is calmer13.7%

RWRVNQ Winner of the row, in its colourEach row: the bigger of the two fills its side

4–4Level

End-of-day Nov 3, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

RWR vs VNQ: Top 5 Holdings

Today

RWR

33.8%in top 5

VNQ

in top 534.7%

RWRStockVNQ

10.0%WELL10.7%

9.6%PLD8.0%

4.5%EQIX6.6%

not top 5AMT5.1%

4.9%PSAnot top 5

4.8%SPG4.3%

Held in common73.9%

End-of-day Nov 3, 2026 · share of each fund

RWR vs VNQ Returns, Every Period

SPDRRWR

+2.9%

5 years, per year

VNQVanguard

+1.0%

5 years, per year

RWRVNQFaded: behind in that period

4–0RWR wins

End-of-day Nov 3, 2026 · dividends in · faded = behind in that period

RWR vs VNQ

YTD

SPDRRWR

+14.5%

VNQVanguard

+10.4%

+14.5%Year to date+10.4%

−12.8%Worst drop · 1Y−11.4%

13.9%Volatility · 1Y13.7%

3.4%Yield3.6%

$1.8BAssets$35.9B

3–1VNQ wins

End-of-day Nov 3, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: RWR, VNQ

Today

0.13%lowest, VNQ

FundExpense ratioFee$10k

VNQ0.13%$13

RWR0.25%$25

End-of-day Nov 3, 2026 · fee on $10,000 a year

Yields: RWR, VNQ

3.59%highest, VNQ

FundTrailing yieldYield$10k

VNQ3.59%$359

RWR3.43%$343

End-of-day Nov 3, 2026 · trailing 12-month yield

Income After Fees on $10,000

$346most kept, VNQ

VNQ$359 − $13 = $346

RWR$343 − $25 = $318

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee

Overlap: RWR, VNQ

Today

73.9%most shared, RWR and VNQ

RWRVNQ

RWR—73.9%

VNQ73.9%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+15.4%RWR, at 13.9% volatility

VNQWorst drop−11.4%13.7% vol

RWRWorst drop−12.8%13.9% vol

End-of-day Nov 3, 2026 · up and left is better

Paid More vs Made More

YTD

VNQRWR

+10.4%Year to date+14.5%

3.6%Yield3.4%

+10.6%Past year+15.4%

0.13%Fee0.25%

2–2level

End-of-day Nov 3, 2026

Popular Pairs Near These Two

VNQ vs SCHH

YTD

VanguardVNQ

+10.4%

SCHHSchwab

+13.8%

+10.4%Year to date+13.8%

3.6%Yield2.9%

$35.9BAssets$11.1B

1–1level

End-of-day Nov 3, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026