Compare · 2 funds side by side · dividends reinvested

VGSR and RWR

VGSRVert×RWRSPDR×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$11,973RWR · best of the two

02 / 04

VGSR and RWR, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street SPDR Dow Jones REIT ETFSectors · Real estate0.25%3.38%+17.8%+18.8%+17.5%+3.7%−12.8%14.2%$1.9B1.3

Vert Global Sustainable Real Estate ETFSectors · Real estate0.51%2.83%+9.9%+10.0%[…][…]−10.6%13.2%$512M1.7

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

End-of-day Nov 5, 2026 · returns include dividends · since: VGSR 2017 · RWR 2001

Head to Head

Swap sides Versus in desk

Head to Head

Vert Global Sustainable Real Estate ETF · $512M[…]

VGSR

RWR

State Street SPDR Dow Jones REIT ETF · $1.9B$11,973

$10,000 five years ago, dividends reinvested · they hold 56.0% in common

VGSRMeasureRWR

+9.9%Year to dateJan 1 → Nov 5+17.8%

+10.0%1 yearTotal return+18.8%

[…]3 years · per year$10,000 became […] · $16,229+17.5%

[…]5 years · per year$10,000 became […] · $11,973+3.7%

0.51%Expense ratio$51 · $25 a year on $10k · lower is better0.25%

2.83%Trailing 12-mo yield$283 · $338 a year on $10k3.38%

−10.6%Worst dropSmaller is better−12.8%

13.2%VolatilityLower is calmer14.2%

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

2–4RWR wins

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

More Ways to See the Pairs

VGSR vs RWR: Top 5 Holdings

Today

VGSR

24.7%in top 5

RWR

in top 534.1%

VGSRStockRWR

5.0%WELL10.3%

not top 5PLD9.4%

not top 5PSA5.1%

5.1%SPG4.9%

5.1%AMTnot top 5

4.8%DLRnot top 5

4.7%EQIX4.4%

Held in common56.0%

End-of-day Nov 5, 2026 · share of each fund

VGSR vs RWR Returns, Every Period

VertVGSR

+10.0%

past year

RWRSPDR

+18.8%

past year

VGSRRWRFaded: behind in that period

0–2RWR wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

VGSR vs RWR

YTD

VertVGSR

+9.9%

RWRSPDR

+17.8%

+9.9%Year to date+17.8%

−10.6%Worst drop · 1Y−12.8%

13.2%Volatility · 1Y14.2%

2.8%Yield3.4%

$512MAssets$1.9B

2–2level

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: VGSR, RWR

Today

0.25%lowest, RWR

FundExpense ratioFee$10k

RWR0.25%$25

VGSR0.51%$51

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: VGSR, RWR

3.38%highest, RWR

FundTrailing yieldYield$10k

RWR3.38%$338

VGSR2.83%$283

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$313most kept, RWR

RWR$338 − $25 = $313

VGSR$283 − $51 = $232

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: VGSR, RWR

Today

56.0%most shared, VGSR and RWR

VGSRRWR

VGSR—56.0%

RWR56.0%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+18.8%RWR, at 14.2% volatility

VGSRWorst drop−10.6%13.2% vol

RWRWorst drop−12.8%14.2% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

RWRVGSR

+17.8%Year to date+9.9%

3.4%Yield2.8%

+18.8%Past year+10.0%

0.25%Fee0.51%

4–0RWR wins

End-of-day Nov 5, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 5, 2026