RWR
State Street SPDR Dow Jones REIT ETF
DJ Wilshire REIT ETF is an exchange-traded fund incorporated in the USA. The Fund's objective seeks to replicate as closely as possible, before expenses, the performance of the Wilshire REIT Index.
US
EQUITY
Passive
MANAGEMENT STYLE
$ 1.8 B
ASSETS UNDER MGMT
25 bp
EXPENSES
Fund Basics
| Inception date | Apr 23, 2001 |
| Regulation | Open-Ended Fund |
| Fund Website | link... |
| Distributions | Quarterly |
| Currency | USD |
| Holdings Transparency | Full |
| Derivatives-based | No |
| Options available | Yes |
| Currency hedged | No |
| Fund of funds | No |
Top 10 Holdings
Complete list +
| PROLOGIS INC | 10.0 % |
| WELLTOWER, INC. | 9.9 % |
| EQUINIX INC | 4.7 % |
| SIMON PROPERTY GROUP INC | 4.7 % |
| DIGITAL REALTY TRUST INC | 4.6 % |
| REALTY INCOME CORP | 4.4 % |
| PUBLIC STORAGE | 4.3 % |
| VENTAS INC | 4.1 % |
| EXTRA SPACE STORAGE INC | 3.0 % |
| AVALONBAY COMMUNITIES INC | 2.4 % |
Constituent Breakdown
| Number of holdings | 93 |
| Herfindahl-Hirschman Index | 379 |
| Wgt avg mkt cap (mns) | $44,576 |
| Large cap (>$10bn) | 74.5% |
| Mid cap ($2-10bn) | 18.2% |
| Small cap (<$2bn) | 3.0% |
| Developed mkts. | 97.4% |
| Emerging mkts. | 0.0% |
Sector Breakdown
Country Exposure
 |
UNITED STATES | 97.4 % |
Historical Performance
Standardized Performance (as of 03/31/2026)
| YTD | 1 YR | 2 YR | 3 YR | 5 YR | 10 YR | 20 YR | Incep. | |
|---|---|---|---|---|---|---|---|---|
| Price Returns | 2.8% | 1.9% | 3.5% | 4.4% | 1.3% | 0.6% | 1.3% | 4.1% |
| Dividend Yield | 0.6% | 3.9% | 4.0% | 4.1% | 3.7% | 3.8% | 3.9% | 4.2% |
| Total Returns | 3.4% | 5.8% | 7.5% | 8.4% | 5.0% | 4.4% | 5.2% | 8.3% | Ann. Volatility | 14.3% | 17.0% | 16.5% | 17.2% | 19.0% | 21.5% | 30.3% | 28.1% |
Market Correlations
| versus... | Beta | R-squared |
| S&P 500 | 0.58 | 41% |
| MSCI EAFE | 0.65 | 46% |
| MSCI Emg Mkts | 0.43 | 26% |
Liquidity Measures
| Avg. volume (000) | 369 |
| ADV traded (mns) | $40 |
| Turnover | 2.2% |
| Avg. Bid/Ask (% of price) | 0.04% |
Technical Indicators
| 30d moving avg. (EMA) | $103.07 |
| Relative strength (RSI) | 58 |
| MACD/Signal | 0.17/-0.45 |
| Bollinger Bands (Upper/Lower) | $106.45/$98.05 |
| Short interest (% of AUM) | 0.5% |
Distributions
Top Ten Comparable ETFs only shown here. For an extended list become an Individual or Professional subscriber. Start your FREE trial
Comparable ETFs Based on Overlap
| Ticker | Fund Name | Overlap vs. RWR |
Expenses vs. RWR |
ALTAR Score™ vs. RWR |
|---|---|---|---|---|
| BBRE | JPMorgan BetaBuilders MSCI U.S. REIT ETF | 88.0% | -14 bp | +0.4% |
| USRT | iShares Core U.S. REIT ETF | 86.2% | -17 bp | +0.2% |
| FRI | First Trust S&P REIT Index Fund | 84.0% | +25 bp | -0.3% |
| DFAR | Dimensional US Real Estate ETF | 79.9% | -6 bp | +0.4% |
| SCHH | Schwab U.S. REIT ETF | 78.8% | -18 bp | +0.4% |
| VNQ | Vanguard Real Estate ETF | 72.2% | -12 bp | -0.1% |
| IYR | iShares U.S. Real Estate ETF | 71.9% | +15 bp | -0.1% |
| FREL | Fidelity MSCI Real Estate Index ETF | 70.0% | -17 bp | +0.2% |
| RWO | SPDR Dow Jones Global Real Estate ETF | 68.7% | +25 bp | -0.6% |
| XLRE | Real Estate Select Sector SPDR | 67.7% | -17 bp | +0.1% |
Risk and Returns: RWR vs. Comps (1 YR)
Notes: Top 10 overlapping ETFs. Funds with insufficient history not shown. Some funds may overlap. Hover over data point for ticker symbol.
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Results & Estimates (USD)
| 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | 2026 | 2027 | ||
|---|---|---|---|---|---|---|---|---|---|
| Sales per share | -- | -- | -- | -- | -- | -- | -- | ||
| change (%) | -- | -- | -- | -- | -- | -- | -- | ||
| Earnings per share | -- | -- | -- | -- | -- | -- | -- | ||
| change (%) | -- | -- | -- | -- | -- | -- | -- | ||
| Dividends per share | -- | -- | -- | -- | -- | -- | -- | ||
| change (%) | -- | -- | -- | -- | -- | -- | -- | ||
| Book value per share | -- | -- | -- | -- | -- | -- | -- | ||
| change (%) | -- | -- | -- | -- | -- | -- | -- |
Return on Equity
Net Margins
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Valuation Metrics
| Fwd Est | 2025 | 2026 | 2027 | |
| Price-to-sales | --x | --x | --x | --x |
| Price-to-earnings | --x | --x | --x | --x |
| Price-to-cash flow | --x | --x | --x | --x |
| Price-to-growth | --x | --x | --x | --x |
| Price-to-book value | --x | --x | --x | --x |
| Yield | --% | --% | --x | --% |
Based on closing prices from 4/18/2026
Peer Group Comparison Sample data. Subscribe for access.
Price-to-Earnings
Price-to-Sales
Price-to-Book Value
Price-to-Cash Flow
Price-to-Growth
Dividend Yield
Historical Valuation Trends Sample data. Subscribe for access.
SHOWING:
Price-to-Earnings
Price-to-Earnings
Notes: Based on adjusted historical results for current fund constituents. May differ from results achieved by past fund constituents. Max P/E of 100x.
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ETF Research Center Rating
7.2%
ALTAR SCORE™
81st
PERCENTILE
SPECULATIVE
ETFRC RATING
There are 1,200 funds in the US Equity category with an average
ALTAR Score™ of 5.4% and a standard deviation
of 2.0%. RWR's ALTAR Score™ is approximately 0.9 standard
deviations above the category average. This places RWR in the 81st percentile
among funds in the category.
Sell-Side Consensus
$116.06
PRICE TARGET
+5.8%
UPSIDE