State Street’s RWR ETF delivers stronger 12-month returns and dividend yield than XLRE but charges a higher expense ratio.
The SPDR Dow Jones REIT ETF (RWR) has posted a higher 12-month total return and dividend yield than the Real Estate Select Sector SPDR ETF (XLRE), according to fund data. RWR’s broader exposure to 97 domestic REITs contrasts with XLRE’s 31 holdings, which are limited to S&P 500 real estate firms.
RWR carries a 0.25% expense ratio, nearly triple XLRE’s 0.08% fee. Both funds share top holdings like Welltower (WELL) and Prologis (PLD), but RWR’s diversification comes at a cost. XLRE, launched in 2015, remains more concentrated, with Equinix (EQIX) as its third-largest position.
Investors seeking wider REIT exposure may favor RWR despite its higher fees, while those preferring lower costs and S&P 500 alignment may opt for XLRE.