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Sunday, August 23, 2026The Morning Brief →Sign in
RWRSPDR

SPDR Dow Jones REIT ETF

$114.42-0.04% today
9711952-WK

The fund generally invests substantially all, but at least 80%, of its total assets in the securities comprising the index. The index is designed to provide a measure of real estate securities that serve as proxies for direct real estate investing, in part by excluding securities whose value is not always closely tied to the value of the underlying real estate.

Price & daily flows
114.3107.9101.5114.42DAILY NET FLOWAug 22Dec 19Apr 21Aug 21

SOURCE: MARKET TAPE & DAILY CREATION/REDEMPTION RECORDS · 1Y SHOWN · NET −$213M OVER THIS RANGE

The desk’s read

Money keeps arriving — +$35M of net buying over the past month, about 1.9% of the fund's asset base, while the price has returned +16.3% so far this year. At 0.25% a year it is not the cheapest way in — VNQ runs the same ground at 0.12%.

COMPOSED FROM THE FUND’S OWN DAILY RECORDS · UPDATED WITH EACH REFRESH

$1.9Bassets under management
0.25%expense ratio · $25 per $10,000 a year
+$35Mnet flow, trailing month
397Kavg daily volume, 30 days
103holdings · US-domiciled
2001listed April 22, 2001 · beta 0.26
Sector weights
Real Estate100%
Finance98.97%
Mutual fund0.96%
Other0.71%
Cash0.07%
PORTFOLIO COMPOSITION, LATEST DISCLOSURE
Performance
1 week-0.0%
1 month-2.0%
3 months+2.9%
6 months+7.5%
YTD+16.3%
1 year+15.3%
3 years

PRICE RETURN, DISTRIBUTIONS NOT REINVESTED

Net flows
1 week−$17M
1 month+$35M
3 months−$23M
YTD−$97M
1 year−$213M

CREATION/REDEMPTION DOLLARS, DAILY RECORDS

Monthly net flows
SepOctNovDecJanFebMarAprMayJunJulAug
DAILY CREATION/REDEMPTION RECORDS, TRAILING TWELVE MONTHS
The risk read
14%realized volatility, 30 days (annualized)
14%realized volatility, 1 year
-8.6%deepest fall from a peak, 1 year
-4.0%where it sits vs. that peak today

VOLATILITY & DRAWDOWN FROM THE DAILY TAPE · CONCENTRATION FROM THE LATEST DISCLOSED BOOK

Options tape
calls today
puts today
put/call ratio
184Kshares traded
The case against RWR

Due diligence cuts both ways. These funds sit on the same shelf and beat RWR on at least one dimension that matters — the fee, the asset base, or where the money is going.

FundFeeAssetsFlow, 1MThe case
USRT iShares Core U.S. REIT ETF0.08%$3.7B-17bp on fee · 2× the assetsHead-to-head
VNQ Vanguard Real Estate Index Fund0.12%$36.5B-13bp on fee · 20× the assetsHead-to-head
VNQI Vanguard Global ex-U.S. Real Estate Index Fund0.12%$3.6B-13bp on fee · 2× the assetsHead-to-head
REET iShares Global REIT ETF0.14%$4.7B-11bp on fee · 3× the assetsHead-to-head
IDGT iShares Trust - iShares U.S. Digital Infrastructure and Real Estate ETF0.41%$547M+$21M+$21M in over the monthHead-to-head
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InstrumentsHarvest substitutesTrade cost at $1MClient tearsheetStress this fund
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