RWR Fund Comparisons

RWR is shown with FundQuant's current comparable-fund evidence. Current comparable funds include BBRE, USRT, SCHH. FundQuant is educational research software and does not provide individualized investment advice.

Target Fund

Symbol
RWR
Name
SPDR(R) Dow Jones REIT ETF
Type
1940 Act ETF
Originator
SPDR / State Street
Asset class
real_estate
Net expense ratio
0.25%
AUM
$1.8B

Comparable Funds

FundQuant reviewed 117 active searchable funds, 47 ETFs, 70 mutual funds and returned 3 comparable funds for RWR.

  1. BBRE - JPMorgan BetaBuilders MSCI US REIT ETF (1940 Act ETF; JPMorgan; real_estate; Closest Fit; fit score 98)
  2. USRT - iShares Core U.S. REIT ETF (1940 Act ETF; BlackRock / iShares; real_estate; Closest Fit; fit score 97)
  3. SCHH - Schwab U.S. REIT ETF (1940 Act ETF; Schwab; real_estate; Closest Fit; fit score 94)

FundQuant is educational research software. It does not provide individualized investment, tax, legal, or financial advice.

https://fundquant.org/funds/RWR/comps