RWR vs. AFSM ETF Comparison
Comparison of SPDR DJ Wilshire REIT ETF (RWR) to Active Factor Small Cap ETF (AFSM)
RWR
SPDR DJ Wilshire REIT ETF
RWR Description
The investment seeks to provide investment results that, before fees and expenses, correspond generally to the total return performance of an index. In seeking to track the performance of the Dow Jones U.S. Select REIT Index (the "index"), the fund employs a replication strategy. It 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. It is non-diversified.
Grade (RS Rating)
Last Trade
$106.12
Average Daily Volume
327,897
Number of Holdings
*
98
* may have additional holdings in another (foreign) market
AFSM
Active Factor Small Cap ETF
AFSM Description
The investment seeks to provide capital appreciation. Under normal market conditions, the fund will invest at least 80% of its net assets (including investment borrowings) in U.S.-listed equity securities issued by small capitalization companies. The manager defines small capitalization companies as those that, at the time of investment, have a market capitalization between a minimum of $250 million and the maximum market capitalization of a widely recognized index of small capitalization companies based upon the composition of the index at the time of investment. It is non-diversified.Grade (RS Rating)
Last Trade
$32.64
Average Daily Volume
15,693
Number of Holdings
*
295
* may have additional holdings in another (foreign) market
Performance
| Period | RWR | AFSM |
|---|---|---|
| 30 Days | -0.02% | 7.72% |
| 60 Days | -1.25% | 6.49% |
| 90 Days | 2.77% | 6.95% |
| 12 Months | 28.33% | 33.58% |
11 Overlapping Holdings
| Symbol | Grade | Weight in RWR | Weight in AFSM | Overlap | |
|---|---|---|---|---|---|
| AKR | B | 0.25% | 0.3% | 0.25% | |
| BNL | D | 0.31% | 0.28% | 0.28% | |
| CTRE | D | 0.49% | 0.08% | 0.08% | |
| CUZ | B | 0.46% | 0.31% | 0.31% | |
| HIW | D | 0.33% | 0.35% | 0.33% | |
| IIPR | D | 0.29% | 0.37% | 0.29% | |
| KRC | C | 0.41% | 0.2% | 0.2% | |
| NHI | D | 0.33% | 0.57% | 0.33% | |
| PDM | D | 0.12% | 0.32% | 0.12% | |
| PK | B | 0.3% | 0.2% | 0.2% | |
| SLG | B | 0.48% | 0.65% | 0.48% |
RWR Overweight 87 Positions Relative to AFSM
| Symbol | Grade | Weight | |
|---|---|---|---|
| PLD | D | 9.67% | |
| EQIX | A | 7.79% | |
| SPG | B | 4.66% | |
| WELL | A | 4.6% | |
| PSA | D | 4.4% | |
| DLR | B | 4.39% | |
| O | D | 4.08% | |
| EXR | D | 3.4% | |
| AVB | B | 3.18% | |
| VTR | C | 2.58% | |
| EQR | B | 2.45% | |
| ESS | B | 1.91% | |
| INVH | D | 1.88% | |
| MAA | B | 1.81% | |
| ARE | D | 1.66% | |
| KIM | A | 1.64% | |
| DOC | D | 1.47% | |
| SUI | D | 1.43% | |
| UDR | B | 1.31% | |
| ELS | C | 1.31% | |
| CPT | B | 1.26% | |
| HST | C | 1.2% | |
| WPC | D | 1.18% | |
| REG | B | 1.18% | |
| AMH | D | 1.16% | |
| BXP | D | 1.13% | |
| CUBE | D | 1.06% | |
| OHI | C | 1.01% | |
| REXR | F | 0.9% | |
| BRX | A | 0.85% | |
| FRT | B | 0.84% | |
| EGP | F | 0.82% | |
| ADC | B | 0.75% | |
| NNN | D | 0.75% | |
| VNO | B | 0.68% | |
| FR | C | 0.68% | |
| RHP | B | 0.66% | |
| STAG | F | 0.65% | |
| KRG | B | 0.58% | |
| TRNO | F | 0.58% | |
| COLD | D | 0.56% | |
| EPRT | B | 0.56% | |
| PECO | A | 0.47% | |
| IRT | A | 0.46% | |
| MAC | B | 0.41% | |
| SKT | B | 0.38% | |
| APLE | B | 0.34% | |
| EPR | D | 0.33% | |
| CDP | C | 0.33% | |
| DEI | B | 0.3% | |
| NSA | D | 0.29% | |
| LXP | D | 0.27% | |
| UE | C | 0.27% | |
| MPW | F | 0.25% | |
| FCPT | C | 0.25% | |
| ROIC | A | 0.22% | |
| EQC | B | 0.21% | |
| SHO | C | 0.2% | |
| DRH | B | 0.18% | |
| VRE | B | 0.15% | |
| PEB | D | 0.15% | |
| RLJ | C | 0.15% | |
| XHR | B | 0.15% | |
| GTY | B | 0.15% | |
| ALEX | C | 0.14% | |
| ESRT | C | 0.14% | |
| GNL | F | 0.14% | |
| ELME | D | 0.14% | |
| AAT | B | 0.13% | |
| JBGS | D | 0.13% | |
| UMH | C | 0.13% | |
| NTST | D | 0.12% | |
| DEA | D | 0.12% | |
| AIV | C | 0.11% | |
| CSR | B | 0.11% | |
| NXRT | B | 0.1% | |
| BDN | C | 0.09% | |
| PGRE | F | 0.09% | |
| INN | D | 0.07% | |
| PLYM | F | 0.07% | |
| HPP | F | 0.06% | |
| SVC | F | 0.05% | |
| CHCT | C | 0.05% | |
| UHT | D | 0.05% | |
| GMRE | F | 0.05% | |
| DHC | F | 0.05% | |
| CLDT | B | 0.04% |
RWR Underweight 284 Positions Relative to AFSM
| Symbol | Grade | Weight | |
|---|---|---|---|
| MLI | C | -1.38% | |
| SKYW | B | -1.22% | |
| IDCC | A | -1.19% | |
| NHC | C | -1.15% | |
| SFM | A | -1.03% | |
| CRS | A | -0.93% | |
| ALKS | B | -0.91% | |
| CPRX | C | -0.88% | |
| PFBC | B | -0.88% | |
| STRL | B | -0.86% | |
| DAKT | B | -0.85% | |
| ANF | C | -0.84% | |
| FIX | A | -0.84% | |
| EME | C | -0.82% | |
| CALM | A | -0.78% | |
| CVLT | B | -0.77% | |
| MTG | C | -0.76% | |
| MHO | D | -0.76% | |
| JXN | C | -0.72% | |
| BCC | B | -0.72% | |
| RDN | C | -0.72% | |
| UVE | B | -0.72% | |
| TMHC | B | -0.7% | |
| AROC | B | -0.69% | |
| TBBK | B | -0.69% | |
| CEIX | A | -0.68% | |
| MCY | A | -0.67% | |
| REZI | A | -0.66% | |
| SANM | B | -0.65% | |
| GMED | A | -0.65% | |
| COOP | B | -0.64% | |
| HWKN | B | -0.64% | |
| HSII | B | -0.63% | |
| FDP | B | -0.63% | |
| BMI | B | -0.63% | |
| CRVL | A | -0.63% | |
| SLVM | B | -0.62% | |
| GMS | B | -0.6% | |
| PRK | B | -0.59% | |
| NTB | B | -0.59% | |
| SUPN | C | -0.58% | |
| NMIH | D | -0.58% | |
| GEO | B | -0.57% | |
| BRBR | A | -0.57% | |
| CORT | B | -0.57% | |
| EGBN | B | -0.56% | |
| TGNA | B | -0.56% | |
| POWL | C | -0.55% | |
| BTU | B | -0.55% | |
| HALO | F | -0.55% | |
| WT | B | -0.55% | |
| BXC | B | -0.55% | |
| UFPT | B | -0.55% | |
| ZETA | D | -0.54% | |
| MUSA | A | -0.54% | |
| STBA | B | -0.54% | |
| CVNA | B | -0.54% | |
| COKE | C | -0.54% | |
| OFG | B | -0.54% | |
| CHCO | B | -0.54% | |
| APPF | B | -0.51% | |
| ACT | D | -0.51% | |
| PRDO | B | -0.51% | |
| PLUS | F | -0.51% | |
| KBH | D | -0.51% | |
| BELFB | C | -0.51% | |
| DOLE | D | -0.5% | |
| DDS | B | -0.5% | |
| AMWD | C | -0.5% | |
| PI | D | -0.49% | |
| PINC | B | -0.47% | |
| LNTH | D | -0.47% | |
| CSWI | A | -0.47% | |
| TEX | D | -0.46% | |
| DFIN | D | -0.45% | |
| USLM | A | -0.44% | |
| HRB | D | -0.43% | |
| AMR | C | -0.42% | |
| QTWO | A | -0.42% | |
| HIMS | B | -0.42% | |
| PLAB | C | -0.42% | |
| ADUS | D | -0.4% | |
| WFRD | D | -0.4% | |
| RMR | F | -0.4% | |
| SIG | B | -0.39% | |
| IESC | B | -0.39% | |
| TILE | B | -0.39% | |
| LGND | B | -0.39% | |
| BDC | B | -0.39% | |
| PRGS | A | -0.39% | |
| EVER | F | -0.39% | |
| INMD | C | -0.38% | |
| VRNT | C | -0.38% | |
| LRN | A | -0.38% | |
| RDNT | B | -0.37% | |
| WNC | C | -0.37% | |
| YOU | D | -0.37% | |
| LOPE | B | -0.36% | |
| CASH | A | -0.36% | |
| BLBD | D | -0.36% | |
| CAL | D | -0.36% | |
| M | D | -0.36% | |
| APOG | B | -0.36% | |
| HRMY | D | -0.35% | |
| ANIP | F | -0.35% | |
| CNXN | C | -0.35% | |
| ESNT | D | -0.35% | |
| BPMC | C | -0.35% | |
| CRAI | B | -0.35% | |
| MATX | C | -0.35% | |
| TRMK | B | -0.34% | |
| MTH | D | -0.34% | |
| PBF | D | -0.34% | |
| MD | B | -0.34% | |
| MOG.A | B | -0.34% | |
| CMC | B | -0.33% | |
| FBP | B | -0.33% | |
| PFS | B | -0.32% | |
| LPG | F | -0.32% | |
| ATGE | B | -0.32% | |
| CNK | B | -0.32% | |
| YMAB | F | -0.31% | |
| ATKR | C | -0.31% | |
| RXST | F | -0.31% | |
| SCS | C | -0.31% | |
| IBOC | A | -0.31% | |
| ODP | F | -0.3% | |
| TCMD | A | -0.3% | |
| DNOW | B | -0.3% | |
| VIRT | B | -0.3% | |
| GRBK | D | -0.3% | |
| BKE | B | -0.3% | |
| SBRA | C | -0.29% | |
| THFF | B | -0.29% | |
| PHIN | A | -0.29% | |
| SPNS | F | -0.29% | |
| DXC | B | -0.29% | |
| HUBG | A | -0.29% | |
| ADMA | B | -0.28% | |
| BKH | A | -0.28% | |
| BHE | B | -0.28% | |
| HCC | B | -0.28% | |
| CRDO | B | -0.28% | |
| TWI | F | -0.28% | |
| SXC | A | -0.28% | |
| HURN | B | -0.28% | |
| AZZ | B | -0.28% | |
| ITCI | C | -0.27% | |
| BKU | A | -0.27% | |
| CCRN | F | -0.26% | |
| HCI | C | -0.26% | |
| ASO | F | -0.26% | |
| INTA | A | -0.26% | |
| VRNS | D | -0.26% | |
| PRG | C | -0.26% | |
| GIII | D | -0.25% | |
| AGX | B | -0.25% | |
| MEDP | D | -0.25% | |
| GNK | D | -0.25% | |
| ABG | B | -0.25% | |
| PIPR | B | -0.25% | |
| PRM | C | -0.25% | |
| HDSN | F | -0.24% | |
| PSN | D | -0.24% | |
| AVNS | F | -0.24% | |
| LMAT | A | -0.24% | |
| MED | F | -0.23% | |
| NTCT | C | -0.23% | |
| HLX | B | -0.23% | |
| SMP | B | -0.22% | |
| IMKTA | C | -0.22% | |
| HAE | C | -0.22% | |
| VNDA | C | -0.22% | |
| NUS | D | -0.22% | |
| KN | B | -0.22% | |
| SBH | C | -0.22% | |
| NX | C | -0.21% | |
| VCTR | B | -0.21% | |
| INSW | F | -0.21% | |
| WABC | B | -0.21% | |
| BLFS | C | -0.2% | |
| ENS | D | -0.2% | |
| DHT | F | -0.2% | |
| AMKR | D | -0.2% | |
| EXTR | B | -0.2% | |
| CMPR | D | -0.2% | |
| ASC | F | -0.2% | |
| NAVI | C | -0.19% | |
| UCTT | D | -0.19% | |
| SGBX | F | -0.19% | |
| GOGL | F | -0.19% | |
| AXSM | B | -0.19% | |
| TMDX | F | -0.19% | |
| NSSC | D | -0.19% | |
| TARS | B | -0.19% | |
| TPC | C | -0.18% | |
| TNC | D | -0.18% | |
| TGTX | B | -0.18% | |
| ONTO | D | -0.18% | |
| SIGA | F | -0.18% | |
| HOV | D | -0.17% | |
| SD | D | -0.17% | |
| HY | D | -0.17% | |
| ASGN | F | -0.17% | |
| NVST | B | -0.17% | |
| XRX | F | -0.16% | |
| STNG | F | -0.16% | |
| ADNT | F | -0.16% | |
| METC | C | -0.15% | |
| GES | F | -0.15% | |
| SCSC | B | -0.15% | |
| VSH | D | -0.15% | |
| BRC | D | -0.15% | |
| SCVL | F | -0.14% | |
| AIT | A | -0.14% | |
| CSGS | B | -0.14% | |
| HROW | D | -0.14% | |
| OSCR | D | -0.14% | |
| CWCO | C | -0.14% | |
| AYI | B | -0.14% | |
| NECB | B | -0.14% | |
| CECO | A | -0.14% | |
| ALRM | C | -0.14% | |
| KELYA | F | -0.14% | |
| EIG | B | -0.13% | |
| MOV | C | -0.13% | |
| ALKT | B | -0.13% | |
| PCRX | C | -0.13% | |
| GFF | A | -0.12% | |
| TWST | D | -0.12% | |
| CLW | F | -0.12% | |
| MRVI | F | -0.12% | |
| YEXT | A | -0.11% | |
| INVA | D | -0.11% | |
| AMCX | C | -0.11% | |
| CHRD | D | -0.11% | |
| MAX | F | -0.1% | |
| ASTH | D | -0.1% | |
| RAMP | C | -0.1% | |
| CGEM | F | -0.09% | |
| SPSC | C | -0.09% | |
| MLKN | D | -0.08% | |
| PEBK | B | -0.08% | |
| KRYS | B | -0.08% | |
| KTB | B | -0.08% | |
| ATLO | D | -0.07% | |
| TPH | D | -0.07% | |
| WGO | C | -0.07% | |
| APAM | B | -0.06% | |
| FTDR | A | -0.06% | |
| GRND | A | -0.06% | |
| KSS | F | -0.06% | |
| JWN | C | -0.06% | |
| ANDE | D | -0.05% | |
| OTTR | C | -0.05% | |
| AMPH | D | -0.05% | |
| NSIT | F | -0.05% | |
| REVG | B | -0.05% | |
| SWX | B | -0.05% | |
| OGS | A | -0.05% | |
| ATEN | B | -0.05% | |
| CTS | C | -0.05% | |
| OMI | F | -0.05% | |
| LBRT | D | -0.04% | |
| AMN | F | -0.04% | |
| PHR | F | -0.04% | |
| FORM | D | -0.04% | |
| TDC | D | -0.04% | |
| ETD | C | -0.04% | |
| HE | C | -0.04% | |
| SEMR | B | -0.04% | |
| COLL | F | -0.04% | |
| EOLS | D | -0.04% | |
| JBI | F | -0.03% | |
| VITL | D | -0.03% | |
| EMBC | C | -0.03% | |
| RYI | C | -0.03% | |
| SWI | B | -0.03% | |
| ACLS | F | -0.02% | |
| PGNY | F | -0.02% | |
| ACIW | B | -0.02% | |
| MITK | C | -0.0% | |
| MAIN | A | -0.0% | |
| EPAC | B | -0.0% |
RWR: Top Represented Industries & Keywords
Industries:
REIT - Retail
REIT - Office
REIT - Residential
REIT - Hotel & Motel
REIT - Industrial
REIT - Diversified
REIT - Healthcare Facilities
Keywords:
Real Estate Investment Trust
Real Estate Market
S&P 500
Retail Properties
Equity Global Management
Real Estate Properties
Equity Real Estate Investment Trust
Shopping Mall
Dream Office Real Estate Investment Trust
Industrial Properties
David Sobelman
Healthcare Facilities
Property Management
Real Estate Investment
Hawaii
Hotel
Industrial Real Estate
Inland Residential Properties Trust
Madison Marquette
Mobile Home
AFSM: Top Represented Industries & Keywords
Industries:
Biotechnology
Software - Application
Banks - Regional - US
Diversified Industrials
Drug Manufacturers - Specialty & Generic
Shipping & Ports
Electronic Components
Software - Infrastructure
Asset Management
Building Materials
Coal
Engineering & Construction
Residential Construction
Specialty Retail
Medical Devices
Medical Instruments & Supplies
Oil & Gas Equipment & Services
Apparel Stores
Department Stores
Diagnostics & Research
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