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RWO - ETF AI Analysis
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SPDR Dow Jones Global Real Estate ETF (RWO)
Rating:67Neutral
Price Target:―
Positive Factors
Strong Top Holdings
Several key positions, such as Welltower and Prologis, have delivered strong year-to-date performance, supporting the fund’s overall returns.
Global Exposure
The ETF invests in real estate companies across multiple countries, providing diversification beyond the U.S. market.
Reasonable Expense Ratio
The fund’s expense ratio is competitive for a global real estate ETF, helping investors retain more of their returns.
Negative Factors
Sector Over-Concentration
The ETF is heavily concentrated in the real estate sector, which may increase vulnerability to downturns in this industry.
Underperforming Holdings
Some top holdings, like Equinix and Digital Realty, have shown weak year-to-date performance, potentially dragging on overall returns.
Heavy U.S. Focus
With over 70% of its assets in U.S.-based companies, the fund is less diversified geographically than it might appear.
RWO vs. SPDR S&P 500 ETF (SPY)
AUM1.13B
RegionGlobal
Expense Ratio0.50%
Beta0.49
IssuerSPDR
Inception DateMay 07, 2008
Dividend Yield3.6%
Asset ClassEquity
Index TrackedDJ Global Select Real Estate Securities Index (RESI)
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume57,426
30 Day Avg. Volume51,575
Financial Highlights & Ratios
PEG RatioN/A
Price to Book (P/B)N/A
Price to Sales (P/S)N/A
P/FCF RatioN/A
Enterprise Value/Market CapN/A
Enterprise Value/RevenueN/A
Enterprise Value/Gross ProfitN/A
Enterprise Value/EbitdaN/A
Forecast
1Y Price Target
50.77Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering214
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
RWO Summary
The SPDR Dow Jones Global Real Estate ETF (RWO) is an investment fund that focuses on the global real estate market. It follows the Dow Jones Global Select Real Estate Securities Index, which includes real estate investment trusts (REITs) and companies from around the world, such as Welltower and Prologis. This ETF is a good option for investors looking to diversify their portfolio with real estate assets and gain exposure to both developed and emerging markets. However, new investors should be aware that the ETF’s performance can fluctuate with changes in the real estate market, which is influenced by interest rates and economic conditions.
How much will it cost me?The SPDR Dow Jones Global Real Estate ETF (RWO) has an expense ratio of 0.50%, which means you’ll pay $5 per year for every $1,000 invested. This expense ratio is slightly higher than average because it is a sector-focused ETF that tracks global real estate, requiring more active management compared to broad market index funds. However, it provides targeted exposure to the real estate sector worldwide, which can be valuable for diversification.
What would affect this ETF?The SPDR Dow Jones Global Real Estate ETF (RWO) could benefit from global economic growth and increasing demand for real estate, particularly in sectors like healthcare and logistics, which are represented by top holdings such as Welltower and Prologis. However, rising interest rates or economic slowdowns could negatively impact real estate valuations and REIT performance, as borrowing costs increase and demand for property declines. Additionally, regulatory changes in key markets or geopolitical tensions could pose risks to its global exposure.
RWO Top 10 Holdings
The SPDR Dow Jones Global Real Estate ETF (RWO) is heavily concentrated in the real estate sector, with global exposure driving its performance. Welltower and Prologis are steady performers, benefiting from strategic growth and robust leasing activity, while Ventas has been rising thanks to its focus on senior housing. However, Digital Realty and Public Storage are lagging, weighed down by bearish trends and rising costs. The fund’s reliance on REITs means it’s sensitive to interest rate shifts, but its geographic diversity offers a balanced approach to navigating market challenges.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Welltower | 8.30% | $93.59M | $127.66B | 49.24% | 77 Outperform | |
| Prologis | 7.84% | $88.42M | $120.99B | 23.14% | 76 Outperform | |
| Equinix | 4.82% | $54.32M | $74.48B | -18.20% | 73 Outperform | |
| Simon Property | 4.00% | $45.08M | $60.37B | 7.76% | 70 Outperform | |
| Realty Income | 3.43% | $38.74M | $51.82B | 6.70% | 70 Outperform | |
| Digital Realty | 3.14% | $35.37M | $51.52B | -16.00% | 69 Neutral | |
| Public Storage | 2.73% | $30.81M | $45.47B | -12.89% | 73 Outperform | |
| Ventas | 2.40% | $27.07M | $38.07B | 34.62% | 68 Neutral | |
| Mitsui Fudosan Co | 2.10% | $23.73M | ¥4.94T | 42.23% | 78 Outperform | |
| Extra Space Storage | 1.84% | $20.74M | $28.82B | -11.52% | 66 Neutral |
RWO Technical Analysis
Neutral
―
Price Trends
45.54
Negative
45.18
Positive
44.07
Positive
Market Momentum
-0.05
Positive
46.67
Neutral
59.52
Neutral
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For RWO, the sentiment is Neutral. The current price of undefined is equal to the 20-day moving average (MA) of 45.57, equal to the 50-day MA of 45.54, and equal to the 200-day MA of 44.07, indicating a neutral trend. The MACD of -0.05 indicates Positive momentum. The RSI at 46.67 is Neutral, neither overbought nor oversold. The STOCH value of 59.52 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Neutral sentiment for RWO.
RWO Peer Comparison
Comparison Results
Performance Comparison
RWO
SPDR Dow Jones Global Real Estate ETF
45.28
3.64
8.74%
IXN
iShares Global Tech ETF
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―
―
IXJ
iShares Global Healthcare ETF
―
―
―
REET
iShares Global REIT ETF
―
―
―
TDIV
First Trust NASDAQ Technology Dividend Index Fund
―
―
―
DFGR
Dimensional Global Real Estate ETF
―
―
―
Glossary
BuyAn ETF rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF is likely to deliver higher returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldAn ETF rated as a "Hold" s expected to perform in line with the overall market or a specific benchmark. This rating indicates that the ETF is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellAn ETF rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF may deliver lower returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
Disclaimer
This AI Analyst ETF Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in ETFs carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.Date of analysis: ―
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