RWO - ETF AI Analysis
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SPDR Dow Jones Global Real Estate ETF (RWO)
Rating:67Neutral
Price Target:―
Positive Factors
Strong Recent Performance
The ETF has shown solid gains over the past month, three months, and year to date, indicating positive recent momentum.
Leading Real Estate Holdings
Many of the largest positions, such as Welltower, Prologis, Equinix, and Digital Realty, have delivered strong year-to-date results, helping drive the fund’s returns.
Global Real Estate Exposure
While heavily tilted to the U.S., the fund still includes meaningful exposure to markets like Japan, the UK, Singapore, and Australia, adding some international diversification.
Negative Factors
High Sector Concentration
With the vast majority of assets in real estate, the ETF is heavily exposed to downturns in the property market and related interest-rate risks.
U.S.-Heavy Portfolio
Over two-thirds of the fund is invested in U.S. companies, which limits the benefits of global diversification and ties performance closely to the U.S. economy.
Moderate Expense Ratio
The fund’s expense ratio is not especially low, meaning fees take a noticeable bite out of returns compared with some cheaper ETFs.
RWO vs. SPDR S&P 500 ETF (SPY)
AUM1.24B
RegionGlobal
Expense Ratio0.50%
Beta0.53
IssuerState Street
Inception DateMay 07, 2008
Dividend Yield3.27%
Asset ClassEquity
Index TrackedDJ Global Select Real Estate Securities Index (RESI)
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume32,958
30 Day Avg. Volume45,164
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
54.31Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering216
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
RWO Summary
The SPDR Dow Jones Global Real Estate ETF (RWO) invests in real estate companies around the world by tracking the Dow Jones Global Select Real Estate Securities Index. It mainly holds real estate investment trusts (REITs) and property firms, with a big focus on the U.S., plus exposure to countries like Japan and the UK. Well-known holdings include Prologis and Simon Property. Investors might consider RWO for diversification and potential income from real estate without buying property directly. A key risk is that real estate prices and REIT shares can go up and down with interest rates and the overall market.
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
RWO is leaning heavily on a few big real estate names, with U.S. REITs setting the tone. Healthcare and logistics landlords like Welltower and Prologis are doing the heavy lifting, rising steadily and giving the fund a solid backbone. Data-center giants Equinix and Digital Realty add a tech-flavored twist, though their recent swings mean a bumpier ride. On the softer side, stalwarts like Realty Income and Public Storage have been lagging, while Japan’s Mitsui Fudosan has been a clear drag, underscoring the fund’s truly global, but U.S.-tilted, footprint.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Welltower | 8.96% | $111.18M | $152.60B | 43.06% | 77 Outperform | |
| Prologis | 8.01% | $99.34M | $138.90B | 37.82% | 76 Outperform | |
| Equinix | 6.38% | $79.15M | $106.49B | 22.90% | 73 Outperform | |
| Simon Property | 3.91% | $48.46M | $66.29B | 29.17% | 70 Outperform | |
| Digital Realty | 3.79% | $46.98M | $67.48B | 13.47% | 69 Neutral | |
| Realty Income | 3.43% | $42.53M | $57.83B | 11.20% | 70 Outperform | |
| Public Storage | 2.94% | $36.50M | $53.59B | 1.44% | 73 Outperform | |
| Ventas | 2.49% | $30.90M | $43.88B | 35.85% | 68 Neutral | |
| Extra Space Storage | 1.83% | $22.73M | $31.62B | -2.66% | 66 Neutral | |
| Mitsui Fudosan Co | 1.77% | $21.93M | ¥4.18T | -0.15% | 78 Outperform |
RWO Technical Analysis
Positive
―
Price Trends
48.13
Positive
47.66
Positive
46.11
Positive
Market Momentum
0.28
Positive
60.27
Neutral
87.96
Negative
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For RWO, the sentiment is Positive. The current price of undefined is equal to the 20-day moving average (MA) of 49.26, equal to the 50-day MA of 48.13, and equal to the 200-day MA of 46.11, indicating a bullish trend. The MACD of 0.28 indicates Positive momentum. The RSI at 60.27 is Neutral, neither overbought nor oversold. The STOCH value of 87.96 is Negative, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for RWO.
RWO Peer Comparison
Comparison Results
Performance Comparison
RWO
SPDR Dow Jones Global Real Estate ETF
49.71
7.24
17.05%
IXN
iShares Global Tech ETF
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―
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QTUM
Defiance Quantum ETF
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―
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REET
iShares Global REIT ETF
―
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DFGR
Dimensional Global Real Estate ETF
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DTCR
Global X Data Center Reits & Digital Infrastructure Etf
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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.
DisclaimerThis 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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