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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
Solid Recent Performance
The ETF has shown generally positive returns over the year so far, indicating steady momentum in its real estate holdings.
Strong Top Real Estate Holdings
Several of the largest positions, including storage and specialty real estate companies, have delivered strong gains, helping support the fund’s overall results.
Global Real Estate Exposure
While the fund is heavily U.S.-focused, it still provides meaningful exposure to real estate markets in countries like Japan, the UK, and Singapore, adding some international diversification.
Negative Factors
High Sector Concentration
With nearly all assets in real estate, the ETF is very sensitive to downturns in the property market and related interest rate moves.
Heavy U.S. Weighting
The large tilt toward U.S. real estate means the fund is heavily influenced by the U.S. economy and property market, limiting the benefits of being a global fund.
Moderate Expense Ratio
The fund’s expense ratio is not especially low for an ETF, which can modestly reduce net returns over time compared with cheaper alternatives.
RWO vs. SPDR S&P 500 ETF (SPY)
AUM1.22B
RegionGlobal
Expense Ratio0.50%
Beta0.48
IssuerState Street
Inception DateMay 07, 2008
Dividend Yield3.33%
Asset ClassEquity
Index TrackedDJ Global Select Real Estate Securities Index (RESI)
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume32,769
30 Day Avg. Volume61,692
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
52.03Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering214
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
RWO Summary
RWO is the SPDR Dow Jones Global Real Estate ETF, which follows the Dow Jones Global Select Real Estate Securities Index. It invests mainly in real estate companies and REITs around the world, with a big focus on the U.S. Examples of well-known holdings include Prologis and Equinix. Investors might consider RWO if they want real estate exposure for potential income and diversification, without having to buy properties directly. A key risk is that real estate stocks can be sensitive to interest rates and economic slowdowns, so the value of this ETF can go up and down.
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 firmly anchored in global real estate, with a heavy tilt toward U.S. REITs and a notable splash of international names like Japan’s Mitsui Fudosan, which has been a standout riser lately. Healthcare-focused landlords Welltower and Ventas are helping steady the ship, while logistics giant Prologis adds quiet strength. On the flip side, data-center players like Equinix and Digital Realty have seen more mixed trading, occasionally putting a lid on gains. Storage names such as Public Storage and Extra Space Storage are bright spots, giving the fund a lift despite some choppy undercurrents.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Welltower | 8.67% | $105.25M | $145.54B | 40.12% | 77 Outperform | |
| Prologis | 7.84% | $95.21M | $132.83B | 16.98% | 76 Outperform | |
| Equinix | 5.47% | $66.47M | $90.81B | 0.92% | 73 Outperform | |
| Simon Property | 3.96% | $48.07M | $65.17B | 9.74% | 70 Outperform | |
| Realty Income | 3.66% | $44.42M | $59.86B | 15.85% | 70 Outperform | |
| Digital Realty | 3.47% | $42.12M | $60.48B | 6.24% | 69 Neutral | |
| Public Storage | 2.86% | $34.75M | $52.48B | 0.27% | 73 Outperform | |
| Ventas | 2.44% | $29.57M | $41.70B | 30.05% | 68 Neutral | |
| Mitsui Fudosan Co | 2.29% | $27.78M | ¥5.70T | 44.50% | 78 Outperform | |
| Extra Space Storage | 1.88% | $22.83M | $32.17B | -2.05% | 66 Neutral |
RWO Technical Analysis
Positive
―
Price Trends
46.36
Positive
45.71
Positive
44.65
Positive
Market Momentum
0.88
Negative
72.37
Negative
75.48
Neutral
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 47.65, equal to the 50-day MA of 46.36, and equal to the 200-day MA of 44.65, indicating a bullish trend. The MACD of 0.88 indicates Negative momentum. The RSI at 72.37 is Negative, neither overbought nor oversold. The STOCH value of 75.48 is Neutral, 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
49.40
6.56
15.31%
IXN
iShares Global Tech ETF
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―
―
REET
iShares Global REIT ETF
―
―
―
IXJ
iShares Global Healthcare ETF
―
―
―
DFGR
Dimensional Global Real Estate ETF
―
―
―
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.
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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