RWO - ETF AI Analysis

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SPDR Dow Jones Global Real Estate ETF (RWO)

Rating:67Neutral

Price Target:―

RWO, the SPDR Dow Jones Global Real Estate ETF, has a solid overall rating driven mainly by strong, high-weight holdings like Welltower and Prologis, which benefit from robust financial performance, strategic growth plans, and generally stable technical trends. Additional support comes from quality names such as Equinix and Mitsui Fudosan, though concerns like bearish momentum, high valuations, and leverage at several holdings (including Equinix, Realty Income, and others) introduce risk. The main risk factor is that the fund is concentrated in global real estate, where several key holdings show signs of potential overvaluation and weaker technical trends, which could increase volatility.

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)

AUM1.19B

RegionGlobal

Expense Ratio0.50%

Beta0.50

IssuerState Street

Inception DateMay 07, 2008

Dividend Yield3.45%

Asset ClassEquity

Index TrackedDJ Global Select Real Estate Securities Index (RESI)

Share Statistics

EPS (TTM)N/A

Shares OutstandingN/A

10 Day Avg. Volume38,621

30 Day Avg. Volume57,681

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

52.19

Price Target Upside― Downside

Rating ConsensusModerate Buy

Number of Analyst Covering212

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 leaning heavily into global real estate, with a clear tilt toward U.S.-listed REITs that are currently doing much of the heavy lifting. Welltower and Ventas are rising on the back of renewed optimism in senior housing, while Prologis is steadily benefiting from resilient demand for logistics space. On the techier side of property, Equinix and Digital Realty are powering ahead, giving the fund a data-center flavor. Public Storage adds a steady self-storage backbone, and Japan’s Mitsui Fudosan is one of the few names losing a bit of steam, slightly dampening otherwise strong global momentum.

Name	Company Name	Weight %	Market Value	Market Cap	Yearly Gain	Overall Rating
WELL	Welltower	9.01%	$106.00M	$145.98B	40.64%	77 Outperform
PLD	Prologis	7.65%	$89.96M	$124.81B	16.14%	76 Outperform
EQIX	Equinix	6.00%	$70.57M	$95.66B	13.82%	73 Outperform
SPG	Simon Property	3.89%	$45.78M	$61.71B	15.23%	70 Outperform
O	Realty Income	3.64%	$42.82M	$58.78B	11.69%	70 Outperform
DLR	Digital Realty	3.63%	$42.66M	$61.49B	18.43%	69 Neutral
PSA	Public Storage	2.75%	$32.36M	$48.72B	-6.10%	73 Outperform
VTR	Ventas	2.57%	$30.27M	$42.47B	29.22%	68 Neutral
8801	Mitsui Fudosan Co	2.06%	$24.22M	¥5.17T	24.59%	78 Outperform
EXR	Extra Space Storage	1.82%	$21.37M	$30.08B	-7.10%	66 Neutral

RWO Technical Analysis

Technical Analysis Sentiment

Negative

Last Price―

Price Trends

50DMA

47.63

Negative

100DMA

46.36

Positive

200DMA

45.18

Positive

Market Momentum

MACD

-0.12

Positive

RSI

39.31

Neutral

STOCH

34.85

Neutral

Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For RWO, the sentiment is Negative. The current price of undefined is equal to the 20-day moving average (MA) of 48.65, equal to the 50-day MA of 47.63, and equal to the 200-day MA of 45.18, indicating a neutral trend. The MACD of -0.12 indicates Positive momentum. The RSI at 39.31 is Neutral, neither overbought nor oversold. The STOCH value of 34.85 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Negative sentiment for RWO.

RWO Peer Comparison

Comparison Results

Name	Price	Price Target	AUM	Expense Ratio	Overall Rating
RWO	―	―	$1.19B	0.50%	67 Neutral
IXN	―	―	$6.48B	0.39%	66 Neutral
REET	―	―	$4.62B	0.14%	66 Neutral
IXJ	―	―	$3.75B	0.40%	71 Outperform
DFGR	―	―	$3.29B	0.22%	66 Neutral
DTCR	―	―	$1.25B	0.50%	62 Neutral

Performance Comparison

RWO

SPDR Dow Jones Global Real Estate ETF

47.14

5.01

11.89%

IXN

iShares Global Tech ETF

―

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

―

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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