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RWR - ETF AI Analysis

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RWR

SPDR Dow Jones REIT ETF (RWR)

Rating:69Neutral
Price Target:
RWR, the SPDR Dow Jones REIT ETF, has a solid overall rating driven mainly by large positions in high-quality real estate companies like Prologis and Welltower, which show strong financial performance, positive earnings calls, and clear growth strategies. However, several holdings such as Equinix, Public Storage, and AvalonBay face bearish technical trends or potential overvaluation, which temper the fund’s strength. The main risk factor is its concentration in real estate, where many holdings show signs of high valuations and some mixed technical signals, making the ETF sensitive to shifts in property markets and interest rates.
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 REIT Holdings
Several of the largest real estate holdings, including logistics, data center, and healthcare REITs, have delivered strong year-to-date performance that supports the fund’s returns.
Reasonable Expense Ratio
The fund’s expense ratio is moderate for a specialized real estate ETF, helping investors keep more of their returns compared with higher-cost alternatives.
Negative Factors
High Sector Concentration
With almost all assets in real estate, the ETF is heavily exposed to property market cycles and interest rate changes.
Top Holdings Concentration
A small number of REITs make up a large share of the portfolio, so weakness in these names could significantly affect overall performance.
Limited Geographic Diversification
The ETF is almost entirely invested in U.S. companies, offering little protection if the U.S. real estate market faces a downturn.

RWR vs. SPDR S&P 500 ETF (SPY)

RWR Summary

RWR is the SPDR Dow Jones REIT ETF, which follows the Dow Jones U.S. Select REIT Index. It invests in U.S. real estate investment trusts (REITs) that own income-producing properties like apartments, warehouses, offices, and shopping centers. Top holdings include well-known real estate owners such as Prologis and Simon Property Group. Investors might consider RWR for diversification and potential income from dividends, since many REITs regularly pay out rent-based earnings. However, this ETF is heavily tied to the real estate market, so its value can go up or down with changes in property prices, interest rates, and the overall economy.
How much will it cost me?The SPDR Dow Jones REIT ETF (RWR) has an expense ratio of 0.25%, which means you’ll pay $2.50 per year for every $1,000 invested. This cost is slightly higher than average for passively managed ETFs because it focuses on a niche sector—Real Estate Investment Trusts (REITs)—which may require more specialized management.
What would affect this ETF?The SPDR Dow Jones REIT ETF (RWR) could benefit from positive trends in the U.S. real estate market, such as rising property values, increased demand for commercial and residential spaces, and stable dividend payouts from its top holdings like Prologis and Welltower. However, it may face challenges from higher interest rates, which can increase borrowing costs for REITs, or economic slowdowns that reduce demand for real estate. Regulatory changes or shifts in consumer behavior could also impact the performance of its holdings.

RWR Top 10 Holdings

RWR is a pure U.S. real estate play, and a handful of big REITs are steering the ship. Industrial giant Prologis and healthcare-focused Welltower are both rising, giving the fund a solid tailwind. Data-center leaders Equinix and Digital Realty have been more of a mixed bag lately, with earlier gains cooling, so their once-hot momentum is easing. On the income side, names like Realty Income and Public Storage are wobbling, acting as mild drags. Overall, the ETF is heavily concentrated in U.S. REITs, especially logistics, healthcare, and data infrastructure.
Name
Company Name
Weight %
Market Value
Market Cap
Yearly Gain
Overall Rating
Prologis10.10%$183.97M$140.13B38.65%
76
Outperform
Welltower9.46%$172.37M$148.71B40.57%
77
Outperform
Simon Property4.70%$85.68M$69.68B39.60%
70
Outperform
Public Storage4.49%$81.84M$57.00B10.51%
73
Outperform
Equinix4.45%$81.02M$102.88B18.28%
73
Outperform
Digital Realty4.20%$76.53M$64.25B5.58%
69
Neutral
Realty Income3.97%$72.32M$57.73B8.81%
70
Outperform
Ventas3.79%$69.06M$41.74B32.48%
68
Neutral
Extra Space Storage3.03%$55.28M$33.16B0.67%
66
Neutral
AvalonBay2.48%$45.25M$26.16B-9.29%
74
Outperform

RWR Technical Analysis

Technical Analysis Sentiment
Positive
Last Price
Price Trends
50DMA
109.01
Positive
100DMA
106.13
Positive
200DMA
102.05
Positive
Market Momentum
MACD
1.00
Negative
RSI
65.13
Neutral
STOCH
89.04
Negative
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For RWR, the sentiment is Positive. The current price of undefined is equal to the 20-day moving average (MA) of 110.56, equal to the 50-day MA of 109.01, and equal to the 200-day MA of 102.05, indicating a bullish trend. The MACD of 1.00 indicates Negative momentum. The RSI at 65.13 is Neutral, neither overbought nor oversold. The STOCH value of 89.04 is Negative, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for RWR.

RWR Peer Comparison

Comparison Results
Name
Price
Price Target
AUM
Expense Ratio
Overall Rating
$1.82B0.25%
69
Neutral
$8.01B0.08%
69
Neutral
$4.68B0.38%
69
Neutral
$4.22B0.08%
70
Neutral
$2.10B0.32%
70
Neutral
$1.25B0.11%
69
Neutral
Performance Comparison
Ticker
Company Name
Price
Change
% Change
RWR
SPDR Dow Jones REIT ETF
113.90
19.91
21.18%
XLRE
Real Estate Select Sector SPDR Fund
IYR
iShares U.S. Real Estate ETF
USRT
iShares Core U.S. REIT ETF
ICF
iShares Cohen & Steers REIT ETF
BBRE
JPMorgan BetaBuilders MSCI U.S. REIT 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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