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RWR - ETF AI Analysis
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SPDR Dow Jones REIT ETF (RWR)
Rating:70Outperform
Price Target:―
Positive Factors
Strong Top Holdings
Several key holdings, such as Prologis and Welltower, have delivered strong year-to-date performance, supporting the ETF’s overall returns.
Low Expense Ratio
The ETF has a relatively low expense ratio, making it a cost-effective choice for investors.
Focused Real Estate Exposure
The fund provides concentrated exposure to the real estate sector, which can benefit from stable income and long-term growth trends.
Negative Factors
High Geographic Concentration
The ETF is heavily focused on U.S. markets, offering little diversification across global regions.
Underperforming Holdings
Some holdings, such as Equinix and AvalonBay, have shown weak year-to-date performance, which could drag on overall returns.
Sector Over-Concentration
Nearly all assets are allocated to the real estate sector, increasing vulnerability to sector-specific risks.
RWR vs. SPDR S&P 500 ETF (SPY)
AUM1.71B
RegionNorth America
Expense Ratio0.25%
Beta0.53
IssuerSPDR
Inception DateApr 23, 2001
Dividend Yield3.77%
Asset ClassEquity
Index TrackedDow Jones U.S. Select REIT Capped Index - Benchmark TR Gross
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume211,496
30 Day Avg. Volume373,780
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
110.52Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering103
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
RWR Summary
The SPDR Dow Jones REIT ETF (RWR) is an investment fund that focuses on Real Estate Investment Trusts (REITs), giving investors exposure to the U.S. real estate market without owning property directly. It tracks the Dow Jones U.S. Select REIT Index, which includes companies like Prologis and Welltower that own and manage income-generating properties such as warehouses, healthcare facilities, and apartments. This ETF can be a good choice for those looking to diversify their portfolio and benefit from potential long-term growth and regular dividend income from the real estate sector. However, investors should be aware that its performance is closely tied to the real estate market, which can be affected by economic conditions and interest rate changes.
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
The SPDR Dow Jones REIT ETF leans heavily into the U.S. real estate sector, with top holdings like Welltower and Prologis providing steady momentum thanks to their strategic growth in senior housing and industrial spaces. However, names like Digital Realty and Public Storage are dragging the fund with bearish trends and rising costs, reflecting broader challenges in the REIT space. While the ETF offers diversification across property types, its concentrated exposure to U.S. REITs means performance hinges on the health of the domestic real estate market, which has seen mixed signals recently.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Prologis | 9.71% | $166.71M | $121.20B | 20.28% | 76 Outperform | |
| Welltower | 9.60% | $164.85M | $127.42B | 46.78% | 77 Outperform | |
| Equinix | 4.77% | $81.94M | $77.38B | -18.35% | 73 Outperform | |
| Simon Property | 4.56% | $78.33M | $60.82B | 5.30% | 70 Outperform | |
| Realty Income | 4.51% | $77.38M | $52.82B | 9.22% | 70 Outperform | |
| Public Storage | 4.48% | $76.88M | $47.43B | -10.08% | 73 Outperform | |
| Digital Realty | 4.37% | $75.06M | $53.85B | -14.37% | 69 Neutral | |
| Ventas | 3.75% | $64.41M | $36.64B | 29.90% | 68 Neutral | |
| Extra Space Storage | 3.02% | $51.79M | $30.02B | -9.55% | 66 Neutral | |
| AvalonBay | 2.73% | $46.81M | $26.02B | -15.48% | 74 Outperform |
RWR Technical Analysis
Positive
―
Price Trends
98.52
Positive
98.18
Positive
95.98
Positive
Market Momentum
0.02
Negative
50.30
Neutral
59.98
Neutral
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 98.34, equal to the 50-day MA of 98.52, and equal to the 200-day MA of 95.98, indicating a bullish trend. The MACD of 0.02 indicates Negative momentum. The RSI at 50.30 is Neutral, neither overbought nor oversold. The STOCH value of 59.98 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for RWR.
RWR Peer Comparison
Comparison Results
Performance Comparison
RWR
SPDR Dow Jones REIT ETF
98.58
6.97
7.61%
SCHH
Schwab U.S. REIT ETF
―
―
―
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
―
―
―
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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