RWX - ETF AI Analysis
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SPDR Dow Jones International Real Estate ETF (RWX)
Rating:56Neutral
Price Target:―
Positive Factors
International Real Estate Exposure
The fund gives investors access to a wide range of real estate companies outside the U.S., helping diversify away from a purely domestic portfolio.
Broad Country Diversification
Holdings spread across markets like Japan, the UK, Singapore, Australia, and several European countries reduce reliance on any single economy.
Mixed but Generally Positive Recent Performance
Despite some short-term ups and downs, the ETF’s year-to-date return is slightly positive, supported by several top holdings that have shown solid gains.
Negative Factors
High Expense Ratio
The fund’s fee is relatively high for an ETF, which can eat into long-term returns compared with lower-cost options.
Heavy Concentration in Real Estate
With most assets in a single sector, the ETF is highly sensitive to downturns in global property markets and interest rate changes.
Mixed Performance Among Top Holdings
Some of the largest positions have shown weak or negative performance this year, which can drag on the fund’s overall results.
RWX vs. SPDR S&P 500 ETF (SPY)
AUM268.12M
RegionGlobal Ex-U.S.
Expense Ratio0.59%
Beta0.43
IssuerState Street
Inception DateDec 14, 2006
Dividend Yield3.73%
Asset ClassEquity
Index TrackedDJ Global x US Select Real Estate Securities Index (RESI)
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume24,277
30 Day Avg. Volume28,840
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
30.59Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering113
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
RWX Summary
The SPDR Dow Jones International Real Estate ETF (RWX) tracks the Dow Jones Global ex-U.S. Select Real Estate Securities Index, giving you exposure to real estate companies and REITs outside the United States. It holds property firms from countries like Japan, the UK, and Singapore, including well-known names such as Mitsui Fudosan and Scentre Group. Investors might consider RWX to diversify their portfolio globally and potentially earn income from international real estate. However, this ETF can go up and down with both global property markets and currency movements, so its value may be quite volatile.
How much will it cost me?The SPDR Dow Jones International Real Estate ETF (RWX) has an expense ratio of 0.59%, meaning you’ll pay $5.90 per year for every $1,000 invested. This is higher than average for ETFs because it is a sector-focused fund that requires more active management to track international real estate markets. However, it offers unique exposure to global real estate, which may justify the higher cost for some investors.
What would affect this ETF?RWX’s focus on international real estate could benefit from global economic growth, urbanization trends, and increasing demand for commercial and residential properties outside the U.S. However, it may face challenges from rising interest rates, which can increase borrowing costs for real estate firms, and economic slowdowns in key regions like Japan, Australia, and Europe where its top holdings are concentrated.
RWX Top 10 Holdings
RWX is firmly anchored in international real estate, with a heavy tilt toward large non-U.S. REITs across Asia and Europe. Japanese giant Mitsui Fudosan has been a noticeable drag lately, losing steam and weighing on returns, while Swiss Prime Site and PSP Swiss Property have been more of a mixed bag, steady over the year but choppy in recent months. On the brighter side, Hong Kong’s Link REIT has been rising and helping to offset some of that weakness. Overall, the fund’s story is about diversified global property exposure, but with a few big names steering the ride.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Mitsui Fudosan Co | 5.92% | $15.84M | ¥4.20T | -2.08% | 78 Outperform | |
| Scentre Group | 3.18% | $8.51M | AU$19.98B | 19.00% | 70 Outperform | |
| ― | 3.13% | $8.36M | ― | ― | ― | |
| Swiss Prime Site AG | 2.98% | $7.96M | CHF10.50B | 13.62% | 62 Neutral | |
| Link Real Estate Investment | 2.96% | $7.93M | HK$105.65B | 3.85% | 55 Neutral | |
| Segro plc (REIT) | 2.92% | $7.81M | £9.78B | 4.78% | 75 Outperform | |
| CapitaLand Integrated Commercial Trust | 2.28% | $6.10M | S$18.06B | 13.62% | 71 Outperform | |
| Klepierre (ex Compagnie Fonciere Klepierre) | 2.00% | $5.35M | €9.87B | 1.33% | 72 Outperform | |
| PSP Swiss Property AG | 1.93% | $5.17M | CHF6.83B | 1.99% | 72 Outperform | |
| CapitaLand Ascendas REIT | 1.82% | $4.87M | S$11.85B | 5.59% | 63 Neutral |
RWX Technical Analysis
Negative
―
Price Trends
27.68
Negative
28.28
Negative
27.81
Negative
Market Momentum
-0.14
Positive
40.61
Neutral
59.94
Neutral
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For RWX, the sentiment is Negative. The current price of undefined is equal to the 20-day moving average (MA) of 27.71, equal to the 50-day MA of 27.68, and equal to the 200-day MA of 27.81, indicating a bearish trend. The MACD of -0.14 indicates Positive momentum. The RSI at 40.61 is Neutral, neither overbought nor oversold. The STOCH value of 59.94 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Negative sentiment for RWX.
RWX Peer Comparison
Comparison Results
Performance Comparison
RWX
SPDR Dow Jones International Real Estate ETF
27.15
1.27
4.91%
HAUZ
Xtrackers International Real Estate ETF
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―
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REZ
iShares Residential and Multisector Real Estate ETF
―
―
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AVRE
Avantis Real Estate ETF
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―
―
FDNI
First Trust Dow Jones International Internet ETF
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―
―
IPAV
Global X Infrastructure Development ex-U.S. 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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