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RWX - ETF AI Analysis
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SPDR Dow Jones International Real Estate ETF (RWX)
Rating:58Neutral
Price Target:
$29.00
Positive Factors
Strong Geographic Diversification
The ETF invests across multiple countries, reducing reliance on any single economy and providing global exposure.
Solid Performance from Top Holdings
Several top holdings, such as Mitsui Fudosan Co and Link Real Estate Investment, have shown strong year-to-date performance, supporting the fund’s returns.
Focused Sector Exposure
The ETF’s heavy focus on real estate provides targeted exposure to a sector that can benefit from stable income and long-term growth.
Negative Factors
High Expense Ratio
The ETF charges a relatively high expense ratio compared to other funds, which can eat into investor returns over time.
Over-Concentration in Real Estate
With over 84% of assets in the real estate sector, the fund is highly sensitive to downturns in this industry.
Weak Performance from Some Holdings
Certain holdings, such as Segro plc, have underperformed year-to-date, which could drag on overall fund performance.
RWX vs. SPDR S&P 500 ETF (SPY)
AUM292.01M
RegionGlobal Ex-U.S.
Expense Ratio0.59%
Beta0.36
IssuerSPDR
Inception DateDec 14, 2006
Dividend Yield3.38%
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. Volume22,885
30 Day Avg. Volume34,285
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
30.82Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering120
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
RWX Summary
The SPDR Dow Jones International Real Estate ETF (RWX) is an investment fund that focuses on global real estate companies and Real Estate Investment Trusts (REITs) outside the United States. It follows the Dow Jones Global ex-U.S. Select Real Estate Securities Index, giving investors exposure to commercial, residential, and industrial properties in countries like Japan, the UK, and Singapore. Some of its top holdings include Mitsui Fudosan Co and Scentre Group. This ETF is a good option for those looking to diversify their portfolio internationally and benefit from the potential growth of real estate markets worldwide. However, it’s important to note that the fund’s performance can be affected by changes in global real estate markets and economic conditions.
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
The SPDR Dow Jones International Real Estate ETF (RWX) is heavily concentrated in the global real estate sector, with notable exposure to companies like Mitsui Fudosan and Scentre Group, which have shown steady or rising performance this year. However, stocks like CapitaLand Mall and Nippon Building have faced mixed momentum, slightly holding back the fund's overall growth. With its focus on international markets, RWX offers a unique opportunity to tap into diverse real estate trends outside the U.S., though its reliance on a few key names and sectors may limit broader diversification.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Mitsui Fudosan Co | 6.74% | $19.64M | ¥4.55T | 22.71% | 76 Outperform | |
| Scentre Group | 3.13% | $9.12M | AU$21.41B | 34.87% | 70 Outperform | |
| Link Real Estate Investment | 3.11% | $9.06M | HK$107.73B | 13.30% | 60 Neutral | |
| Segro plc (REIT) | 2.90% | $8.45M | £9.76B | -6.75% | 74 Outperform | |
| ― | 2.86% | $8.34M | ― | ― | ― | |
| Swiss Prime Site AG | 2.61% | $7.61M | CHF9.31B | 34.36% | 62 Neutral | |
| CapitaLand Mall | 2.33% | $6.78M | S$17.65B | 11.29% | 71 Outperform | |
| Klepierre (ex Compagnie Fonciere Klepierre) | 1.94% | $5.65M | €9.46B | 17.52% | 72 Outperform | |
| CapitaLand Ascendas REIT | 1.88% | $5.48M | S$13.04B | -3.49% | 71 Outperform | |
| Nippon Building | 1.85% | $5.38M | ¥1.25T | 11.21% | 71 Outperform |
RWX Technical Analysis
Positive
―
Price Trends
27.72
Positive
27.37
Positive
25.99
Positive
Market Momentum
0.05
Negative
56.25
Neutral
73.98
Neutral
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For RWX, the sentiment is Positive. The current price of undefined is equal to the 20-day moving average (MA) of 27.89, equal to the 50-day MA of 27.72, and equal to the 200-day MA of 25.99, indicating a bullish trend. The MACD of 0.05 indicates Negative momentum. The RSI at 56.25 is Neutral, neither overbought nor oversold. The STOCH value of 73.98 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for RWX.
RWX Peer Comparison
Comparison Results
Performance Comparison
RWX
SPDR Dow Jones International Real Estate ETF
28.05
4.57
19.46%
HAUZ
Xtrackers International Real Estate ETF
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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.
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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