RWX - ETF AI Analysis
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SPDR Dow Jones International Real Estate ETF (RWX)
Rating:56Neutral
Price Target:―
Positive Factors
Improving Recent Performance
The ETF has shown positive performance over the past month and quarter, suggesting some recent momentum in its holdings.
Strong International Real Estate Focus
The fund provides broad exposure to international real estate markets, with holdings spread across countries like Japan, the UK, Singapore, and Australia.
Several Strong Top Holdings
A number of the largest positions, including major Japanese and Singaporean real estate companies, have delivered strong year-to-date gains that support the fund’s results.
Negative Factors
High Sector Concentration
With the vast majority of assets in real estate, the ETF is heavily exposed to downturns in that single sector.
Relatively High Expense Ratio
The fund’s expense ratio is on the higher side for an ETF, which can gradually reduce net returns for investors over time.
Country Concentration Risk
A large portion of the portfolio is invested in Japan and a few other countries, increasing sensitivity to economic or policy changes in those markets.
RWX vs. SPDR S&P 500 ETF (SPY)
AUM272.80M
RegionGlobal Ex-U.S.
Expense Ratio0.59%
Beta0.41
IssuerState Street
Inception DateDec 14, 2006
Dividend Yield3.76%
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. Volume56,262
30 Day Avg. Volume40,035
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
30.99Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering114
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
RWX Summary
RWX is the SPDR Dow Jones International Real Estate ETF, which follows the Dow Jones Global ex-U.S. Select Real Estate Securities Index. It invests in real estate companies and REITs outside the U.S., including owners of offices, malls, apartments, and industrial properties. Major holdings include Mitsui Fudosan in Japan and Scentre Group in Australia. Someone might invest in RWX to diversify beyond U.S. markets and gain exposure to global property income and growth. A key risk is that real estate values and this ETF’s price can go up and down with global property and stock markets.
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 big positions in Japanese names like Mitsui Fudosan setting the tone but recently lagging and acting as a bit of a headwind. European exposure is a mixed bag: Swiss Prime Site and PSP Swiss Property have been rising and help steady the ship, while Klepierre has been losing steam. In Asia-Pacific, Link REIT and CapitaLand are holding up relatively well, offsetting weakness from Scentre Group. Overall, the fund is globally diversified but still concentrated in non-U.S. property markets.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Mitsui Fudosan Co | 6.90% | $18.32M | ¥4.53T | 10.70% | 78 Outperform | |
| Swiss Prime Site AG | 3.11% | $8.26M | CHF11.10B | 40.89% | 62 Neutral | |
| ― | 3.01% | $8.00M | ― | ― | ― | |
| Scentre Group | 2.78% | $7.37M | AU$17.58B | 22.17% | 70 Outperform | |
| Link Real Estate Investment | 2.73% | $7.25M | HK$95.96B | 5.68% | 55 Neutral | |
| Segro plc (REIT) | 2.69% | $7.15M | £9.08B | 8.79% | 75 Outperform | |
| CapitaLand Integrated Commercial Trust | 2.36% | $6.26M | S$17.77B | 21.45% | 71 Outperform | |
| PSP Swiss Property AG | 2.05% | $5.45M | CHF7.41B | 23.56% | 72 Outperform | |
| Klepierre (ex Compagnie Fonciere Klepierre) | 1.82% | $4.84M | €9.50B | 16.33% | 72 Outperform | |
| Hulic Co | 1.80% | $4.77M | ¥1.43T | 15.64% | 74 Outperform |
RWX Technical Analysis
Negative
―
Price Trends
28.51
Negative
28.10
Negative
27.50
Negative
Market Momentum
-0.53
Negative
42.81
Neutral
72.64
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 27.23, equal to the 50-day MA of 28.51, and equal to the 200-day MA of 27.50, indicating a bearish trend. The MACD of -0.53 indicates Negative momentum. The RSI at 42.81 is Neutral, neither overbought nor oversold. The STOCH value of 72.64 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
27.04
3.99
17.31%
HAUZ
Xtrackers International Real Estate ETF
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―
―
REZ
iShares Residential and Multisector Real Estate ETF
―
―
―
AVRE
Avantis Real Estate ETF
―
―
―
FDNI
First Trust Dow Jones International Internet ETF
―
―
―
IPAV
Global X Infrastructure Development ex-U.S. ETF
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―
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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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