RWX - ETF AI Analysis

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SPDR Dow Jones International Real Estate ETF (RWX)

Rating:57Neutral

Price Target:―

RWX, the SPDR Dow Jones International Real Estate ETF, has a solid but not outstanding overall rating, reflecting a mix of strong and weaker real estate holdings across global markets. High-quality names like Mitsui Fudosan, Segro, and Klepierre support the fund with robust financial performance, reasonable valuations, and generally positive or stable technical trends, while income-focused holdings such as Scentre Group and CapitaLand Mall add attractive dividends. However, weaker positions like HK:0823, which faces profitability issues and negative market momentum, along with some bearish or neutral technical signals in other holdings, and the fund’s concentration in international real estate as a single sector, all add risk and help explain why the rating is not higher.

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)

AUM298.94M

RegionGlobal Ex-U.S.

Expense Ratio0.59%

Beta0.35

IssuerSPDR

Inception DateDec 14, 2006

Dividend Yield3.54%

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. Volume33,304

30 Day Avg. Volume33,538

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

31.80

Price Target Upside― Downside

Rating ConsensusModerate Buy

Number of Analyst Covering112

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 very much a global real estate play, with its story driven by a handful of big international landlords. Japan’s Mitsui Fudosan is the clear engine, rising strongly and giving the fund a solid lift. European names like Segro and Swiss Prime Site are also pulling their weight, keeping performance steady. On the flip side, Hong Kong’s Link REIT and France’s Klepierre are dragging a bit, with more mixed or lagging trends. Overall, it’s a diversified ex-U.S. property basket, but still heavily tied to a few large REITs across Europe and Asia.

Name	Company Name	Weight %	Market Value	Market Cap	Yearly Gain	Overall Rating
8801	Mitsui Fudosan Co	6.73%	$19.89M	¥4.90T	22.76%	78 Outperform
SCG	Scentre Group	3.15%	$9.30M	AU$21.26B	51.06%	70 Outperform
SGRO	Segro plc (REIT)	2.98%	$8.79M	£10.26B	7.92%	75 Outperform
SPSN	Swiss Prime Site AG	2.89%	$8.54M	CHF10.53B	48.36%	62 Neutral
	―	2.85%	$8.41M	―	―	―
0823	Link Real Estate Investment	2.51%	$7.43M	HK$93.98B	7.78%	55 Neutral
C38U	CapitaLand Integrated Commercial Trust	2.30%	$6.80M	S$18.19B	28.37%	71 Outperform
PSPN	PSP Swiss Property AG	1.95%	$5.76M	CHF7.11B	14.02%	72 Outperform
A17U	CapitaLand Ascendas REIT	1.82%	$5.36M	S$13.14B	13.56%	63 Neutral
LI	Klepierre (ex Compagnie Fonciere Klepierre)	1.80%	$5.32M	€9.14B	14.30%	72 Outperform

RWX Technical Analysis

Technical Analysis Sentiment

Positive

Last Price―

Price Trends

50DMA

28.06

Positive

100DMA

27.79

Positive

200DMA

27.04

Positive

Market Momentum

MACD

0.30

Negative

RSI

56.49

Neutral

STOCH

73.43

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 28.72, equal to the 50-day MA of 28.06, and equal to the 200-day MA of 27.04, indicating a bullish trend. The MACD of 0.30 indicates Negative momentum. The RSI at 56.49 is Neutral, neither overbought nor oversold. The STOCH value of 73.43 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

Name	Price	Price Target	AUM	Expense Ratio	Overall Rating
RWX	―	―	$298.94M	0.59%	―
HAUZ	―	―	$1.02B	0.10%	―
REZ	―	―	$780.58M	0.48%	―
AVRE	―	―	$698.63M	0.17%	―
FDNI	―	―	$56.87M	0.65%	―
IPAV	―	―	$5.01M	0.56%	―

Performance Comparison

RWX

SPDR Dow Jones International Real Estate ETF

28.89

5.71

24.63%

HAUZ

Xtrackers International Real Estate ETF

―

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

―

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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