DWX - ETF AI Analysis
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SPDR S&P International Dividend ETF (DWX)
DWX, the SPDR S&P International Dividend ETF, has a solid but not outstanding overall rating, reflecting a mix of strong dividend-focused holdings and some weaker names. High-quality holdings like Mizrahi Tefahot Bank, Zurich Insurance Group, and Shell support the fund with strong financial performance, reasonable valuations, and generally positive earnings sentiment, while utilities such as CLP Holdings and United Utilities add stable dividends despite leverage concerns. However, weaker contributors like Transurban Group, along with several holdings showing bearish technical trends or high debt levels, and the fund’s concentration in international dividend payers, introduce risks that keep the rating from being higher.
DWX vs. SPDR S&P 500 ETF (SPY)
- AUM
- 513.91M
- Region
- Global Ex-U.S.
- Expense Ratio
- 0.45%
- Beta
- 0.26
- Issuer
- State Street
- Inception Date
- Feb 12, 2008
- Dividend Yield
- 4.09%
- Asset Class
- Equity
- Index Tracked
- S&P International Dividend Opportunities Index
DWX Summary
DWX is the SPDR S&P International Dividend ETF, built to follow the S&P International Dividend Opportunities Index. It holds high-dividend companies from many countries, including Japan, the UK, France, and Switzerland, giving you broad global exposure. Well-known names in the fund include Shell and Zurich Insurance Group. Investors might consider DWX if they want regular income from dividends and diversification outside the U.S. stock market. A key risk is that international stocks and currencies can be volatile, so the value of the ETF and its income can go up and down with global markets.
How much will it cost me?
This ETF has an expense ratio of 0.45%, which means you’ll pay about $4.50 per year for every $1,000 you invest. That’s a bit higher than the average low-cost index ETF because it focuses on a specialized, high-dividend international strategy rather than a plain-vanilla broad market index.
What would affect this ETF?
DWX could benefit if global economies outside the U.S. remain stable or grow, supporting steady profits and dividend payments from its international financial, utility, and infrastructure companies like Zurich Insurance, Shell, and Transurban. On the downside, rising interest rates, economic slowdowns in key regions, currency swings, or new regulations affecting banks, utilities, and energy firms could pressure company earnings and lead to lower or less reliable dividends for the fund.
DWX Top 10 Holdings
DWX leans heavily on international dividend payers, with a clear tilt toward financials and utilities outside the U.S. Shell has been the main engine lately, rising on strong operations and giving the fund some energy punch. Mizrahi Tefahot and AXA add steady financial strength, while Swisscom and United Utilities quietly support performance with solid income and stable trends. On the flip side, Transurban has been dragging, and Zurich Insurance is losing steam, reminding investors that even a diversified, global income portfolio can have a few weak links.
| Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
 IL:MZTF | Mizrahi Tefahot | 2.55% | $13.15M | ILS 60.43B | 16.02% | 80Outperform |
 CH:ZURN | Zurich Insurance Group | 2.29% | $11.84M | CHF 91.00B | 8.83% | 78Outperform |
 FR:CS | AXA SA | 2.24% | $11.55M | EUR 85.87B | 5.89% | 75Outperform |
 AU:TCL | Transurban Group | 2.12% | $10.97M | AUD 44.22B | -5.22% | 52Neutral |
 GB:SVT | Severn Trent | 2.09% | $10.81M | GBP 9.78B | 15.40% | 71Outperform |
 GB:UU | United Utilities | 2.07% | $10.70M | GBP 11.16B | 23.72% | 72Outperform |
 CH:SCMN | Swisscom AG | 2.07% | $10.69M | CHF 35.46B | 16.51% | 67Neutral |
 GB:SHEL | Shell (UK) | 2.06% | $10.66M | GBP 229.24B | 41.98% | 73Outperform |
 HK:0002 | CLP Holdings | 1.97% | $10.18M | HKD 192.14B | 15.31% | 71Outperform |
 GB:INVP | Investec | 1.95% | $10.05M | GBP 11.06B | 2.32% | 62Neutral |
DWX Technical Analysis
Price Trends
Market Momentum
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For DWX, the sentiment is Positive. The current price of 46.98 is above the 20-day moving average (MA) of 46.01, above the 50-day MA of 46.80, and above the 200-day MA of 45.87, indicating a bullish trend. The MACD of 0.05 indicates Negative momentum. The RSI at 59.06 is Neutral, neither overbought nor oversold. The STOCH value of 95.87 is Negative, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for DWX.
DWX Peer Comparison
Comparison Results
| Name | Price | Price Target | AUM | Expense Ratio | Overall Rating |
|---|---|---|---|---|---|
| DWX | $46.98 | $48.00(2.16% Upside) | $513.91M | 0.45% | 57Neutral |
 SCHY | $33.03 | $35.53(7.57% Upside) | $2.68B | 0.08% | 62Neutral |
 FDD | $19.07 | $21.36(12.00% Upside) | $879.90M | 0.56% | 61Neutral |
 DIV | $19.20 | $20.74(8.04% Upside) | $769.31M | 0.45% | 69Neutral |
 IDVZ | $33.92 | ― | $202.76M | 0.75% | 65Neutral |
 VDI | $34.94 | $40.28(15.29% Upside) | $15.77M | 0.39% | 62Neutral |
Performance Comparison
| Show on chart | Ticker | Company Name | Price | Change | % Change |
|---|---|---|---|---|---|
| DWX | SPDR S&P International Dividend ETF | 46.98 | 5.32 | 12.77% | |
| SCHY | Schwab International Dividend Equity ETF | 33.03 | 5.50 | 19.97% | |
| FDD | First Trust Stoxx European Select Dividend Index Fund | 19.07 | 3.68 | 23.90% | |
| DIV | Global X SuperDividend US ETF | 19.20 | 2.89 | 17.70% | |
| IDVZ | Opal International Dividend Income ETF | 33.92 | 4.04 | 13.53% | |
| VDI | Virtus International Dividend ETF | 34.94 | 5.43 | 18.41% |
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.