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
- 516.19M
- Region
- Global Ex-U.S.
- Expense Ratio
- 0.45%
- Beta
- 0.27
- 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, which follows the S&P International Dividend Opportunities Index. It invests in dividend-paying companies outside the U.S., with major exposure to countries like Japan, France, and the UK. The fund holds well-known names such as TotalEnergies and Zurich Insurance Group. Investors might consider DWX to add global diversification to their portfolio while aiming for regular income from dividends. A key risk is that international stock prices and currencies can go up and down, so the value of the ETF and its income are not guaranteed.
How much will it cost me?
The SPDR S&P International Dividend ETF (DWX) has an expense ratio of 0.45%, meaning you’ll pay $4.50 per year for every $1,000 invested. This is slightly higher than average because it is focused on a niche strategy of targeting high dividend yields from international companies, which requires more active management. It’s a reasonable cost for the specialized exposure it provides.
What would affect this ETF?
Positive drivers for DWX could include global economic recovery, which may boost dividend-paying companies in sectors like real estate and utilities, and a stable interest rate environment that supports income-focused investments. However, negative factors such as geopolitical tensions, regulatory changes in international markets, or economic slowdowns in key regions could impact the performance of its holdings, particularly in sectors like financials and energy. The ETF’s broad global exposure helps mitigate single-market risks but may still be affected by widespread economic challenges.
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 | 2.60% | $13.38M | ILS 61.55B | 17.46% | 80Outperform |
 FR:CS | AXA SA | 2.31% | $11.91M | EUR 88.21B | 6.81% | 75Outperform |
 CH:ZURN | Zurich Insurance Group | 2.30% | $11.87M | CHF 91.18B | 10.01% | 78Outperform |
 GB:SHEL | Shell (UK) | 2.08% | $10.73M | GBP 221.86B | 40.84% | 73Outperform |
 GB:SVT | Severn Trent | 2.08% | $10.73M | GBP 9.69B | 14.44% | 71Outperform |
 AU:TCL | Transurban Group | 2.14% | $11.03M | AUD 42.56B | -6.29% | 52Neutral |
 GB:UU | United Utilities | 2.04% | $10.48M | GBP 11.00B | 23.76% | 72Outperform |
 CH:SCMN | Swisscom AG | 2.03% | $10.43M | CHF 34.65B | 15.54% | 67Neutral |
 HK:0002 | CLP Holdings | 1.99% | $10.24M | HKD 193.15B | 15.35% | 71Outperform |
 GB:INVP | Investec | 1.98% | $10.20M | GBP 11.18B | 2.60% | 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 47.06 is above the 20-day moving average (MA) of 45.99, above the 50-day MA of 46.81, and above the 200-day MA of 45.85, indicating a bullish trend. The MACD of -0.00 indicates Negative momentum. The RSI at 60.47 is Neutral, neither overbought nor oversold. The STOCH value of 96.29 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 | $47.06 | $48.00(2.00% Upside) | $516.19M | 0.45% | 57Neutral |
 SCHY | $33.03 | $35.44(7.29% Upside) | $2.67B | 0.08% | 62Neutral |
 FDV | $34.30 | $35.84(4.48% Upside) | $998.19M | 0.50% | 72Outperform |
 FDD | $19.05 | $21.44(12.57% Upside) | $892.40M | 0.56% | 62Neutral |
 IDVZ | $33.96 | ― | $202.60M | 0.75% | 65Neutral |
 VDI | $34.98 | $40.52(15.84% Upside) | $16.00M | 0.39% | 62Neutral |
Performance Comparison
| Show on chart | Ticker | Company Name | Price | Change | % Change |
|---|---|---|---|---|---|
| DWX | SPDR S&P International Dividend ETF | 47.06 | 5.40 | 12.96% | |
| SCHY | Schwab International Dividend Equity ETF | 33.03 | 5.63 | 20.56% | |
| FDV | Federated Hermes U.S. Strategic Dividend ETF | 34.30 | 6.40 | 22.96% | |
| FDD | First Trust Stoxx European Select Dividend Index Fund | 19.05 | 3.79 | 24.84% | |
| IDVZ | Opal International Dividend Income ETF | 33.96 | 4.25 | 14.32% | |
| VDI | Virtus International Dividend ETF | 34.98 | 5.48 | 18.56% |
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.