SPDR Dow Jones Global Real Estate ETF
RWO - ETF AI Analysis
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SPDR Dow Jones Global Real Estate ETF (RWO)
RWO, the SPDR Dow Jones Global Real Estate ETF, earns a solid overall rating largely because its biggest positions like Welltower and Prologis show strong financial performance, strategic growth plans, and generally stable trading trends, which support the fund’s quality. Some holdings such as Equinix, Realty Income, and Extra Space Storage face bearish technical trends or potential overvaluation, which can weigh on the rating. The main risk is that the fund is heavily concentrated in global real estate, so it is sensitive to property market cycles, interest rates, and sector-specific challenges.
RWO vs. SPDR S&P 500 ETF (SPY)
- AUM
- 1.28B
- Region
- Global
- Expense Ratio
- 0.50%
- Beta
- 0.44
- Issuer
- State Street
- Inception Date
- May 07, 2008
- Dividend Yield
- 3.31%
- Asset Class
- Equity
- Index Tracked
- DJ Global Select Real Estate Securities Index (RESI)
RWO Summary
RWO is the SPDR Dow Jones Global Real Estate ETF, which follows the Dow Jones Global Select Real Estate Securities Index. It invests in real estate companies and REITs around the world, with most of its holdings in the U.S. Examples of well-known companies in this ETF include Prologis and Simon Property Group. Investors might consider RWO if they want global diversification in real estate and potential income from property-related businesses. However, because it is focused on real estate, its value can go up and down with changes in the property market and interest rates.
How much will it cost me?
This ETF has an expense ratio of 0.50%, which means you’ll pay about $5 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 specific sector (global real estate) and tracks a more specialized index.
What would affect this ETF?
RWO could benefit if global economic growth stays steady, interest rates fall or stabilize, and demand for properties like healthcare, logistics, data centers, and retail spaces boosts the earnings of its major holdings such as Welltower, Prologis, and Equinix. On the downside, rising interest rates, weak property markets in key regions, or tighter regulations on real estate and REITs could hurt valuations and rental income across its globally diversified portfolio.
RWO Top 10 Holdings
RWO is essentially a global real estate play, but its story is being written mostly by a handful of big U.S. REITs. Welltower and Ventas, both focused on senior housing and healthcare, have been mixed lately, with Ventas clearly lagging and acting as a bit of a brake on returns. On the brighter side, data‑center names like Equinix and Digital Realty are rising and giving the fund some tech‑flavored real estate juice, while Public Storage and Extra Space Storage are also climbing. Overall, it’s a U.S.-heavy, property-focused portfolio with digital and storage REITs helping offset weaker traditional landlords.
| Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
 WELL | Welltower | 10.48% | $134.14M | $181.69B | 29.62% | 77Outperform |
 PLD | Prologis | 7.24% | $92.65M | $126.14B | 4.16% | 76Outperform |
 EQIX | Equinix | 5.83% | $74.63M | $103.94B | 26.79% | 73Outperform |
 SPG | Simon Property | 4.34% | $55.59M | $75.87B | 28.17% | 70Outperform |
 DLR | Digital Realty | 3.64% | $46.56M | $68.43B | 6.90% | 69Neutral |
 PSA | Public Storage | 3.39% | $43.42M | $62.77B | 23.15% | 73Outperform |
 O | Realty Income | 3.34% | $42.70M | $56.62B | 5.60% | 70Outperform |
 VMRK | Vivmark Residential | 2.78% | $35.62M | $50.88B | 10.49% | 70Outperform |
 VTR | Ventas | 2.71% | $34.64M | $48.80B | 18.92% | 68Neutral |
 EXR | Extra Space Storage | 2.01% | $25.67M | $34.67B | 21.80% | 66Neutral |
RWO Technical Analysis
Price Trends
Market Momentum
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For RWO, the sentiment is Positive. The current price of 49.25 is above the 20-day moving average (MA) of 47.70, above the 50-day MA of 47.55, and above the 200-day MA of 48.10, indicating a bullish trend. The MACD of 0.53 indicates Negative momentum. The RSI at 62.85 is Neutral, neither overbought nor oversold. The STOCH value of 74.33 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for RWO.
RWO Peer Comparison
Comparison Results
| Name | Price | Price Target | AUM | Expense Ratio | Overall Rating |
|---|---|---|---|---|---|
| RWO | $49.25 | $52.00(5.58% Upside) | $1.28B | 0.50% | 67Neutral |
 IXN | $126.88 | $177.36(39.79% Upside) | $8.09B | 0.37% | 66Neutral |
 REET | $27.27 | $30.17(10.65% Upside) | $4.93B | 0.14% | 66Neutral |
 IXJ | $114.97 | $122.99(6.98% Upside) | $4.74B | 0.38% | 71Outperform |
 DFGR | $28.92 | $31.50(8.93% Upside) | $3.98B | 0.22% | 66Neutral |
 DTCR | $25.37 | $34.16(34.66% Upside) | $1.86B | 0.50% | 63Neutral |
Performance Comparison
| Show on chart | Ticker | Company Name | Price | Change | % Change |
|---|---|---|---|---|---|
| RWO | SPDR Dow Jones Global Real Estate ETF | 49.25 | 4.97 | 11.22% | |
| IXN | iShares Global Tech ETF | 126.88 | 20.24 | 18.98% | |
| REET | iShares Global REIT ETF | 27.27 | 2.66 | 10.83% | |
| IXJ | iShares Global Healthcare ETF | 114.97 | 20.09 | 21.17% | |
| DFGR | Dimensional Global Real Estate ETF | 28.92 | 2.72 | 10.38% | |
| DTCR | Global X Data Center Reits & Digital Infrastructure Etf | 25.37 | 3.90 | 18.15% |
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.