RWO - ETF AI Analysis
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SPDR Dow Jones Global Real Estate ETF (RWO)
Rating:67Neutral
Price Target:―
Positive Factors
Strong Recent Performance
The ETF has shown strong gains so far this year and in recent months, indicating solid momentum in its real estate holdings.
Leading Real Estate Companies
Many of the largest positions, such as Welltower, Equinix, and Prologis, have delivered strong year-to-date performance, helping support the fund’s overall returns.
Global Real Estate Exposure
While heavily tilted to the U.S., the fund still includes meaningful exposure to countries like Japan, the UK, Singapore, and Australia, adding some international diversification.
Negative Factors
High Sector Concentration
Nearly all of the ETF’s assets are in real estate, which means performance is highly sensitive to conditions in that single sector.
Heavy U.S. Focus
With most of the portfolio invested in U.S. companies, investors get limited diversification benefits from other regions.
Moderate Expense Ratio
The fund’s expense ratio is not especially low, so fees may take a noticeable bite out of long-term returns compared with cheaper alternatives.
RWO vs. SPDR S&P 500 ETF (SPY)
AUM1.20B
RegionGlobal
Expense Ratio0.50%
Beta0.49
IssuerState Street
Inception DateMay 07, 2008
Dividend Yield3.46%
Asset ClassEquity
Index TrackedDJ Global Select Real Estate Securities Index (RESI)
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume84,298
30 Day Avg. Volume119,754
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
54.56Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering214
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
RWO Summary
The SPDR Dow Jones Global Real Estate ETF (RWO) is a fund that invests in real estate companies around the world. It follows the Dow Jones Global Select Real Estate Securities Index, giving you exposure to many real estate investment trusts (REITs) and property firms, mainly in the U.S. but also in countries like Japan and the UK. Well-known holdings include Prologis and Equinix. Investors might choose RWO for diversification and potential income from real estate without having to buy property directly. A key risk is that real estate values and this ETF’s price can go up and down with interest rates and the overall market.
How much will it cost me?The SPDR Dow Jones Global Real Estate ETF (RWO) has an expense ratio of 0.50%, which means you’ll pay $5 per year for every $1,000 invested. This expense ratio is slightly higher than average because it is a sector-focused ETF that tracks global real estate, requiring more active management compared to broad market index funds. However, it provides targeted exposure to the real estate sector worldwide, which can be valuable for diversification.
What would affect this ETF?The SPDR Dow Jones Global Real Estate ETF (RWO) could benefit from global economic growth and increasing demand for real estate, particularly in sectors like healthcare and logistics, which are represented by top holdings such as Welltower and Prologis. However, rising interest rates or economic slowdowns could negatively impact real estate valuations and REIT performance, as borrowing costs increase and demand for property declines. Additionally, regulatory changes in key markets or geopolitical tensions could pose risks to its global exposure.
RWO Top 10 Holdings
RWO is firmly anchored in global real estate, with a heavy tilt toward U.S.-listed REITs that span senior housing, logistics, data centers, malls, and storage. Equinix and Digital Realty are the clear bright spots, with data-center strength helping pull the fund higher. Welltower and Ventas are also rising as senior housing demand builds, giving the ETF a solid healthcare-real-estate backbone. On the flip side, Prologis and Simon Property have been more mixed lately, occasionally losing steam and tempering gains, while storage names like Public Storage add steadier, income-focused ballast.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Welltower | 10.12% | $121.73M | $166.05B | 33.52% | 77 Outperform | |
| Prologis | 7.79% | $93.65M | $131.71B | 18.70% | 76 Outperform | |
| Equinix | 6.29% | $75.69M | $104.52B | 31.87% | 73 Outperform | |
| Simon Property | 4.00% | $48.12M | $66.64B | 12.46% | 70 Outperform | |
| Digital Realty | 3.95% | $47.51M | $68.88B | 6.62% | 69 Neutral | |
| Realty Income | 3.24% | $38.93M | $53.49B | -5.75% | 70 Outperform | |
| Public Storage | 3.01% | $36.19M | $54.13B | 2.62% | 73 Outperform | |
| Ventas | 2.69% | $32.38M | $45.54B | 26.73% | 68 Neutral | |
| Vivmark Residential | 2.66% | $32.03M | $48.25B | -4.31% | 70 Outperform | |
| Extra Space Storage | 1.75% | $21.07M | $29.79B | -2.57% | 66 Neutral |
RWO Technical Analysis
Negative
―
Price Trends
49.67
Negative
49.21
Negative
47.63
Negative
Market Momentum
-0.62
Positive
30.43
Neutral
29.07
Neutral
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For RWO, the sentiment is Negative. The current price of undefined is equal to the 20-day moving average (MA) of 48.53, equal to the 50-day MA of 49.67, and equal to the 200-day MA of 47.63, indicating a bearish trend. The MACD of -0.62 indicates Positive momentum. The RSI at 30.43 is Neutral, neither overbought nor oversold. The STOCH value of 29.07 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Negative sentiment for RWO.
RWO Peer Comparison
Comparison Results
Performance Comparison
RWO
SPDR Dow Jones Global Real Estate ETF
47.13
3.72
8.57%
IXN
iShares Global Tech ETF
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―
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QTUM
Defiance Quantum ETF
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REET
iShares Global REIT ETF
―
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―
DFGR
Dimensional Global Real Estate ETF
―
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DTCR
Global X Data Center Reits & Digital Infrastructure Etf
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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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