SPDR Dow Jones REIT ETF
RWR - ETF AI Analysis
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SPDR Dow Jones REIT ETF (RWR)
RWR, the SPDR Dow Jones REIT ETF, earns a solid overall rating largely because its biggest holdings like Welltower and Prologis show strong financial performance, strategic growth, and generally stable technical trends, which support the fund’s quality. Some other key positions such as Public Storage, Realty Income, and Extra Space Storage face bearish technical signals, valuation concerns, or growth challenges, which modestly weigh on the fund. The main risk factor is the ETF’s concentration in real estate, where several holdings show potential overvaluation and weaker price momentum, making the fund sensitive to sector-specific downturns.
RWR vs. SPDR S&P 500 ETF (SPY)
- AUM
- 1.93B
- Region
- North America
- Expense Ratio
- 0.25%
- Beta
- 0.42
- Issuer
- SPDR
- Inception Date
- Apr 23, 2001
- Dividend Yield
- 3.35%
- Asset Class
- Equity
- Index Tracked
- Dow Jones U.S. Select REIT Capped Index - Benchmark TR Gross
RWR Summary
RWR is an exchange-traded fund that focuses on real estate by investing in U.S. Real Estate Investment Trusts (REITs). It follows the Dow Jones U.S. Select REIT Index, giving you broad exposure to income-producing properties like apartments, shopping centers, warehouses, and storage facilities. Some well-known companies in this ETF include Public Storage and Prologis. Investors might consider RWR for diversification and the potential for regular income from real estate without having to buy properties directly. A key risk is that it can rise or fall with the real estate market and interest rate changes.
How much will it cost me?
RWR has an annual expense ratio of 0.25%, which means you’ll pay about $2.50 per year for every $1,000 you invest. This cost is slightly higher than many broad, passively managed index ETFs because RWR is a more specialized, sector-focused fund that targets REITs in the real estate market.
What would affect this ETF?
RWR focuses on U.S. real estate through REITs like Welltower, Prologis, and major storage, retail, and data center owners, so it can benefit if interest rates fall, the economy stays healthy, and demand for properties such as healthcare, industrial, and digital infrastructure keeps growing. On the downside, higher interest rates, a weak U.S. economy, pressure on retail and office properties, or changes in real estate and tax regulations could hurt REIT profits and reduce the ETF’s returns.
RWR Top 10 Holdings
RWR is a pure U.S. real estate play, and a handful of big REITs are steering the ship. Welltower and Ventas, both focused on senior housing and healthcare properties, have been losing steam lately, putting some pressure on the fund. In contrast, data-center giants Equinix and Digital Realty are rising, giving RWR a tech-flavored boost within the real estate world. Storage names like Public Storage and Extra Space Storage are also climbing, helping offset weakness in more traditional landlords. Overall, the ETF is heavily concentrated in U.S. REITs with a tilt toward specialized property types.
| Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
 WELL | Welltower | 10.27% | $197.34M | $181.69B | 28.62% | 77Outperform |
 PLD | Prologis | 9.38% | $180.28M | $126.14B | 2.99% | 76Outperform |
 PSA | Public Storage | 5.02% | $96.46M | $62.77B | 20.83% | 73Outperform |
 SPG | Simon Property | 5.05% | $96.97M | $75.87B | 26.89% | 70Outperform |
 VMRK | Vivmark Residential | 4.45% | $85.60M | $50.88B | 6.84% | 70Outperform |
 VTR | Ventas | 4.44% | $85.29M | $48.80B | 18.71% | 68Neutral |
 O | Realty Income | 4.36% | $83.79M | $56.62B | 4.22% | 70Outperform |
 EQIX | Equinix | 4.43% | $85.16M | $103.94B | 30.09% | 73Outperform |
 DLR | Digital Realty | 4.21% | $80.92M | $68.43B | 7.45% | 69Neutral |
 EXR | Extra Space Storage | 3.22% | $61.80M | $34.67B | 18.88% | 66Neutral |
RWR Technical Analysis
Price Trends
Market Momentum
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For RWR, the sentiment is Positive. The current price of 112.39 is above the 20-day moving average (MA) of 108.71, above the 50-day MA of 107.58, and above the 200-day MA of 107.77, indicating a bullish trend. The MACD of 1.54 indicates Negative momentum. The RSI at 64.27 is Neutral, neither overbought nor oversold. The STOCH value of 84.03 is Negative, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for RWR.
RWR Peer Comparison
Comparison Results
| Name | Price | Price Target | AUM | Expense Ratio | Overall Rating |
|---|---|---|---|---|---|
| RWR | $112.39 | $118.00(4.99% Upside) | $1.93B | 0.25% | 70Neutral |
 XLRE | $44.59 | $49.66(11.38% Upside) | $8.43B | 0.08% | 69Neutral |
 USRT | $66.02 | $72.77(10.23% Upside) | $4.30B | 0.08% | 69Neutral |
 IYR | $102.77 | $114.39(11.31% Upside) | $3.90B | 0.37% | 70Neutral |
 ICF | $68.76 | $76.16(10.77% Upside) | $2.05B | 0.32% | 70Neutral |
 BBRE | $106.57 | $117.20(9.98% Upside) | $1.27B | 0.11% | 69Neutral |
Performance Comparison
| Show on chart | Ticker | Company Name | Price | Change | % Change |
|---|---|---|---|---|---|
| RWR | SPDR Dow Jones REIT ETF | 112.39 | 16.56 | 17.28% | |
| XLRE | Real Estate Select Sector SPDR Fund | 44.59 | 5.04 | 12.73% | |
| USRT | iShares Core U.S. REIT ETF | 66.02 | 9.82 | 17.46% | |
| IYR | iShares U.S. Real Estate ETF | 102.77 | 10.16 | 10.97% | |
| ICF | iShares Cohen & Steers REIT ETF | 68.76 | 9.69 | 16.41% | |
| BBRE | JPMorgan BetaBuilders MSCI U.S. REIT ETF | 106.57 | 15.50 | 17.01% |
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.