RWX - ETF AI Analysis
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SPDR Dow Jones International Real Estate ETF (RWX)
Rating:56Neutral
Price Target:―
Positive Factors
Global Real Estate Exposure
The fund invests in real estate companies across many countries, giving investors broad international property market exposure.
Several Strong-Performing REIT Holdings
A number of the top real estate holdings have shown strong or steady performance this year, helping support the ETF’s returns.
Recent Short-Term Momentum
The ETF’s performance over the past month has been positive, suggesting some improving short-term momentum despite weaker year-to-date results.
Negative Factors
High Sector Concentration in Real Estate
Most of the portfolio is invested in real estate, which increases sensitivity to property market cycles and interest rate changes.
Mixed Performance Among Top Holdings
At least one major holding has shown weak performance this year, which can drag on overall fund results.
Relatively High Expense Ratio
The fund’s expense ratio is on the higher side for an ETF, meaning more of the returns are eaten up by fees.
RWX vs. SPDR S&P 500 ETF (SPY)
AUM255.42M
RegionGlobal Ex-U.S.
Expense Ratio0.59%
Beta0.44
IssuerState Street
Inception DateDec 14, 2006
Dividend Yield4.05%
Asset ClassEquity
Index TrackedDJ Global x US Select Real Estate Securities Index (RESI)
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume33,172
30 Day Avg. Volume31,292
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
30.24Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering115
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
RWX Summary
The SPDR Dow Jones International Real Estate ETF (RWX) is a fund that tracks the Dow Jones Global ex-U.S. Select Real Estate Securities Index, giving you exposure to real estate companies and REITs outside the United States. It holds well-known names like Mitsui Fudosan in Japan and Segro in the UK, investing in offices, shopping centers, and other properties across countries such as Japan, the UK, and Singapore. Someone might invest in RWX to diversify their portfolio with international real estate and potential income from property-related companies. A key risk is that real estate values and this ETF’s price can rise and fall with global property markets and interest rates.
How much will it cost me?The SPDR Dow Jones International Real Estate ETF (RWX) has an expense ratio of 0.59%, meaning you’ll pay $5.90 per year for every $1,000 invested. This is higher than average for ETFs because it is a sector-focused fund that requires more active management to track international real estate markets. However, it offers unique exposure to global real estate, which may justify the higher cost for some investors.
What would affect this ETF?RWX’s focus on international real estate could benefit from global economic growth, urbanization trends, and increasing demand for commercial and residential properties outside the U.S. However, it may face challenges from rising interest rates, which can increase borrowing costs for real estate firms, and economic slowdowns in key regions like Japan, Australia, and Europe where its top holdings are concentrated.
RWX Top 10 Holdings
RWX is a pure play on international real estate, with performance largely steered by a handful of big non-U.S. REITs. UK-based Segro has been a bright spot, rising over the past few months and helping offset weakness elsewhere. In contrast, Japan’s Mitsui Fudosan and Australia’s Scentre Group have been lagging, acting like dead weight in the portfolio. Asian names such as Link REIT and CapitaLand trusts show mixed, stop‑and‑go momentum. Overall, the fund is concentrated in global property markets outside the U.S., making it a targeted bet on overseas real estate cycles.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Mitsui Fudosan Co | 5.88% | $15.10M | ¥4.00T | -11.95% | 78 Outperform | |
| Segro plc (REIT) | 3.78% | $9.71M | £12.63B | 53.02% | 75 Outperform | |
| ― | 2.92% | $7.49M | ― | ― | ― | |
| Scentre Group | 2.87% | $7.36M | AU$18.07B | -4.67% | 70 Outperform | |
| Link Real Estate Investment | 2.83% | $7.28M | HK$100.07B | -8.48% | 55 Neutral | |
| Swiss Prime Site AG | 2.74% | $7.04M | CHF10.10B | 9.66% | 62 Neutral | |
| CapitaLand Integrated Commercial Trust | 2.41% | $6.18M | S$18.14B | 1.09% | 71 Outperform | |
| Klepierre (ex Compagnie Fonciere Klepierre) | 2.09% | $5.36M | €10.33B | 9.05% | 72 Outperform | |
| PSP Swiss Property AG | 1.83% | $4.70M | CHF6.73B | 8.50% | 72 Outperform | |
| CapitaLand Ascendas REIT | 1.71% | $4.40M | S$11.68B | -17.46% | 63 Neutral |
RWX Technical Analysis
Negative
―
Price Trends
27.54
Negative
27.34
Negative
27.61
Negative
Market Momentum
-0.27
Positive
32.03
Neutral
14.48
Positive
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For RWX, the sentiment is Negative. The current price of undefined is equal to the 20-day moving average (MA) of 27.28, equal to the 50-day MA of 27.54, and equal to the 200-day MA of 27.61, indicating a bearish trend. The MACD of -0.27 indicates Positive momentum. The RSI at 32.03 is Neutral, neither overbought nor oversold. The STOCH value of 14.48 is Positive, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Negative sentiment for RWX.
RWX Peer Comparison
Comparison Results
Performance Comparison
RWX
SPDR Dow Jones International Real Estate ETF
26.63
-0.27
-1.00%
AVRE
Avantis Real Estate ETF
―
―
―
REZ
iShares Residential and Multisector Real Estate ETF
―
―
―
VGSR
Vert Global Sustainable Real Estate ETF
―
―
―
GQRE
FlexShares Global Quality Real Estate Index Fund
―
―
―
IYRI
NEOS Real Estate High Income 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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