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Upturn AI SWOT - About
SPDR® S&P International Dividend ETF (DWX)
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Upturn Advisory Summary
04/01/2025: DWX (1-star) has a low Upturn Star Rating. Not recommended to BUY.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
AI Based Fundamental Rating
Moderate Performance
These Stocks/ETFs, based on Upturn Advisory, typically align with the market average, offering steady but unremarkable returns.
Analysis of Past Performance
Type ETF | Historic Profit 5.76% | Avg. Invested days 38 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  3.0 | ETF Returns Performance  2.0 |
| Profits based on simulation | Last Close 04/01/2025 |
Key Highlights
Volume (30-day avg) 38232 | Beta 0.84 | 52 Weeks Range 32.02 - 38.58 | Updated Date 04/2/2025 |
52 Weeks Range 32.02 - 38.58 | Updated Date 04/2/2025 |
Upturn AI SWOT
SPDR® S&P International Dividend ETF
ETF Overview
Overview
The SPDRu00ae S&P International Dividend ETF (DWX) seeks to provide investment results that, before fees and expenses, correspond generally to the total return performance of the S&P International Dividend Opportunities Index. It focuses on high-yielding common stocks from developed market countries excluding the U.S.
Reputation and Reliability
State Street Global Advisors (SSGA) is a well-established and reputable asset manager with a long track record in the ETF market.
Management Expertise
SSGA has extensive experience managing various ETFs, including dividend-focused strategies.
Investment Objective
Goal
To provide investment results that, before fees and expenses, correspond generally to the total return performance of the S&P International Dividend Opportunities Index.
Investment Approach and Strategy
Strategy: The ETF employs a replication strategy, attempting to hold all the stocks in the S&P International Dividend Opportunities Index.
Composition The ETF primarily holds dividend-paying stocks from developed countries outside the U.S.
Market Position
Market Share: DWX holds a moderate market share within the international dividend ETF category.
Total Net Assets (AUM): 497400000
Competitors
Key Competitors
- Vanguard International High Dividend Yield ETF (VYMI)
- Schwab International Dividend Equity ETF (SCHF)
- iShares International Select Dividend ETF (IDV)
Competitive Landscape
The international dividend ETF market is competitive, with several large players. DWX's advantage is its specific index, which focuses on dividend sustainability. However, competitors like VYMI have lower expense ratios and broader diversification, potentially leading to different performance outcomes. DWX's higher yield comes with potentially higher volatility due to its more concentrated approach.
Financial Performance
Historical Performance: The ETFu2019s historical performance depends on the market conditions and stock selections, which may be subject to international economic changes. Performance varies over time. Please consult the ETF's factsheet for current figures.
Benchmark Comparison: The ETF aims to track the S&P International Dividend Opportunities Index; deviations may occur due to fees and tracking errors.
Expense Ratio: 0.45
Liquidity
Average Trading Volume
The ETF's average trading volume is generally moderate, indicating reasonable liquidity.
Bid-Ask Spread
The bid-ask spread is typically competitive but can widen during periods of market volatility.
Market Dynamics
Market Environment Factors
Economic growth in developed markets (excluding the U.S.), currency fluctuations, and global interest rate policies influence DWX's performance.
Growth Trajectory
DWX's growth trajectory depends on the performance of international dividend-paying stocks and investor demand for international dividend income.
Moat and Competitive Advantages
Competitive Edge
DWX's focuses on companies with sustainable dividend payouts, filtering out those with potentially unsustainable yields. This dividend sustainability screen provides a degree of differentiation from competitors. Also DWX's expense ratio is 0.45% and total net assets is $497.4 million.
Risk Analysis
Volatility
The ETF's volatility is influenced by the volatility of the underlying international equity markets.
Market Risk
DWX is subject to market risk, including fluctuations in equity prices, currency risk (as it invests in non-USD assets), and political/economic instability in international markets.
Investor Profile
Ideal Investor Profile
DWX is suited for investors seeking international dividend income and diversification, particularly those who believe in the long-term growth potential of developed markets (excluding the U.S.).
Market Risk
DWX is more suitable for long-term investors who are looking for income and are comfortable with international market risk.
Summary
The SPDRu00ae S&P International Dividend ETF (DWX) offers exposure to high-yielding stocks in developed markets, excluding the United States. It targets companies with sustainable dividend payouts, a key differentiator. However, investors must be aware of currency fluctuations and political risks and potential economic challenges of the underlying international equity markets. DWX is most appropriate for investors looking to increase their returns by using strategic asset allocations to capture long-term capital appreciation with dividend payments.
Similar Companies
- VYMI
- SCHF
- IDV
- EFAD
- FIDI
Sources and Disclaimers
Data Sources:
- State Street Global Advisors (SSGA)
- ETF.com
- Morningstar
- Bloomberg
Disclaimers:
The data and analysis provided are for informational purposes only and should not be considered financial advice. Investment decisions should be based on individual circumstances and consultation with a qualified financial advisor. Market share data is estimated and may vary.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About SPDR® S&P International Dividend ETF
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
The fund generally invests substantially all, but at least 80%, of its total assets in the securities comprising the index and in depositary receipts based on securities comprising the index. The index is designed to measure the performance of 100 high-yielding international common stocks.
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