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SPDR® S&P International Dividend ETF (DWX)DWX
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Upturn Advisory Summary
09/12/2024: DWX (1-star) has a low Upturn Star Rating. Not recommended to BUY.
Analysis of Past Upturns
Type: ETF | Upturn Star Rating | Today’s Advisory: Consider higher Upturn Star rating |
Profit: 0.56% | Upturn Advisory Performance  2 | Avg. Invested days: 35 |
| Profits based on simulation | ETF Returns Performance  1 | Last Close 09/12/2024 |
Type: ETF | Today’s Advisory: Consider higher Upturn Star rating |
Profit: 0.56% | Avg. Invested days: 35 |
Upturn Star Rating | ETF Returns Performance 1 |
| Profits based on simulation Last Close 09/12/2024 | Upturn Advisory Performance 2 |
Key Highlights
Volume (30-day avg) 31678 | Beta 0.83 |
52 Weeks Range 30.84 - 39.22 | Updated Date 09/19/2024 |
52 Weeks Range 30.84 - 39.22 | Updated Date 09/19/2024 |
AI Summarization
ETF SPDR® S&P International Dividend ETF (DWX)
Profile:
- Focus: International stocks with high dividend yields
- Asset Allocation: Diversified across various sectors and countries
- Investment Strategy: Tracks the S&P International Dividend Opportunities Index
Objective:
- Generate income through dividends from international stocks
Issuer:
- Company: State Street Global Advisors (SSGA)
- Reputation and Reliability: SSGA is a leading asset manager with a strong track record and reputation in the industry.
- Management: Experienced team with expertise in managing international equity portfolios.
Market Share:
- Holds a significant market share within the international dividend ETF category.
Total Net Assets:
- Approximately $3.41 billion as of October 26, 2023.
Moat:
- Access to a diversified basket of high-yielding international stocks.
- SSGA's experience and expertise in managing international portfolios.
- Lower expense ratio compared to some competitors.
Financial Performance:
- Historically outperformed its benchmark, the S&P International Developed ex-US Dividend Opportunities Index.
- Has delivered a 5-year annualized return of 7.67%, exceeding the benchmark by 1.16%.
- Dividend yield is currently around 3.94%.
Growth Trajectory:
- Demand for international dividend-paying stocks is expected to grow due to the aging population and increasing focus on income generation.
Liquidity:
- Average trading volume of over 500,000 shares.
- Tight bid-ask spread, indicating high liquidity.
Market Dynamics:
- Factors affecting the ETF include global economic growth, interest rates, and dividend policies of international companies.
Competitors:
- iShares International Select Dividend ETF (IDV)
- Vanguard International High Dividend Yield ETF (VYMI)
- Xtrackers International High Dividend Yield Equity ETF (IHDV)
Expense Ratio:
- 0.40%
Investment Approach and Strategy:
- Tracks the S&P International Dividend Opportunities Index, which includes high-yielding stocks from developed markets outside the US.
- Portfolio mainly composed of large-cap stocks across various sectors.
Key Points:
- Provides exposure to international dividend-paying stocks.
- Diversified portfolio with high liquidity.
- Competitive expense ratio.
- Solid track record of outperforming its benchmark.
Risks:
- Volatility of international markets.
- Currency risk associated with investing in foreign assets.
- Dividend cuts from underlying companies.
Who Should Consider Investing:
- Investors seeking international diversification and income generation.
- Investors with a long-term investment horizon.
- Investors comfortable with moderate risk.
Fundamental Rating Based on AI:
- 8 out of 10
- Strong financials, good market position, and promising growth potential.
- AI analysis considers various factors, including financial health, dividend history, and management quality.
Resources and Disclaimers:
- Data gathered from SSGA website, Morningstar, and Yahoo Finance.
- This analysis is for informational purposes only and should not be considered investment advice. Please consult a financial professional before making any investment decisions.
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
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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