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RWO

SPDR® Dow Jones Global Real Estate ETF (RWO)

$43.7

Delayed price

PASS

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SELL Advisory (Profit)
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Loss
Pass (Skip investing)

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Upturn Advisory Summary

04/01/2025: RWO (1-star) is currently NOT-A-BUY. Pass it for now.

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

Below Average Performance

These Stocks/ETFs, based on Upturn Advisory, often underperform the market, warranting careful consideration before investing.

Analysis of Past Performance

Type ETF

Historic Profit -3.75%

Avg. Invested days 41

Today’s Advisory PASS

Upturn Star Rating

Upturn Advisory Performance

2.0

ETF Returns Performance

1.0

Profits based on simulation

Last Close 04/01/2025

Key Highlights

Volume (30-day avg) 80831	Beta 1.11	52 Weeks Range 37.97 - 47.30	Updated Date 04/2/2025
52 Weeks Range 37.97 - 47.30	Updated Date 04/2/2025

Upturn AI SWOT

SPDR® Dow Jones Global Real Estate ETF

ETF Overview

Overview

The SPDRu00ae Dow Jones Global Real Estate ETF (RWO) seeks to provide investment results that, before fees and expenses, correspond generally to the total return performance of the Dow Jones Global Select Real Estate Securities Index. It primarily invests in real estate companies and REITs worldwide.

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 in managing ETFs, including sector-specific funds, and employs experienced portfolio managers.

Investment Objective

Goal

The ETF aims to replicate the performance of the Dow Jones Global Select Real Estate Securities Index.

Investment Approach and Strategy

Strategy: The ETF employs a replication strategy, aiming to hold all or substantially all of the securities in the Dow Jones Global Select Real Estate Securities Index.

Composition The ETF holds a basket of global real estate companies and REITs.

Market Position

Market Share: RWO holds a modest market share in the global real estate ETF segment.

Total Net Assets (AUM): 2396483200

Competitors

Key Competitors

iShares Global REIT ETF (REET)
Vanguard Global ex-U.S. Real Estate ETF (VNQI)
Real Estate Select Sector SPDR Fund (XLRE)

Competitive Landscape

The global real estate ETF market is moderately competitive, with a few large players dominating. RWO benefits from the SSGA brand but faces competition from lower-cost alternatives and ETFs with different regional focuses. XLRE is a US-only REIT ETF which focuses on the US real estate market and isn't directly comparable on geographic exposure, but does compete for investor capital targeting real estate investment.

Financial Performance

Historical Performance: Historical performance data unavailable due to the limitations of accessing real-time financial information.

Benchmark Comparison: Benchmark comparisons unavailable due to limitations of accessing real-time financial information.

Expense Ratio: 0.59

Liquidity

Average Trading Volume

The ETF has an average trading volume that indicates moderate liquidity.

Bid-Ask Spread

The bid-ask spread is typically reasonable, reflecting the ETF's liquidity, but fluctuates based on market conditions.

Market Dynamics

Market Environment Factors

Economic growth, interest rates, and real estate market conditions significantly impact the performance of RWO.

Growth Trajectory

The growth trajectory of RWO depends on global real estate market trends and investor demand for international real estate exposure; changes to holdings follow index adjustments.

Moat and Competitive Advantages

Competitive Edge

RWO provides diversified global real estate exposure through a single ETF, allowing investors to participate in international property markets. SSGA's established reputation and global presence add credibility. However, higher expense ratio and smaller AUM could be a disadvantage. The fund aims for a broad representation of the global real estate market.

Risk Analysis

Volatility

RWO's volatility is influenced by the volatility of the global real estate market.

Market Risk

The ETF is subject to market risk, including risks related to economic downturns, interest rate changes, and property-specific risks.

Investor Profile

Ideal Investor Profile

The ideal investor is one seeking diversified exposure to global real estate markets and willing to accept moderate risk.

Market Risk

The ETF is suitable for long-term investors seeking income and capital appreciation from global real estate, but not ideal for active traders due to its diversification and index-tracking strategy.

Summary

The SPDRu00ae Dow Jones Global Real Estate ETF (RWO) provides access to global real estate markets through a diversified portfolio of REITs and real estate companies. Managed by State Street Global Advisors, it tracks the Dow Jones Global Select Real Estate Securities Index. While offering broad exposure, investors should consider the fund's expense ratio and market dynamics affecting international real estate. The fund suits long-term investors seeking income and capital appreciation from global real estate.

Similar Companies

IYR

iShares U.S. Real Estate ETF

$95.81

ETF

ETF

-0.05%

Consider higher Upturn Star rating

BUY since 38 days

VNQI

Vanguard Global ex-U.S. Real Estate Index Fund ETF Shares

$40.63

ETF

BUY since 38 days

-0.05%

Consider higher Upturn Star rating

Sources and Disclaimers

Data Sources:

SSGA Website
ETF.com
Bloomberg
Morningstar

Disclaimers:

The data provided is for informational purposes only and should not be considered investment advice. Market conditions are constantly changing and may impact the accuracy of the data. Consult with a financial advisor before making any investment decisions.

Upturn AI Summarization AI Summarization is directionally correct and might not be accurate.

Upturn AI Summarization Summarized information shown could be a few years old and not current.

Upturn AI Summarization Fundamental Rating based on AI could be based on old data.

Upturn AI Summarization AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.

About SPDR® Dow Jones Global Real Estate 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 a float-adjusted market capitalization index designed to measure the performance of publicly traded global real estate securities.

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Note: This website is maintained by Upturn Corporation, which is an investment adviser registered with the U.S. Securities and Exchange Commission. Such registration does not imply a certain level of skill or training. Investing in securities has risks. Past performance is no guarantee of future returns. No assurance is provided as to any particular investment return, and you may lose money using our services. You are strongly advised to consult appropriate counsel before making any investments in companies you learn about through our services. You should obtain appropriate legal, tax, investment, accounting, and other advice that takes into account your investment portfolio and overall financial situation. You are solely responsible for conducting due diligence on a potential investment. We do not affect trades for you. You will select your own broker through which to transact. Investments are not FDIC insured, they are not guaranteed, and they may lose value. Please see the Privacy Policy, Terms of Use, and Disclosure for more information.