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Upturn AI SWOT - About
SPDR® Dow Jones International Real Estate ETF (RWX)
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Upturn Advisory Summary
04/01/2025: RWX (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 -17.98% | Avg. Invested days 30 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  3.0 | ETF Returns Performance  1.0 |
| Profits based on simulation | Last Close 04/01/2025 |
Key Highlights
Volume (30-day avg) 48303 | Beta 1 | 52 Weeks Range 22.09 - 27.61 | Updated Date 04/2/2025 |
52 Weeks Range 22.09 - 27.61 | Updated Date 04/2/2025 |
Upturn AI SWOT
SPDR® Dow Jones International Real Estate ETF
ETF Overview
Overview
The SPDRu00ae Dow Jones International Real Estate ETF (RWX) seeks to provide investment results that, before fees and expenses, correspond generally to the performance of the Dow Jones Global ex-U.S. Select Real Estate Securities Index. It invests in real estate securities from countries outside the United States, offering exposure to international real estate markets. The ETF's investment strategy is to track the underlying index by holding a representative sample of securities.
Reputation and Reliability
State Street Global Advisors (SSGA) is a well-established and reputable asset manager with a long track record of managing ETFs.
Management Expertise
SSGA has extensive experience in managing index-tracking ETFs and a dedicated team of portfolio managers and analysts.
Investment Objective
Goal
The primary investment goal is to replicate the performance of the Dow Jones Global ex-U.S. Select Real Estate Securities Index.
Investment Approach and Strategy
Strategy: The ETF employs a passive management strategy, aiming to replicate the index by investing in its constituent securities.
Composition The ETF holds a diversified portfolio of real estate investment trusts (REITs) and real estate operating companies (REOCs) located outside the United States.
Market Position
Market Share: RWX has a moderate market share within the international real estate ETF segment.
Total Net Assets (AUM): 1940000000
Competitors
Key Competitors
- Vanguard Global ex-U.S. Real Estate ETF (VNQI)
- Schwab International Real Estate ETF (SCHH)
- iShares International Developed Property ETF (WPS)
Competitive Landscape
The international real estate ETF market is competitive, with several large players offering similar products. RWX benefits from State Street's established brand and may appeal to investors seeking a specific index exposure. However, it faces competition from lower-cost alternatives like VNQI and SCHH, which may attract cost-conscious investors.
Financial Performance
Historical Performance: Historical performance data needs to be retrieved from financial data providers.
Benchmark Comparison: Performance is directly compared to the Dow Jones Global ex-U.S. Select Real Estate Securities Index.
Expense Ratio: 0.59
Liquidity
Average Trading Volume
RWX exhibits moderate liquidity with an average trading volume that typically allows for efficient trading.
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 international markets, interest rate policies of foreign central banks, and currency fluctuations significantly affect RWX's performance.
Growth Trajectory
Growth is dependent on the health of international real estate markets and investor demand for international real estate exposure. Changes in the index composition can also impact its trajectory.
Moat and Competitive Advantages
Competitive Edge
RWX's competitive edge lies in its established brand and the backing of State Street Global Advisors. This provides investors with confidence in its management and stability. It offers a targeted exposure to international real estate, aligning with investors seeking diversification. The ETF's passive management approach aims to replicate a specific index, which appeals to investors seeking index-based returns. However, the relatively higher expense ratio might be a disadvantage compared to similar ETFs.
Risk Analysis
Volatility
RWX's volatility is influenced by the volatility of international real estate markets and currency fluctuations.
Market Risk
Specific risks include interest rate risk, currency risk, political risk, and property-specific risks in the international real estate sector.
Investor Profile
Ideal Investor Profile
The ideal investor is someone seeking international real estate exposure for diversification purposes. Investors should have a medium to long-term investment horizon and a tolerance for moderate risk.
Market Risk
RWX is suitable for long-term investors and those seeking to diversify their portfolios with international real estate. It may also appeal to passive index followers.
Summary
The SPDRu00ae Dow Jones International Real Estate ETF (RWX) offers exposure to real estate securities outside the United States, tracking the Dow Jones Global ex-U.S. Select Real Estate Securities Index. Managed by State Street, it provides a relatively liquid way to invest in the international real estate market. While it faces competition from lower-cost alternatives, its brand recognition and index tracking methodology make it an attractive option for certain investors. Investors should carefully consider the risks associated with international real estate investments, including currency fluctuations and political instability, before investing in RWX. The expense ratio could also be a deterrent for some.
Similar Companies
REET
iShares Global REIT ETF
REET
iShares Global REIT ETF
SCHH
Schwab U.S. REIT ETF
SCHH
Schwab U.S. REIT ETF
VNQI
Vanguard Global ex-U.S. Real Estate Index Fund ETF Shares
VNQI
Vanguard Global ex-U.S. Real Estate Index Fund ETF Shares
WPS
iShares International Developed Property ETF
WPS
iShares International Developed Property ETF
Sources and Disclaimers
Data Sources:
- State Street Global Advisors Website
- ETF.com
- Morningstar
- Bloomberg
Disclaimers:
The data and analysis provided are for informational purposes only and do not constitute financial advice. Investment decisions should be based on individual circumstances and consultation with a qualified financial advisor. Market share and performance data are subject to change.
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® Dow Jones International 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 real estate securities in countries excluding the United States.
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