Home 
Today's Top Picks 
Top Performers 
Watchlist 
My Robo Portfolios 
ETF Zone 
How It Works 
News - Chart
- Upturn Summary
- Fund Details
Upturn AI Summary
SPDR® Dow Jones Global Real Estate ETF(RWO)
Advisory History & Simulated Performance *
*as per simulation (see disclosures)- ALL
- 1Y
- 1M
- 1W
- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- PASS (Skip)
Stock price based on last close Advisory Performance History (Simulated)
Upturn Advisory & Investor View for RWO
11/06/2026: RWO (2-star) has a low Upturn Star Rating. Not recommended to BUY.
RWO offers diversified exposure to the global real estate market, primarily through REITs and operating companies. Its strength lies in providing international property access that is often overlooked in domestic-heavy portfolios, supported by the reliable SPDR management infrastructure. It is best suited for income-focused or diversified long-term investors who can tolerate interest-rate sensitivity and sector-specific risks. Investors should monitor central bank policies, as these are the primary catalyst for the fund's valuation movements.
How to Read the Upturn Advisory
The Upturn Star Rating and the current BUY, SELL, or PASS advisory are generated by Upturn’s AI advisory engine based on proprietary signal analysis, price behavior, advisory history, and historical signal performance.
ETF holdings, costs, diversification, valuation, risks, and market conditions provide supporting context about the fund.
Investor Fit
| Investor style | Fit | Why |
|---|---|---|
| Growth investor | Mixed fit | Real estate is generally a slow-growth sector focused on income, making it a secondary choice for aggressive growth seekers. |
| Momentum investor | Strong fit while signal remains positive | Momentum investors may favor this fund during periods when property stocks are leading the broader market uptrend. |
| Value investor | Strong fit | Value investors often look to real estate when dividend yields become attractive relative to bond yields. |
| Dividend/Income investor | Strong fit | The fund is an excellent tool for income-oriented investors seeking regular distributions from a diversified property portfolio. |
| Low-risk investor | Mixed fit | While real estate is tangible, the volatility of global equity markets makes this a medium-risk investment. |
Investor Profile
Ideal Investor Profile
The ideal investor is looking for global real estate exposure for income and diversification purposes.
Suitability
Best suited for long-term investors seeking to complement a broad stock/bond portfolio with global property assets.
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Volatility | Medium / high | Real estate prices fluctuate based on macroeconomic conditions and interest rate expectations. |
| Market risk | High | As an equity-based fund, it is subject to broad market declines and systemic economic shocks. |
| Concentration | Medium | The fund is concentrated in the real estate sector, making it vulnerable to industry-specific downturns. |
| Tracking/expense | Low | The passive management style keeps tracking error to a minimum. |
| Liquidity | Medium | Some international property holdings may be less liquid during periods of market stress. |
| Business/sector quality | Medium | The health of the portfolio depends on the commercial and residential rental markets worldwide. |
Risk Analysis
Volatility
RWO exhibits moderate-to-high volatility typical of sector-specific equity funds influenced by interest rate cycles.
Market Risk
The fund is exposed to global real estate market risk, currency fluctuations, and interest rate sensitivity inherent in property equities.
What the ETF Owns
| Exposure Type | Exposure | Weight (%) | Retail Investor Read |
|---|---|---|---|
| Geography | United States Real Estate Equities | 60 | The US holds the largest weight, providing exposure to the world's most mature and liquid REIT market. |
| Geography | Japan Real Estate Equities | 10 | Japan provides significant diversification within the Asia-Pacific region for the portfolio. |
| Geography | Australia Real Estate Equities | 8 | Exposure to Australian real estate adds stability and exposure to different economic cycles. |
| Geography | United Kingdom/Europe Real Estate Equities | 12 | These holdings provide exposure to European commercial and residential property markets. |
| Other | Cash and Cash Equivalents | 10 | Small residual cash positions are held to facilitate daily fund operations and liquidity management. |
Analysis of Past Performance
Type ETF | Historic Profit 26.28% | Avg. Invested days 59 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Advisory Rating  | Upturn Advisory Performance  4.0 | ETF Returns Performance  4.0 |
| Profits based on simulation | Last Close 11/06/2026 |
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.
All company names, trademarks, logos, and brands are the property of their respective owners and are used for identification and informational purposes only. Use of these names, trademarks, and logos does not imply endorsement by their respective owners.