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Upturn AI SWOT - About
SPDR® Dow Jones REIT ETF (RWR)
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Upturn Advisory Summary
09/15/2025: RWR (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.
Analysis of Past Performance
Type ETF | Historic Profit 7.13% | Avg. Invested days 37 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  2.0 | ETF Returns Performance  2.0 |
| Profits based on simulation | Last Close 09/15/2025 |
Key Highlights
Volume (30-day avg) - | Beta 1.16 | 52 Weeks Range 82.37 - 106.24 | Updated Date 06/30/2025 |
52 Weeks Range 82.37 - 106.24 | Updated Date 06/30/2025 |
Upturn AI SWOT
SPDR® Dow Jones REIT ETF
ETF Overview
Overview
The SPDRu00ae Dow Jones REIT ETF (RWR) seeks to provide investment results that, before fees and expenses, correspond generally to the total return performance of the Dow Jones Equity All REIT Index, which represents publicly traded real estate investment trusts (REITs).
Reputation and Reliability
State Street Global Advisors (SSGA) is a well-established and reputable issuer with a long track record in the ETF market.
Management Expertise
SSGA has extensive experience in managing index-tracking ETFs, including those focused on specific sectors like REITs.
Investment Objective
Goal
To replicate the performance of the Dow Jones Equity All REIT Index.
Investment Approach and Strategy
Strategy: Index tracking; the ETF invests in a portfolio of REITs that mirrors the composition of the Dow Jones Equity All REIT Index.
Composition Primarily stocks of publicly traded REITs.
Market Position
Market Share: RWR's market share is substantial within the REIT ETF sector, although it is not the largest.
Total Net Assets (AUM): 3230000000
Competitors
Key Competitors
- Real Estate Select Sector SPDRu00ae Fund (XLRE)
- Vanguard Real Estate ETF (VNQ)
- iShares Core U.S. REIT ETF (USRT)
Competitive Landscape
The REIT ETF market is competitive, with several large players. VNQ has the largest market share, followed by XLRE. RWR offers broad REIT exposure, but its expense ratio is slightly higher than some competitors. RWR is more concentrated in REITs than XLRE which also includes some real estate management and development companies.
Financial Performance
Historical Performance: Historical performance depends on the period analyzed; consult financial data sources for specific returns over various timeframes.
Benchmark Comparison: The ETF's performance should closely track the Dow Jones Equity All REIT Index, with slight deviations due to fees and tracking error.
Expense Ratio: 0.25
Liquidity
Average Trading Volume
RWR's average trading volume indicates moderate liquidity, allowing for relatively easy trading under normal market conditions.
Bid-Ask Spread
The bid-ask spread is typically narrow, reflecting the ETF's liquidity and demand.
Market Dynamics
Market Environment Factors
Interest rate movements, economic growth, inflation, and property market conditions significantly impact RWR.
Growth Trajectory
Growth depends on REIT sector performance and index adjustments; holdings can change with index updates.
Moat and Competitive Advantages
Competitive Edge
RWR benefits from SSGA's established brand and experience in managing index funds. Its competitive edge lies in replicating the Dow Jones Equity All REIT Index, offering investors a specific benchmark exposure. While not the largest or cheapest, it offers a reliable way to invest in a broad basket of publicly traded REITs. RWR's lower exposure to specialized REITs could be an advantage during broader downturns. The fund has a long operating history, building trust.
Risk Analysis
Volatility
REITs are sensitive to interest rate changes; rising rates can negatively impact RWR's price. The ETF's volatility aligns with the broader REIT market.
Market Risk
RWR is subject to real estate market risk, including property value declines, vacancies, and economic downturns. Changes in interest rates and inflation expectations also impact its performance.
Investor Profile
Ideal Investor Profile
Investors seeking exposure to the real estate sector through publicly traded REITs, especially those tracking the Dow Jones Equity All REIT Index. Individuals looking for income through dividends may find RWR appealing.
Market Risk
Suitable for long-term investors seeking diversification and income, as well as those with a positive outlook on the real estate sector.
Summary
The SPDRu00ae Dow Jones REIT ETF (RWR) provides exposure to a broad portfolio of publicly traded REITs, mirroring the Dow Jones Equity All REIT Index. It offers a liquid and relatively low-cost way to invest in the real estate sector, appealing to long-term investors and those seeking dividend income. Its performance closely tracks the index, with slight deviations due to fees and tracking error. While not the cheapest, RWR has a reputable issuer, and the ETF is highly liquid. Investors should understand and accept the risk of the real estate market volatility.
Peer Comparison
Sources and Disclaimers
Data Sources:
- State Street Global Advisors (SSGA) Website
- ETF.com
- Morningstar
- Bloomberg
- etfdb.com
Disclaimers:
The data provided is for informational purposes only and should not be considered financial advice. Investment decisions should be based on individual circumstances and after consulting with a qualified financial advisor. Market data and financial information 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 REIT 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. The index is designed to provide a measure of real estate securities that serve as proxies for direct real estate investing, in part by excluding securities whose value is not always closely tied to the value of the underlying real estate.
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