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Upturn AI SWOT - About
SPDR® Dow Jones REIT ETF (RWR)
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Upturn Advisory Summary
07/29/2025: 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 8.93% | Avg. Invested days 40 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  3.0 | ETF Returns Performance  3.0 |
| Profits based on simulation | Last Close 07/29/2025 |
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. It focuses on investing in publicly traded real estate investment trusts (REITs) and offers exposure to a broad range of REITs in the U.S. market.
Reputation and Reliability
State Street Global Advisors (SSGA) is a reputable and well-established ETF issuer with a long track record.
Management Expertise
SSGA has extensive experience in managing index-tracking ETFs, including those focused on the real estate sector.
Investment Objective
Goal
To provide investment results that, before fees and expenses, correspond generally to the total return performance of the Dow Jones Equity All REIT Index.
Investment Approach and Strategy
Strategy: The ETF employs a passive management strategy, tracking the Dow Jones Equity All REIT Index.
Composition The ETF primarily holds stocks of REITs across various property sectors.
Market Position
Market Share: RWR holds a significant market share within the REIT ETF sector.
Total Net Assets (AUM): 3970000000
Competitors
Key Competitors
- Real Estate Select Sector SPDR Fund (XLRE)
- Vanguard Real Estate ETF (VNQ)
- iShares Core U.S. REIT ETF (USRT)
Competitive Landscape
The REIT ETF market is competitive, with VNQ holding the largest market share. RWR's advantage is its focus on tracking the Dow Jones Equity All REIT Index, which may provide different exposure compared to competitors. However, it has a higher expense ratio than some competitors, which could be a disadvantage.
Financial Performance
Historical Performance: Historical performance data needs to be sourced from financial data providers for each period.
Benchmark Comparison: The ETF's performance closely tracks the Dow Jones Equity All REIT Index.
Expense Ratio: 0.4
Liquidity
Average Trading Volume
The ETF exhibits good liquidity based on its average daily trading volume.
Bid-Ask Spread
The bid-ask spread is generally tight, reflecting the ETF's liquidity.
Market Dynamics
Market Environment Factors
Interest rate changes, economic growth, and real estate market conditions significantly affect the ETF.
Growth Trajectory
The ETF's growth is tied to the performance of the REIT sector and the broader economic environment.
Moat and Competitive Advantages
Competitive Edge
RWR's competitive advantage lies in tracking the Dow Jones Equity All REIT Index, offering targeted exposure to the REIT market. SSGA's reputation provides investors with trust in the management of the fund. The ETF has been around for a long time and is a well-established REIT ETF, and its diversification within the REIT sector contributes to its stability. However, RWR does not have a strong moat because of its expense ratio.
Risk Analysis
Volatility
The ETF's volatility is correlated with the REIT sector and the broader market.
Market Risk
The ETF is subject to market risk, interest rate risk, and risks associated with real estate investments.
Investor Profile
Ideal Investor Profile
Investors seeking exposure to the U.S. REIT market for income and diversification are ideal.
Market Risk
The ETF is suitable for long-term investors seeking exposure to the real estate sector.
Summary
SPDRu00ae Dow Jones REIT ETF (RWR) is designed to track the performance of the Dow Jones Equity All REIT Index, offering focused exposure to the U.S. REIT market. The fund provides a straightforward approach to investing in real estate through publicly traded REITs. While it faces competition from other REIT ETFs, its established presence and brand reputation offers the investor a peace of mind. Its performance is closely tied to the REIT sector, making it suitable for investors looking to diversify their portfolio with real estate investments. The fund has a high Expense Ratio when compared to other REIT ETFs.
Peer Comparison
Sources and Disclaimers
Data Sources:
- State Street Global Advisors (SSGA) website
- ETF.com
- Morningstar
- Bloomberg
Disclaimers:
The information provided is for informational purposes only and should not be considered investment advice. Past performance is not indicative of future results. Market data is dynamic and 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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