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Upturn AI SWOT - About
SPDR® Dow Jones REIT ETF (RWR)
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Upturn Advisory Summary
10/31/2025: 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 5.74% | Avg. Invested days 42 | Today’s Advisory WEAK BUY |
Upturn Star Rating | Upturn Advisory Performance  2.0 | ETF Returns Performance  2.0 |
| Profits based on simulation | Last Close 10/31/2025 |
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 invests in a diverse range of real estate investment trusts (REITs) across various property sectors.
Reputation and Reliability
State Street Global Advisors (SSGA) is a well-established and reputable ETF issuer with a long track record in the industry.
Management Expertise
SSGA has extensive experience in managing index-tracking ETFs and possesses a team of experienced investment professionals.
Investment Objective
Goal
The ETF aims to track the performance of the Dow Jones Equity All REIT Index.
Investment Approach and Strategy
Strategy: The ETF employs a passive investment strategy, seeking to replicate the index by holding a portfolio of REITs in similar proportions to their weightings in the index.
Composition The ETF primarily holds common stocks of publicly traded REITs.
Market Position
Market Share: RWR holds a significant market share within the REIT ETF sector.
Total Net Assets (AUM): 3340000000
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 VNQ holding the largest market share. RWR's advantages include its experienced issuer and established track record, while its expense ratio may be slightly higher than some competitors. XLRE provides targeted exposure to the real estate sector within the S&P 500, potentially offering different risk-return characteristics. VNQ has the advantage of low costs and broad exposure. USRT is a direct competitor with generally lower fees.
Financial Performance
Historical Performance: Historical performance data is available from SSGA. Use various sites such as Yahoo Finance, Google Finance or Bloomberg to obtain numerical data.
Benchmark Comparison: The ETF's performance is expected to closely track the Dow Jones Equity All REIT Index.
Expense Ratio: 0.35
Liquidity
Average Trading Volume
The ETF generally exhibits a healthy average daily trading volume, indicating reasonable liquidity.
Bid-Ask Spread
The bid-ask spread is typically narrow, implying lower transaction costs for investors.
Market Dynamics
Market Environment Factors
Economic conditions, interest rates, inflation, and real estate market trends significantly impact REIT performance. Changes in these factors can affect RWR's returns.
Growth Trajectory
RWR's growth is tied to the overall performance of the REIT market and the index it tracks. Changes in the index composition or investment strategy could influence its future trajectory.
Moat and Competitive Advantages
Competitive Edge
RWR benefits from the brand recognition and distribution network of State Street Global Advisors. Its established track record and consistent tracking of the Dow Jones Equity All REIT Index provide investors with a reliable and transparent investment option. The ETF's diversified exposure to a wide range of REITs across different property sectors mitigates risk. This established presence and the trust investors place in SSGA are key advantages.
Risk Analysis
Volatility
REITs can exhibit moderate volatility, influenced by interest rate sensitivity and economic cycles. This ETF's volatility mirrors the volatility of the REIT index it tracks.
Market Risk
Specific risks include interest rate risk, property market risk, and regulatory changes impacting the real estate sector. Downturns in the real estate market or rising interest rates could negatively affect the ETF's performance.
Investor Profile
Ideal Investor Profile
The ETF is suitable for investors seeking exposure to the real estate sector through REITs, primarily for income generation and diversification.
Market Risk
RWR is suitable for long-term investors seeking a passive investment approach to REIT exposure. It is less suitable for active traders seeking short-term gains.
Summary
SPDRu00ae Dow Jones REIT ETF (RWR) offers investors a convenient and cost-effective way to gain exposure to the broad REIT market. Its passive investment strategy aims to replicate the Dow Jones Equity All REIT Index, providing diversified exposure across various property sectors. The ETF benefits from the established reputation of State Street Global Advisors and generally exhibits good liquidity. While REITs can be sensitive to interest rate changes and economic cycles, RWR is a valuable tool for investors seeking income and diversification through real estate.
Similar ETFs
Sources and Disclaimers
Data Sources:
- State Street Global Advisors (SSGA)
- Yahoo Finance
- Bloomberg
- ETF.com
Disclaimers:
The data and analysis provided are for informational purposes only and should not be considered investment advice. Investment decisions should be made based on individual circumstances and after consulting with a qualified financial advisor. Market data is 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.
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.