RWR
+2.46 · +2.47%
$101.84 · NYSE ARCA

SPDR® Dow Jones REIT ETF (RWR) ETF Analysis | Real Estate

State Street Investment Management · United States
AUM:$1.7B
#– of – in Real Estate ETFs

Educational tool only – Figures are based on historical data, holdings and expense metrics for informational purposes. This is not financial advice or a recommendation to buy or sell any security. Always conduct your own research or consult a qualified financial adviser.

Market Performance

Up 8.5% over the past year, showing positive momentum.

Cost Efficiency

Ongoing charge of 0.25% — competitive for the exposure provided.

What is RWR?

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.

Performance Highlights

Returns (%)
Top Sectors (%)

Investment Breakdown

Positive 1-Year Return
RWR returned 8.5% over the past year. Historical returns only — past performance is not indicative of future results.
Competitive Expense Ratio
Expense ratio of 0.25% — reasonable for the index exposure provided.
Concentrated Holdings
Top 10 holdings account for 51.0% of the ETF — significant weight in a small number of names.
ETF Information
AUM$1.7B
Expense Ratio0.25%
Dividend Yield3.68%
Holdings48
Inception DateApr 2001
DomicileUnited States
DistributionNA
Index
ProviderState Street Investment Management
Beta1.13
CategoryReal Estate
CurrencyUSD
Portfolio Impact

How would RWR affect your portfolio?

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Example preview
6168
+7 points · better diversified

Chart Tools

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Uses ISF.L (iShares FTSE 100 ETF)
Indicators

Performance Metrics

Historical returns

6M
+5.0%
1Y
+16.6%
3Y
+38.6%
5Y
+21.2%
OpenBook InsightIf you had invested £10,000 in RWR 5 years ago, it would have grown to £12,123 — a gain of £2,123.

Annual Returns

Calendar year performance

RWR delivered positive returns in 4 of the last 5 calendar years.
YearRWR
2026 YTD+15.4%
2025+4.1%
2024+6.6%
2023+13.9%
2022-25.7%
CAGR 4yr-1.5%
4/5 positive yearsAvg return: +2.9%Worst year: -25.7% (2022)

Technical Analysis Summary

Automated insights from historical price action and indicators

Technical Regime: MIXED
Trend Strength
33%
Negative
Volatility
12.7%
Low
Momentum
-3.7%
30-day change
Support Level
111.99
Key floor
Key Insights
  • Low volatility environment with a narrower recent trading range.
  • Monitor key support and resistance levels as part of broader risk assessment.