SPDR Dow Jones REIT ETF (4JZG)
XHAN 
Summary
4JZG Chart
RWR: Diversification In Name Only
SPDR® Dow Jones® REIT ETF offers sector diversification within REITs, but its top holdings are heavily concentrated in a few geographic regions. Nearly 30% of RWR's property exposure is tied to Texas, Florida, and California, increasing vulnerability to local economic or natural events. We remain neutral on broad REIT ETFs like RWR and prefer strategies that explicitly diversify property exposure.
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RWR: Long-Term Growth Trend Is Positive
RWR offers a diversified portfolio of U.S. REITs, with a 3.4% yield, though its 0.25% expense ratio is higher than some peers. The fund benefits from growth in e-commerce, data computing, and low housing inventory, with limited exposure to economically sensitive sectors. RWR has higher downside risk than the broader market, with a beta of 1.17, making it more volatile during economic recessions.
SPDR Dow Jones REIT ETF (4JZG) FAQ
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SPDR Dow Jones REIT ETF Profile
| XHAN Exchange | US Country |
Overview
This fund is designed for investors seeking to replicate the performance of the real estate market through a diversified portfolio of securities. By focusing on investments that are closely tied to the intrinsic value of the underlying real estate, the fund aims to serve as a robust proxy for direct real estate investment. It commits at least 80% of its total assets to securities that are included in its benchmark index, ensuring a high degree of alignment with the index's performance. The index itself is curated to reflect a broad and representative measure of real estate securities, specifically excluding those whose performance may not directly correlate with real estate market movements.
Products and Services
- Real Estate Investment Trusts (REITs) Portfolio
Inclusion of Real Estate Investment Trusts (REITs) that are part of the index provides investors with exposure to a range of properties across different sectors, including commercial, residential, healthcare, and retail. REITs are known for offering high dividend yields in addition to the potential for capital appreciation, serving as an effective tool for investors looking to gain access to real estate earnings and value growth.
- Direct Real Estate Proxy Securities
The fund comprises securities that act as proxies for direct real estate investments, enabling investors to participate in the real estate market without the complexities and high capital requirements of direct property ownership. These proxies include stocks and bonds of companies with substantial real estate assets, ensuring that the fund's performance is closely aligned with the real estate market dynamics.
- Exclusion of Non-Real Estate Correlated Securities
By deliberately excluding securities that do not have a strong correlation to the underlying real estate values, the fund aims to provide a more focused and pure investment experience in the real estate sector. This strategy mitigates the influence of non-real estate factors on the fund's performance, aligning it more closely with the actual movements in the real estate market.
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