RWOState Street SPDR Dow Jones Global Real Estate ETF

Grow my money#657 of 2944 for Grow my money

Seeks to provide investment results that correspond generally to the total return performance of an index based upon the global real estate market.

State Street Investment Management · Since 2008 (17 years)

Annual Cost

0.50%

#2384 out of 5,332 ETFs

Fund Size

$1.1B

#945 out of 5,332 ETFs

Dividend Yield

3.55%

Track Record

17 years

#620 out of 5,332 ETFs

Performance

1 Year

+17.0%

3 Years

+10.7%

5 Years

+3.2%

What's inside

Asset class

equity

Strategy

index tracking

Sector

real estate

Focus

Real Assets

Asset allocation

Stocks

99.3%

Cash

0.4%

Other

0.3%

Sector breakdown

Real Estate

100.0%

Top holdings

Welltower IncWELL8.9%

Prologis IncPLD7.9%

Equinix IncEQIX6.2%

Simon Property Group IncSPG3.9%

Digital Realty Trust IncDLR3.7%

Realty Income CorpO3.6%

Public StoragePSA2.7%

Ventas IncVTR2.5%

Mitsui Fudosan Co Ltd8801.T1.9%

Extra Space Storage IncEXR1.8%

Risk profile

Volatility (1Y)

12.7%

Moderate

Max drawdown

-43.3%

Worst peak-to-trough loss

Sharpe (3Y)

0.50

Decent risk-adjusted returns

Sortino (3Y)

0.72

Moderate downside risk

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