DFGR vs. HAUZ
DFGR (Dimensional Global Real Estate ETF) and HAUZ (Xtrackers International Real Estate ETF) are both REIT funds. DFGR is actively managed, while HAUZ is passively managed. Over the past 3 years, DFGR returned 8.89%/yr vs 7.04%/yr for HAUZ. A 0.75 correlation means they provide meaningful diversification when combined. DFGR charges 0.22%/yr vs 0.10%/yr for HAUZ.
Performance
DFGR vs. HAUZ - Performance Comparison
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Returns By Period
In the year-to-date period, DFGR achieves a 7.61% return, which is significantly higher than HAUZ's -2.64% return.
DFGR
- 1D
- -0.28%
- 1M
- -1.00%
- YTD
- 7.61%
- 6M
- 7.46%
- 1Y
- 10.27%
- 3Y*
- 8.89%
- 5Y*
- —
- 10Y*
- —
HAUZ
- 1D
- -1.44%
- 1M
- -4.21%
- YTD
- -2.64%
- 6M
- -1.65%
- 1Y
- 5.96%
- 3Y*
- 7.04%
- 5Y*
- -1.54%
- 10Y*
- 3.62%
DFGR vs. HAUZ - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|
DFGR Dimensional Global Real Estate ETF | 7.61% | 7.65% | 1.89% | 9.64% | -1.24% |
HAUZ Xtrackers International Real Estate ETF | -2.64% | 22.70% | -5.44% | 6.29% | 0.80% |
Correlation
The correlation between DFGR and HAUZ is 0.70, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.70 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.74 |
Correlation (All Time) Calculated using the full available price history since Dec 8, 2022 | 0.75 |
The correlation between DFGR and HAUZ has been stable across timeframes, ranging from 0.70 to 0.75 - a consistent structural relationship.
DFGR vs. HAUZ - Sectors Allocation Comparison
Sectors
DFGR
HAUZ
Real Estate
Financial Services
Technology
Communication Services
Consumer Cyclical
Healthcare
Industrials
Consumer Defensive
Energy
Utilities
Basic Materials
-
Real Estate
DFGR
HAUZ
Financial Services
DFGR
HAUZ
Technology
DFGR
HAUZ
Communication Services
DFGR
HAUZ
Consumer Cyclical
DFGR
HAUZ
Healthcare
DFGR
HAUZ
Industrials
DFGR
HAUZ
Consumer Defensive
DFGR
HAUZ
Energy
DFGR
HAUZ
Utilities
DFGR
HAUZ
Basic Materials
DFGR
-
HAUZ
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Return for Risk
DFGR vs. HAUZ — Risk / Return Rank
DFGR
HAUZ
DFGR vs. HAUZ - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Dimensional Global Real Estate ETF (DFGR) and Xtrackers International Real Estate ETF (HAUZ). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
| DFGR | HAUZ | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.44 | ||
| Sortino ratioReturn per unit of downside risk | +0.55 | ||
| Omega ratioGain probability vs. loss probability | 1.16 | 1.09 | +0.07 |
| Calmar ratioReturn relative to maximum drawdown | 1.13 | 0.43 | +0.70 |
| Martin ratioReturn relative to average drawdown | 4.00 | 1.28 | +2.71 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| DFGR | HAUZ | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.87 | 0.43 | +0.44 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | — | -0.10 | — |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.21 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.48 | 0.17 | +0.30 |
Drawdowns
DFGR vs. HAUZ - Drawdown Comparison
The maximum DFGR drawdown since its inception was -21.28%, smaller than the maximum HAUZ drawdown of -39.51%. Use the drawdown chart below to compare losses from any high point for DFGR and HAUZ.
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Drawdown Indicators
| DFGR | HAUZ | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -21.28% | -39.51% | +18.23% |
Max Drawdown (1Y)Largest decline over 1 year | -9.15% | -14.08% | +4.93% |
Max Drawdown (3Y)Largest decline over 3 years | -17.57% | -17.88% | +0.31% |
Max Drawdown (5Y)Largest decline over 5 years | — | -34.52% | — |
Max Drawdown (10Y)Largest decline over 10 years | — | -39.51% | — |
Current DrawdownCurrent decline from peak | -2.76% | -11.73% | +8.97% |
Average DrawdownAverage peak-to-trough decline | -6.30% | -11.75% | +5.45% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.58% | 4.65% | -2.07% |
Volatility
DFGR vs. HAUZ - Volatility Comparison
The current volatility for Dimensional Global Real Estate ETF (DFGR) is 3.61%, while Xtrackers International Real Estate ETF (HAUZ) has a volatility of 4.73%. This indicates that DFGR experiences smaller price fluctuations and is considered to be less risky than HAUZ based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| DFGR | HAUZ | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.61% | 4.73% | -1.12% |
Volatility (6M)Calculated over the trailing 6-month period | 8.75% | 11.47% | -2.72% |
Volatility (1Y)Calculated over the trailing 1-year period | 11.86% | 13.83% | -1.97% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.42% | 15.96% | -0.54% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 15.42% | 16.97% | -1.55% |
DFGR vs. HAUZ - Expense Ratio Comparison
DFGR has a 0.22% expense ratio, which is higher than HAUZ's 0.10% expense ratio. However, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.
Dividends
DFGR vs. HAUZ - Dividend Comparison
DFGR's dividend yield for the trailing twelve months is around 3.95%, less than HAUZ's 4.58% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
DFGR Dimensional Global Real Estate ETF | 3.95% | 4.05% | 3.73% | 2.77% | 0.59% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
HAUZ Xtrackers International Real Estate ETF | 4.58% | 4.46% | 4.50% | 3.50% | 1.99% | 4.84% | 3.37% | 3.69% | 1.93% | 2.59% | 2.18% | 9.42% |
Frequently Asked Questions
DFGR and HAUZ have a correlation of 0.70, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
HAUZ has higher volatility (4.73%) compared to DFGR (3.61%). In terms of maximum drawdown, DFGR dropped -21.28% vs HAUZ's -39.51%.
On 3-year performance, DFGR leads with 8.89% vs 7.04% for HAUZ. On fees, HAUZ is cheaper at 0.10% per year. On volatility, DFGR has been the lower-risk option at 3.61%. The better choice depends on whether you care most about return, fees, risk, or income.
Over the 3-year period, DFGR has performed better with a 8.89% return vs 7.04%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.
HAUZ is cheaper with a 0.10% expense ratio, compared with 0.22% for DFGR.
HAUZ has the higher dividend yield at 4.58%, compared with 3.95% for DFGR.
They also come from different issuers: Dimensional and DWS. Their fees differ too: 0.22% for DFGR and 0.10% for HAUZ.
DFGR currently has the higher Sharpe Ratio (0.87 vs 0.43), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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