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FRI vs. HAUZ
Performance
Return for Risk
Dividends
Drawdowns
Volatility

FRI vs. HAUZ

Last updated Apr 1, 2026

Compare and contrast key facts about First Trust S&P REIT Index Fund (FRI) and Xtrackers International Real Estate ETF (HAUZ).

FRI and HAUZ are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. FRI is a passively managed fund by First Trust that tracks the performance of the S&P United States REIT. It was launched on May 8, 2007. HAUZ is a passively managed fund by DWS that tracks the performance of the iSTOXX Developed and Emerging Markets ex USA PK VN Real Estate Index. It was launched on Oct 1, 2013. Both FRI and HAUZ are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.

Performance

FRI vs. HAUZ - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in First Trust S&P REIT Index Fund (FRI) and Xtrackers International Real Estate ETF (HAUZ). The values are adjusted to include any dividend payments, if applicable.

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FRI vs. HAUZ - Yearly Performance Comparison

2026 (YTD)202520242023202220212020201920182017
FRI
First Trust S&P REIT Index Fund		4.55%2.80%7.84%13.33%-24.66%42.55%-7.90%23.67%-4.28%3.86%
HAUZ
Xtrackers International Real Estate ETF		-2.65%22.70%-5.44%6.29%-22.24%9.82%-6.23%20.89%-9.12%27.52%

Returns By Period

In the year-to-date period, FRI achieves a 4.55% return, which is significantly higher than HAUZ's -2.65% return. Over the past 10 years, FRI has outperformed HAUZ with an annualized return of 4.97%, while HAUZ has yielded a comparatively lower 3.79% annualized return.

FRI

1D
1.58%
1M
-5.55%
YTD
4.55%
6M
2.82%
1Y
6.47%
3Y*
8.59%
5Y*
5.00%
10Y*
4.97%

HAUZ

1D
2.68%
1M
-11.73%
YTD
-2.65%
6M
-1.65%
1Y
16.33%
3Y*
6.84%
5Y*
-0.15%
10Y*
3.79%
*Multi-year figures are annualized to reflect compound growth (CAGR)

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.

First Trust S&P REIT Index Fund

Xtrackers International Real Estate ETF

Often compared with FRI:
FRI vs. IYRFRI vs. ^TNXFRI vs. RWRFRI vs. VNQFRI vs. VWUAXFRI vs. KBWYFRI vs. DLR
Often compared with HAUZ:
HAUZ vs. VNQIHAUZ vs. VNQHAUZ vs. NUREHAUZ vs. REETHAUZ vs. SCHHHAUZ vs. RESGXHAUZ vs. XLRE

FRI vs. HAUZ - Expense Ratio Comparison

FRI has a 0.50% expense ratio, which is higher than HAUZ's 0.10% expense ratio.

FRI
First Trust S&P REIT Index Fund
HAUZ
Xtrackers International Real Estate ETF

Return for Risk

FRI vs. HAUZ — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.
FRI
FRI Risk / Return Rank: 2525
Overall Rank
FRI Sharpe Ratio Rank: 2424
Sharpe Ratio Rank
FRI Sortino Ratio Rank: 2323
Sortino Ratio Rank
FRI Omega Ratio Rank: 2424
Omega Ratio Rank
FRI Calmar Ratio Rank: 2626
Calmar Ratio Rank
FRI Martin Ratio Rank: 3030
Martin Ratio Rank
HAUZ
HAUZ Risk / Return Rank: 5757
Overall Rank
HAUZ Sharpe Ratio Rank: 6565
Sharpe Ratio Rank
HAUZ Sortino Ratio Rank: 6363
Sortino Ratio Rank
HAUZ Omega Ratio Rank: 5959
Omega Ratio Rank
HAUZ Calmar Ratio Rank: 4646
Calmar Ratio Rank
HAUZ Martin Ratio Rank: 5252
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

FRI vs. HAUZ - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for First Trust S&P REIT Index Fund (FRI) 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.

FRIHAUZDifference

Sharpe ratio

Return per unit of total volatility

0.39

1.11

-0.72

Sortino ratio

Return per unit of downside risk

0.64

1.57

-0.93

Omega ratio

Gain probability vs. loss probability

1.09

1.21

-0.13

Calmar ratio

Return relative to maximum drawdown

0.59

1.14

-0.55

Martin ratio

Return relative to average drawdown

2.57

4.84

-2.27

Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

FRI vs. HAUZ - Sharpe Ratio Comparison

The current FRI Sharpe Ratio is 0.39, which is lower than the HAUZ Sharpe Ratio of 1.11. The chart below compares the historical Sharpe Ratios of FRI and HAUZ, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

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Sharpe Ratios by Period

FRIHAUZDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

0.39

1.11

-0.72

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.27

-0.01

+0.28

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.24

0.22

+0.01

Sharpe Ratio (All Time)

Calculated using the full available price history

0.17

0.18

-0.01

Correlation

The correlation between FRI and HAUZ is 0.47, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.

Dividends

FRI vs. HAUZ - Dividend Comparison

FRI's dividend yield for the trailing twelve months is around 2.78%, less than HAUZ's 4.58% yield.

TTM20252024202320222021202020192018201720162015
FRI
First Trust S&P REIT Index Fund		2.78%2.99%3.33%3.24%2.52%1.44%3.08%2.28%3.21%2.82%3.27%2.66%
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%

Drawdowns

FRI vs. HAUZ - Drawdown Comparison

The maximum FRI drawdown since its inception was -71.95%, which is greater than HAUZ's maximum drawdown of -39.51%. Use the drawdown chart below to compare losses from any high point for FRI and HAUZ.

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Drawdown Indicators

FRIHAUZDifference

Max Drawdown

Largest peak-to-trough decline

-71.95%

-39.51%

-32.44%

Max Drawdown (1Y)

Largest decline over 1 year

-13.12%

-14.08%

+0.96%

Max Drawdown (5Y)

Largest decline over 5 years

-31.21%

-34.52%

+3.31%

Max Drawdown (10Y)

Largest decline over 10 years

-44.16%

-39.51%

-4.65%

Current Drawdown

Current decline from peak

-5.88%

-11.73%

+5.85%

Average Drawdown

Average peak-to-trough decline

-13.82%

-11.81%

-2.01%

Ulcer Index

Depth and duration of drawdowns from previous peaks

2.99%

3.31%

-0.32%

Volatility

FRI vs. HAUZ - Volatility Comparison

The current volatility for First Trust S&P REIT Index Fund (FRI) is 4.33%, while Xtrackers International Real Estate ETF (HAUZ) has a volatility of 6.82%. This indicates that FRI 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

FRIHAUZDifference

Volatility (1M)

Calculated over the trailing 1-month period

4.33%

6.82%

-2.49%

Volatility (6M)

Calculated over the trailing 6-month period

9.01%

9.93%

-0.92%

Volatility (1Y)

Calculated over the trailing 1-year period

16.75%

14.85%

+1.90%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

18.67%

15.75%

+2.92%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

21.06%

16.92%

+4.14%