HAUZ vs. KBWY
HAUZ (Xtrackers International Real Estate ETF) and KBWY (Invesco KBW Premium Yield Equity REIT ETF) are both REIT funds - HAUZ tracks the iSTOXX Developed and Emerging Markets ex USA PK VN Real Estate Index while KBWY tracks the KBW Premium Yield Equity REIT Index. Both are passively managed. Over the past 10 years, HAUZ returned 3.62%/yr vs 1.18%/yr for KBWY. At a 0.45 correlation, their price movements are largely independent. HAUZ charges 0.10%/yr vs 0.35%/yr for KBWY.
Performance
HAUZ vs. KBWY - Performance Comparison
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Returns By Period
In the year-to-date period, HAUZ achieves a -2.64% return, which is significantly lower than KBWY's 17.06% return. Over the past 10 years, HAUZ has outperformed KBWY with an annualized return of 3.62%, while KBWY has yielded a comparatively lower 1.18% annualized return.
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%
KBWY
- 1D
- -0.81%
- 1M
- 5.63%
- YTD
- 17.06%
- 6M
- 17.05%
- 1Y
- 22.51%
- 3Y*
- 9.10%
- 5Y*
- 2.15%
- 10Y*
- 1.18%
HAUZ vs. KBWY - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
HAUZ Xtrackers International Real Estate ETF | -2.64% | 22.70% | -5.44% | 6.29% | -22.24% | 9.82% | -6.23% | 20.89% | -9.12% | 27.52% |
KBWY Invesco KBW Premium Yield Equity REIT ETF | 17.06% | -5.30% | -3.49% | 12.88% | -19.00% | 31.22% | -25.83% | 23.36% | -18.20% | 0.81% |
Correlation
The correlation between HAUZ and KBWY is 0.54, 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 | 0.54 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.62 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.61 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.49 |
Correlation (All Time) Calculated using the full available price history since Oct 2, 2013 | 0.45 |
The correlation between HAUZ and KBWY shifts across timeframes, from 0.45 (all time) to 0.62 (3 years), reflecting how their relationship changes across market environments.
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Return for Risk
HAUZ vs. KBWY — Risk / Return Rank
HAUZ
KBWY
HAUZ vs. KBWY - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Xtrackers International Real Estate ETF (HAUZ) and Invesco KBW Premium Yield Equity REIT ETF (KBWY). 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.
| HAUZ | KBWY | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.94 | ||
| Sortino ratioReturn per unit of downside risk | -1.29 | ||
| Omega ratioGain probability vs. loss probability | 1.09 | 1.23 | -0.15 |
| Calmar ratioReturn relative to maximum drawdown | 0.43 | 2.45 | -2.02 |
| Martin ratioReturn relative to average drawdown | 1.28 | 5.82 | -4.53 |
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
| HAUZ | KBWY | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.43 | 1.38 | -0.94 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | -0.10 | 0.10 | -0.20 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.21 | 0.04 | +0.17 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.17 | 0.20 | -0.02 |
Drawdowns
HAUZ vs. KBWY - Drawdown Comparison
The maximum HAUZ drawdown since its inception was -39.51%, smaller than the maximum KBWY drawdown of -57.68%. Use the drawdown chart below to compare losses from any high point for HAUZ and KBWY.
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Drawdown Indicators
| HAUZ | KBWY | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -39.51% | -57.68% | +18.17% |
Max Drawdown (1Y)Largest decline over 1 year | -14.08% | -9.24% | -4.84% |
Max Drawdown (3Y)Largest decline over 3 years | -17.88% | -29.93% | +12.05% |
Max Drawdown (5Y)Largest decline over 5 years | -34.52% | -32.29% | -2.23% |
Max Drawdown (10Y)Largest decline over 10 years | -39.51% | -57.68% | +18.17% |
Current DrawdownCurrent decline from peak | -11.73% | -10.82% | -0.91% |
Average DrawdownAverage peak-to-trough decline | -11.75% | -14.18% | +2.43% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.65% | 3.88% | +0.77% |
Volatility
HAUZ vs. KBWY - Volatility Comparison
Xtrackers International Real Estate ETF (HAUZ) and Invesco KBW Premium Yield Equity REIT ETF (KBWY) have volatilities of 4.73% and 4.73%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| HAUZ | KBWY | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.73% | 4.73% | 0.00% |
Volatility (6M)Calculated over the trailing 6-month period | 11.47% | 11.61% | -0.14% |
Volatility (1Y)Calculated over the trailing 1-year period | 13.83% | 16.44% | -2.61% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.96% | 21.61% | -5.65% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.97% | 27.05% | -10.08% |
HAUZ vs. KBWY - Expense Ratio Comparison
HAUZ has a 0.10% expense ratio, which is lower than KBWY's 0.35% expense ratio.
Dividends
HAUZ vs. KBWY - Dividend Comparison
HAUZ's dividend yield for the trailing twelve months is around 4.58%, less than KBWY's 8.64% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
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% |
KBWY Invesco KBW Premium Yield Equity REIT ETF | 8.64% | 9.79% | 8.74% | 7.90% | 7.41% | 5.05% | 10.35% | 6.19% | 8.64% | 7.25% | 6.55% | 5.72% |
Frequently Asked Questions
HAUZ and KBWY have a correlation of 0.54, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
KBWY has higher volatility (4.73%) compared to HAUZ (4.73%). In terms of maximum drawdown, HAUZ dropped -39.51% vs KBWY's -57.68%.
On 10-year performance, HAUZ leads with 3.62% vs 1.18% for KBWY. On fees, HAUZ is cheaper at 0.10% per year. Their volatility is very similar. The better choice depends on whether you care most about return, fees, risk, or income.
Over the 10-year period, HAUZ has performed better with a 3.62% return vs 1.18%. 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 0.35% for KBWY.
KBWY has the higher dividend yield at 8.64%, compared with 4.58% for HAUZ.
HAUZ tracks iSTOXX Developed and Emerging Markets ex USA PK VN Real Estate Index, while KBWY tracks KBW Premium Yield Equity REIT Index. They also come from different issuers: DWS and Invesco. Their fees differ too: 0.10% for HAUZ and 0.35% for KBWY.
KBWY currently has the higher Sharpe Ratio (1.38 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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