HAUZ vs. REET
Compare and contrast key facts about Xtrackers International Real Estate ETF (HAUZ) and iShares Global REIT ETF (REET).
HAUZ and REET are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. 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. REET is a passively managed fund by iShares that tracks the performance of the FTSE EPRA/NAREIT Global REIT Index. It was launched on Jul 8, 2014. Both HAUZ and REET are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: HAUZ or REET.
Performance
HAUZ vs. REET - Performance Comparison
Returns By Period
In the year-to-date period, HAUZ achieves a -2.56% return, which is significantly lower than REET's 8.33% return. Over the past 10 years, HAUZ has underperformed REET with an annualized return of 1.30%, while REET has yielded a comparatively higher 3.95% annualized return.
HAUZ
-2.56%
-5.56%
0.95%
6.83%
-3.00%
1.30%
REET
8.33%
-1.08%
14.53%
20.96%
1.66%
3.95%
Key characteristics
| HAUZ | REET | |
|---|---|---|
| Sharpe Ratio | 0.46 | 1.45 |
| Sortino Ratio | 0.74 | 2.06 |
| Omega Ratio | 1.09 | 1.25 |
| Calmar Ratio | 0.26 | 0.85 |
| Martin Ratio | 1.62 | 5.06 |
| Ulcer Index | 4.39% | 4.20% |
| Daily Std Dev | 15.32% | 14.69% |
| Max Drawdown | -39.51% | -44.59% |
| Current Drawdown | -22.10% | -9.33% |
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HAUZ vs. REET - Expense Ratio Comparison
HAUZ has a 0.10% expense ratio, which is lower than REET's 0.14% expense ratio. Despite the difference, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.
Correlation
The correlation between HAUZ and REET is 0.57, 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.
Risk-Adjusted Performance
HAUZ vs. REET - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Xtrackers International Real Estate ETF (HAUZ) and iShares Global REIT ETF (REET). 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.
Dividends
HAUZ vs. REET - Dividend Comparison
HAUZ's dividend yield for the trailing twelve months is around 3.82%, more than REET's 2.71% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
HAUZ Xtrackers International Real Estate ETF | 3.82% | 3.50% | 1.99% | 4.84% | 3.37% | 3.69% | 1.93% | 2.59% | 2.18% | 9.42% | 4.98% | 0.06% |
REET iShares Global REIT ETF | 2.71% | 3.27% | 2.42% | 3.18% | 2.64% | 5.25% | 5.73% | 3.84% | 5.37% | 3.56% | 2.12% | 0.00% |
Drawdowns
HAUZ vs. REET - Drawdown Comparison
The maximum HAUZ drawdown since its inception was -39.51%, smaller than the maximum REET drawdown of -44.59%. Use the drawdown chart below to compare losses from any high point for HAUZ and REET. For additional features, visit the drawdowns tool.
Volatility
HAUZ vs. REET - Volatility Comparison
Xtrackers International Real Estate ETF (HAUZ) has a higher volatility of 4.48% compared to iShares Global REIT ETF (REET) at 4.06%. This indicates that HAUZ's price experiences larger fluctuations and is considered to be riskier than REET based on this measure. The chart below showcases a comparison of their rolling one-month volatility.