HAUZ vs. RWX
HAUZ (Xtrackers International Real Estate ETF) and RWX (SPDR DJ Wilshire International Real Estate ETF) are both REIT funds - HAUZ tracks the iSTOXX Developed and Emerging Markets ex USA PK VN Real Estate Index while RWX tracks the Dow Jones Global ex-U.S. Real Estate Securities Index. Both are passively managed. Over the past 10 years, HAUZ returned 3.62%/yr vs 0.36%/yr for RWX. A 0.71 correlation means they provide meaningful diversification when combined. HAUZ charges 0.10%/yr vs 0.59%/yr for RWX.
Performance
HAUZ vs. RWX - Performance Comparison
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Returns By Period
In the year-to-date period, HAUZ achieves a -2.64% return, which is significantly higher than RWX's -3.34% return. Over the past 10 years, HAUZ has outperformed RWX with an annualized return of 3.62%, while RWX has yielded a comparatively lower 0.36% 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%
RWX
- 1D
- -1.01%
- 1M
- -3.50%
- YTD
- -3.34%
- 6M
- -2.26%
- 1Y
- 3.84%
- 3Y*
- 5.03%
- 5Y*
- -2.65%
- 10Y*
- 0.36%
HAUZ vs. RWX - 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% |
RWX SPDR DJ Wilshire International Real Estate ETF | -3.34% | 26.24% | -12.15% | 6.25% | -21.84% | 9.34% | -9.03% | 19.88% | -8.25% | 15.50% |
Correlation
The correlation between HAUZ and RWX is 0.90, indicating a strong positive relationship between their price movements. Combining them offers limited diversification - they tend to fall together during downturns.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.90 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.90 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.92 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.78 |
Correlation (All Time) Calculated using the full available price history since Oct 2, 2013 | 0.71 |
The correlation between HAUZ and RWX shifts across timeframes, from 0.71 (all time) to 0.92 (5 years), reflecting how their relationship changes across market environments.
HAUZ vs. RWX - Sectors Allocation Comparison
Sectors
HAUZ
RWX
Real Estate
Industrials
Communication Services
-
Consumer Cyclical
Financial Services
Utilities
-
Technology
Basic Materials
-
Healthcare
Energy
Consumer Defensive
-
Real Estate
HAUZ
RWX
Industrials
HAUZ
RWX
Communication Services
HAUZ
RWX
-
Consumer Cyclical
HAUZ
RWX
Financial Services
HAUZ
RWX
Utilities
HAUZ
RWX
-
Technology
HAUZ
RWX
Basic Materials
HAUZ
RWX
-
Healthcare
HAUZ
RWX
Energy
HAUZ
RWX
Consumer Defensive
HAUZ
RWX
-
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Return for Risk
HAUZ vs. RWX — Risk / Return Rank
HAUZ
RWX
HAUZ vs. RWX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Xtrackers International Real Estate ETF (HAUZ) and SPDR DJ Wilshire International Real Estate ETF (RWX). 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 | RWX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.14 | ||
| Sortino ratioReturn per unit of downside risk | +0.21 | ||
| Omega ratioGain probability vs. loss probability | 1.09 | 1.06 | +0.03 |
| Calmar ratioReturn relative to maximum drawdown | 0.43 | 0.28 | +0.14 |
| Martin ratioReturn relative to average drawdown | 1.28 | 0.85 | +0.44 |
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 | RWX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.43 | 0.29 | +0.14 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | -0.10 | -0.17 | +0.07 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.21 | 0.02 | +0.19 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.17 | 0.03 | +0.15 |
Drawdowns
HAUZ vs. RWX - Drawdown Comparison
The maximum HAUZ drawdown since its inception was -39.51%, smaller than the maximum RWX drawdown of -73.62%. Use the drawdown chart below to compare losses from any high point for HAUZ and RWX.
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Drawdown Indicators
| HAUZ | RWX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -39.51% | -73.62% | +34.11% |
Max Drawdown (1Y)Largest decline over 1 year | -14.08% | -13.58% | -0.50% |
Max Drawdown (3Y)Largest decline over 3 years | -17.88% | -19.05% | +1.17% |
Max Drawdown (5Y)Largest decline over 5 years | -34.52% | -35.91% | +1.39% |
Max Drawdown (10Y)Largest decline over 10 years | -39.51% | -43.37% | +3.86% |
Current DrawdownCurrent decline from peak | -11.73% | -14.76% | +3.03% |
Average DrawdownAverage peak-to-trough decline | -11.75% | -20.30% | +8.55% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.65% | 4.54% | +0.11% |
Volatility
HAUZ vs. RWX - Volatility Comparison
Xtrackers International Real Estate ETF (HAUZ) has a higher volatility of 4.73% compared to SPDR DJ Wilshire International Real Estate ETF (RWX) at 4.07%. This indicates that HAUZ's price experiences larger fluctuations and is considered to be riskier than RWX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| HAUZ | RWX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.73% | 4.07% | +0.66% |
Volatility (6M)Calculated over the trailing 6-month period | 11.47% | 10.85% | +0.62% |
Volatility (1Y)Calculated over the trailing 1-year period | 13.83% | 13.26% | +0.57% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.96% | 15.84% | +0.12% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.97% | 16.49% | +0.48% |
HAUZ vs. RWX - Expense Ratio Comparison
HAUZ has a 0.10% expense ratio, which is lower than RWX's 0.59% expense ratio.
Dividends
HAUZ vs. RWX - Dividend Comparison
HAUZ's dividend yield for the trailing twelve months is around 4.58%, more than RWX's 3.78% 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% |
RWX SPDR DJ Wilshire International Real Estate ETF | 3.78% | 3.65% | 4.32% | 3.90% | 4.05% | 4.62% | 2.92% | 8.94% | 5.28% | 2.77% | 8.74% | 2.94% |
Frequently Asked Questions
HAUZ and RWX have a correlation of 0.90, 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 RWX (4.07%). In terms of maximum drawdown, HAUZ dropped -39.51% vs RWX's -73.62%.
On 10-year performance, HAUZ leads with 3.62% vs 0.36% for RWX. On fees, HAUZ is cheaper at 0.10% per year. On volatility, RWX has been the lower-risk option at 4.07%. 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 0.36%. 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 0.59% for RWX.
HAUZ has the higher dividend yield at 4.58%, compared with 3.78% for RWX.
HAUZ tracks iSTOXX Developed and Emerging Markets ex USA PK VN Real Estate Index, while RWX tracks Dow Jones Global ex-U.S. Real Estate Securities Index. They also come from different issuers: DWS and State Street. Their fees differ too: 0.10% for HAUZ and 0.59% for RWX.
HAUZ currently has the higher Sharpe Ratio (0.43 vs 0.29), 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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