HAUZ vs. USRT

Last updated Apr 1, 2026

Compare and contrast key facts about Xtrackers International Real Estate ETF (HAUZ) and iShares Core U.S. REIT ETF (USRT).

HAUZ and USRT 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. USRT is a passively managed fund by iShares that tracks the performance of the FTSE NAREIT Equity REITs Index. It was launched on May 4, 2007. Both HAUZ and USRT 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

HAUZ vs. USRT - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Xtrackers International Real Estate ETF (HAUZ) and iShares Core U.S. REIT ETF (USRT). The values are adjusted to include any dividend payments, if applicable.

HAUZ vs. USRT - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019	2018	2017
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%
USRT iShares Core U.S. REIT ETF	4.27%	2.44%	8.58%	13.64%	-24.43%	43.26%	-8.06%	25.98%	-4.67%	5.27%

Returns By Period

In the year-to-date period, HAUZ achieves a -2.65% return, which is significantly lower than USRT's 4.27% return. Over the past 10 years, HAUZ has underperformed USRT with an annualized return of 3.79%, while USRT has yielded a comparatively higher 5.42% annualized return.

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%

USRT

• 1D: 1.42%
• 1M: -6.02%
• YTD: 4.27%
• 6M: 2.38%
• 1Y: 5.82%
• 3Y*: 8.72%
• 5Y*: 5.12%
• 10Y*: 5.42%

*Multi-year figures are annualized to reflect compound growth (CAGR)

HAUZ vs. USRT - Expense Ratio Comparison

HAUZ has a 0.10% expense ratio, which is higher than USRT's 0.08% 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%.

HAUZ

Xtrackers International Real Estate ETF

USRT

iShares Core U.S. REIT ETF

Return for Risk

HAUZ vs. USRT — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

HAUZ

HAUZ Risk / Return Rank: 57
HAUZ Sharpe Ratio Rank: 65
HAUZ Sortino Ratio Rank: 63
HAUZ Omega Ratio Rank: 59
HAUZ Calmar Ratio Rank: 46
HAUZ Martin Ratio Rank: 52

USRT

USRT Risk / Return Rank: 25
USRT Sharpe Ratio Rank: 23
USRT Sortino Ratio Rank: 23
USRT Omega Ratio Rank: 23
USRT Calmar Ratio Rank: 26
USRT Martin Ratio Rank: 29

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.

HAUZ vs. USRT - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Xtrackers International Real Estate ETF (HAUZ) and iShares Core U.S. REIT ETF (USRT). 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	USRT	Difference
Sharpe ratio Return per unit of total volatility	1.11	0.35	+0.76
Sortino ratio Return per unit of downside risk	1.57	0.59	+0.98
Omega ratio Gain probability vs. loss probability	1.21	1.08	+0.13
Calmar ratio Return relative to maximum drawdown	1.14	0.53	+0.61
Martin ratio Return relative to average drawdown	4.84	2.23	+2.62
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

HAUZ vs. USRT - Sharpe Ratio Comparison

The current HAUZ Sharpe Ratio is 1.11, which is higher than the USRT Sharpe Ratio of 0.35. The chart below compares the historical Sharpe Ratios of HAUZ and USRT, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

Sharpe Ratios by Period

	HAUZ	USRT	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	1.11	0.35	+0.76
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	-0.01	0.27	-0.28
Sharpe Ratio (10Y) Calculated over the trailing 10-year period	0.22	0.26	-0.03
Sharpe Ratio (All Time) Calculated using the full available price history	0.18	0.17	+0.01

Correlation

The correlation between HAUZ and USRT 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

HAUZ vs. USRT - Dividend Comparison

HAUZ's dividend yield for the trailing twelve months is around 4.58%, more than USRT's 2.89% yield.

	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%
USRT iShares Core U.S. REIT ETF	2.89%	3.07%	2.85%	3.18%	3.46%	2.27%	3.12%	3.34%	5.66%	3.44%	3.98%	3.59%

Drawdowns

HAUZ vs. USRT - Drawdown Comparison

The maximum HAUZ drawdown since its inception was -39.51%, smaller than the maximum USRT drawdown of -69.91%. Use the drawdown chart below to compare losses from any high point for HAUZ and USRT.

Drawdown Indicators

	HAUZ	USRT	Difference
Max Drawdown Largest peak-to-trough decline	-39.51%	-69.91%	+30.40%
Max Drawdown (1Y) Largest decline over 1 year	-14.08%	-12.95%	-1.13%
Max Drawdown (5Y) Largest decline over 5 years	-34.52%	-31.03%	-3.49%
Max Drawdown (10Y) Largest decline over 10 years	-39.51%	-44.38%	+4.87%
Current Drawdown Current decline from peak	-11.73%	-6.38%	-5.35%
Average Drawdown Average peak-to-trough decline	-11.81%	-13.08%	+1.27%
Ulcer Index Depth and duration of drawdowns from previous peaks	3.31%	3.09%	+0.22%

Volatility

HAUZ vs. USRT - Volatility Comparison

Xtrackers International Real Estate ETF (HAUZ) has a higher volatility of 6.82% compared to iShares Core U.S. REIT ETF (USRT) at 4.44%. This indicates that HAUZ's price experiences larger fluctuations and is considered to be riskier than USRT based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	HAUZ	USRT	Difference
Volatility (1M) Calculated over the trailing 1-month period	6.82%	4.44%	+2.38%
Volatility (6M) Calculated over the trailing 6-month period	9.93%	9.21%	+0.72%
Volatility (1Y) Calculated over the trailing 1-year period	14.85%	16.84%	-1.99%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	15.75%	18.92%	-3.17%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	16.92%	21.28%	-4.36%