HAUZ vs. VNQ
Compare and contrast key facts about Xtrackers International Real Estate ETF (HAUZ) and Vanguard Real Estate ETF (VNQ).
HAUZ and VNQ 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. VNQ is a passively managed fund by Vanguard that tracks the performance of the MSCI US REIT Index. It was launched on Sep 23, 2004. Both HAUZ and VNQ 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 VNQ.
Key characteristics
| HAUZ | VNQ | |
|---|---|---|
| YTD Return | -1.39% | -6.24% |
| 1Y Return | 4.43% | 3.79% |
| 3Y Return (Ann) | -6.11% | -2.32% |
| 5Y Return (Ann) | -1.60% | 2.87% |
| 10Y Return (Ann) | 1.97% | 5.15% |
| Sharpe Ratio | 0.24 | 0.17 |
| Daily Std Dev | 16.06% | 18.76% |
| Max Drawdown | -39.51% | -73.07% |
| Current Drawdown | -21.16% | -22.66% |
Correlation
The correlation between HAUZ and VNQ is 0.46, 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.
Performance
HAUZ vs. VNQ - Performance Comparison
In the year-to-date period, HAUZ achieves a -1.39% return, which is significantly higher than VNQ's -6.24% return. Over the past 10 years, HAUZ has underperformed VNQ with an annualized return of 1.97%, while VNQ has yielded a comparatively higher 5.15% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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HAUZ vs. VNQ - Expense Ratio Comparison
HAUZ has a 0.10% expense ratio, which is lower than VNQ's 0.12% 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%.
Risk-Adjusted Performance
HAUZ vs. VNQ - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Xtrackers International Real Estate ETF (HAUZ) and Vanguard Real Estate ETF (VNQ). 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. VNQ - Dividend Comparison
HAUZ's dividend yield for the trailing twelve months is around 3.55%, less than VNQ's 4.21% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
HAUZ Xtrackers International Real Estate ETF | 3.55% | 3.50% | 1.99% | 4.84% | 3.37% | 3.69% | 1.93% | 2.59% | 2.18% | 9.42% | 4.98% | 0.06% |
VNQ Vanguard Real Estate ETF | 4.21% | 3.95% | 3.91% | 2.56% | 3.93% | 3.39% | 4.74% | 4.23% | 4.82% | 3.92% | 3.60% | 4.32% |
Drawdowns
HAUZ vs. VNQ - Drawdown Comparison
The maximum HAUZ drawdown since its inception was -39.51%, smaller than the maximum VNQ drawdown of -73.07%. Use the drawdown chart below to compare losses from any high point for HAUZ and VNQ. For additional features, visit the drawdowns tool.
Volatility
HAUZ vs. VNQ - Volatility Comparison
The current volatility for Xtrackers International Real Estate ETF (HAUZ) is 5.55%, while Vanguard Real Estate ETF (VNQ) has a volatility of 6.11%. This indicates that HAUZ experiences smaller price fluctuations and is considered to be less risky than VNQ based on this measure. The chart below showcases a comparison of their rolling one-month volatility.