HAUZ vs. VNQI
Compare and contrast key facts about Xtrackers International Real Estate ETF (HAUZ) and Vanguard Global ex-U.S. Real Estate ETF (VNQI).
HAUZ and VNQI 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. VNQI is a passively managed fund by Vanguard that tracks the performance of the S&P Global ex-U.S. Property Index. It was launched on Nov 1, 2010. Both HAUZ and VNQI 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 VNQI.
Correlation
The correlation between HAUZ and VNQI is 0.72, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Performance
HAUZ vs. VNQI - Performance Comparison
Key characteristics
HAUZ:
-0.21
VNQI:
-0.04
HAUZ:
-0.19
VNQI:
0.04
HAUZ:
0.98
VNQI:
1.00
HAUZ:
-0.12
VNQI:
-0.02
HAUZ:
-0.56
VNQI:
-0.12
HAUZ:
5.59%
VNQI:
5.26%
HAUZ:
15.03%
VNQI:
14.07%
HAUZ:
-39.51%
VNQI:
-38.35%
HAUZ:
-23.94%
VNQI:
-24.06%
Returns By Period
In the year-to-date period, HAUZ achieves a -4.87% return, which is significantly lower than VNQI's -2.59% return. Over the past 10 years, HAUZ has outperformed VNQI with an annualized return of 1.06%, while VNQI has yielded a comparatively lower 0.86% annualized return.
HAUZ
-4.87%
-2.88%
0.77%
-3.14%
-4.00%
1.06%
VNQI
-2.59%
-2.31%
1.63%
-1.29%
-4.35%
0.86%
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HAUZ vs. VNQI - Expense Ratio Comparison
HAUZ has a 0.10% expense ratio, which is lower than VNQI'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. VNQI - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Xtrackers International Real Estate ETF (HAUZ) and Vanguard Global ex-U.S. Real Estate ETF (VNQI). 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. VNQI - Dividend Comparison
HAUZ's dividend yield for the trailing twelve months is around 4.48%, less than VNQI's 5.18% yield.
TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|
Xtrackers International Real Estate ETF | 4.48% | 3.50% | 1.99% | 4.84% | 3.37% | 3.69% | 1.93% | 2.59% | 2.18% | 9.42% | 4.98% | 0.06% |
Vanguard Global ex-U.S. Real Estate ETF | 5.18% | 3.74% | 0.57% | 6.48% | 0.93% | 7.57% | 4.62% | 3.86% | 5.18% | 2.86% | 4.11% | 3.27% |
Drawdowns
HAUZ vs. VNQI - Drawdown Comparison
The maximum HAUZ drawdown since its inception was -39.51%, roughly equal to the maximum VNQI drawdown of -38.35%. Use the drawdown chart below to compare losses from any high point for HAUZ and VNQI. For additional features, visit the drawdowns tool.
Volatility
HAUZ vs. VNQI - Volatility Comparison
Xtrackers International Real Estate ETF (HAUZ) has a higher volatility of 4.34% compared to Vanguard Global ex-U.S. Real Estate ETF (VNQI) at 3.85%. This indicates that HAUZ's price experiences larger fluctuations and is considered to be riskier than VNQI based on this measure. The chart below showcases a comparison of their rolling one-month volatility.