HAUZ vs. XLRE
Compare and contrast key facts about Xtrackers International Real Estate ETF (HAUZ) and Real Estate Select Sector SPDR Fund (XLRE).
HAUZ and XLRE 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. XLRE is a passively managed fund by State Street that tracks the performance of the Real Estate Select Sector Index. It was launched on Oct 7, 2015. Both HAUZ and XLRE 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 XLRE.
Performance
HAUZ vs. XLRE - Performance Comparison
Returns By Period
In the year-to-date period, HAUZ achieves a -1.76% return, which is significantly lower than XLRE's 11.31% return.
HAUZ
-1.76%
-7.02%
-1.04%
7.06%
-2.88%
1.39%
XLRE
11.31%
-2.68%
15.07%
24.32%
6.11%
N/A
Key characteristics
| HAUZ | XLRE | |
|---|---|---|
| Sharpe Ratio | 0.54 | 1.56 |
| Sortino Ratio | 0.84 | 2.18 |
| Omega Ratio | 1.10 | 1.27 |
| Calmar Ratio | 0.30 | 0.97 |
| Martin Ratio | 1.93 | 6.03 |
| Ulcer Index | 4.27% | 4.20% |
| Daily Std Dev | 15.37% | 16.24% |
| Max Drawdown | -39.51% | -38.83% |
| Current Drawdown | -21.47% | -7.75% |
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HAUZ vs. XLRE - Expense Ratio Comparison
HAUZ has a 0.10% expense ratio, which is lower than XLRE's 0.13% 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 XLRE is 0.48, 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. XLRE - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Xtrackers International Real Estate ETF (HAUZ) and Real Estate Select Sector SPDR Fund (XLRE). 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. XLRE - Dividend Comparison
HAUZ's dividend yield for the trailing twelve months is around 3.79%, more than XLRE's 3.18% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
HAUZ Xtrackers International Real Estate ETF | 3.79% | 3.50% | 1.99% | 4.84% | 3.37% | 3.69% | 1.93% | 2.59% | 2.18% | 9.42% | 4.98% | 0.06% |
XLRE Real Estate Select Sector SPDR Fund | 3.18% | 3.31% | 3.70% | 2.61% | 3.15% | 3.06% | 3.78% | 3.25% | 4.22% | 1.09% | 0.00% | 0.00% |
Drawdowns
HAUZ vs. XLRE - Drawdown Comparison
The maximum HAUZ drawdown since its inception was -39.51%, roughly equal to the maximum XLRE drawdown of -38.83%. Use the drawdown chart below to compare losses from any high point for HAUZ and XLRE. For additional features, visit the drawdowns tool.
Volatility
HAUZ vs. XLRE - Volatility Comparison
The current volatility for Xtrackers International Real Estate ETF (HAUZ) is 4.48%, while Real Estate Select Sector SPDR Fund (XLRE) has a volatility of 5.28%. This indicates that HAUZ experiences smaller price fluctuations and is considered to be less risky than XLRE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.