HAUZ vs. XLRI
HAUZ (Xtrackers International Real Estate ETF) and XLRI (State Street Real Estate Select Sector SPDR Premium Income ETF) are both exchange-traded funds - HAUZ is a REIT fund tracking the iSTOXX Developed and Emerging Markets ex USA PK VN Real Estate Index, while XLRI is a Derivative Income fund actively managed by State Street. HAUZ is passively managed, while XLRI is actively managed. Over the past year, HAUZ returned 5.88% vs 10.04% for XLRI. Their 0.44 correlation means their historical movements had little consistent relationship. HAUZ charges 0.10%/yr vs 0.35%/yr for XLRI.
Performance
HAUZ vs. XLRI - Performance Comparison
Loading charts...
Returns By Period
In the year-to-date period, HAUZ achieves a 0.36% return, which is significantly lower than XLRI's 7.92% return.
HAUZ
- 1D
- -0.29%
- 1M
- 1.67%
- 6M
- -4.12%
- YTD
- 0.36%
- 1Y
- 5.88%
- 3Y*
- 7.90%
- 5Y*
- -0.93%
- 10Y*
- 3.27%
- ALL TIME*
- 3.14%
XLRI
- 1D
- -0.49%
- 1M
- 0.85%
- 6M
- 6.33%
- YTD
- 7.92%
- 1Y
- 10.04%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
- ALL TIME*
- 7.22%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $1.79M | $1.92M | $2.36M | |
| $67.65K | $68.45K | $64.14K |
HAUZ vs. XLRI - Yearly Performance Comparison
| 2026 (YTD) | 2025 | |
|---|---|---|
HAUZ Xtrackers International Real Estate ETF | 0.36% | 4.84% |
XLRI State Street Real Estate Select Sector SPDR Premium Income ETF | 7.92% | -0.57% |
Correlation
The correlation between HAUZ and XLRI is 0.44, which is low. Their historical price movements had little consistent relationship.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.44 |
Correlation (All Time) Calculated using the full available price history since Jul 30, 2025 | 0.44 |
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Return for Risk
HAUZ vs. XLRI — Risk / Return Rank
HAUZ
XLRI
HAUZ vs. XLRI - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Xtrackers International Real Estate ETF (HAUZ) and State Street Real Estate Select Sector SPDR Premium Income ETF (XLRI). 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| HAUZ | XLRI | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.50 | ||
| Sortino ratioReturn per unit of downside risk | -0.59 | ||
| Omega ratioGain probability vs. loss probability | 1.08 | 1.17 | -0.08 |
| Calmar ratioReturn relative to maximum drawdown | 0.42 | 1.42 | -1.00 |
| Martin ratioReturn relative to average drawdown | 0.93 | 4.95 | -4.02 |
Loading charts...
Drawdowns
HAUZ vs. XLRI - Drawdown Comparison
The maximum HAUZ drawdown since its inception was -39.51%, which is greater than XLRI's maximum drawdown of -7.12%. Use the drawdown chart below to compare losses from any high point for HAUZ and XLRI.
Loading charts...
Drawdown Indicators
| HAUZ | XLRI | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -39.51% | -7.12% | -32.39% |
Max Drawdown (1Y)Largest decline over 1 year | -14.08% | -7.12% | -6.96% |
Max Drawdown (3Y)Largest decline over 3 years | -17.88% | — | — |
Max Drawdown (5Y)Largest decline over 5 years | -34.14% | — | — |
Max Drawdown (10Y)Largest decline over 10 years | -39.51% | — | — |
Current DrawdownCurrent decline from peak | -9.01% | -1.11% | -7.90% |
Average DrawdownAverage peak-to-trough decline | -11.73% | -1.54% | -10.19% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 6.32% | 2.03% | +4.29% |
Volatility
HAUZ vs. XLRI - Volatility Comparison
Xtrackers International Real Estate ETF (HAUZ) and State Street Real Estate Select Sector SPDR Premium Income ETF (XLRI) have volatilities of 3.47% and 3.34%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
Loading charts...
Volatility by Period
| HAUZ | XLRI | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.47% | 3.34% | +0.13% |
Volatility (6M)Calculated over the trailing 6-month period | 12.04% | 8.74% | +3.30% |
Volatility (1Y)Calculated over the trailing 1-year period | 14.17% | 11.02% | +3.15% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.98% | 11.10% | +4.88% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.96% | 11.10% | +5.86% |
HAUZ vs. XLRI - Expense Ratio Comparison
HAUZ has a 0.10% expense ratio, which is lower than XLRI's 0.35% expense ratio.
Dividends
HAUZ vs. XLRI - Dividend Comparison
HAUZ's dividend yield for the trailing twelve months is around 3.54%, less than XLRI's 14.37% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
HAUZ Xtrackers International Real Estate ETF | 3.54% | 4.46% | 4.50% | 3.50% | 1.99% | 4.84% | 3.37% | 3.69% | 1.93% | 2.59% | 2.18% | 9.42% |
XLRI State Street Real Estate Select Sector SPDR Premium Income ETF | 14.37% | 6.85% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
HAUZ and XLRI have a correlation of 0.44, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
HAUZ has higher volatility (3.47%) compared to XLRI (3.34%). In terms of maximum drawdown, HAUZ dropped -39.51% vs XLRI's -7.12%.
On 1-year performance, XLRI leads with 10.04% vs 5.88% for HAUZ. On fees, HAUZ is cheaper at 0.10% per year. On volatility, XLRI has been the lower-risk option at 3.34%. The better choice depends on whether you care most about return, fees, risk, or income.
Over the 1-year period, XLRI has performed better with a 10.04% return vs 5.88%. 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 0.35% for XLRI.
XLRI has the higher dividend yield at 14.37%, compared with 3.54% for HAUZ.
HAUZ is categorized as REIT, while XLRI is Derivative Income. They also come from different issuers: DWS and State Street. Their fees differ too: 0.10% for HAUZ and 0.35% for XLRI.
XLRI currently has the higher Sharpe Ratio (0.92 vs 0.42), 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.
Find the right allocation for HAUZ and XLRI
Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.
Open Portfolio Optimizer