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. At a 0.49 correlation, their price movements are largely independent. HAUZ charges 0.10%/yr vs 0.35%/yr for XLRI.
Performance
HAUZ vs. XLRI - Performance Comparison
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Returns By Period
In the year-to-date period, HAUZ achieves a -4.40% return, which is significantly lower than XLRI's 6.71% return.
HAUZ
- 1D
- -1.04%
- 1M
- -4.05%
- YTD
- -4.40%
- 6M
- -4.49%
- 1Y
- 1.08%
- 3Y*
- 7.77%
- 5Y*
- -1.89%
- 10Y*
- 3.55%
XLRI
- 1D
- 1.31%
- 1M
- 1.23%
- YTD
- 6.71%
- 6M
- 7.39%
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
HAUZ vs. XLRI - Yearly Performance Comparison
| 2026 (YTD) | 2025 | |
|---|---|---|
HAUZ Xtrackers International Real Estate ETF | -4.40% | 4.84% |
XLRI State Street Real Estate Select Sector SPDR Premium Income ETF | 6.71% | -0.57% |
Correlation
The correlation between HAUZ and XLRI is 0.49, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (All Time) Calculated using the full available price history since Jul 30, 2025 | 0.49 |
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Return for Risk
HAUZ vs. XLRI — Risk / Return Rank
HAUZ
XLRI
Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.
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 | — | — | |
| Sortino ratioReturn per unit of downside risk | — | — | |
| Omega ratioGain probability vs. loss probability | 1.02 | — | — |
| Calmar ratioReturn relative to maximum drawdown | 0.08 | — | — |
| Martin ratioReturn relative to average drawdown | 0.20 | — | — |
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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.
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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% | — | — |
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 | -13.33% | -0.54% | -12.79% |
Average DrawdownAverage peak-to-trough decline | -11.75% | -1.65% | -10.10% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.35% | — | — |
Volatility
HAUZ vs. XLRI - Volatility Comparison
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Volatility by Period
| HAUZ | XLRI | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.07% | — | — |
Volatility (6M)Calculated over the trailing 6-month period | 11.80% | — | — |
Volatility (1Y)Calculated over the trailing 1-year period | 14.08% | 10.99% | +3.09% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.97% | 10.99% | +4.98% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.95% | 10.99% | +5.96% |
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 3.72%, less than XLRI's 12.24% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
HAUZ Xtrackers International Real Estate ETF | 3.72% | 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 | 12.24% | 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 0.49, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, HAUZ is cheaper at 0.10% per year. The better choice depends on whether you care most about return, fees, risk, or income.
HAUZ is cheaper with a 0.10% expense ratio, compared with 0.35% for XLRI.
XLRI has the higher dividend yield at 12.24%, compared with 3.72% 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.
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