NURE vs. HAUZ
Compare and contrast key facts about Nuveen Short-Term REIT ETF (NURE) and Xtrackers International Real Estate ETF (HAUZ).
NURE and HAUZ are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. NURE is a passively managed fund by Nuveen that tracks the performance of the Dow Jones U.S. Select Short-Term REIT Index. It was launched on Dec 19, 2016. 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. Both NURE and HAUZ 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: NURE or HAUZ.
Key characteristics
| NURE | HAUZ | |
|---|---|---|
| YTD Return | -2.69% | -2.15% |
| 1Y Return | 4.60% | 4.99% |
| 3Y Return (Ann) | 0.01% | -5.98% |
| 5Y Return (Ann) | 3.29% | -2.07% |
| Sharpe Ratio | 0.24 | 0.32 |
| Daily Std Dev | 18.28% | 16.10% |
| Max Drawdown | -46.05% | -39.51% |
| Current Drawdown | -22.23% | -21.77% |
Correlation
The correlation between NURE and HAUZ is 0.49, 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
NURE vs. HAUZ - Performance Comparison
In the year-to-date period, NURE achieves a -2.69% return, which is significantly lower than HAUZ's -2.15% 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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NURE vs. HAUZ - Expense Ratio Comparison
NURE has a 0.35% expense ratio, which is higher than HAUZ's 0.10% expense ratio.
Risk-Adjusted Performance
NURE vs. HAUZ - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Nuveen Short-Term REIT ETF (NURE) and Xtrackers International Real Estate ETF (HAUZ). 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
NURE vs. HAUZ - Dividend Comparison
NURE's dividend yield for the trailing twelve months is around 3.96%, more than HAUZ's 3.58% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
NURE Nuveen Short-Term REIT ETF | 3.96% | 3.73% | 2.80% | 1.34% | 2.87% | 3.28% | 4.08% | 3.82% | 0.48% | 0.00% | 0.00% | 0.00% |
HAUZ Xtrackers International Real Estate ETF | 3.58% | 3.50% | 1.99% | 4.84% | 3.37% | 3.69% | 1.93% | 2.59% | 2.18% | 9.42% | 4.98% | 0.06% |
Drawdowns
NURE vs. HAUZ - Drawdown Comparison
The maximum NURE drawdown since its inception was -46.05%, which is greater than HAUZ's maximum drawdown of -39.51%. Use the drawdown chart below to compare losses from any high point for NURE and HAUZ. For additional features, visit the drawdowns tool.
Volatility
NURE vs. HAUZ - Volatility Comparison
Nuveen Short-Term REIT ETF (NURE) and Xtrackers International Real Estate ETF (HAUZ) have volatilities of 5.83% and 5.62%, 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.