USRT vs. HAUZ
USRT (iShares Core U.S. REIT ETF) and HAUZ (Xtrackers International Real Estate ETF) are both REIT funds - USRT tracks the FTSE Nareit Equity REITS 40 Act Capped Index while HAUZ tracks the iSTOXX Developed and Emerging Markets ex USA PK VN Real Estate Index. Both are passively managed. Over the past 10 years, USRT returned 6.04%/yr vs 3.20%/yr for HAUZ. At a 0.47 correlation, their price movements are largely independent. USRT charges 0.08%/yr vs 0.10%/yr for HAUZ.
Performance
USRT vs. HAUZ - Performance Comparison
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Returns By Period
In the year-to-date period, USRT achieves a 19.09% return, which is significantly higher than HAUZ's -1.86% return. Over the past 10 years, USRT has outperformed HAUZ with an annualized return of 6.04%, while HAUZ has yielded a comparatively lower 3.20% annualized return.
USRT
- 1D
- 0.70%
- 1M
- 1.10%
- 6M
- 17.11%
- YTD
- 19.09%
- 1Y
- 21.42%
- 3Y*
- 11.47%
- 5Y*
- 5.20%
- 10Y*
- 6.04%
HAUZ
- 1D
- -0.90%
- 1M
- -1.28%
- 6M
- -5.32%
- YTD
- -1.86%
- 1Y
- 3.49%
- 3Y*
- 6.62%
- 5Y*
- -1.40%
- 10Y*
- 3.20%
USRT vs. HAUZ - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
USRT iShares Core U.S. REIT ETF | 19.09% | 2.44% | 8.58% | 13.64% | -24.43% | 43.26% | -8.06% | 25.98% | -4.67% | 5.27% |
HAUZ Xtrackers International Real Estate ETF | -1.86% | 22.70% | -5.44% | 6.29% | -22.24% | 9.82% | -6.23% | 20.89% | -9.12% | 27.52% |
Correlation
The correlation between USRT and HAUZ is 0.51, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.51 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.62 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.63 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.52 |
Correlation (All Time) Calculated using the full available price history since Oct 1, 2013 | 0.47 |
The correlation between USRT and HAUZ shifts across timeframes, from 0.47 (all time) to 0.63 (5 years), reflecting how their relationship changes across market environments.
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Return for Risk
USRT vs. HAUZ — Risk / Return Rank
USRT
HAUZ
USRT vs. HAUZ - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares Core U.S. REIT ETF (USRT) 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.
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.
| USRT | HAUZ | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +1.30 | ||
| Sortino ratioReturn per unit of downside risk | +1.69 | ||
| Omega ratioGain probability vs. loss probability | 1.27 | 1.05 | +0.21 |
| Calmar ratioReturn relative to maximum drawdown | 2.68 | 0.25 | +2.43 |
| Martin ratioReturn relative to average drawdown | 8.66 | 0.59 | +8.07 |
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Drawdowns
USRT vs. HAUZ - Drawdown Comparison
The maximum USRT drawdown since its inception was -69.92%, which is greater than HAUZ's maximum drawdown of -39.51%. Use the drawdown chart below to compare losses from any high point for USRT and HAUZ.
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Drawdown Indicators
| USRT | HAUZ | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -69.92% | -39.51% | -30.41% |
Max Drawdown (1Y)Largest decline over 1 year | -8.04% | -14.08% | +6.04% |
Max Drawdown (3Y)Largest decline over 3 years | -18.70% | -17.88% | -0.82% |
Max Drawdown (5Y)Largest decline over 5 years | -31.03% | -34.14% | +3.11% |
Max Drawdown (10Y)Largest decline over 10 years | -44.38% | -39.51% | -4.87% |
Current DrawdownCurrent decline from peak | -0.66% | -11.02% | +10.36% |
Average DrawdownAverage peak-to-trough decline | -12.91% | -11.74% | -1.17% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.48% | 5.90% | -3.42% |
Volatility
USRT vs. HAUZ - Volatility Comparison
iShares Core U.S. REIT ETF (USRT) has a higher volatility of 4.76% compared to Xtrackers International Real Estate ETF (HAUZ) at 3.85%. This indicates that USRT's price experiences larger fluctuations and is considered to be riskier than HAUZ based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| USRT | HAUZ | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.76% | 3.85% | +0.91% |
Volatility (6M)Calculated over the trailing 6-month period | 10.41% | 11.96% | -1.55% |
Volatility (1Y)Calculated over the trailing 1-year period | 13.91% | 14.12% | -0.21% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 18.94% | 15.96% | +2.98% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.32% | 16.94% | +4.38% |
USRT vs. HAUZ - Expense Ratio Comparison
USRT has a 0.08% expense ratio, which is lower than HAUZ's 0.10% 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%.
Dividends
USRT vs. HAUZ - Dividend Comparison
USRT's dividend yield for the trailing twelve months is around 2.54%, less than HAUZ's 3.62% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
HAUZ Xtrackers International Real Estate ETF | 3.62% | 4.46% | 4.50% | 3.50% | 1.99% | 4.84% | 3.37% | 3.69% | 1.93% | 2.59% | 2.18% | 9.42% |
USRT iShares Core U.S. REIT ETF | 2.54% | 3.07% | 2.85% | 3.18% | 3.46% | 2.27% | 3.12% | 3.34% | 5.66% | 3.44% | 3.98% | 3.59% |
Frequently Asked Questions
USRT and HAUZ have a correlation of 0.51, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
USRT has higher volatility (4.76%) compared to HAUZ (3.85%). In terms of maximum drawdown, USRT dropped -69.92% vs HAUZ's -39.51%.
On 10-year performance, USRT leads with 6.04% vs 3.20% for HAUZ. On fees, USRT is cheaper at 0.08% per year. On volatility, HAUZ has been the lower-risk option at 3.85%. The better choice depends on whether you care most about return, fees, risk, or income.
Over the 10-year period, USRT has performed better with a 6.04% return vs 3.20%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.
USRT is cheaper with a 0.08% expense ratio, compared with 0.10% for HAUZ.
HAUZ has the higher dividend yield at 3.62%, compared with 2.54% for USRT.
USRT tracks FTSE Nareit Equity REITS 40 Act Capped Index, while HAUZ tracks iSTOXX Developed and Emerging Markets ex USA PK VN Real Estate Index. They also come from different issuers: iShares and DWS. Their fees differ too: 0.08% for USRT and 0.10% for HAUZ.
USRT currently has the higher Sharpe Ratio (1.55 vs 0.25), 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.
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