VNQI vs. HAUZ
Compare and contrast key facts about Vanguard Global ex-U.S. Real Estate ETF (VNQI) and Xtrackers International Real Estate ETF (HAUZ).
VNQI and HAUZ are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. VNQI is a passively managed fund by Vanguard that tracks the performance of the S&P Global ex-U.S. Property Index. It was launched on Nov 1, 2010. 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 VNQI 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: VNQI or HAUZ.
Key characteristics
| VNQI | HAUZ | |
|---|---|---|
| YTD Return | -5.83% | -6.87% |
| 1Y Return | 4.44% | 4.86% |
| 5Y Return (Ann) | -3.65% | -3.80% |
| 10Y Return (Ann) | 0.06% | 1.13% |
| Sharpe Ratio | 0.14 | 0.17 |
| Daily Std Dev | 17.21% | 17.64% |
| Max Drawdown | -38.35% | -39.51% |
Correlation
The correlation between VNQI and HAUZ is 0.69, 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.
VNQI vs. HAUZ - Performance Comparison
In the year-to-date period, VNQI achieves a -5.83% return, which is significantly higher than HAUZ's -6.87% return. Over the past 10 years, VNQI has underperformed HAUZ with an annualized return of 0.06%, while HAUZ has yielded a comparatively higher 1.13% annualized 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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VNQI vs. HAUZ - Dividend Comparison
VNQI's dividend yield for the trailing twelve months is around 0.60%, less than HAUZ's 3.35% yield.
| TTM | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VNQI Vanguard Global ex-U.S. Real Estate ETF | 0.60% | 0.57% | 6.52% | 1.00% | 8.20% | 5.40% | 4.71% | 6.58% | 3.82% | 5.63% | 4.67% | 8.24% |
HAUZ Xtrackers International Real Estate ETF | 3.35% | 2.03% | 5.03% | 3.67% | 4.16% | 2.26% | 3.09% | 2.67% | 11.81% | 6.81% | 0.08% | 0.00% |
VNQI vs. HAUZ - Expense Ratio Comparison
VNQI vs. HAUZ - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard Global ex-U.S. Real Estate ETF (VNQI) 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.
| Sharpe ratio | Sortino ratio | Omega ratio | Calmar ratio | Ulcer Index | |
|---|---|---|---|---|---|
VNQI Vanguard Global ex-U.S. Real Estate ETF | 0.14 | ||||
HAUZ Xtrackers International Real Estate ETF | 0.17 |
VNQI vs. HAUZ - Drawdown Comparison
The maximum VNQI drawdown for the period was -31.86%, roughly equal to the maximum HAUZ drawdown of -30.63%. The drawdown chart below compares losses from any high point along the way for VNQI and HAUZ
VNQI vs. HAUZ - Volatility Comparison
The current volatility for Vanguard Global ex-U.S. Real Estate ETF (VNQI) is 3.11%, while Xtrackers International Real Estate ETF (HAUZ) has a volatility of 3.33%. This indicates that VNQI experiences smaller price fluctuations and is considered to be less risky than HAUZ based on this measure. The chart below showcases a comparison of their rolling one-month volatility.