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 | -5.31% | -5.85% |
| 1Y Return | 1.88% | 1.84% |
| 3Y Return (Ann) | -7.95% | -7.11% |
| 5Y Return (Ann) | -3.59% | -2.79% |
| 10Y Return (Ann) | 0.89% | 1.43% |
| Sharpe Ratio | 0.05 | -0.00 |
| Daily Std Dev | 15.32% | 15.97% |
| Max Drawdown | -38.35% | -39.51% |
| Current Drawdown | -26.18% | -24.73% |
Correlation
The correlation between VNQI and HAUZ is 0.71, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Performance
VNQI vs. HAUZ - Performance Comparison
In the year-to-date period, VNQI achieves a -5.31% return, which is significantly higher than HAUZ's -5.85% return. Over the past 10 years, VNQI has underperformed HAUZ with an annualized return of 0.89%, while HAUZ has yielded a comparatively higher 1.43% 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 - Expense Ratio Comparison
VNQI has a 0.12% expense ratio, which is higher than HAUZ's 0.10% expense ratio. However, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.
Risk-Adjusted Performance
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.
Dividends
VNQI vs. HAUZ - Dividend Comparison
VNQI's dividend yield for the trailing twelve months is around 3.95%, more than HAUZ's 3.72% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VNQI Vanguard Global ex-U.S. Real Estate ETF | 3.95% | 3.74% | 0.57% | 6.48% | 0.93% | 7.58% | 4.62% | 3.86% | 5.18% | 2.86% | 4.11% | 3.27% |
HAUZ Xtrackers International Real Estate ETF | 3.72% | 3.50% | 1.99% | 4.84% | 3.37% | 3.69% | 1.93% | 2.59% | 2.18% | 9.42% | 4.98% | 0.06% |
Drawdowns
VNQI vs. HAUZ - Drawdown Comparison
The maximum VNQI drawdown since its inception was -38.35%, roughly equal to the maximum HAUZ drawdown of -39.51%. Use the drawdown chart below to compare losses from any high point for VNQI and HAUZ. For additional features, visit the drawdowns tool.
Volatility
VNQI vs. HAUZ - Volatility Comparison
Vanguard Global ex-U.S. Real Estate ETF (VNQI) and Xtrackers International Real Estate ETF (HAUZ) have volatilities of 4.21% and 4.33%, 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.