HAUZ vs SPY
Comparison between XTRACKERS INTERNATIONAL REAL ESTATE ETF (HAUZ, ETF) and SPDR S&P 500 ETF Trust (SPY, ETF).
5-Year PerformanceSPY has outperformed HAUZ, delivering a return of +13.3% compared to +0.3%
HAUZ vs SPY - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
HAUZ
$966M
Winner
SPY
$652B
Expense Ratio
HAUZ
0.10%
Winner
SPY
0.09%
Max Drawdown
Winner
HAUZ
41.67%
SPY
56.47%
Sharpe Ratio
HAUZ
0.82
Winner
SPY
2.07
5Y Beta
Winner
HAUZ
0.48
SPY
1.00
P/E Ratio
HAUZ
N/A
SPY
28.24
Forward P/E
HAUZ
N/A
SPY
21.85
5Y Dividends CAGR
Winner
HAUZ
10.70%
SPY
5.43%
5Y EPS CAGR
HAUZ
N/A
SPY
25.79%
Debt to Equity
HAUZ
N/A
SPY
22.35%
P/S Ratio
HAUZ
N/A
SPY
3.55
P/B Ratio
HAUZ
N/A
SPY
5.29
HAUZ vs SPY - Holdings Comparison
HAUZ and SPY have 1 common holdings. Overlap is 0.00%
HAUZ's top 25 holdings weight is 35.04%. SPY's top 25 holdings weight is 51.32%.
| Rank | HAUZ | SPY |
|---|---|---|
| #1 | GOODMAN GROUP (n/a) - 4.28% | NVIDIA CORP (NVDA) - 8.45% |
| #2 | MITSUBISHI ESTATE CO LTD (n/a) - 3.46% | APPLE INC (AAPL) - 6.48% |
| #3 | MITSUI FUDOSAN CO LTD (n/a) - 2.98% | MICROSOFT CORP (MSFT) - 5.20% |
| #4 | SUMITOMO REALTY & DEVELOPMENT CO LTD (n/a) - 2.82% | AMAZON.COM INC (AMZN) - 4.14% |
| #5 | SUN HUNG KAI PROPERTIES LTD (n/a) - 2.31% | ALPHABET INC CLASS A (GOOGL) - 3.32% |
| #6 | VONOVIA SE (n/a) - 1.99% | BROADCOM INC (AVGO) - 3.09% |
| #7 | SWISS PRIME SITE AG (n/a) - 1.39% | ALPHABET INC CLASS C (GOOG) - 2.65% |
| #8 | SCENTRE GROUP (n/a) - 1.37% | META PLATFORMS INC CLASS A (META) - 2.40% |
| #9 | n/a (n/a) - 1.32% | TESLA INC (TSLA) - 1.73% |
| #10 | LINK REAL ESTATE INVESTMENT TRUST (n/a) - 1.30% | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.43% |
| #11 | CK ASSET HOLDINGS LTD (n/a) - 1.28% | JPMORGAN CHASE & CO (JPM) - 1.37% |
| #12 | SEGRO PLC (n/a) - 1.18% | ELI LILLY AND CO (LLY) - 1.13% |
| #13 | CHINA RESOURCES LAND LTD (n/a) - 1.15% | EXXON MOBIL CORP (XOM) - 1.03% |
| #14 | CAPITALAND INTEGRATED COMMERCIAL TRUST (n/a) - 1.13% | MICRON TECHNOLOGY INC (MU) - 0.93% |
| #15 | KLEPIERRE (n/a) - 0.92% | WALMART INC (WMT) - 0.91% |
| #16 | PSP SWISS PROPERTY AG (n/a) - 0.92% | JOHNSON & JOHNSON (JNJ) - 0.90% |
| #17 | HULIC CO LTD (n/a) - 0.82% | ADVANCED MICRO DEVICES INC (AMD) - 0.86% |
| #18 | CAPITALAND ASCENDAS REIT UNITS (n/a) - 0.78% | VISA INC CLASS A (V) - 0.85% |
| #19 | HONGKONG LAND HOLDINGS LTD (n/a) - 0.78% | COSTCO WHOLESALE CORP (COST) - 0.72% |
| #20 | NIPPON BUILDING FUND INC (n/a) - 0.73% | MASTERCARD INC CLASS A (MA) - 0.67% |
| #21 | NOMURA REAL ESTATE MASTER FUND INC (n/a) - 0.44% | INTEL CORP (INTC) - 0.65% |
| #22 | NEPI ROCKCASTLE NV (n/a) - 0.43% | NETFLIX INC (NFLX) - 0.64% |
| #23 | n/a (n/a) - 0.42% | CATERPILLAR INC (CAT) - 0.62% |
| #24 | GLP J-REIT (n/a) - 0.42% | CHEVRON CORP (CVX) - 0.58% |
| #25 | PLAZA SA SHS (n/a) - 0.42% | PROCTER & GAMBLE CO (PG) - 0.57% |
| Total Holdings | 404 | 505 |
HAUZ vs SPY - Historical Returns
Returns include dividend reinvestment.
1M
HAUZ
+1.72%
Winner
SPY
+9.11%
3M
HAUZ
-3.66%
Winner
SPY
+6.59%
6M
HAUZ
+6.36%
Winner
SPY
+10.56%
1Y
HAUZ
+16.36%
Winner
SPY
+32.04%
5Y(CAGR)
HAUZ
+0.32%
Winner
SPY
+13.35%
10Y(CAGR)
HAUZ
+4.60%
Winner
SPY
+15.49%
Max(CAGR)
HAUZ
+3.51%
Winner
SPY
+8.50%
HAUZ vs SPY - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | HAUZ | SPY |
|---|---|---|
| 2026 | +4.00% | +8.27% |
| 2025 | +23.32% | +18.00% |
| 2024 | -3.97% | +25.59% |
| 2023 | +5.53% | +26.72% |
| 2022 | -22.25% | -18.64% |
| 2021 | +10.74% | +30.52% |
| 2020 | -6.79% | +17.28% |
| 2019 | +21.28% | +31.09% |
| 2018 | -11.33% | -5.24% |
| 2017 | +27.54% | +20.78% |
| 2016 | +8.60% | +13.59% |
| 2015 | -8.42% | +1.31% |
| 2014 | +6.55% | +14.56% |
| 2013 | +4.57% | +29.00% |
| 2012 | N/A | +14.17% |
| 2011 | N/A | +0.85% |
| 2010 | N/A | +13.14% |
| 2009 | N/A | +22.67% |
| 2008 | N/A | -36.25% |
| 2007 | N/A | +5.32% |
| 2006 | N/A | +13.85% |
| 2005 | N/A | +5.32% |
| 2004 | N/A | +10.75% |
| 2003 | N/A | +24.18% |
| 2002 | N/A | -22.42% |
| 2001 | N/A | -10.13% |
| 2000 | N/A | -8.84% |
| 1999 | N/A | +8.61% |
HAUZ vs SPY Drawdown Comparison
The maximum drawdown for HAUZ was -39.51%, occurring on Mar 23, 2020. Recovery took 322 trading sessions.
The maximum drawdown for SPY was -55.20%, occurring on Mar 9, 2009. Recovery took 1224 trading sessions.
The current HAUZ drawdown is -5.51%.
| Rank | HAUZ | SPY |
|---|---|---|
| #1 | -39.51% Feb 14, 2020 - May 26, 2021 | -55.20% Oct 9, 2007 - Aug 16, 2012 |
| #2 | -34.53% Jun 10, 2021 - Feb 9, 2026 | -47.50% Mar 24, 2000 - Oct 26, 2006 |
| #3 | -26.38% Apr 27, 2015 - May 23, 2017 | -33.70% Feb 19, 2020 - Aug 10, 2020 |
| #4 | -18.95% May 22, 2018 - Dec 27, 2019 | -24.50% Jan 3, 2022 - Dec 13, 2023 |
| #5 | -14.08% Feb 27, 2026 - Mar 27, 2026 | -19.34% Sep 20, 2018 - Apr 12, 2019 |
| #6 | -9.55% Oct 22, 2013 - May 23, 2014 | -18.76% Feb 19, 2025 - Jun 26, 2025 |
| #7 | -8.74% Sep 3, 2014 - Feb 3, 2015 | -13.02% Jul 20, 2015 - Apr 18, 2016 |
| #8 | -7.57% Jan 29, 2018 - May 18, 2018 | -10.10% Jan 26, 2018 - Aug 6, 2018 |
| #9 | -4.08% Mar 3, 2015 - Apr 6, 2015 | -9.44% Sep 2, 2020 - Nov 11, 2020 |
| #10 | -3.04% Nov 27, 2017 - Jan 2, 2018 | -9.30% Jan 19, 2000 - Mar 17, 2000 |
| #11 | -2.87% Jan 17, 2020 - Feb 14, 2020 | -9.05% Jul 19, 2007 - Oct 5, 2007 |
| #12 | -2.79% Sep 19, 2017 - Oct 12, 2017 | -8.88% Jan 27, 2026 - Apr 14, 2026 |
| #13 | -2.11% Feb 4, 2015 - Feb 10, 2015 | -8.41% Jul 16, 2024 - Sep 19, 2024 |
| #14 | -2.01% Aug 25, 2017 - Sep 13, 2017 | -7.35% Sep 14, 2012 - Jan 2, 2013 |
| #15 | -1.92% Oct 9, 2013 - Oct 18, 2013 | -7.27% Sep 18, 2014 - Oct 31, 2014 |
Correlation
Correlation between HAUZ and SPY is 0.57 which considered as a moderate positive correlation - the stocks show some tendency to move together.
0.57
-101
Dividend Comparison (1999 - 2026)
HAUZ vs SPY dividend yield comparison.
| Year | HAUZ | SPY |
|---|---|---|
| 2026 | 0.00% | 0.24% |
| 2025 | 4.46% | 1.07% |
| 2024 | 4.50% | 1.21% |
| 2023 | 3.50% | 1.40% |
| 2022 | 1.99% | 1.65% |
| 2021 | 4.84% | 1.20% |
| 2020 | 3.37% | 1.52% |
| 2019 | 3.69% | 1.75% |
| 2018 | 1.93% | 2.04% |
| 2017 | 2.59% | 1.80% |
| 2016 | 2.18% | 2.03% |
| 2015 | 9.42% | 2.06% |
| 2014 | 4.98% | 1.87% |
| 2013 | 0.06% | 1.81% |
| 2012 | 0.00% | 2.18% |
| 2011 | 0.00% | 2.05% |
| 2010 | 0.00% | 1.80% |
| 2009 | 0.00% | 1.95% |
| 2008 | 0.00% | 3.02% |
| 2007 | 0.00% | 1.85% |
| 2006 | 0.00% | 1.73% |
| 2005 | 0.00% | 1.73% |
| 2004 | 0.00% | 1.82% |
| 2003 | 0.00% | 1.47% |
| 2002 | 0.00% | 1.70% |
| 2001 | 0.00% | 1.25% |
| 2000 | 0.00% | 1.15% |
| 1999 | 0.00% | 0.24% |
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