HAUZ vs IVV
Xtrackers International Real Estate ETF vs iShares Core S&P 500 ETF
Quick Verdict
IVV has a lower expense ratio. IVV delivered stronger 1-year returns. IVV offers more diversification with 508 holdings.
Side-by-Side Comparison
| Metric | HAUZ | IVV | Winner |
|---|---|---|---|
| Expense Ratio | 0.10% | 0.03% | |
| AUM | $1.1B | $907.0B | |
| Dividend Yield | 3.50% | 1.10% | |
| Holdings | 418 | 508 | |
| YTD Return | -0.09% | +12.39% | |
| 1Y Return | +0.80% | +20.24% | |
| 3Y Return (annualized) | +8.90% | +21.78% | |
| 5Y Return (annualized) | -0.94% | +12.84% | |
| Volatility (annualized) | 16.2% | 15.1% | |
| Max Drawdown | -41.7% | -56.5% | |
| Fund Family | Xtrackers ETFs | iShares by BlackRock (US) | |
| Category | Equity | Equity | |
| Inception | Oct 1, 2013 | May 15, 2000 |
HAUZ vs IVV Performance
Xtrackers International Real Estate ETF (HAUZ) is a ETF from Xtrackers ETFs and iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US). Over the past year HAUZ returned +0.80% while IVV returned +20.24%. Year to date, HAUZ is down 0.09% versus a gain of 12.39% for IVV.
Over three years, HAUZ compounded at +8.90% per year against +21.78% for IVV; over five years the annualized figures are -0.94% and +12.84% respectively. Across the full 13-year window we track, IVV has the edge at +6.98% annualized vs +0.92%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
HAUZ has been the more volatile fund, with annualized monthly volatility of 16.2% compared with 15.1% for IVV. Lower volatility generally means a smoother ride, though it often comes with lower long-run returns.
The deepest peak-to-trough decline in our data was -41.7% for HAUZ and -56.5% for IVV. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.
The two funds' monthly returns correlate at 0.72. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
HAUZ charges 0.10% per year while IVV charges 0.03%. On a $10,000 position that is $10 vs $3 annually, a gap of $7 per year that compounds over a long holding period. On income, HAUZ currently yields 3.50% against 1.10% for IVV.
Holdings Overlap
HAUZ and IVV share 0 holdings out of 913 unique holdings combined, representing a 0.0% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, HAUZ or IVV?
HAUZ has an expense ratio of 0.10% while IVV charges 0.03%. IVV is the cheaper option. On a $10,000 investment, that is $7 per year of difference.
Which performed better, HAUZ or IVV?
Over the past year HAUZ returned +0.80% vs +20.24% for IVV, so IVV leads on 1-year performance. Over the longest common window we track (13 years), HAUZ annualized +0.92% vs +6.98% for IVV. Past performance does not guarantee future results.
Which is riskier, HAUZ or IVV?
HAUZ has been the more volatile fund at 16.2% annualized versus 15.1% for IVV. Worst drawdown: HAUZ -41.7% vs IVV -56.5%.
Should I hold both HAUZ and IVV?
HAUZ and IVV have a monthly-return correlation of 0.72, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between HAUZ and IVV?
HAUZ and IVV share 0 common holdings with a 0.0% weight overlap. Combined, they hold 913 unique securities.
Which pays a higher dividend, HAUZ or IVV?
HAUZ yields 3.50% while IVV yields 1.10%, so HAUZ currently pays the higher dividend yield.
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