HAUZ vs IVV
Xtrackers International Real Estate ETF vs iShares Core S&P 500 ETF
Which is better, HAUZ or IVV?
Mid Cap Value against Large Cap Blend.
IVV has a lower expense ratio. IVV led over 1Y, 3Y, 5Y and the full window. HAUZ is less concentrated, with 21.4% of the fund in its ten largest positions against 37.8%.
MarketXLS is not an investment adviser. This comparison is generated automatically from market data and is for information only. A Best mark means the better reading on that one measure, not a recommendation to buy.
Side-by-Side Comparison
| Metric | HAUZ | IVV |
|---|---|---|
| Expense Ratio | 0.10% | 0.03%Best |
| AUM | $1.1B | $876.4B |
| Dividend Yield | 3.50% | 1.06% |
| Holdings | 418 | 508 |
| YTD Return | -5.13% | +11.51%Best |
| 1Y Return | -6.02% | +15.96%Best |
| 3Y Return (annualized) | +6.89% | +21.01%Best |
| 5Y Return (annualized) | -2.04% | +12.66%Best |
| Volatility (annualized) | 16.2% | 14.5%Best |
| Max Drawdown | -41.7% | -33.9%Best |
| $10,000 over 5 years | $9,021 | $18,149Best |
| Top 10 Weight | 21.4%Best | 37.8% |
| Fund Family | Xtrackers ETFs | iShares by BlackRock (US) |
| Category | Equity | Equity |
| Style | Mid Cap Value | Large Cap Blend |
| Inception | Oct 1, 2013 | May 15, 2000 |
Volatility and max drawdown are measured over the window both funds cover: Oct 1, 2013 to Sep 15, 2026 (13 years).
HAUZ vs IVV growth
Month-end closes. Both lines start at 0% in the first month shown, so the gap between them is the difference in growth across that window. The full view is available from the range buttons; it is not the opening view here because over the whole period one of these two funds moves so much further than the other that its line would sit flat on the axis.
HAUZ vs IVV Performance
Xtrackers International Real Estate ETF (HAUZ) is an ETF from Xtrackers ETFs and iShares Core S&P 500 ETF (IVV) is an ETF from iShares by BlackRock (US). Over the past year HAUZ returned -6.02% while IVV returned +15.96%. Year to date, HAUZ is down 5.13% versus a gain of 11.51% for IVV.
Over three years, HAUZ compounded at +6.89% per year against +21.01% for IVV; over five years the annualized figures are -2.04% and +12.66% respectively. Across the full 13-year window we track, IVV has the edge at +12.92% annualized vs +0.51%.
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 14.5% 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 -33.9% for IVV. Drawdown depth is what each fund did in the worst stretch of the window measured above.
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 1.06% for IVV.
Holdings Overlap
We hold position weights for 405 holdings in HAUZ and 490 in IVV, totalling 98.9% and 99.3% of the two funds. The two books name no position in common, so there is no overlap percentage to show.
0 positions in common, counted across the 405 positions we hold weights for in HAUZ and 490 in IVV, against full books of 418 and 508.
What only one of them owns
Our book lists 482 positions for IVV that do not appear in our book for HAUZ (98.6% of the fund), and 5 for HAUZ that do not appear in IVV (1.9%).
Some of those will be the same company recorded under a different code in one of the two books, so the real difference in what you would own is no larger than this and may be smaller. We do not name the individual positions here for that reason.
You are not choosing between two funds in isolation.
Whichever of HAUZ and IVV you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.
Free for up to 10 holdings. No account needed.
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, by $7 a year on a $10,000 investment.
Which performed better, HAUZ or IVV?
Over the past year HAUZ returned -6.02% vs +15.96% for IVV, so IVV leads on 1-year performance. Over the longest common window we track (13 years), HAUZ annualized +0.51% vs +12.92% for IVV. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, HAUZ or IVV?
HAUZ has been the more volatile fund at 16.2% annualized versus 14.5% for IVV. Worst drawdown: HAUZ -41.7% vs IVV -33.9%.
Should I hold both HAUZ and IVV?
HAUZ and IVV have a monthly-return correlation of 0.72, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.
Which pays a higher dividend, HAUZ or IVV?
HAUZ yields 3.50% while IVV yields 1.06%, so HAUZ currently pays the higher dividend yield.
Is IVV better than HAUZ?
IVV has a lower expense ratio. IVV led over 1Y, 3Y, 5Y and the full window. HAUZ is less concentrated, with 21.4% of the fund in its ten largest positions against 37.8%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.