HAUZ vs QQQ

HAUZ vs QQQ
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Quick Verdict

HAUZ has a lower expense ratio. QQQ delivered stronger 1-year returns. HAUZ offers more diversification with 418 holdings.

Lower Fees: HAUZHigher Returns: QQQMore Diversified: HAUZ

Side-by-Side Comparison

MetricHAUZQQQWinner
Expense Ratio0.10%0.18%
AUM$1.1B$496.3B
Dividend Yield3.50%0.44%
Holdings418108
YTD Return+0.15%+16.19%
1Y Return+1.04%+25.22%
3Y Return (annualized)+8.73%+25.47%
5Y Return (annualized)-0.80%+14.34%
Volatility (annualized)16.2%30.6%
Max Drawdown-41.7%-83.0%
Fund FamilyXtrackers ETFsInvesco (US)
CategoryEquityEquity
InceptionOct 1, 2013Mar 10, 1999

HAUZ vs QQQ Performance

Xtrackers International Real Estate ETF (HAUZ) is a ETF from Xtrackers ETFs and Invesco QQQ Trust, Series 1 (QQQ) is a ETF from Invesco (US). Over the past year HAUZ returned +1.04% while QQQ returned +25.22%. Year to date, HAUZ is up 0.15% versus a gain of 16.19% for QQQ.

Over three years, HAUZ compounded at +8.73% per year against +25.47% for QQQ; over five years the annualized figures are -0.80% and +14.34% respectively. Across the full 13-year window we track, QQQ has the edge at +13.01% annualized vs +0.93%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

QQQ has been the more volatile fund, with annualized monthly volatility of 30.6% compared with 16.2% for HAUZ. 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 -83.0% for QQQ. 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 0.60. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

HAUZ charges 0.10% per year while QQQ charges 0.18%. On a $10,000 position that is $10 vs $18 annually, a gap of $8 per year that compounds over a long holding period. On income, HAUZ currently yields 3.50% against 0.44% for QQQ.

Holdings Overlap

0.0%overlap

HAUZ and QQQ share 0 holdings out of 510 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 QQQ?

HAUZ has an expense ratio of 0.10% while QQQ charges 0.18%. HAUZ is the cheaper option. On a $10,000 investment, that is $8 per year of difference.

Which performed better, HAUZ or QQQ?

Over the past year HAUZ returned +1.04% vs +25.22% for QQQ, so QQQ leads on 1-year performance. Over the longest common window we track (13 years), HAUZ annualized +0.93% vs +13.01% for QQQ. Past performance does not guarantee future results.

Which is riskier, HAUZ or QQQ?

QQQ has been the more volatile fund at 30.6% annualized versus 16.2% for HAUZ. Worst drawdown: HAUZ -41.7% vs QQQ -83.0%.

Should I hold both HAUZ and QQQ?

HAUZ and QQQ have a monthly-return correlation of 0.60, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between HAUZ and QQQ?

HAUZ and QQQ share 0 common holdings with a 0.0% weight overlap. Combined, they hold 510 unique securities.

Which pays a higher dividend, HAUZ or QQQ?

HAUZ yields 3.50% while QQQ yields 0.44%, so HAUZ currently pays the higher dividend yield.

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