HAUZ vs SPY
Xtrackers International Real Estate ETF vs State Street SPDR S&P 500 ETF Trust
Quick Verdict
SPY has a lower expense ratio. SPY delivered stronger 1-year returns. SPY offers more diversification with 505 holdings.
Side-by-Side Comparison
| Metric | HAUZ | SPY | Winner |
|---|---|---|---|
| Expense Ratio | 0.10% | 0.09% | |
| AUM | $1.1B | $821.1B | |
| Dividend Yield | 3.50% | 1.01% | |
| Holdings | 418 | 505 | |
| YTD Return | -0.13% | +12.68% | |
| 1Y Return | +1.71% | +21.82% | |
| 3Y Return (annualized) | +9.40% | +21.98% | |
| 5Y Return (annualized) | -0.87% | +12.89% | |
| Volatility (annualized) | 16.2% | 15.3% | |
| Max Drawdown | -41.7% | -56.5% | |
| Fund Family | Xtrackers ETFs | State Street Investment Management | |
| Category | Equity | Equity | |
| Inception | Oct 1, 2013 | Jan 22, 1993 |
HAUZ vs SPY Performance
Xtrackers International Real Estate ETF (HAUZ) is a ETF from Xtrackers ETFs and State Street SPDR S&P 500 ETF Trust (SPY) is a ETF from State Street Investment Management. Over the past year HAUZ returned +1.71% while SPY returned +21.82%. Year to date, HAUZ is down 0.13% versus a gain of 12.68% for SPY.
Over three years, HAUZ compounded at +9.40% per year against +21.98% for SPY; over five years the annualized figures are -0.87% and +12.89% respectively. Across the full 13-year window we track, SPY has the edge at +8.81% annualized vs +0.91%. 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 15.3% for SPY. 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 SPY. 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 SPY charges 0.09%. On a $10,000 position that is $10 vs $9 annually, a gap of $1 per year that compounds over a long holding period. On income, HAUZ currently yields 3.50% against 1.01% for SPY.
Holdings Overlap
HAUZ and SPY share 0 holdings out of 912 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 SPY?
HAUZ has an expense ratio of 0.10% while SPY charges 0.09%. SPY is the cheaper option. On a $10,000 investment, that is $1 per year of difference.
Which performed better, HAUZ or SPY?
Over the past year HAUZ returned +1.71% vs +21.82% for SPY, so SPY leads on 1-year performance. Over the longest common window we track (13 years), HAUZ annualized +0.91% vs +8.81% for SPY. Past performance does not guarantee future results.
Which is riskier, HAUZ or SPY?
HAUZ has been the more volatile fund at 16.2% annualized versus 15.3% for SPY. Worst drawdown: HAUZ -41.7% vs SPY -56.5%.
Should I hold both HAUZ and SPY?
HAUZ and SPY 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 SPY?
HAUZ and SPY share 0 common holdings with a 0.0% weight overlap. Combined, they hold 912 unique securities.
Which pays a higher dividend, HAUZ or SPY?
HAUZ yields 3.50% while SPY yields 1.01%, so HAUZ currently pays the higher dividend yield.
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