Xtrackers International Real Estate ETF

HAUZ

Market cap $1.05B

iShares Select U.S. REIT ETF focuses on a concentrated group of 30 U.S. REITs, while Xtrackers International Real Estate ETF provides broad exposure to 419 international companies. The Xtrackers International Real Estate ETF maintains a lower expense ratio of 0.1% compared to 0.32% for the iShares fund.

REITs have refused to break in 2026 despite oil-driven inflation pressure, rising Treasury yields, and a Fed narrative that flipped from multiple rate cuts to potential hikes. The “Rates Up, REITs Down” regime has weakened, with REIT-rate correlations falling sharply as fundamentals, strategy, capital allocation, and valuation catalysts increasingly drive performance. M&A has helped break the rate-driven narrative, validating public-market discounts to NAV and proving that REITs can unlock value through consolidation, privatizations, and strategic alternatives.

Xtrackers International Real Estate ETF offers a lower expense ratio and higher dividend yield than State Street SPDR Dow Jones Global Real Estate ETF. State Street SPDR Dow Jones Global Real Estate ETF provides exposure to both domestic and international real estate markets whereas Xtrackers International Real Estate ETF focuses solely on international property.

Surging oil prices and hotter inflation reports reignited rate-hike concerns, sending Treasury yields to one-year highs as the Iran conflict remained stalemated despite the highly anticipated Trump-Xi summit.

U.S. equity markets advanced for a fifth straight week - their longest winning streak since 2024 - as strong earnings, resilient data, and hopes for lasting Iran peace fueled optimism. Investors looked through another oil-price surge and inflationary pressure, focusing instead on corporate resilience and economic strength despite a complex macro backdrop shaped by geopolitical and policy uncertainty. The Fed held rates steady in an unusually fractured 8-4 vote, while Powell's plan to remain on the Board broke precedent and raised politically charged succession questions.

HAUZ charges a slightly lower fee and offers a higher yield than VNQ. Both funds saw similar five-year drawdowns in the 35% range.

HAUZ offers a much lower expense ratio and broader international real estate exposure than GQRE. GQRE has a slightly higher dividend yield and a heavier tilt toward U.S.-listed REITs.

HAUZ delivers a much lower expense ratio and higher yield than RWX Both ETFs returned 13.4% over the past year, but HAUZ holds more names and covers more of the global real estate sector Liquidity profiles are similar and HAUZ manages more assets.

HAUZ charges a lower expense ratio and currently offers a higher dividend yield than REET. HAUZ focuses exclusively on international real estate, while REET blends U.S. and global holdings.

HAUZ charges a lower expense ratio and delivers a higher dividend yield than ICF. ICF outperformed HAUZ over five years, but HAUZ has delivered stronger one-year returns and holds more international diversification.