HAUZ vs REET: Global Real Estate or a U.S.-Anchored REIT Portfolio

Core Insights - The Xtrackers International Real Estate ETF (HAUZ) and the iShares Global REIT ETF (REET) provide different exposures to global real estate markets, with HAUZ focusing on international markets outside the U.S. and REET being more concentrated in U.S. REITs [1][10] Cost and Size Comparison - HAUZ has a lower expense ratio of 0.10% compared to REET's 0.14% - HAUZ offers a 1-year return of 17.2% versus REET's 3.6% - HAUZ has a dividend yield of 3.91%, slightly higher than REET's 3.7% - HAUZ's assets under management (AUM) stand at $940.7 million, while REET has a significantly larger AUM of $4.04 billion [3][4] Performance and Risk Metrics - Over the past five years, HAUZ experienced a maximum drawdown of 34.53%, while REET had a lower drawdown of 32.09% - An investment of $1,000 would have grown to $883 in HAUZ and $1,053 in REET over the same period [5] Underlying Holdings - REET tracks a global index with 328 stocks, heavily weighted towards large U.S. REITs like Welltower Inc, Prologis Reit Inc, and Equinix Reit Inc, which dominate its performance [6][9] - HAUZ holds 408 stocks, with significant investments in companies like Goodman Group, Mitsui Fudosan Co Ltd, and Mitsubishi Estate Co Ltd, providing a more geographically diversified exposure [7] Investment Implications - REET is suitable for investors seeking exposure closely tied to U.S. real estate dynamics, while HAUZ is better for those wanting to diversify away from U.S. market influences [10]