RWR Owns U.S. REITs. HAUZ Owns Real Estate Across the Globe -- and Charges Less for It.

Core Viewpoint - The State Street SPDR Dow Jones REIT ETF (RWR) and Xtrackers International Real Estate ETF (HAUZ) differ significantly in geographic exposure, cost, and performance, with HAUZ showing stronger one-year returns and higher yield, but underperforming in five-year growth [1][2]. Cost and Size Comparison - RWR has an expense ratio of 0.25% and AUM of $1.7 billion, while HAUZ has a lower expense ratio of 0.10% and AUM of $1.1 billion [3]. - The one-year return for RWR is 9.6%, compared to HAUZ's 19.6%, and the dividend yield for RWR is 3.4%, while HAUZ offers a yield of 4.0% [3][4]. Performance and Risk Comparison - Over five years, RWR experienced a maximum drawdown of -32.58%, while HAUZ had a slightly higher drawdown of -34.53% [5]. - The growth of $1,000 over five years is $1,087 for RWR and $850 for HAUZ, indicating better long-term performance for RWR despite its higher drawdown [5]. Portfolio Composition - HAUZ invests in 445 companies across developed and emerging markets outside the U.S., with 96% of its portfolio in real estate [6]. - RWR focuses almost exclusively on U.S. REITs, with 98% in real estate and a concentrated tilt towards U.S. commercial property, holding roughly 100 domestic REITs [7][8].