2 Real Estate ETFs With Opposite Strategies: HAUZ Spans the Globe, ICF Bets Big on the U.S.

Core Insights - Xtrackers International Real Estate ETF (HAUZ) offers lower costs, higher yields, and international diversification compared to iShares Select U.S. REIT ETF (ICF), which focuses on U.S. REITs with stronger long-term growth potential [1][2] Cost & Size Comparison - HAUZ has an expense ratio of 0.10%, significantly lower than ICF's 0.32% - HAUZ provides a 1-year return of 19.6%, compared to ICF's 7.4% - HAUZ offers a dividend yield of 4.0%, while ICF's yield is 2.6% - HAUZ has assets under management (AUM) of $1.1 billion, whereas ICF has $2.1 billion [3][4] Performance & Risk Comparison - Over the past five years, ICF experienced a maximum drawdown of -34.75%, while HAUZ had a slightly lower drawdown of -34.53% - An investment of $1,000 in ICF would have grown to $1,117 over five years, while the same investment in HAUZ would have grown to $850 [5] Portfolio Composition - HAUZ tracks international real estate with 445 holdings, primarily in developed and emerging markets, and has a portfolio that is 96% real estate [6] - ICF is concentrated on U.S. REITs with only 34 holdings, heavily weighted towards its top three holdings: Equinix, Welltower, and American Tower [7] Implications for Investors - REITs are required to distribute at least 90% of taxable income as dividends, making them attractive for income-focused investors - ICF's concentrated approach on U.S. REITs means it is more sensitive to U.S. real estate market trends, while HAUZ offers broader international exposure [8]