HAUZ vs. HDEF - ETF Comparison
HAUZ - DBX ETF Trust - Xtrackers International Real Estate ETF
The DBX ETF Trust - Xtrackers International Real Estate ETF is a global real estate fund that tracks an index of publicly-traded securities in developed and emerging markets outside of the U.S., Pakistan, and Vietnam. The fund provides broad-based access to the real estate asset class, offering the potential for attractive current returns and long-term capital appreciation. With a low expense ratio, it is one of the cheapest options in the global real estate category.
HDEF - Xtrackers MSCI EAFE High Dividend Yield Equity ETF
The Xtrackers MSCI EAFE High Dividend Yield Equity ETF is a smart beta fund that tracks the MSCI EAFE High Dividend Yield US Dollar Hedged Index, providing broad exposure to developed markets outside of the U.S. and Canada. The fund focuses on high dividend yield stocks with a market capitalization-weighted approach, excluding REITs for liquidity and emphasizing dividend sustainability and persistence.
| HAUZ | HDEF | |
|---|---|---|
| Fund Name | DBX ETF Trust - Xtrackers International Real Estate ETF | Xtrackers MSCI EAFE High Dividend Yield Equity ETF |
| Fund Provider | Deutsche Bank | Deutsche Bank |
| Index | iSTOXX Developed and Emerging Markets ex USA PK VN Real Estate Index | MSCI EAFE High Dividend Yield US Dollar Hedged Index |
| Asset Class | Real Estate | Equity |
| Listing | US-listed | US-listed |
| Expense Ratio | 0.10% | 0.09% |
| Inception Date | 2013-10-01 | 2015-08-12 |
| Number Of Holdings | 391 | 119 |
| Currency | USD | USD |
| Region | Global | Developed Markets |
| Investment Style | Blend | Value |
| Market Cap | Blend | Large-Cap |
| Leveraged | Non-leveraged | Non-leveraged |
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Key Metrics
Performance Metrics
Risk Metrics
Detailed Returns
Benchmark Comparison
Key Metrics
Performance Metrics
Risk Metrics
Detailed Returns
Benchmark Comparison
Performance Analysis
The performance analysis examines historical data to assess the returns of the investment strategy, including key metrics such as Cumulative returns, End of Year (EoY) returns, and risk-adjusted returns like the Sharpe ratio or the Sortino ratio.
Cumulative Returns
End of Year Returns Table
End of Year Returns
Risk Analysis
The risk analysis refers to an assessment of potential negative events that could lead to a loss of capital. Conducting a risk analysis can help in deciding whether an investment should be made. This is done using risk metrics such as drawdowns, volatility and beta which reflect stakeholders' confidence in the consistency of an investment strategy.
Drawdowns
Drawdowns Table
Monte Carlo Simulation
The Monte Carlo simulation is a statistical method used to forecast portfolio returns by generating a wide range of potential outcomes through random sampling from historical asset price data. It helps investors assess the potential risk and return of a portfolio under various market conditions. The simulation takes into account the initial investment and optionally simulates cash flow scenarios like fixed contributions, fixed withdrawals, or percentage withdrawals.
IMPORTANT: The forecast generated through Monte Carlo simulations is purely hypothetical and does not guarantee future returns. Investment decisions should be made with consideration of various factors, and past performance is not indicative of future results.