HAUZ - ETF AI Analysis
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Xtrackers International Real Estate ETF (HAUZ)
Rating:54Neutral
Price Target:―
Positive Factors
Low Expense Ratio
The fund charges relatively low fees, which helps investors keep more of any returns over time.
Broad International Diversification
The ETF spreads its investments across many countries in Asia-Pacific, Europe, and North America, reducing reliance on any single market.
Several Strong Top Holdings
A number of the largest positions, such as Sun Hung Kai Properties and Segro, have shown strong year-to-date performance that supports the fund.
Negative Factors
Real Estate Sector Concentration
Most of the portfolio is in real estate, so the fund is heavily exposed to property market cycles and interest rate changes.
Mixed Performance So Far This Year
The ETF’s year-to-date performance is weak, with several major holdings like Mitsui Fudosan and Vonovia lagging and weighing on results.
Limited Exposure to Other Industries
Very small allocations to sectors outside real estate mean the fund offers little protection if property-related stocks struggle compared with the broader market.
HAUZ vs. SPDR S&P 500 ETF (SPY)
AUM1.07B
RegionGlobal Ex-U.S.
Expense Ratio0.10%
Beta0.53
IssuerXtrackers
Inception DateOct 01, 2013
Dividend Yield3.53%
Asset ClassEquity
Index TrackediSTOXX Developed and Emerging Markets ex USA PK VN Real Estate
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume75,558
30 Day Avg. Volume100,680
Financial Highlights & Ratios
PEG RatioN/A
Price to Book (P/B)N/A
Price to Sales (P/S)N/A
P/FCF RatioN/A
Enterprise Value/Market CapN/A
Enterprise Value/RevenueN/A
Enterprise Value/Gross ProfitN/A
Enterprise Value/EbitdaN/A
Forecast
1Y Price TargetN/A
Price Target UpsideN/A
Rating ConsensusModerate Buy
Number of Analyst Covering335
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
HAUZ Summary
Xtrackers International Real Estate ETF (HAUZ) is an exchange-traded fund that follows the iSTOXX Developed and Emerging Markets ex USA Real Estate index. It invests in real estate companies and property owners outside the U.S., across places like Japan, Australia, Hong Kong, and Europe. Well-known holdings include Goodman Group and Mitsubishi Estate Company. Investors might consider HAUZ to diversify into global real estate through one simple investment, with exposure to commercial, residential, and industrial properties. A key risk is that real estate prices and global markets can go up and down, which means the value of this ETF can be volatile.
How much will it cost me?The Xtrackers International Real Estate ETF (HAUZ) has an expense ratio of 0.10%, meaning you’ll pay $1 per year for every $1,000 invested. This is lower than average because it is passively managed, tracking an index rather than relying on active management to pick investments.
What would affect this ETF?The Xtrackers International Real Estate ETF (HAUZ) could benefit from global economic growth and increasing demand for real estate in developed and emerging markets, particularly in regions like Japan, Australia, and Europe where its top holdings are concentrated. However, rising interest rates or economic slowdowns in these areas could negatively impact property values and real estate companies, while regulatory changes in specific countries may also pose risks to its performance.
HAUZ Top 10 Holdings
HAUZ is essentially a global ex-U.S. real estate play, with most of its muscle coming from big property names in Japan, Europe, and Asia-Pacific. Segro in the U.K. has been a clear bright spot, rising steadily and giving the fund a lift, while Hong Kong’s Sun Hung Kai and France’s Unibail Rodamco Westfield add to the upside with improving momentum. On the other side, Japanese developers like Sumitomo Realty and Mitsui Fudosan, along with Germany’s Vonovia, have been lagging, acting as a brake on returns. Overall, it’s a geographically diverse but sector-concentrated bet on international property markets.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Goodman Group | 4.46% | $47.65M | AU$60.87B | -7.37% | 54 Neutral | |
| Mitsubishi Estate Company | 3.03% | $32.33M | ¥4.63T | 15.29% | 71 Outperform | |
| Mitsui Fudosan Co | 2.62% | $27.98M | ¥4.23T | -3.84% | 78 Outperform | |
| Sumitomo Realty & Development Co | 2.15% | $22.96M | ¥3.33T | 9.29% | 76 Outperform | |
| Sun Hung Kai Properties | 1.98% | $21.16M | HK$357.01B | 28.04% | 74 Outperform | |
| Vonovia | 1.79% | $19.12M | €17.84B | -26.25% | 56 Neutral | |
| Segro plc (REIT) | 1.65% | $17.62M | £13.06B | 49.14% | 75 Outperform | |
| Scentre Group | 1.48% | $15.83M | AU$20.45B | 11.55% | 70 Outperform | |
| Link Real Estate Investment | 1.32% | $14.06M | HK$103.46B | -14.33% | 55 Neutral | |
| Swiss Prime Site AG | 1.31% | $14.02M | CHF10.57B | 14.11% | 62 Neutral |
HAUZ Technical Analysis
Positive
―
Price Trends
22.69
Positive
22.94
Positive
23.18
Negative
Market Momentum
0.12
Negative
56.55
Neutral
40.48
Neutral
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For HAUZ, the sentiment is Positive. The current price of undefined is equal to the 20-day moving average (MA) of 22.97, equal to the 50-day MA of 22.69, and equal to the 200-day MA of 23.18, indicating a neutral trend. The MACD of 0.12 indicates Negative momentum. The RSI at 56.55 is Neutral, neither overbought nor oversold. The STOCH value of 40.48 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for HAUZ.
HAUZ Peer Comparison
Comparison Results
Performance Comparison
HAUZ
Xtrackers International Real Estate ETF
23.17
0.75
3.35%
XLRE
Real Estate Select Sector SPDR Fund
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―
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IYR
iShares U.S. Real Estate ETF
―
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DFGR
Dimensional Global Real Estate ETF
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RWX
SPDR Dow Jones International Real Estate ETF
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IPAV
Global X Infrastructure Development ex-U.S. ETF
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Glossary
BuyAn ETF rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF is likely to deliver higher returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldAn ETF rated as a "Hold" s expected to perform in line with the overall market or a specific benchmark. This rating indicates that the ETF is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellAn ETF rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF may deliver lower returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
DisclaimerThis AI Analyst ETF Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in ETFs carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.Date of analysis: ―
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