HAUZ - ETF AI Analysis
Top Page
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 their returns over time.
Global Real Estate Diversification
Holdings spread across many countries, including Japan, Australia, Hong Kong, and Europe, reduce reliance on any single real estate market.
Supportive Recent Performance
The ETF has shown generally positive performance so far this year and over the past month, indicating some recent strength in its holdings.
Negative Factors
Heavy Sector Concentration
With most of its assets in real estate, the fund is highly sensitive to property market cycles, interest rates, and sector-specific risks.
Mixed Top-Holding Performance
Several major positions have been strong, but a few key holdings have been weak, which can create uneven results for the fund.
Limited U.S. Exposure
The ETF has only a small allocation to U.S. real estate, so investors looking for broad global balance may find it tilted toward Asia-Pacific and Europe.
HAUZ vs. SPDR S&P 500 ETF (SPY)
AUM1.04B
RegionGlobal Ex-U.S.
Expense Ratio0.10%
Beta0.53
IssuerXtrackers
Inception DateOct 01, 2013
Dividend Yield4.52%
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. Volume92,783
30 Day Avg. Volume103,525
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 Target
26.11Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering313
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
HAUZ Summary
The Xtrackers International Real Estate ETF (HAUZ) tracks the iSTOXX Developed and Emerging Markets ex USA Real Estate index, giving you exposure to real estate companies outside the U.S. It holds firms that own or manage offices, shopping centers, apartments, and warehouses in places like Japan, Australia, and Hong Kong. Well-known names include Goodman Group and Mitsubishi Estate Company. Someone might invest in HAUZ to diversify their portfolio and tap into global property markets through a single investment. A key risk is that real estate values and stock prices can go up and down with global economic conditions.
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 firmly anchored in international real estate, with a heavy tilt toward Asia and Europe rather than the U.S. Japanese giants like Mitsubishi Estate and Mitsui Fudosan have been losing altitude lately, weighing on the fund alongside a sliding Goodman Group and a lagging Vonovia in Europe. Offsetting some of that drag, Hong Kong names such as Sun Hung Kai Properties and Link REIT have been rising, giving the portfolio a bit of lift. Overall, performance is being driven more by regional real estate swings than by any single superstar stock.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Goodman Group | 4.87% | $49.90M | AU$64.76B | 16.34% | 54 Neutral | |
| Mitsubishi Estate Company | 3.15% | $32.26M | ¥4.85T | 35.87% | 71 Outperform | |
| Mitsui Fudosan Co | 2.68% | $27.49M | ¥4.20T | -2.08% | 78 Outperform | |
| Sun Hung Kai Properties | 2.28% | $23.38M | HK$381.64B | 81.38% | 74 Outperform | |
| Sumitomo Realty & Development Co | 2.22% | $22.75M | ¥3.47T | 19.75% | 76 Outperform | |
| Vonovia | 1.87% | $19.21M | €18.18B | -26.13% | 56 Neutral | |
| Scentre Group | 1.48% | $15.13M | AU$19.98B | 19.00% | 70 Outperform | |
| China Resources Land | 1.41% | $14.45M | HK$251.86B | 23.50% | 68 Neutral | |
| Link Real Estate Investment | 1.38% | $14.18M | HK$105.65B | 3.85% | 55 Neutral | |
| Swiss Prime Site AG | 1.38% | $14.15M | CHF10.50B | 13.62% | 62 Neutral |
HAUZ Technical Analysis
Negative
―
Price Trends
23.43
Negative
23.94
Negative
23.44
Negative
Market Momentum
-0.17
Positive
38.03
Neutral
48.94
Neutral
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For HAUZ, the sentiment is Negative. The current price of undefined is equal to the 20-day moving average (MA) of 23.54, equal to the 50-day MA of 23.43, and equal to the 200-day MA of 23.44, indicating a bearish trend. The MACD of -0.17 indicates Positive momentum. The RSI at 38.03 is Neutral, neither overbought nor oversold. The STOCH value of 48.94 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Negative sentiment for HAUZ.
HAUZ Peer Comparison
Comparison Results
Performance Comparison
HAUZ
Xtrackers International Real Estate ETF
22.93
1.61
7.55%
XLRE
Real Estate Select Sector SPDR Fund
―
―
―
IYR
iShares U.S. Real Estate ETF
―
―
―
RWX
SPDR Dow Jones International Real Estate ETF
―
―
―
FDNI
First Trust Dow Jones International Internet ETF
―
―
―
IPAV
Global X Infrastructure Development ex-U.S. ETF
―
―
―
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: ―
Table of Contents