Screener
HAUZ vs XRMI
Xtrackers International Real Estate ETF vs Global X S&P 500 Risk Managed Income ETF
Key differences
- HAUZ costs 0.50% less per year.
- HAUZ is significantly larger than XRMI — larger funds tend to be more liquid and less likely to close.
- HAUZ is classified as equity, while XRMI is alternative — different risk/return profiles.
- HAUZ follows a index tracking strategy; XRMI uses option income.
- Over the last 3 years, HAUZ has delivered higher annualized returns.
- HAUZ has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| HAUZ | XRMI | |
|---|---|---|
| Annual cost (TER) | 0.10% | 0.60% |
| Fund size (AUM) | $1.1B | $49M |
| Since | 2013 | 2021 |
| Dividend yield | 4.34% | 12.65% |
| Asset class | equity | alternative |
| Region | — | north america |
| Strategy | index tracking | option income |
| CAGR 1Y | +10.5% | +10.4% |
| CAGR 3Y | +8.3% | +7.0% |
| CAGR 5Y | -0.2% | N/A |
| Sharpe 3Y | 0.37 | 0.55 |
| Volatility 1Y | 13.72% | 5.42% |
| Max drawdown | -39.51% | -15.36% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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