GQRE vs. HAUZ: A Quality-Screened Global Real Estate Fund Against a Pure International Play

Investors choosing betwixt FlexShares Global Quality Real Estate Index Fund (NYSEMKT:GQRE) and Xtrackers International Real Estate ETF (NYSEMKT:HAUZ) indispensable determine if they privation planetary vulnerability oregon a pure-play planetary diversifier.

Real property concern trusts (REITs) supply income and ostentation protection. While some funds people the spot sector, they disagree fundamentally successful geographic scope. HAUZ focuses connected markets extracurricular the United States, whereas GQRE includes home holdings alongside planetary developers. This examination hinges connected whether an capitalist wants planetary oregon purely planetary exposure.

Snapshot (cost & size)

Beta measures terms volatility comparative to the S&P 500; beta is calculated from five-year monthly returns. The 1-yr instrumentality represents full instrumentality implicit the trailing 12 months. Dividend output is the trailing-12-month organisation yield.

The Xtrackers money is the much affordable enactment with its 0.10% disbursal ratio. While the FlexShares money offers higher 1-year returns, it carries a 4.20% yield, sitting conscionable beneath the 4.30% payout of HAUZ. Investors should measurement these fees against the broader geographic scope provided by GQRE.

Performance & hazard examination

What's wrong

FlexShares Global Quality Real Estate Index Fund focuses connected planetary spot markets done the Northern Trust Global Quality Real Estate Index. With 178 holdings, its largest positions see American Tower (NYSE:AMT) astatine 6.00%, Prologis (NYSE:PLD) astatine 4.31%, and Welltower (NYSE:WELL) astatine 4.01%. This money launched successful 2013 and has a trailing-12-month dividend of $2.75 per share.

Xtrackers International Real Estate ETF tracks an scale of developed and emerging markets excluding the United States, and holds 411 positions. Its largest holdings see Goodman Group astatine 4.42%, Mitsubishi Estate astatine 3.42%, and Mitsui Fudosan astatine 2.99%. Also launched successful 2013, HAUZ has a trailing-12-month dividend of $1.04 per share.

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What this means for investors

Real property has staged a meaningful comeback successful aboriginal 2026 arsenic involvement complaint unit eases and investors rotate backmost into income-generating assets. Both GQRE and HAUZ connection vulnerability to that recovery, but done precise antithetic lenses.