ERET vs HAUZ

ERETBiShares Environmentally Aware Real Estate ETF

HAUZAXtrackers International Real Estate ETF

In short

ERET A global developed-market REIT basket that tilts toward landlords with green-certified, energy-efficient buildings instead of screening whole sectors out. Same bricks-and-mortar core, weighted toward the efficient end of it.

HAUZ The bargain passport for property: HAUZ owns real estate companies everywhere except the US, developed and emerging alike, for 0.10% a year. One of the cheapest ways to own the rest of the world's landlords.

Stated mandate

ERET The fund seeks to track an index of developed-market REITs with greater exposure to green certification and energy efficiency than its parent index.

HAUZ The fund seeks investment results that generally correspond to the performance of an iSTOXX Developed and Emerging benchmark.

Why people hold it

• ERET Costs 0.30% a year, well under the 0.50% median for global and international real estate funds. The green tilt does not carry a boutique price tag.
• Tilt, not exclusion: the index seeks greater exposure to green certification and energy efficiency than its parent, so property-sector breadth stays intact.
• Roughly 300 developed-market REITs behind it, so single-landlord risk stays diluted across offices, malls, warehouses and homes.
• Rules-based iShares index plumbing places it in the upper half of its global real estate peer group.

• HAUZ Charges 0.10% a year against a 0.50% median for global real estate funds, undercutting even the low-cost giants VNQI (0.12%) and REET (0.14%).
• The US is deliberately left out. The index covers developed and emerging markets outside America, so it sits beside a domestic REIT holding instead of doubling it.dws.com
• About 400 holdings across dozens of markets, weighted by free float, so it owns the world's big listed property names rather than making country bets.dws.com
• Running since 2013 as a plain index tracker, and its portfolio lines up closely with the benchmark it promises.

Worth knowing

• ERET A small, thinly traded fund. Spreads can be wide, so limit orders matter more here than with the giants of the category.
• Plain global REIT trackers cost less: HAUZ at 0.10%, VNQI at 0.12%, REET at 0.14%. The green screen is what the extra buys.
• Launched in 2022, so the record is short. Income arrives on an annual or semiannual schedule, not monthly.

• HAUZ One sector, one theme. Property equities move with interest rates and credit, and this fund's swings have been wider than most of what we grade.
• Distributions arrive once or twice a year, not monthly, so the income shows up lumpy.
• Moderate trading volume rather than headline volume, which can mean wider bid-ask spreads than the busiest global real estate funds.

Full ERET profile⁠

Full HAUZ profile⁠