HAUZ vs RITA

HAUZAXtrackers International Real Estate ETF

RITACETFB Green SRI REITs ETF

In short

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.

RITA Most REIT funds sort by yield or size. RITA sorts by two filters at once: Shariah compliance and green building credentials, applied to developed-market REITs through an FTSE EPRA Nareit index. A narrow niche, run by published rules.

Stated mandate

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

RITA The Fund seeks to track, before fees and expenses, the performance of the FTSE EPRA Nareit IdealRatings Developed REITs Index.

Why people hold it

• 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.

• RITA Rare double screen: its FTSE EPRA Nareit IdealRatings index filters developed-market REITs for Shariah compliance and green criteria in one ticker.lseg.com
• The rulebook is public. FTSE Russell posts the ground rules and Islamic screening guidelines, and constituents are re-screened on a set review calendar.lseg.com
• Screens usually cost extra. This one's 0.50% expense ratio sits right at the median for global and international real estate funds.
• Plain plumbing underneath: a 1940 Act index fund holding developed-market REITs, paying distributions quarterly.

Worth knowing

• 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.

• RITA Broad global REIT trackers cost a fraction: HAUZ at 0.10% and REET at 0.14% against RITA's 0.50%. The screens are what the extra buys.
• Small and thinly traded, so bid/ask spreads can run wide and limit orders matter more here than with the giant REIT funds.
• The screens cut the developed REIT universe down to a few dozen names, so single-name and property-type concentration runs higher than in a broad index.stockanalysis.com

Full HAUZ profile⁠

Full RITA profile⁠