ETF Rebalancing Calculator

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Alternative Investment

HAUZ

Xtrackers International Real Estate ETF

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Xtrackers International Real Estate ETF (HAUZ) is an exchange-traded fund that provides investors with exposure to alternative assets and thematic strategies. It carries an expense ratio of 0.10%. The fund offers a dividend yield of approximately 3.40%. The portfolio holds 380 securities.

Category

Alternative Investment

Dividend Yield

3.4%

Expense Ratio

0.1%

Holdings

380

Top Holdings

1Goodman Group
2Sun Hung Kai Properties
3Mitsubishi Estate
4Vonovia
5Segro

Key Features

  • Ex-US real estate
  • Currency hedging strategy
  • Sector diversification
  • Low-cost structure

Advantages

  • Non-US demand exposure
  • Currency fluctuation mitigation
  • Access to Asian and European real estate
  • Secures dividend income

Risks

  • Increasing currency hedging costs
  • Regional regulatory issues
  • REIT market liquidity
  • Real estate cycle dependency

Rebalancing Strategy

Review currency hedging effectiveness quarterly and adjust combined US REIT allocation to around 20%.

HAUZ Investment Analysis

HAUZ (Xtrackers International Real Estate ETF) is a Alternative Investment ETF comprising 380 holdings. It has an expense ratio of 0.1% and a dividend yield of 3.4%. Its very low expense ratio makes it well-suited for long-term investing.

With a 3.4% dividend yield, it is ideal for income investing. Reinvesting dividends can maximize the compounding effect.

HAUZ can play an important role in your portfolio. It holds a sufficient number of stocks for adequate diversification.

US ETF Investment Notes

A 15% withholding tax applies to US ETF dividends. If annual overseas stock capital gains exceed KRW 2.5 million, a 22% capital gains tax is imposed.

Exchange rate fluctuations affect returns. When the Korean won strengthens, dollar-denominated gains may decrease — consider whether to hedge currency risk.

Brokerage fees for overseas ETF trades vary. If you trade frequently, compare fees across brokerages before choosing one.