HAUS vs IVV
Residential REIT ETF vs iShares Core S&P 500 ETF
Which is better, HAUS or IVV?
Mid Cap Blend against Large Cap Blend.
IVV has a lower expense ratio. IVV led over 1Y, 3Y and the full window. IVV is less concentrated, with 37.9% of the fund in its ten largest positions against 57.9%.
MarketXLS is not an investment adviser. This comparison is generated automatically from market data and is for information only. A Best mark means the better reading on that one measure, not a recommendation to buy.
Side-by-Side Comparison
| Metric | HAUS | IVV |
|---|---|---|
| Expense Ratio | 0.60% | 0.03%Best |
| AUM | $8M | $876.4B |
| Dividend Yield | 4.33% | 1.06% |
| Holdings | 24 | 508 |
| YTD Return | +0.00% | +11.57%Best |
| 1Y Return | +1.70% | +17.57%Best |
| 3Y Return (annualized) | +7.57% | +20.71%Best |
| 5Y Return (annualized) | - | +12.80% |
| Volatility (annualized) | 17.5% | 15.8%Best |
| Max Drawdown | -35.9% | -22.1%Best |
| $10,000 over 4.5 years | $10,027 | $18,712Best |
| Top 10 Weight | 57.9% | 37.9%Best |
| Fund Family | Armada ETF | iShares by BlackRock (US) |
| Category | Equity | Equity |
| Style | Mid Cap Blend | Large Cap Blend |
| Inception | Feb 28, 2022 | May 15, 2000 |
Volatility and max drawdown, and the $10,000 over 4.5 years row, are measured over the window both funds cover: Mar 1, 2022 to Sep 10, 2026 (4.5 years).
HAUS vs IVV growth
Month-end closes. Both lines start at 0% in the first month shown, so the gap between them is the difference in growth across that window. The full view covers the 4.5 years both funds cover.
HAUS vs IVV Performance
Residential REIT ETF (HAUS) is an ETF from Armada ETF and iShares Core S&P 500 ETF (IVV) is an ETF from iShares by BlackRock (US). Over the past year HAUS returned +1.70% while IVV returned +17.57%. Year to date, HAUS is up 0.00% versus a gain of 11.57% for IVV.
Over three years, HAUS compounded at +7.57% per year against +20.71% for IVV.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
HAUS has been the more volatile fund, with annualized monthly volatility of 17.5% compared with 15.8% for IVV. Lower volatility generally means a smoother ride, though it often comes with lower long-run returns.
The deepest peak-to-trough decline in our data was -35.9% for HAUS and -22.1% for IVV. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.66. They move together some of the time, and apart the rest.
Fees and Cost Over Time
HAUS charges 0.60% per year while IVV charges 0.03%. On a $10,000 position that is $60 vs $3 annually, a gap of $57 per year that compounds over a long holding period. On income, HAUS currently yields 4.33% against 1.06% for IVV.
Holdings Overlap
55.6% of HAUS's money is in holdings IVV also owns. 0.6% of IVV's money is in holdings HAUS also owns.
The two portfolios partly overlap.
10 positions in common, counted across the 22 positions we hold weights for in HAUS and 505 in IVV, against full books of 24 and 508.
What only one of them owns
Measured across the 22 and 505 positions we hold weights for.
IVV holds 485 positions HAUS does not, 98.8% of the fund.
Largest: NVDA 7.98%, AAPL 6.86%, MSFT 5.44%, AMZN 4.01%, GOOGL 3.19%
Top Shared Holdings
| Stock | Weight in HAUS | Weight in IVV | Difference |
|---|---|---|---|
| EQREquity Residential | 9.58% | 0.03% | 9.55% |
| WELLWelltower Inc | 5.85% | 0.25% | 5.60% |
| VTRVentas, Inc. | 5.61% | 0.07% | 5.54% |
| PSAPublic Storage | 5.35% | 0.08% | 5.27% |
| ESSEssex Property Trust Inc. | 5.27% | 0.03% | 5.24% |
| INVHInvitation Homes Inc | 5.20% | 0.03% | 5.17% |
| EXRExtra Space Storage Inc. | 4.84% | 0.05% | 4.79% |
| UDRUdr Inc. | 4.75% | 0.02% | 4.73% |
| CPTCamden Property Trust Common Stock | 4.65% | 0.02% | 4.63% |
| MAAMid-america Apartment Communities Inc. | 4.50% | 0.02% | 4.48% |
55.6% of HAUS is already inside IVV.
You probably hold more than these two. Add the rest and see how much of the whole book is the same companies twice.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, HAUS or IVV?
HAUS has an expense ratio of 0.60% while IVV charges 0.03%. IVV is the cheaper option, by $57 a year on a $10,000 investment.
Which performed better, HAUS or IVV?
Over the past year HAUS returned +1.70% vs +17.57% for IVV, so IVV leads on 1-year performance. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, HAUS or IVV?
HAUS has been the more volatile fund at 17.5% annualized versus 15.8% for IVV. Worst drawdown: HAUS -35.9% vs IVV -22.1%.
Should I hold both HAUS and IVV?
HAUS and IVV have a monthly-return correlation of 0.66, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.
What is the holdings overlap between HAUS and IVV?
55.6% of HAUS's money is in holdings IVV also owns. 0.6% of IVV's is in holdings HAUS also owns. They hold 10 positions in common, counted across the 22 positions we hold weights for in HAUS and 505 in IVV.
Which pays a higher dividend, HAUS or IVV?
HAUS yields 4.33% while IVV yields 1.06%, so HAUS currently pays the higher dividend yield.
Is IVV better than HAUS?
IVV has a lower expense ratio. IVV led over 1Y, 3Y and the full window. IVV is less concentrated, with 37.9% of the fund in its ten largest positions against 57.9%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.