HAUS vs IVV
Residential REIT ETF vs iShares Core S&P 500 ETF
Quick Verdict
IVV has a lower expense ratio. IVV delivered stronger 1-year returns. IVV offers more diversification with 508 holdings.
Side-by-Side Comparison
| Metric | HAUS | IVV | Winner |
|---|---|---|---|
| Expense Ratio | 0.60% | 0.03% | |
| AUM | $8M | $907.0B | |
| Dividend Yield | 4.33% | 1.10% | |
| Holdings | 24 | 508 | |
| YTD Return | +5.45% | +12.71% | |
| 1Y Return | +8.29% | +21.89% | |
| 3Y Return (annualized) | +9.73% | +22.08% | |
| 5Y Return (annualized) | - | +12.96% | |
| Volatility (annualized) | 17.5% | 15.1% | |
| Max Drawdown | -35.9% | -56.5% | |
| Fund Family | Armada ETF | iShares by BlackRock (US) | |
| Category | Equity | Equity | |
| Inception | Feb 28, 2022 | May 15, 2000 |
HAUS vs IVV Performance
Residential REIT ETF (HAUS) is a ETF from Armada ETF and iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US). Over the past year HAUS returned +8.29% while IVV returned +21.89%. Year to date, HAUS is up 5.45% versus a gain of 12.71% for IVV.
Over three years, HAUS compounded at +9.73% per year against +22.08% for IVV. Across the full 5-year window we track, IVV has the edge at +7.00% annualized vs +1.26%. 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 15.1% 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 -56.5% for IVV. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.
The two funds' monthly returns correlate at 0.66. They move independently enough that combining them can meaningfully diversify a portfolio.
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 1.10% for IVV.
Holdings Overlap
HAUS and IVV share 11 holdings out of 517 unique holdings combined, representing a 0.7% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
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. On a $10,000 investment, that is $57 per year of difference.
Which performed better, HAUS or IVV?
Over the past year HAUS returned +8.29% vs +21.89% for IVV, so IVV leads on 1-year performance. Over the longest common window we track (5 years), HAUS annualized +1.26% vs +7.00% for IVV. Past performance does not guarantee future results.
Which is riskier, HAUS or IVV?
HAUS has been the more volatile fund at 17.5% annualized versus 15.1% for IVV. Worst drawdown: HAUS -35.9% vs IVV -56.5%.
Should I hold both HAUS and IVV?
HAUS and IVV have a monthly-return correlation of 0.66, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between HAUS and IVV?
HAUS and IVV share 11 common holdings with a 0.7% weight overlap. Combined, they hold 517 unique securities.
Which pays a higher dividend, HAUS or IVV?
HAUS yields 4.33% while IVV yields 1.10%, so HAUS currently pays the higher dividend yield.
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