HAUS vs SPY
Residential REIT ETF vs State Street SPDR S&P 500 ETF Trust
Quick Verdict
SPY has a lower expense ratio. SPY delivered stronger 1-year returns. SPY offers more diversification with 505 holdings.
Side-by-Side Comparison
| Metric | HAUS | SPY | Winner |
|---|---|---|---|
| Expense Ratio | 0.60% | 0.09% | |
| AUM | $8M | $821.1B | |
| Dividend Yield | 4.33% | 1.01% | |
| Holdings | 24 | 505 | |
| YTD Return | +5.86% | +14.24% | |
| 1Y Return | +9.98% | +21.71% | |
| 3Y Return (annualized) | +9.25% | +22.10% | |
| 5Y Return (annualized) | - | +13.21% | |
| Volatility (annualized) | 17.5% | 15.3% | |
| Max Drawdown | -35.9% | -56.5% | |
| Fund Family | Armada ETF | State Street Investment Management | |
| Category | Equity | Equity | |
| Inception | Feb 28, 2022 | Jan 22, 1993 |
HAUS vs SPY Performance
Residential REIT ETF (HAUS) is a ETF from Armada ETF and State Street SPDR S&P 500 ETF Trust (SPY) is a ETF from State Street Investment Management. Over the past year HAUS returned +9.98% while SPY returned +21.71%. Year to date, HAUS is up 5.86% versus a gain of 14.24% for SPY.
Over three years, HAUS compounded at +9.25% per year against +22.10% for SPY. Across the full 5-year window we track, SPY has the edge at +8.86% annualized vs +1.35%. 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 15.3% for SPY. 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 SPY. 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 SPY charges 0.09%. On a $10,000 position that is $60 vs $9 annually, a gap of $51 per year that compounds over a long holding period. On income, HAUS currently yields 4.33% against 1.01% for SPY.
Holdings Overlap
HAUS and SPY share 11 holdings out of 516 unique holdings combined, representing a 0.6% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, HAUS or SPY?
HAUS has an expense ratio of 0.60% while SPY charges 0.09%. SPY is the cheaper option. On a $10,000 investment, that is $51 per year of difference.
Which performed better, HAUS or SPY?
Over the past year HAUS returned +9.98% vs +21.71% for SPY, so SPY leads on 1-year performance. Over the longest common window we track (5 years), HAUS annualized +1.35% vs +8.86% for SPY. Past performance does not guarantee future results.
Which is riskier, HAUS or SPY?
HAUS has been the more volatile fund at 17.5% annualized versus 15.3% for SPY. Worst drawdown: HAUS -35.9% vs SPY -56.5%.
Should I hold both HAUS and SPY?
HAUS and SPY 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 SPY?
HAUS and SPY share 11 common holdings with a 0.6% weight overlap. Combined, they hold 516 unique securities.
Which pays a higher dividend, HAUS or SPY?
HAUS yields 4.33% while SPY yields 1.01%, so HAUS currently pays the higher dividend yield.
Popular ETF Comparisons
Get Full ETF Analytics
Access complete holdings data, overlap analysis, screener tools, and more with FundXLS.