HAUS vs SPY
Residential REIT ETF vs State Street SPDR S&P 500 ETF Trust
Which is better, HAUS or SPY?
Mid Cap Blend against Large Cap Blend.
SPY has a lower expense ratio. SPY led over 1Y, 3Y and the full window. SPY is less concentrated, with 38.0% 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 | SPY |
|---|---|---|
| Expense Ratio | 0.60% | 0.09%Best |
| AUM | $8M | $814.4B |
| Dividend Yield | 4.33% | 1.01% |
| Holdings | 24 | 505 |
| YTD Return | +2.20% | +13.34%Best |
| 1Y Return | +3.28% | +19.97%Best |
| 3Y Return (annualized) | +8.08% | +21.20%Best |
| 5Y Return (annualized) | - | +12.81% |
| Volatility (annualized) | 17.4% | 15.7%Best |
| Max Drawdown | -35.9% | -22.1%Best |
| $10,000 over 4.5 years | $10,250 | $19,007Best |
| Top 10 Weight | 57.9% | 38.0%Best |
| Fund Family | Armada ETF | State Street Investment Management |
| Category | Equity | Equity |
| Style | Mid Cap Blend | Large Cap Blend |
| Inception | Feb 28, 2022 | Jan 22, 1993 |
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 4, 2026 (4.5 years).
HAUS vs SPY 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 SPY Performance
Residential REIT ETF (HAUS) is an ETF from Armada ETF and State Street SPDR S&P 500 ETF Trust (SPY) is an ETF from State Street Investment Management. Over the past year HAUS returned +3.28% while SPY returned +19.97%. Year to date, HAUS is up 2.20% versus a gain of 13.34% for SPY.
Over three years, HAUS compounded at +8.08% per year against +21.20% for SPY.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
HAUS has been the more volatile fund, with annualized monthly volatility of 17.4% compared with 15.7% 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 -22.1% for SPY. 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 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
55.6% of HAUS's money is in holdings SPY also owns. 0.6% of SPY'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 504 in SPY, against full books of 24 and 505.
What only one of them owns
Measured across the 22 and 504 positions we hold weights for.
SPY holds 486 positions HAUS does not, 98.9% of the fund.
Largest: NVDA 7.71%, AAPL 6.83%, MSFT 5.50%, AMZN 4.08%, GOOGL 3.33%
Top Shared Holdings
| Stock | Weight in HAUS | Weight in SPY | Difference |
|---|---|---|---|
| EQREquity Residential (eqr) | 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 | 5.27% | 0.03% | 5.24% |
| INVHInvitation Homes Inc. Reit | 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 | 4.50% | 0.02% | 4.48% |
55.6% of HAUS is already inside SPY.
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 SPY?
HAUS has an expense ratio of 0.60% while SPY charges 0.09%. SPY is the cheaper option, by $51 a year on a $10,000 investment.
Which performed better, HAUS or SPY?
Over the past year HAUS returned +3.28% vs +19.97% for SPY, so SPY leads on 1-year performance. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, HAUS or SPY?
HAUS has been the more volatile fund at 17.4% annualized versus 15.7% for SPY. Worst drawdown: HAUS -35.9% vs SPY -22.1%.
Should I hold both HAUS and SPY?
HAUS and SPY 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 SPY?
55.6% of HAUS's money is in holdings SPY also owns. 0.6% of SPY'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 504 in SPY.
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.
Is SPY better than HAUS?
SPY has a lower expense ratio. SPY led over 1Y, 3Y and the full window. SPY is less concentrated, with 38.0% 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.