HAUS vs VOO

HAUS vs VOO

Which is better, HAUS or VOO?

Mid Cap Blend against Large Cap Blend.

VOO has a lower expense ratio. VOO led over 1Y, 3Y and the full window. VOO is less concentrated, with 37.6% of the fund in its ten largest positions against 57.7%.

Lower Fees: VOOHigher Returns: VOOLess Concentrated: VOO

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

MetricHAUSVOO
Expense Ratio0.60%0.03%Best
AUM$8M$997.4B
Dividend Yield4.44%1.04%
Holdings24509
YTD Return+0.87%+11.98%Best
1Y Return+2.97%+16.45%Best
3Y Return (annualized)+7.45%+21.19%Best
5Y Return (annualized)-+12.95%
Volatility (annualized)17.4%15.7%Best
Max Drawdown-35.9%-22.1%Best
$10,000 over 4.5 years$10,113$18,756Best
Top 10 Weight57.7%37.6%Best
Fund FamilyArmada ETFVanguard (US)
CategoryEquityEquity
StyleMid Cap BlendLarge Cap Blend
InceptionFeb 28, 2022Sep 7, 2010

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 14, 2026 (4.5 years).

HAUS vs VOO 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 VOO Performance

Residential REIT ETF (HAUS) is an ETF from Armada ETF and Vanguard S&P 500 ETF (VOO) is an ETF from Vanguard (US). Over the past year HAUS returned +2.97% while VOO returned +16.45%. Year to date, HAUS is up 0.87% versus a gain of 11.98% for VOO.

Over three years, HAUS compounded at +7.45% per year against +21.19% for VOO.

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 VOO. 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 VOO. 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 VOO 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 4.44% against 1.04% for VOO.

Holdings Overlap

HAUS already in VOO55.5%
VOO already in HAUS0.6%

55.5% of HAUS's money is in holdings VOO also owns. 0.6% of VOO'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 494 in VOO, against full books of 24 and 509.

What only one of them owns

Measured across the 22 and 494 positions we hold weights for.

VOO holds 477 positions HAUS does not, 98.5% of the fund.

Largest: NVDA 7.55%, AAPL 7.05%, MSFT 5.36%, AMZN 4.13%, GOOGL 3.24%

Top Shared Holdings

StockWeight in HAUSWeight in VOODifference
EQRVivmark Residential9.84%0.04%9.80%
WELLWelltower, Inc.6.02%0.26%5.76%
VTRVentas  Inc .5.71%0.07%5.64%
ESSEssex Property5.22%0.03%5.19%
INVHInvitation Homes Inc. Reit5.14%0.03%5.11%
PSAPublic Storage5.05%0.08%4.97%
UDRUdr Inc.4.76%0.02%4.74%
EXRExtra Space Storage Inc.4.66%0.05%4.61%
CPTCamden Property Trust Common Stock4.63%0.02%4.61%
MAAMid-america Apartment4.51%0.02%4.49%

55.5% of HAUS is already inside VOO.

You probably hold more than these two. Add the rest and see how much of the whole book is the same companies twice.

HAUSVOO

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, HAUS or VOO?

HAUS has an expense ratio of 0.60% while VOO charges 0.03%. VOO is the cheaper option, by $57 a year on a $10,000 investment.

Which performed better, HAUS or VOO?

Over the past year HAUS returned +2.97% vs +16.45% for VOO, so VOO leads on 1-year performance. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, HAUS or VOO?

HAUS has been the more volatile fund at 17.4% annualized versus 15.7% for VOO. Worst drawdown: HAUS -35.9% vs VOO -22.1%.

Should I hold both HAUS and VOO?

HAUS and VOO 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 VOO?

55.5% of HAUS's money is in holdings VOO also owns. 0.6% of VOO'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 494 in VOO.

Which pays a higher dividend, HAUS or VOO?

HAUS yields 4.44% while VOO yields 1.04%, so HAUS currently pays the higher dividend yield.

Is VOO better than HAUS?

VOO has a lower expense ratio. VOO led over 1Y, 3Y and the full window. VOO is less concentrated, with 37.6% of the fund in its ten largest positions against 57.7%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.