HAUS vs. MBB

Last updated Jun 3, 2026

HAUS (Residential REIT ETF) and MBB (iShares MBS Bond ETF) are both exchange-traded funds - HAUS is a REIT fund actively managed by Armada ETF Advisors, while MBB is a Mortgage Backed Securities fund tracking the Barclays Capital U.S. MBS Index. HAUS is actively managed, while MBB is passively managed. Over the past 3 years, HAUS returned 8.32%/yr vs 4.45%/yr for MBB. At a 0.29 correlation, their price movements are largely independent. HAUS charges 0.60%/yr vs 0.06%/yr for MBB.

Performance

HAUS vs. MBB - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Residential REIT ETF (HAUS) and iShares MBS Bond ETF (MBB). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

In the year-to-date period, HAUS achieves a 4.13% return, which is significantly higher than MBB's 0.81% return.

HAUS

• 1D: -0.20%
• 1M: -1.58%
• YTD: 4.13%
• 6M: 4.48%
• 1Y: 4.01%
• 3Y*: 8.32%
• 5Y*: —
• 10Y*: —

MBB

• 1D: 0.01%
• 1M: 0.17%
• YTD: 0.81%
• 6M: 1.13%
• 1Y: 6.95%
• 3Y*: 4.45%
• 5Y*: 0.42%
• 10Y*: 1.32%

*Multi-year figures are annualized to reflect compound growth (CAGR)

HAUS vs. MBB - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022
HAUS Residential REIT ETF	4.13%	-1.14%	15.93%	13.14%	-22.47%
MBB iShares MBS Bond ETF	0.81%	8.38%	1.31%	5.01%	-9.91%

Correlation

The correlation between HAUS and MBB is 0.35, which is low. Their price movements are largely independent, making them effective diversification partners.

	Correlation
Correlation (1Y) Calculated over the trailing 1-year period	0.35
Correlation (3Y) Calculated over the trailing 3-year period	0.32
Correlation (All Time) Calculated using the full available price history since Mar 2, 2022	0.29

Return for Risk

HAUS vs. MBB — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

HAUS

HAUS Risk / Return Rank: 13
HAUS Sharpe Ratio Rank: 13
HAUS Sortino Ratio Rank: 12
HAUS Omega Ratio Rank: 12
HAUS Calmar Ratio Rank: 14
HAUS Martin Ratio Rank: 15

MBB

MBB Risk / Return Rank: 44
MBB Sharpe Ratio Rank: 44
MBB Sortino Ratio Rank: 45
MBB Omega Ratio Rank: 43
MBB Calmar Ratio Rank: 45
MBB Martin Ratio Rank: 45

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

HAUS vs. MBB - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Residential REIT ETF (HAUS) and iShares MBS Bond ETF (MBB). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.

	HAUS	MBB	Difference
Sharpe ratio Return per unit of total volatility	0.29	1.55	-1.27
Sortino ratio Return per unit of downside risk	0.50	2.28	-1.78
Omega ratio Gain probability vs. loss probability	1.06	1.28	-0.22
Calmar ratio Return relative to maximum drawdown	0.49	2.24	-1.75
Martin ratio Return relative to average drawdown	1.32	7.49	-6.17
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

HAUS vs. MBB - Sharpe Ratio Comparison

The current HAUS Sharpe Ratio is 0.29, which is lower than the MBB Sharpe Ratio of 1.55. The chart below compares the historical Sharpe Ratios of HAUS and MBB, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

Sharpe Ratios by Period

	HAUS	MBB	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	0.29	1.55	-1.27
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	—	0.06	—
Sharpe Ratio (10Y) Calculated over the trailing 10-year period	—	0.25	—
Sharpe Ratio (All Time) Calculated using the full available price history	0.06	0.59	-0.53

Drawdowns

HAUS vs. MBB - Drawdown Comparison

The maximum HAUS drawdown since its inception was -35.91%, which is greater than MBB's maximum drawdown of -17.64%. Use the drawdown chart below to compare losses from any high point for HAUS and MBB.

Drawdown Indicators

	HAUS	MBB	Difference
Max Drawdown Largest peak-to-trough decline	-35.91%	-17.64%	-18.27%
Max Drawdown (1Y) Largest decline over 1 year	-8.19%	-2.94%	-5.25%
Max Drawdown (3Y) Largest decline over 3 years	-17.25%	-7.68%	-9.57%
Max Drawdown (5Y) Largest decline over 5 years	—	-17.19%	—
Max Drawdown (10Y) Largest decline over 10 years	—	-17.64%	—
Current Drawdown Current decline from peak	-7.53%	-1.29%	-6.24%
Average Drawdown Average peak-to-trough decline	-17.74%	-2.35%	-15.39%
Ulcer Index Depth and duration of drawdowns from previous peaks	3.04%	0.88%	+2.16%

Volatility

HAUS vs. MBB - Volatility Comparison

Residential REIT ETF (HAUS) has a higher volatility of 3.44% compared to iShares MBS Bond ETF (MBB) at 1.62%. This indicates that HAUS's price experiences larger fluctuations and is considered to be riskier than MBB based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	HAUS	MBB	Difference
Volatility (1M) Calculated over the trailing 1-month period	3.44%	1.62%	+1.82%
Volatility (6M) Calculated over the trailing 6-month period	10.04%	3.24%	+6.80%
Volatility (1Y) Calculated over the trailing 1-year period	14.04%	4.51%	+9.53%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	19.51%	6.81%	+12.70%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	19.51%	5.31%	+14.20%

HAUS vs. MBB - Expense Ratio Comparison

HAUS has a 0.60% expense ratio, which is higher than MBB's 0.06% expense ratio.

Dividends

HAUS vs. MBB - Dividend Comparison

HAUS's dividend yield for the trailing twelve months is around 3.48%, less than MBB's 4.27% yield.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
HAUS Residential REIT ETF	3.48%	4.42%	2.08%	2.61%	2.26%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%
MBB iShares MBS Bond ETF	4.27%	4.21%	3.94%	3.40%	2.31%	1.05%	2.10%	2.77%	2.64%	2.23%	2.58%	2.66%

Frequently Asked Questions

Can I hold both HAUS and MBB in my portfolio?

HAUS and MBB have a correlation of 0.35, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which is riskier, HAUS or MBB?

HAUS has higher volatility (3.44%) compared to MBB (1.62%). In terms of maximum drawdown, HAUS dropped -35.91% vs MBB's -17.64%.

Which ETF is better, HAUS or MBB?

On 3-year performance, HAUS leads with 8.32% vs 4.45% for MBB. On fees, MBB is cheaper at 0.06% per year. On volatility, MBB has been the lower-risk option at 1.62%. The better choice depends on whether you care most about return, fees, risk, or income.

Which ETF has performed better, HAUS or MBB?

Over the 3-year period, HAUS has performed better with a 8.32% return vs 4.45%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

Which ETF is cheaper, HAUS or MBB?

MBB is cheaper with a 0.06% expense ratio, compared with 0.60% for HAUS.

Which ETF pays a higher dividend yield, HAUS or MBB?

MBB has the higher dividend yield at 4.27%, compared with 3.48% for HAUS.

What is the main difference between HAUS and MBB?

HAUS is categorized as REIT, while MBB is Mortgage Backed Securities. They also come from different issuers: Armada ETF Advisors and iShares. Their fees differ too: 0.60% for HAUS and 0.06% for MBB.

Which has better risk-adjusted returns?

MBB currently has the higher Sharpe Ratio (1.55 vs 0.29), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.