HAUS vs. MORT
Compare and contrast key facts about Residential REIT ETF (HAUS) and VanEck Vectors Mortgage REIT Income ETF (MORT).
HAUS and MORT are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. HAUS is an actively managed fund by Armada ETF Advisors. It was launched on Feb 28, 2022. MORT is a passively managed fund by VanEck that tracks the performance of the MVIS Global Mortgage REITs Index. It was launched on Aug 16, 2011.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: HAUS or MORT.
Correlation
The correlation between HAUS and MORT is 0.63, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
HAUS vs. MORT - Performance Comparison
Key characteristics
HAUS:
1.38
MORT:
0.92
HAUS:
1.95
MORT:
1.29
HAUS:
1.24
MORT:
1.17
HAUS:
0.84
MORT:
0.44
HAUS:
4.41
MORT:
3.63
HAUS:
4.79%
MORT:
4.51%
HAUS:
15.28%
MORT:
17.72%
HAUS:
-34.61%
MORT:
-70.13%
HAUS:
-7.25%
MORT:
-23.44%
Returns By Period
In the year-to-date period, HAUS achieves a 1.19% return, which is significantly lower than MORT's 9.42% return.
HAUS
1.19%
2.56%
-0.82%
20.76%
N/A
N/A
MORT
9.42%
6.31%
6.99%
18.07%
-5.07%
2.21%
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HAUS vs. MORT - Expense Ratio Comparison
HAUS has a 0.60% expense ratio, which is higher than MORT's 0.42% expense ratio.
Risk-Adjusted Performance
HAUS vs. MORT — Risk-Adjusted Performance Rank
HAUS
MORT
HAUS vs. MORT - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Residential REIT ETF (HAUS) and VanEck Vectors Mortgage REIT Income ETF (MORT). 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.
Dividends
HAUS vs. MORT - Dividend Comparison
HAUS's dividend yield for the trailing twelve months is around 2.05%, less than MORT's 10.55% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
HAUS Residential REIT ETF | 2.05% | 2.08% | 2.61% | 4.25% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
MORT VanEck Vectors Mortgage REIT Income ETF | 10.55% | 11.54% | 12.18% | 13.10% | 8.21% | 8.11% | 7.36% | 8.19% | 7.82% | 8.21% | 9.91% | 10.08% |
Drawdowns
HAUS vs. MORT - Drawdown Comparison
The maximum HAUS drawdown since its inception was -34.61%, smaller than the maximum MORT drawdown of -70.13%. Use the drawdown chart below to compare losses from any high point for HAUS and MORT. For additional features, visit the drawdowns tool.
Volatility
HAUS vs. MORT - Volatility Comparison
Residential REIT ETF (HAUS) and VanEck Vectors Mortgage REIT Income ETF (MORT) have volatilities of 4.18% and 4.22%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.