HAUS vs. SCHD
Compare and contrast key facts about Residential REIT ETF (HAUS) and Schwab US Dividend Equity ETF (SCHD).
HAUS and SCHD 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. SCHD is a passively managed fund by Charles Schwab that tracks the performance of the Dow Jones U.S. Dividend 100 Index. It was launched on Oct 20, 2011.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: HAUS or SCHD.
Correlation
The correlation between HAUS and SCHD is 0.65, 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. SCHD - Performance Comparison
Key characteristics
HAUS:
1.49
SCHD:
1.23
HAUS:
2.10
SCHD:
1.82
HAUS:
1.26
SCHD:
1.21
HAUS:
0.91
SCHD:
1.76
HAUS:
4.85
SCHD:
4.54
HAUS:
4.74%
SCHD:
3.09%
HAUS:
15.31%
SCHD:
11.39%
HAUS:
-34.61%
SCHD:
-33.37%
HAUS:
-7.73%
SCHD:
-4.33%
Returns By Period
In the year-to-date period, HAUS achieves a 0.67% return, which is significantly lower than SCHD's 2.45% return.
HAUS
0.67%
2.70%
-0.35%
20.49%
N/A
N/A
SCHD
2.45%
0.00%
4.00%
13.13%
11.35%
11.10%
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HAUS vs. SCHD - Expense Ratio Comparison
HAUS has a 0.60% expense ratio, which is higher than SCHD's 0.06% expense ratio.
Risk-Adjusted Performance
HAUS vs. SCHD — Risk-Adjusted Performance Rank
HAUS
SCHD
HAUS vs. SCHD - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Residential REIT ETF (HAUS) and Schwab US Dividend Equity ETF (SCHD). 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. SCHD - Dividend Comparison
HAUS's dividend yield for the trailing twelve months is around 2.06%, less than SCHD's 3.55% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
HAUS Residential REIT ETF | 2.06% | 2.08% | 2.61% | 4.25% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
SCHD Schwab US Dividend Equity ETF | 3.55% | 3.64% | 3.49% | 3.39% | 2.78% | 3.16% | 2.98% | 3.06% | 2.63% | 2.89% | 2.97% | 2.63% |
Drawdowns
HAUS vs. SCHD - Drawdown Comparison
The maximum HAUS drawdown since its inception was -34.61%, roughly equal to the maximum SCHD drawdown of -33.37%. Use the drawdown chart below to compare losses from any high point for HAUS and SCHD. For additional features, visit the drawdowns tool.
Volatility
HAUS vs. SCHD - Volatility Comparison
Residential REIT ETF (HAUS) has a higher volatility of 4.13% compared to Schwab US Dividend Equity ETF (SCHD) at 3.31%. This indicates that HAUS's price experiences larger fluctuations and is considered to be riskier than SCHD based on this measure. The chart below showcases a comparison of their rolling one-month volatility.