HAUS vs. SPY
Compare and contrast key facts about Residential REIT ETF (HAUS) and State Street SPDR S&P 500 ETF (SPY).
HAUS and SPY 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. SPY is a passively managed fund by State Street that tracks the performance of the S&P 500 Index. It was launched on Jan 22, 1993.
Performance
HAUS vs. SPY - Performance Comparison
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HAUS vs. SPY - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|
HAUS Residential REIT ETF | -3.10% | -1.14% | 15.93% | 13.14% | -22.47% |
SPY State Street SPDR S&P 500 ETF | -4.37% | 17.72% | 24.89% | 26.18% | -9.62% |
Returns By Period
In the year-to-date period, HAUS achieves a -3.10% return, which is significantly higher than SPY's -4.37% return.
HAUS
- 1D
- 0.84%
- 1M
- -6.69%
- YTD
- -3.10%
- 6M
- -1.15%
- 1Y
- -7.88%
- 3Y*
- 7.51%
- 5Y*
- —
- 10Y*
- —
SPY
- 1D
- 2.91%
- 1M
- -4.94%
- YTD
- -4.37%
- 6M
- -1.82%
- 1Y
- 17.59%
- 3Y*
- 18.19%
- 5Y*
- 11.69%
- 10Y*
- 13.98%
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HAUS vs. SPY - Expense Ratio Comparison
HAUS has a 0.60% expense ratio, which is higher than SPY's 0.09% expense ratio.
Return for Risk
HAUS vs. SPY — Risk / Return Rank
HAUS
SPY
HAUS vs. SPY - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Residential REIT ETF (HAUS) and State Street SPDR S&P 500 ETF (SPY). 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 | SPY | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | -0.47 | 0.93 | -1.39 |
Sortino ratioReturn per unit of downside risk | -0.54 | 1.45 | -2.00 |
Omega ratioGain probability vs. loss probability | 0.93 | 1.22 | -0.29 |
Calmar ratioReturn relative to maximum drawdown | -0.56 | 1.53 | -2.09 |
Martin ratioReturn relative to average drawdown | -1.14 | 7.30 | -8.43 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| HAUS | SPY | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | -0.47 | 0.93 | -1.39 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | — | 0.69 | — |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.78 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | -0.03 | 0.56 | -0.59 |
Correlation
The correlation between HAUS and SPY is 0.50, 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.
Dividends
HAUS vs. SPY - Dividend Comparison
HAUS's dividend yield for the trailing twelve months is around 5.05%, more than SPY's 1.14% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
HAUS Residential REIT ETF | 5.05% | 4.42% | 2.08% | 2.61% | 2.26% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
SPY State Street SPDR S&P 500 ETF | 1.14% | 1.07% | 1.21% | 1.40% | 1.65% | 1.20% | 1.52% | 1.75% | 2.04% | 1.80% | 2.03% | 2.06% |
Drawdowns
HAUS vs. SPY - Drawdown Comparison
The maximum HAUS drawdown since its inception was -35.91%, smaller than the maximum SPY drawdown of -55.19%. Use the drawdown chart below to compare losses from any high point for HAUS and SPY.
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Drawdown Indicators
| HAUS | SPY | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -35.91% | -55.19% | +19.28% |
Max Drawdown (1Y)Largest decline over 1 year | -12.86% | -12.05% | -0.81% |
Max Drawdown (5Y)Largest decline over 5 years | — | -24.50% | — |
Max Drawdown (10Y)Largest decline over 10 years | — | -33.72% | — |
Current DrawdownCurrent decline from peak | -13.95% | -6.24% | -7.71% |
Average DrawdownAverage peak-to-trough decline | -18.17% | -9.09% | -9.08% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 6.37% | 2.52% | +3.85% |
Volatility
HAUS vs. SPY - Volatility Comparison
The current volatility for Residential REIT ETF (HAUS) is 3.75%, while State Street SPDR S&P 500 ETF (SPY) has a volatility of 5.31%. This indicates that HAUS experiences smaller price fluctuations and is considered to be less risky than SPY based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| HAUS | SPY | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.75% | 5.31% | -1.56% |
Volatility (6M)Calculated over the trailing 6-month period | 9.66% | 9.47% | +0.19% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.99% | 19.05% | -2.06% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 19.68% | 17.06% | +2.62% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 19.68% | 17.92% | +1.76% |