HAUS vs. XLRE
Compare and contrast key facts about Residential REIT ETF (HAUS) and Real Estate Select Sector SPDR Fund (XLRE).
HAUS and XLRE 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. XLRE is a passively managed fund by State Street that tracks the performance of the Real Estate Select Sector Index. It was launched on Oct 7, 2015.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: HAUS or XLRE.
Correlation
The correlation between HAUS and XLRE is 0.88, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Performance
HAUS vs. XLRE - Performance Comparison
Key characteristics
HAUS:
1.41
XLRE:
0.88
HAUS:
1.98
XLRE:
1.26
HAUS:
1.24
XLRE:
1.16
HAUS:
0.85
XLRE:
0.55
HAUS:
4.48
XLRE:
2.90
HAUS:
4.81%
XLRE:
4.89%
HAUS:
15.25%
XLRE:
16.04%
HAUS:
-34.61%
XLRE:
-38.83%
HAUS:
-7.71%
XLRE:
-9.56%
Returns By Period
In the year-to-date period, HAUS achieves a 0.69% return, which is significantly lower than XLRE's 3.84% return.
HAUS
0.69%
4.02%
-2.59%
21.28%
N/A
N/A
XLRE
3.84%
2.75%
-0.89%
13.05%
3.58%
N/A
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HAUS vs. XLRE - Expense Ratio Comparison
HAUS has a 0.60% expense ratio, which is higher than XLRE's 0.13% expense ratio.
Risk-Adjusted Performance
HAUS vs. XLRE — Risk-Adjusted Performance Rank
HAUS
XLRE
HAUS vs. XLRE - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Residential REIT ETF (HAUS) and Real Estate Select Sector SPDR Fund (XLRE). 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. XLRE - Dividend Comparison
HAUS's dividend yield for the trailing twelve months is around 2.06%, less than XLRE's 3.31% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
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% |
XLRE Real Estate Select Sector SPDR Fund | 3.31% | 3.43% | 3.31% | 3.70% | 2.61% | 3.15% | 3.06% | 3.78% | 3.25% | 4.22% | 1.09% |
Drawdowns
HAUS vs. XLRE - Drawdown Comparison
The maximum HAUS drawdown since its inception was -34.61%, smaller than the maximum XLRE drawdown of -38.83%. Use the drawdown chart below to compare losses from any high point for HAUS and XLRE. For additional features, visit the drawdowns tool.
Volatility
HAUS vs. XLRE - Volatility Comparison
Residential REIT ETF (HAUS) and Real Estate Select Sector SPDR Fund (XLRE) have volatilities of 3.66% and 3.51%, 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.