Correlation
The correlation between HAUS and XLRE is 0.54, 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.
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.
Performance
HAUS vs. XLRE - Performance Comparison
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Key characteristics
HAUS:
0.69
XLRE:
0.88
HAUS:
1.02
XLRE:
1.30
HAUS:
1.13
XLRE:
1.17
HAUS:
0.60
XLRE:
0.70
HAUS:
1.85
XLRE:
2.94
HAUS:
6.53%
XLRE:
5.55%
HAUS:
17.76%
XLRE:
18.13%
HAUS:
-34.61%
XLRE:
-38.83%
HAUS:
-9.28%
XLRE:
-10.06%
Returns By Period
In the year-to-date period, HAUS achieves a -1.02% return, which is significantly lower than XLRE's 3.26% return.
HAUS
-1.02%
-0.19%
-7.27%
12.15%
2.52%
N/A
N/A
XLRE
3.26%
1.04%
-5.67%
15.73%
1.57%
7.32%
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.
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Dividends
HAUS vs. XLRE - Dividend Comparison
HAUS's dividend yield for the trailing twelve months is around 2.57%, less than XLRE's 3.34% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
HAUS Residential REIT ETF | 2.57% | 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 | 3.34% | 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.
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Volatility
HAUS vs. XLRE - Volatility Comparison
Residential REIT ETF (HAUS) has a higher volatility of 5.75% compared to Real Estate Select Sector SPDR Fund (XLRE) at 4.72%. This indicates that HAUS's price experiences larger fluctuations and is considered to be riskier than XLRE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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