HAUS vs. XLRI

Last updated Jun 24, 2026

HAUS (Residential REIT ETF) and XLRI (State Street Real Estate Select Sector SPDR Premium Income ETF) are both exchange-traded funds - HAUS is a REIT fund actively managed by Armada ETF Advisors, while XLRI is a Derivative Income fund actively managed by State Street. Both are actively managed. Their correlation of 0.81 suggests significant overlap in exposure. HAUS charges 0.60%/yr vs 0.35%/yr for XLRI.

Performance

HAUS vs. XLRI - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Residential REIT ETF (HAUS) and State Street Real Estate Select Sector SPDR Premium Income ETF (XLRI). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

The year-to-date returns for both investments are quite close, with HAUS having a 6.66% return and XLRI slightly higher at 6.71%.

HAUS

• 1D: 1.62%
• 1M: -0.50%
• YTD: 6.66%
• 6M: 7.69%
• 1Y: 6.19%
• 3Y*: 10.03%
• 5Y*: —
• 10Y*: —

XLRI

• 1D: 1.31%
• 1M: 1.23%
• YTD: 6.71%
• 6M: 7.39%
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —

*Multi-year figures are annualized to reflect compound growth (CAGR)

HAUS vs. XLRI - Yearly Performance Comparison

	2026 (YTD)	2025
HAUS Residential REIT ETF	6.66%	0.61%
XLRI State Street Real Estate Select Sector SPDR Premium Income ETF	6.71%	-0.57%

Correlation

The correlation between HAUS and XLRI is 0.81, indicating a strong positive relationship between their price movements. Combining them offers limited diversification - they tend to fall together during downturns.

	Correlation
Correlation (All Time) Calculated using the full available price history since Jul 30, 2025	0.81

Return for Risk

HAUS vs. XLRI — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

HAUS

HAUS Risk / Return Rank: 16
HAUS Sharpe Ratio Rank: 15
HAUS Sortino Ratio Rank: 14
HAUS Omega Ratio Rank: 14
HAUS Calmar Ratio Rank: 18
HAUS Martin Ratio Rank: 19

XLRI

Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

HAUS vs. XLRI - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Residential REIT ETF (HAUS) and State Street Real Estate Select Sector SPDR Premium Income ETF (XLRI). 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.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.

	HAUS	XLRI	Difference
Sharpe ratio: Return per unit of total volatility	0.43	—	—
Sortino ratio: Return per unit of downside risk	0.71	—	—
Omega ratio: Gain probability vs. loss probability	1.08	—	—
Calmar ratio: Return relative to maximum drawdown	0.76	—	—
Martin ratio: Return relative to average drawdown	2.09	—	—

Drawdowns

HAUS vs. XLRI - Drawdown Comparison

The maximum HAUS drawdown since its inception was -35.91%, which is greater than XLRI's maximum drawdown of -7.12%. Use the drawdown chart below to compare losses from any high point for HAUS and XLRI.

Drawdown Indicators

	HAUS	XLRI	Difference
Max Drawdown Largest peak-to-trough decline	-35.91%	-7.12%	-28.79%
Max Drawdown (1Y) Largest decline over 1 year	-8.19%	—	—
Max Drawdown (3Y) Largest decline over 3 years	-17.25%	—	—
Current Drawdown Current decline from peak	-5.29%	-0.54%	-4.75%
Average Drawdown Average peak-to-trough decline	-17.57%	-1.65%	-15.92%
Ulcer Index Depth and duration of drawdowns from previous peaks	2.97%	—	—

Volatility

Volatility by Period

	HAUS	XLRI	Difference
Volatility (1M) Calculated over the trailing 1-month period	4.57%	—	—
Volatility (6M) Calculated over the trailing 6-month period	10.53%	—	—
Volatility (1Y) Calculated over the trailing 1-year period	14.47%	10.99%	+3.48%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	19.48%	10.99%	+8.49%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	19.48%	10.99%	+8.49%

HAUS vs. XLRI - Expense Ratio Comparison

HAUS has a 0.60% expense ratio, which is higher than XLRI's 0.35% expense ratio.

Dividends

HAUS vs. XLRI - Dividend Comparison

HAUS's dividend yield for the trailing twelve months is around 3.40%, less than XLRI's 12.24% yield.

Position	TTM	2025	2024	2023	2022
HAUS Residential REIT ETF	3.40%	4.42%	2.08%	2.61%	2.26%
XLRI State Street Real Estate Select Sector SPDR Premium Income ETF	12.24%	6.85%	0.00%	0.00%	0.00%

Frequently Asked Questions

Can I hold both HAUS and XLRI in my portfolio?

HAUS and XLRI have a correlation of 0.81, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which ETF is better, HAUS or XLRI?

On fees, XLRI is cheaper at 0.35% per year. The better choice depends on whether you care most about return, fees, risk, or income.

Which ETF is cheaper, HAUS or XLRI?

XLRI is cheaper with a 0.35% expense ratio, compared with 0.60% for HAUS.

Which ETF pays a higher dividend yield, HAUS or XLRI?

XLRI has the higher dividend yield at 12.24%, compared with 3.40% for HAUS.

What is the main difference between HAUS and XLRI?

HAUS is categorized as REIT, while XLRI is Derivative Income. They also come from different issuers: Armada ETF Advisors and State Street. Their fees differ too: 0.60% for HAUS and 0.35% for XLRI.