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MAGG vs. HAUS
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

MAGG vs. HAUS - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Madison Aggregate Bond ETF (MAGG) and Residential REIT ETF (HAUS). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, MAGG achieves a 0.15% return, which is significantly lower than HAUS's 4.64% return.


MAGG

1D
-0.02%
1M
0.24%
YTD
0.15%
6M
0.22%
1Y
5.46%
3Y*
5Y*
10Y*

HAUS

1D
0.50%
1M
-0.83%
YTD
4.64%
6M
4.96%
1Y
5.22%
3Y*
8.50%
5Y*
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

MAGG vs. HAUS - Yearly Performance Comparison


2026 (YTD)202520242023
MAGG
Madison Aggregate Bond ETF
0.15%7.28%1.81%4.42%
HAUS
Residential REIT ETF
4.64%-1.14%15.93%6.24%

Correlation

The correlation between MAGG and HAUS is 0.29, which is low. Their price movements are largely independent, making them effective diversification partners.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.29

Correlation (All Time)
Calculated using the full available price history since Aug 30, 2023

0.32

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Return for Risk

MAGG vs. HAUS — Risk / Return Rank

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

MAGG
MAGG Risk / Return Rank: 4040
Overall Rank
MAGG Sharpe Ratio Rank: 3939
Sharpe Ratio Rank
MAGG Sortino Ratio Rank: 4242
Sortino Ratio Rank
MAGG Omega Ratio Rank: 4040
Omega Ratio Rank
MAGG Calmar Ratio Rank: 4040
Calmar Ratio Rank
MAGG Martin Ratio Rank: 3838
Martin Ratio Rank

HAUS
HAUS Risk / Return Rank: 1515
Overall Rank
HAUS Sharpe Ratio Rank: 1414
Sharpe Ratio Rank
HAUS Sortino Ratio Rank: 1414
Sortino Ratio Rank
HAUS Omega Ratio Rank: 1313
Omega Ratio Rank
HAUS Calmar Ratio Rank: 1717
Calmar Ratio Rank
HAUS Martin Ratio Rank: 1717
Martin Ratio Rank
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.

MAGG vs. HAUS - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Madison Aggregate Bond ETF (MAGG) and Residential REIT ETF (HAUS). 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.


MAGGHAUSDifference
Sharpe ratioReturn per unit of total volatility

+1.00

Sortino ratioReturn per unit of downside risk

+1.49

Omega ratioGain probability vs. loss probability

1.25

1.07

+0.18

Calmar ratioReturn relative to maximum drawdown

1.92

0.64

+1.28

Martin ratioReturn relative to average drawdown

5.88

1.72

+4.15

MAGG vs. HAUS - Sharpe Ratio Comparison

The current MAGG Sharpe Ratio is 1.37, which is higher than the HAUS Sharpe Ratio of 0.37. The chart below compares the historical Sharpe Ratios of MAGG and HAUS, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Sharpe Ratios by Period


MAGGHAUSDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.37

0.37

+1.00

Sharpe Ratio (All Time)

Calculated using the full available price history

1.05

0.06

+0.98

Drawdowns

MAGG vs. HAUS - Drawdown Comparison

The maximum MAGG drawdown since its inception was -4.56%, smaller than the maximum HAUS drawdown of -35.91%. Use the drawdown chart below to compare losses from any high point for MAGG and HAUS.


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Drawdown Indicators


MAGGHAUSDifference

Max Drawdown

Largest peak-to-trough decline

-4.56%

-35.91%

+31.35%

Max Drawdown (1Y)

Largest decline over 1 year

-2.86%

-8.19%

+5.33%

Max Drawdown (3Y)

Largest decline over 3 years

-17.25%

Current Drawdown

Current decline from peak

-1.52%

-7.07%

+5.55%

Average Drawdown

Average peak-to-trough decline

-1.25%

-17.73%

+16.48%

Ulcer Index

Depth and duration of drawdowns from previous peaks

0.93%

3.04%

-2.11%

Volatility

MAGG vs. HAUS - Volatility Comparison

The current volatility for Madison Aggregate Bond ETF (MAGG) is 1.17%, while Residential REIT ETF (HAUS) has a volatility of 3.48%. This indicates that MAGG experiences smaller price fluctuations and is considered to be less risky than HAUS based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


MAGGHAUSDifference

Volatility (1M)

Calculated over the trailing 1-month period

1.17%

3.48%

-2.31%

Volatility (6M)

Calculated over the trailing 6-month period

2.58%

10.00%

-7.42%

Volatility (1Y)

Calculated over the trailing 1-year period

3.99%

14.05%

-10.06%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

4.75%

19.50%

-14.75%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

4.75%

19.50%

-14.75%

MAGG vs. HAUS - Expense Ratio Comparison

MAGG has a 0.40% expense ratio, which is lower than HAUS's 0.60% expense ratio.


Dividends

MAGG vs. HAUS - Dividend Comparison

MAGG's dividend yield for the trailing twelve months is around 4.74%, more than HAUS's 3.47% yield.


PositionTTM2025202420232022
HAUS
Residential REIT ETF
3.47%4.42%2.08%2.61%2.26%
MAGG
Madison Aggregate Bond ETF
4.74%4.80%5.13%1.49%0.00%

Frequently Asked Questions


MAGG and HAUS have a correlation of 0.29, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

HAUS has higher volatility (3.48%) compared to MAGG (1.17%). In terms of maximum drawdown, MAGG dropped -4.56% vs HAUS's -35.91%.

On 1-year performance, MAGG leads with 5.46% vs 5.22% for HAUS. On fees, MAGG is cheaper at 0.40% per year. On volatility, MAGG has been the lower-risk option at 1.17%. The better choice depends on whether you care most about return, fees, risk, or income.

Over the 1-year period, MAGG has performed better with a 5.46% return vs 5.22%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

MAGG is cheaper with a 0.40% expense ratio, compared with 0.60% for HAUS.

MAGG has the higher dividend yield at 4.74%, compared with 3.47% for HAUS.

MAGG is categorized as Intermediate Core Bond, while HAUS is REIT. They also come from different issuers: Madison and Armada ETF Advisors. Their fees differ too: 0.40% for MAGG and 0.60% for HAUS.

MAGG currently has the higher Sharpe Ratio (1.37 vs 0.37), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.

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