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HAUS vs IDGT

Residential REIT ETF vs iShares U.S. Digital Infrastructure and Real Estate ETF

HAUS

Residential REIT ETF

Armada ETF

Annual cost

0.60%

Fund size

$9M

IDGT

iShares U.S. Digital Infrastructure and Real Estate ETF

iShares

Annual cost

0.39%

Fund size

$275M

Key differences

  • IDGT costs 0.21% less per year.
  • IDGT is significantly larger than HAUS — larger funds tend to be more liquid and less likely to close.
  • HAUS follows a active selection strategy; IDGT uses index tracking.
  • Over the last 3 years, IDGT has delivered higher annualized returns.
  • IDGT has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

HAUSIDGT
Annual cost (TER)0.60%0.39%
Fund size (AUM)$9M$275M
Since20222001
Dividend yield2.27%0.79%
Asset classequityequity
Regionnorth americanorth america
Strategyactive selectionindex tracking
CAGR 1Y+10.1%+61.3%
CAGR 3Y+10.3%+25.8%
CAGR 5YN/A+14.4%
Sharpe 3Y0.451.03
Volatility 1Y14.11%20.21%
Max drawdown-34.61%-36.88%

Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.

Similar to HAUS and IDGT