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HAUS vs IYR

Residential REIT ETF vs iShares U.S. Real Estate ETF

HAUS

Residential REIT ETF

Armada ETF

Annual cost

0.60%

Fund size

$9M

IYR

iShares U.S. Real Estate ETF

iShares

Annual cost

0.38%

Fund size

$4.1B

Key differences

  • IYR costs 0.22% less per year.
  • IYR is significantly larger than HAUS — larger funds tend to be more liquid and less likely to close.
  • HAUS follows a active selection strategy; IYR uses index tracking.
  • IYR has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

HAUSIYR
Annual cost (TER)0.60%0.38%
Fund size (AUM)$9M$4.1B
Since20222000
Dividend yield2.27%2.19%
Asset classequityequity
Regionnorth americanorth america
Strategyactive selectionindex tracking
CAGR 1Y+8.4%+13.7%
CAGR 3Y+10.2%+10.1%
CAGR 5YN/A+3.7%
Sharpe 3Y0.450.45
Volatility 1Y14.17%13.13%
Max drawdown-34.61%-42.32%

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

Similar to HAUS and IYR