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HAUS vs URE

Residential REIT ETF vs ProShares Ultra Real Estate

HAUS

Residential REIT ETF

Annual cost

0.60%

Fund size

$9M

URE

ProShares Ultra Real Estate

Annual cost

0.95%

Fund size

$56M

Key differences

Both HAUS and URE are equity ETFs. HAUS charges 0.60% a year and URE 0.95%. The main difference: HAUS follows a active selection strategy; URE uses leveraged.

  • HAUS follows a active selection strategy; URE uses leveraged.
  • HAUS costs 0.35% less per year.
  • URE is much larger than HAUS. Larger funds are usually more liquid and less likely to close.
  • Over the last three years, URE has delivered higher annualized returns.
  • URE has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

HAUSURE
Annual cost (TER)0.60%0.95%
Fund size (AUM)$9M$56M
Since20222007
Dividend yield2.28%2.01%
Asset classequityequity
Regionnorth americanorth america
Strategyactive selectionleveraged
CAGR 1Y+6.7%+10.2%
CAGR 3Y+9.9%+11.3%
CAGR 5YN/A-3.3%
Sharpe 3Y0.430.38
Volatility 1Y14.19%27.22%
Max drawdown-34.61%-70.49%

Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.

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