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ICF vs HAUS

iShares Select U.S. REIT ETF vs Residential REIT ETF

ICF

iShares Select U.S. REIT ETF

Annual cost

0.32%

Fund size

$2.1B

HAUS

Residential REIT ETF

Annual cost

0.60%

Fund size

$9M

Key differences

Both ICF and HAUS are equity ETFs. ICF charges 0.32% a year and HAUS 0.60%. The main difference: ICF follows a index tracking strategy; HAUS uses active selection.

  • ICF follows a index tracking strategy; HAUS uses active selection.
  • ICF costs 0.28% less per year.
  • ICF is much larger than HAUS. Larger funds are usually more liquid and less likely to close.
  • Over the last three years, ICF has delivered higher annualized returns.
  • ICF has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

ICFHAUS
Annual cost (TER)0.32%0.60%
Fund size (AUM)$2.1B$9M
Since20012022
Dividend yield2.45%2.28%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingactive selection
CAGR 1Y+15.5%+8.2%
CAGR 3Y+11.0%+8.9%
CAGR 5Y+3.6%N/A
Sharpe 3Y0.500.38
Volatility 1Y13.94%14.27%
Max drawdown-40.22%-34.61%

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

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