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REZ vs HAUS

iShares Residential and Multisector Real Estate ETF vs Residential REIT ETF

REZ

iShares Residential and Multisector Real Estate ETF

iShares

Annual cost

0.48%

Fund size

$843M

HAUS

Residential REIT ETF

Armada ETF

Annual cost

0.60%

Fund size

$9M

Key differences

  • REZ costs 0.12% less per year.
  • REZ is significantly larger than HAUS — larger funds tend to be more liquid and less likely to close.
  • REZ follows a index tracking strategy; HAUS uses active selection.
  • Over the last 3 years, REZ has delivered higher annualized returns.
  • REZ has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

REZHAUS
Annual cost (TER)0.48%0.60%
Fund size (AUM)$843M$9M
Since20072022
Dividend yield2.10%2.27%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingactive selection
CAGR 1Y+15.3%+8.4%
CAGR 3Y+11.8%+10.2%
CAGR 5Y+5.8%N/A
Sharpe 3Y0.530.45
Volatility 1Y14.21%14.17%
Max drawdown-44.15%-34.61%

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

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