Screener
XRT vs HAUS
State Street SPDR S&P Retail ETF vs Residential REIT ETF
Key differences
- XRT costs 0.25% less per year.
- XRT is significantly larger than HAUS — larger funds tend to be more liquid and less likely to close.
- XRT follows a index tracking strategy; HAUS uses active selection.
- Over the last 3 years, XRT has delivered higher annualized returns.
- XRT has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| XRT | HAUS | |
|---|---|---|
| Annual cost (TER) | 0.35% | 0.60% |
| Fund size (AUM) | $206M | $9M |
| Since | 2006 | 2022 |
| Dividend yield | 0.81% | 2.27% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | index tracking | active selection |
| CAGR 1Y | +13.4% | +10.1% |
| CAGR 3Y | +13.6% | +10.3% |
| CAGR 5Y | -0.1% | N/A |
| Sharpe 3Y | 0.52 | 0.45 |
| Volatility 1Y | 20.35% | 14.11% |
| Max drawdown | -47.02% | -34.61% |
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