AZTD vs HAUS
Aztlan Global Stock Selection DM SMID ETF vs Residential REIT ETF
Which is better, AZTD or HAUS?
AZTD has been ahead.
HAUS has a lower expense ratio. AZTD led over 1Y, 3Y and the full window. AZTD is less concentrated, with 26.1% of the fund in its ten largest positions against 58.1%.
MarketXLS is not an investment adviser. This comparison is generated automatically from market data and is for information only. A Best mark means the better reading on that one measure, not a recommendation to buy.
Side-by-Side Comparison
| Metric | AZTD | HAUS |
|---|---|---|
| Expense Ratio | 0.75% | 0.60%Best |
| AUM | $37M | $7M |
| Dividend Yield | 0.98% | 5.73% |
| Holdings | 55 | 44 |
| YTD Return | +6.88%Best | -5.33% |
| 1Y Return | +11.49%Best | -1.70% |
| 3Y Return (annualized) | +17.70%Best | +6.45% |
| Volatility (annualized) | 16.7%Best | 16.9% |
| Max Drawdown | -16.8%Best | -24.8% |
| $10,000 over 4.2 years | $15,778Best | $9,846 |
| Top 10 Weight | 26.1%Best | 58.1% |
| Fund Family | Aztlan Equity Management, LLC | Armada ETF |
| Category | Equity | Equity |
| Style | Mid Cap Blend | Mid Cap Blend |
| Inception | Aug 17, 2022 | Feb 28, 2022 |
Not shown on this pair: 5Y Return (annualized).
Volatility and max drawdown, and the $10,000 over 4.2 years row, are measured over the window both funds cover: Aug 18, 2022 to Oct 14, 2026 (4.2 years).
AZTD vs HAUS growth
Month-end closes. Both lines start at 0% in the first month shown, so the gap between them is the difference in growth across that window. The full view covers the 4.2 years both funds cover.
AZTD vs HAUS Performance
Aztlan Global Stock Selection DM SMID ETF (AZTD) is an ETF from Aztlan Equity Management, LLC and Residential REIT ETF (HAUS) is an ETF from Armada ETF. Over the past year AZTD returned +11.49% while HAUS returned -1.70%. Year to date, AZTD is up 6.88% versus a loss of 5.33% for HAUS.
Over three years, AZTD compounded at +17.70% per year against +6.45% for HAUS. Across the full 4-year window we track, AZTD has the edge at +11.47% annualized vs -0.37%.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
HAUS has been the more volatile fund, with annualized monthly volatility of 16.9% compared with 16.7% for AZTD. Lower volatility generally means a smoother ride, though it often comes with lower long-run returns.
The deepest peak-to-trough decline in our data was -16.8% for AZTD and -24.8% for HAUS. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.70. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
AZTD charges 0.75% per year while HAUS charges 0.60%. On a $10,000 position that is $75 vs $60 annually, a gap of $15 per year that compounds over a long holding period. On income, AZTD currently yields 0.98% against 5.73% for HAUS.
Holdings Overlap
0.1% of AZTD's money is in holdings HAUS also owns. 0.1% of HAUS's money is in holdings AZTD also owns.
We cannot see either book well enough to say how much of this pair is duplicated.
1 positions in common, counted across the 51 positions we hold weights for in AZTD and 22 in HAUS, against full books of 55 and 44.
What only one of them owns
Our book lists 21 positions for HAUS that do not appear in our book for AZTD (99.5% of the fund), and 27 for AZTD that do not appear in HAUS (52.9%).
Some of those will be the same company recorded under a different code in one of the two books, so the real difference in what you would own is no larger than this and may be smaller. We do not name the individual positions here for that reason.
Top Shared Holdings
| Stock | Weight in AZTD | Weight in HAUS | Difference |
|---|---|---|---|
| FGXXXFirst American Government Obligations Fund | 0.15% | 0.14% | 0.01% |
You are not choosing between two funds in isolation.
Whichever of AZTD and HAUS you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, AZTD or HAUS?
AZTD has an expense ratio of 0.75% while HAUS charges 0.60%. HAUS is the cheaper option, by $15 a year on a $10,000 investment.
Which performed better, AZTD or HAUS?
Over the past year AZTD returned +11.49% vs -1.70% for HAUS, so AZTD leads on 1-year performance. Over the longest common window we track (4 years), AZTD annualized +11.47% vs -0.37% for HAUS. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, AZTD or HAUS?
HAUS has been the more volatile fund at 16.9% annualized versus 16.7% for AZTD. Worst drawdown: AZTD -16.8% vs HAUS -24.8%.
Should I hold both AZTD and HAUS?
AZTD and HAUS have a monthly-return correlation of 0.70, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.
Which pays a higher dividend, AZTD or HAUS?
AZTD yields 0.98% while HAUS yields 5.73%, so HAUS currently pays the higher dividend yield.
Is HAUS better than AZTD?
HAUS has a lower expense ratio. AZTD led over 1Y, 3Y and the full window. AZTD is less concentrated, with 26.1% of the fund in its ten largest positions against 58.1%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.