HAUS vs VTI
Residential REIT ETF vs Vanguard Morningstar Total Stock Market ETF
Which is better, HAUS or VTI?
Mid Cap Blend against Large Cap Blend.
VTI has a lower expense ratio. VTI led over 1Y, 3Y and the full window. VTI is less concentrated, with 33.5% 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 | HAUS | VTI |
|---|---|---|
| Expense Ratio | 0.60% | 0.03%Best |
| AUM | $7M | $689.2B |
| Dividend Yield | 5.73% | 1.06% |
| Holdings | 44 | 3,524 |
| YTD Return | -5.33% | +13.02%Best |
| 1Y Return | -1.70% | +16.63%Best |
| 3Y Return (annualized) | +6.45% | +21.97%Best |
| 5Y Return (annualized) | - | +11.99% |
| Volatility (annualized) | 17.6% | 15.9%Best |
| Max Drawdown | -35.9% | -22.4%Best |
| $10,000 over 4.6 years | $9,495 | $18,434Best |
| Top 10 Weight | 58.1% | 33.5%Best |
| Fund Family | Armada ETF | Vanguard (US) |
| Category | Equity | Equity |
| Style | Mid Cap Blend | Large Cap Blend |
| Inception | Feb 28, 2022 | May 24, 2001 |
Volatility and max drawdown, and the $10,000 over 4.6 years row, are measured over the window both funds cover: Mar 1, 2022 to Oct 14, 2026 (4.6 years).
HAUS vs VTI 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 4.6 years both funds cover.
HAUS vs VTI Performance
Residential REIT ETF (HAUS) is an ETF from Armada ETF and Vanguard Morningstar Total Stock Market ETF (VTI) is an ETF from Vanguard (US). Over the past year HAUS returned -1.70% while VTI returned +16.63%. Year to date, HAUS is down 5.33% versus a gain of 13.02% for VTI.
Over three years, HAUS compounded at +6.45% per year against +21.97% for VTI.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
HAUS has been the more volatile fund, with annualized monthly volatility of 17.6% compared with 15.9% for VTI. 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 -35.9% for HAUS and -22.4% for VTI. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.67. They move together some of the time, and apart the rest.
Fees and Cost Over Time
HAUS charges 0.60% per year while VTI charges 0.03%. On a $10,000 position that is $60 vs $3 annually, a gap of $57 per year that compounds over a long holding period. On income, HAUS currently yields 5.73% against 1.06% for VTI.
Holdings Overlap
99.5% of HAUS's money is in holdings VTI also owns. 0.6% of VTI's money is in holdings HAUS also owns.
Most of HAUS is already inside VTI. Owning both mostly buys the same companies twice.
21 positions in common, counted across the 22 positions we hold weights for in HAUS and 3,441 in VTI, against full books of 44 and 3,524.
What only one of them owns
Our book lists 1,141 positions for VTI that do not appear in our book for HAUS (97.0% of the fund), and 1 for HAUS that do not appear in VTI (0.1%).
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 HAUS | Weight in VTI | Difference |
|---|---|---|---|
| EQRVivmark Residential | 9.76% | 0.07% | 9.69% |
| DHCDiversified Healthcare Trust | 6.63% | 0.00% | 6.63% |
| WELLWelltower, Inc. | 6.11% | 0.23% | 5.88% |
| VTRVentas Inc . | 5.59% | 0.06% | 5.53% |
| ESSEssex Property Trust Inc. | 5.44% | 0.02% | 5.42% |
| PSAPublic Storage | 5.10% | 0.07% | 5.03% |
| INVHInvitation Homes, Inc. Reit | 5.01% | 0.02% | 4.99% |
| AMHAmerican Homes 4 Rent Reit | 4.92% | 0.01% | 4.91% |
| UMHUmh Properties Inc | 4.82% | 0.00% | 4.82% |
| EXRExtra Space Storage Inc | 4.76% | 0.04% | 4.72% |
99.5% of HAUS is already inside VTI.
You probably hold more than these two. Add the rest and see how much of the whole book is the same companies twice.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, HAUS or VTI?
HAUS has an expense ratio of 0.60% while VTI charges 0.03%. VTI is the cheaper option, by $57 a year on a $10,000 investment.
Which performed better, HAUS or VTI?
Over the past year HAUS returned -1.70% vs +16.63% for VTI, so VTI leads on 1-year performance. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, HAUS or VTI?
HAUS has been the more volatile fund at 17.6% annualized versus 15.9% for VTI. Worst drawdown: HAUS -35.9% vs VTI -22.4%.
Should I hold both HAUS and VTI?
HAUS and VTI have a monthly-return correlation of 0.67, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.
What is the holdings overlap between HAUS and VTI?
99.5% of HAUS's money is in holdings VTI also owns. 0.6% of VTI's is in holdings HAUS also owns. They hold 21 positions in common, counted across the 22 positions we hold weights for in HAUS and 3,441 in VTI.
Which pays a higher dividend, HAUS or VTI?
HAUS yields 5.73% while VTI yields 1.06%, so HAUS currently pays the higher dividend yield.
Is VTI better than HAUS?
VTI has a lower expense ratio. VTI led over 1Y, 3Y and the full window. VTI is less concentrated, with 33.5% 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.