HAUS vs SPY

AHAUS

BSPY

Measures won1–4SPY wins · of 6 · 5Y

$10,000 · 5Y$17,530IVV · SPY $17,481

Lowest cost0.03%IVV · $3 on $10k

Most income3.27%HAUS · $327 on $10k

Smallest drop−8.9%SPY · worst fall in 1Y

Held in common0.7%HAUS and SPY

Residential REIT ETF · $8MState Street SPDR S&P 500 ETF · $793B

+10.5%3 years · per year$13,488 · $18,083+21.8%

[…]5 years · per year[…] · $17,481+11.8%

0.60%Expense ratio$60 · $9 on $10k · lower wins0.09%

3.27%12-mo yield$327 · $100 on $10k

Cards for this view

HAUS

Residential REIT

[…]

SPY

SPDR S&P 500

$17,481

MeasureHAUSSPY

Fee0.60%0.09%

Cost on $10k a year$60$9

Yield3.27%1.00%

5 years, per year[…]+11.8%

3 years, per year+10.5%+21.8%

Worst drop · 1Y−13.4%−8.9%

Volatility · 1Y15.3%13.7%

#
1	IVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.10%	+1.3%	+12.3%	+12.7%	+21.9%	+11.9%	−8.9%	$882.8B
2	BSPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.00%	+1.3%	+12.3%	+12.7%	+21.8%	+11.8%	−8.9%	$793.2B
3	AHAUS	Residential REIT ETFRead Desk	0.60%	3.27%	+0.8%	+3.3%	+7.6%	+10.5%	new	−13.4%	$8M

#
1	IVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.10%	+1.3%	+12.3%	+12.7%	+21.9%	+11.9%	−8.9%	$882.8B
2	BSPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.00%	+1.3%	+12.3%	+12.7%	+21.8%	+11.8%	−8.9%	$793.2B
3	AHAUS	Residential REIT ETFRead Desk	0.60%	3.27%	+0.8%	+3.3%	+7.6%	+10.5%	new	−13.4%	$8M

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