AREA vs. HAUS ETF Comparison

Comparison of Harbor AlphaEdge Next Generation REITs ETF (AREA) to Home Appreciation U.S. REIT ETF (HAUS)
AREA

Harbor AlphaEdge Next Generation REITs ETF

AREA Description

AREA targetsNext Generation REITs through a proprietary rules-based methodology. Instead of traditional office, multi-family, retail, and industrial REITs, the fund favors non-traditional REITs (e.g., data center, gaming, healthcare & life sciences, hotel & motel, manufactured homes, and self-storage). From an index universe of 3,000 US-listed securities, the fund relies on FactSets RBICS sub-industry classification in filtering Next-Gen REITs. Each qualified company is scored across five factor composites (capital deployment, momentum, quality, risk, and valuation) for a combined stock selection score based on prevailing business cycle regimes. The index provider then selects and weights securities using an optimizer that measures the risk-adjusted returns of the portfolio against a benchmark with similar holdings. The fund holds between 35 and 70 REITs, subject to certain capping limits. The index is reconstituted and rebalanced monthly.

Grade (RS Rating)

Last Trade

$20.14

Average Daily Volume

178

Number of Holdings *

33

* may have additional holdings in another (foreign) market
HAUS

Home Appreciation U.S. REIT ETF

HAUS Description Home Appreciation U.S. REIT ETF is an exchange traded fund launched and managed by Toroso Investments, LLC. The fund is co-managed by Armada ETF Advisors LLC. It invests in the public equity markets of the United States. It invests in stocks of companies operating across financials, diversified financials, mortgage real estate investment trusts (reits), real estate, equity real estate investment trusts (reits) sectors. It invests in growth and value stocks of companies across diversified market capitalization. Home Appreciation U.S. REIT ETF is domiciled in the United States.

Grade (RS Rating)

Last Trade

$19.83

Average Daily Volume

6,672

Number of Holdings *

22

* may have additional holdings in another (foreign) market
Performance
Period AREA HAUS
30 Days -1.86% 1.29%
60 Days -4.63% -1.73%
90 Days 2.20%
12 Months 35.22%
4 Overlapping Holdings
Symbol Grade Weight in AREA Weight in HAUS Overlap
ELS C 3.81% 4.43% 3.81%
EXR D 6.05% 3.95% 3.95%
INVH D 0.42% 4.21% 0.42%
PSA D 2.59% 4.02% 2.59%
AREA Overweight 29 Positions Relative to HAUS
Symbol Grade Weight
WY D 7.01%
LAMR D 6.89%
AMT D 6.24%
SBAC D 6.1%
HST C 5.76%
CUBE D 5.4%
IRM D 3.75%
EPR D 3.65%
SBRA C 3.64%
DRH B 3.58%
RYN D 3.56%
VICI C 3.24%
SHO C 2.87%
NHI D 2.8%
OHI C 2.55%
DOC D 2.5%
LAND F 2.21%
PK B 1.74%
OUT A 1.5%
SILA C 1.26%
NSA D 1.21%
LTC B 1.13%
INN D 1.06%
VTR C 1.0%
CCI D 0.71%
GLPI C 0.48%
XHR B 0.26%
PEB D 0.25%
DHC F 0.19%
AREA Underweight 18 Positions Relative to HAUS
Symbol Grade Weight
NXRT B -4.58%
VRE B -4.51%
WELL A -4.51%
ESS B -4.49%
IRT A -4.49%
AVB B -4.47%
CSR B -4.46%
MAA B -4.42%
BRT B -4.4%
UMH C -4.37%
EQR B -4.33%
CPT B -4.33%
UDR B -4.28%
CTRE D -4.22%
AMH D -4.22%
ELME D -4.21%
AIV C -4.16%
SUI D -4.04%
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