HAUS vs. REZ ETF Comparison

Comparison of Home Appreciation U.S. REIT ETF (HAUS) to iShares Residential Real Estate Capped ETF (REZ)
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

$19.72

Average Daily Volume

7,100

Number of Holdings *

22

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

iShares Residential Real Estate Capped ETF

REZ Description The investment seeks to track the investment results of an index composed of U.S. residential, healthcare and self-storage real estate equities. The fund generally invests at least 90% of its assets in securities of the underlying index and in depositary receipts representing securities of the underlying index. The underlying index measures the performance of the residential, healthcare and self-storage real estate sectors of the U.S. equity market. Components primarily include real estate investment trusts ("REITs"). The fund is non-diversified.

Grade (RS Rating)

Last Trade

$87.20

Average Daily Volume

172,564

Number of Holdings *

39

* may have additional holdings in another (foreign) market
Performance
Period HAUS REZ
30 Days 0.72% -0.90%
60 Days -1.25% -1.73%
90 Days 3.51% 4.44%
12 Months 34.48% 33.84%
22 Overlapping Holdings
Symbol Grade Weight in HAUS Weight in REZ Overlap
AIV C 4.16% 0.27% 0.27%
AMH C 4.22% 2.78% 2.78%
AVB B 4.47% 6.53% 4.47%
BRT A 4.4% 0.05% 0.05%
CPT C 4.33% 2.76% 2.76%
CSR A 4.46% 0.25% 0.25%
CTRE C 4.22% 1.05% 1.05%
ELME D 4.21% 0.33% 0.33%
ELS B 4.43% 2.94% 2.94%
EQR C 4.33% 5.52% 4.33%
ESS A 4.49% 4.24% 4.24%
EXR C 3.95% 6.8% 3.95%
INVH D 4.21% 4.2% 4.2%
IRT A 4.49% 1.02% 1.02%
MAA A 4.42% 4.1% 4.1%
NXRT A 4.58% 0.23% 0.23%
PSA C 4.02% 10.45% 4.02%
SUI C 4.04% 3.38% 3.38%
UDR C 4.28% 3.21% 3.21%
UMH A 4.37% 0.27% 0.27%
VRE A 4.51% 0.31% 0.31%
WELL A 4.51% 16.4% 4.51%
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