HAUS - ETF AI Analysis
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Home Appreciation U.S. REIT ETF (HAUS)
Rating:59Neutral
Price Target:―
Positive Factors
Strong Leading Holding
The largest position, Diversified Healthcare Trust, has shown very strong gains this year, giving the fund a meaningful performance boost.
Broad Mix of Real Estate Names
The ETF spreads its assets across multiple well-known real estate companies rather than relying on a single stock, helping reduce company-specific risk.
Recent Short-Term Momentum
The fund’s performance over the past month has been strong, suggesting improving sentiment toward its underlying real estate holdings.
Negative Factors
High Sector Concentration
With the vast majority of assets in real estate, the fund is heavily exposed to downturns in that single sector.
Limited Geographic Diversification
Almost all of the ETF’s holdings are in U.S. companies, offering little protection if the U.S. real estate market weakens.
Above-Average Expense Ratio
The fund’s expense ratio is relatively high for an ETF, which can eat into long-term returns compared with lower-cost options.
HAUS vs. SPDR S&P 500 ETF (SPY)
AUM8.73M
RegionNorth America
Expense Ratio0.60%
Beta0.42
IssuerArmada ETF Advisors
Inception DateFeb 28, 2022
Dividend Yield2.19%
Asset ClassEquity
Index TrackedNo Underlying Index
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume2,461
30 Day Avg. Volume2,912
Financial Highlights & Ratios
PEG RatioN/A
Price to Book (P/B)N/A
Price to Sales (P/S)N/A
P/FCF RatioN/A
Enterprise Value/Market CapN/A
Enterprise Value/RevenueN/A
Enterprise Value/Gross ProfitN/A
Enterprise Value/EbitdaN/A
Forecast
1Y Price Target
20.19Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering23
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
HAUS Summary
HAUS is the Home Appreciation U.S. REIT ETF, which invests in U.S. real estate investment trusts instead of following a traditional stock index. These are companies that own or manage properties like apartments, storage units, and healthcare facilities. Well-known holdings include Public Storage and Equity Residential. Someone might invest in HAUS to get simple, built-in diversification across many types of real estate, with the potential for both income from dividends and long-term growth. A key risk is that real estate values and REIT prices can go up and down with interest rates and the overall property market.
How much will it cost me?The HAUS ETF has an expense ratio of 0.6%, which means you’ll pay $6 per year for every $1,000 invested. This is higher than average because it’s actively managed, focusing on specialized U.S. real estate investments rather than tracking a broad index. The higher cost reflects the fund’s targeted approach and management expertise in selecting REITs with growth potential.
What would affect this ETF?The HAUS ETF, focused on U.S. REITs, could benefit from strong demand for residential and commercial properties, driven by economic growth and population trends. However, rising interest rates or regulatory changes in the real estate sector may negatively impact REIT valuations and dividend yields. Its exposure to the U.S. market ensures stability but also ties its performance closely to domestic economic conditions.
HAUS Top 10 Holdings
HAUS is very much a U.S. real estate story, with the fund heavily anchored in REITs tied to housing, healthcare, and storage. Diversified Healthcare Trust has been one of the big engines lately, rising strongly and giving the ETF a nice tailwind. Public Storage and Extra Space Storage are also pulling their weight, keeping the storage side of the portfolio humming. On the flip side, names like Welltower and Ventas have been more mixed, occasionally losing steam and tempering gains, while apartment-focused REITs like Essex and Equity Residential stay steady but not spectacular.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Diversified Healthcare Trust | 7.17% | $625.36K | $2.15B | 142.93% | 58 Neutral | |
| Welltower | 5.34% | $466.25K | $145.88B | 37.20% | 77 Outperform | |
| Ventas | 5.17% | $451.40K | $40.60B | 30.71% | 68 Neutral | |
| Public Storage | 5.10% | $445.51K | $55.86B | 8.64% | 73 Outperform | |
| Essex Property | 5.10% | $444.92K | $18.19B | -3.33% | 69 Neutral | |
| Invitation Homes | 5.04% | $439.53K | $16.88B | -16.40% | 69 Neutral | |
| Equity Residential | 4.97% | $433.38K | $24.01B | -6.27% | 70 Outperform | |
| UDR | 4.82% | $420.36K | $19.72B | -8.82% | 64 Neutral | |
| American Homes | 4.75% | $414.96K | $11.41B | -14.02% | 70 Outperform | |
| Camden Property | 4.74% | $413.47K | $14.74B | -6.26% | 73 Outperform |
HAUS Technical Analysis
Positive
―
Price Trends
18.66
Positive
18.26
Positive
17.85
Positive
Market Momentum
0.10
Negative
63.75
Neutral
58.14
Neutral
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For HAUS, the sentiment is Positive. The current price of undefined is equal to the 20-day moving average (MA) of 18.79, equal to the 50-day MA of 18.66, and equal to the 200-day MA of 17.85, indicating a bullish trend. The MACD of 0.10 indicates Negative momentum. The RSI at 63.75 is Neutral, neither overbought nor oversold. The STOCH value of 58.14 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for HAUS.
HAUS Peer Comparison
Comparison Results
Performance Comparison
HAUS
Home Appreciation U.S. REIT ETF
19.05
1.54
8.79%
PSR
Invesco Active U.S. Real Estate Fund
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―
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REIT
ALPS Active REIT ETF
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―
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SRHR
SRH REIT Covered Call ETF
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―
―
DVDN
Kingsbarn Dividend Opportunity ETF
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―
REAI
Tidal Etf Trust Intelligent Real Estate Etf
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Glossary
BuyAn ETF rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF is likely to deliver higher returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldAn ETF rated as a "Hold" s expected to perform in line with the overall market or a specific benchmark. This rating indicates that the ETF is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellAn ETF rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF may deliver lower returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
DisclaimerThis AI Analyst ETF Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in ETFs carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.Date of analysis: ―
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