HAUS - ETF AI Analysis
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Home Appreciation U.S. REIT ETF (HAUS)
Rating:63Neutral
Price Target:―
Positive Factors
Strong Year-to-Date Performance
The ETF has delivered solid gains so far this year, showing positive momentum in its strategy.
Leading Real Estate Holdings
Many of the largest positions, including several well-known REITs, have shown strong or steady performance, helping support the fund’s returns.
Focused Exposure to U.S. Real Estate
The fund is heavily invested in U.S. real estate, giving investors targeted access to a specific sector that has been performing well recently.
Negative Factors
High Sector Concentration
With most assets in real estate, the ETF is heavily exposed to downturns or policy changes affecting that single sector.
Limited Geographic Diversification
Almost all holdings are in U.S. companies, so the fund offers little protection if the U.S. market or economy weakens.
Moderate Expense Ratio
The fund’s fees are not especially low, which can slightly reduce long-term returns compared with cheaper alternatives.
HAUS vs. SPDR S&P 500 ETF (SPY)
AUM7.33M
RegionNorth America
Expense Ratio0.60%
Beta0.42
IssuerArmada ETF Advisors
Inception DateFeb 28, 2022
Dividend Yield3.43%
Asset ClassEquity
Index TrackedNo Underlying Index
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume5,550
30 Day Avg. Volume2,059
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
20.20Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering21
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
HAUS Summary
The Home Appreciation U.S. REIT ETF (HAUS) is a fund that invests in U.S. real estate companies called REITs, which own things like apartments, homes, storage units, and healthcare buildings. It doesn’t track a specific index, but focuses on U.S. real estate with an eye toward long-term growth and steady income from rent-based dividends. Well-known holdings include Public Storage and Equity Residential. Someone might invest in HAUS to add real estate diversification and potential income to their portfolio. A key risk is that it is heavily tied to the U.S. real estate market, so its value can rise or fall with property prices and interest rates.
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 firmly planted in U.S. real estate, with a heavy tilt toward residential and healthcare-focused REITs. Welltower and Ventas, both tied to senior housing and healthcare properties, have been relatively steady, helping anchor the fund’s performance. Diversified Healthcare Trust has been more of a wild card, with rising recent momentum but a mixed track record over the past few months. On the residential side, names like Vivmark Residential and Invitation Homes have been lagging, so the fund’s housing exposure is currently more of a headwind than a tailwind.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Vivmark Residential | 9.72% | $721.82K | $47.60B | -4.29% | 70 Outperform | |
| Diversified Healthcare Trust | 6.79% | $504.00K | $1.97B | 87.74% | 58 Neutral | |
| Welltower | 6.07% | $450.94K | $166.76B | 32.21% | 77 Outperform | |
| Ventas | 5.63% | $417.97K | $45.40B | 25.78% | 68 Neutral | |
| Essex Property | 5.34% | $396.28K | $18.05B | 2.55% | 69 Neutral | |
| Public Storage | 5.04% | $374.07K | $53.81B | -1.30% | 73 Outperform | |
| Invitation Homes | 4.93% | $365.71K | $15.72B | -8.61% | 69 Neutral | |
| American Homes | 4.81% | $357.11K | $11.02B | -5.88% | 70 Outperform | |
| Equity Lifestyle | 4.75% | $352.66K | $11.88B | -0.72% | 70 Outperform | |
| Umh | 4.72% | $350.04K | $1.31B | 5.64% | 71 Outperform |
HAUS Technical Analysis
Negative
―
Price Trends
18.09
Negative
18.26
Negative
17.84
Negative
Market Momentum
-0.32
Positive
24.71
Positive
5.83
Positive
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For HAUS, the sentiment is Negative. The current price of undefined is equal to the 20-day moving average (MA) of 17.45, equal to the 50-day MA of 18.09, and equal to the 200-day MA of 17.84, indicating a bearish trend. The MACD of -0.32 indicates Positive momentum. The RSI at 24.71 is Positive, neither overbought nor oversold. The STOCH value of 5.83 is Positive, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Negative sentiment for HAUS.
HAUS Peer Comparison
Comparison Results
Performance Comparison
HAUS
Home Appreciation U.S. REIT ETF
16.91
-0.11
-0.65%
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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―
―
SRHR
SRH REIT Covered Call ETF
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―
―
DVDN
Kingsbarn Dividend Opportunity ETF
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―
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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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