HAUS vs HOLD

Comparison between RESIDENTIAL REIT ETF (HAUS, ETF) and HARBOR ALPHA LAYERING ETF (HOLD, ETF).

HAUS vs HOLD - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	HAUS(ETF)	HOLD(ETF)
Net Assets	$8.60M	$8.60M
Expense Ratio	0.60%	N/A
Max Drawdown	38.90%	70.46%
Sharpe Ratio	0.37	-0.77
5Y Beta	0.41	0.78
P/E Ratio	29.12	N/A
Forward P/E	42.98	N/A
PEG Ratio	-0.06	N/A
5Y Dividends CAGR	N/A	7.97%
5Y EPS CAGR	10.04%	N/A
Debt to Equity	61.93%	N/A
P/S Ratio	4.45	N/A
P/B Ratio	2.02	N/A

Net Assets

HAUS

$8.60M

HOLD

$8.60M

Expense Ratio

HAUS

0.60%

HOLD

N/A

Max Drawdown

Winner

HAUS

38.90%

HOLD

70.46%

Sharpe Ratio

Winner

HAUS

0.37

HOLD

-0.77

5Y Beta

Winner

HAUS

0.41

HOLD

0.78

P/E Ratio

HAUS

29.12

HOLD

N/A

Forward P/E

HAUS

42.98

HOLD

N/A

PEG Ratio

HAUS

-0.06

HOLD

N/A

5Y Dividends CAGR

HAUS

N/A

HOLD

7.97%

5Y EPS CAGR

HAUS

10.04%

HOLD

N/A

Debt to Equity

HAUS

61.93%

HOLD

N/A

P/S Ratio

HAUS

4.45

HOLD

N/A

P/B Ratio

HAUS

2.02

HOLD

N/A

HAUS vs HOLD - Historical Returns

Returns include dividend reinvestment.

Period	HAUS	HOLD
1 month	+1.94%	-2.65%
3 months	+6.88%	+5.13%
6 months	+10.02%	+8.43%
1 year	+7.58%	+18.12%
5 years(CAGR)	+1.98%	-18.07%
10 years(CAGR)	N/A	-8.84%
Max(CAGR)	+1.98%	-7.12%

Winner

HAUS

+1.94%

HOLD

-2.65%

Winner

HAUS

+6.88%

HOLD

+5.13%

Winner

HAUS

+10.02%

HOLD

+8.43%

HAUS

+7.58%

Winner

HOLD

+18.12%

5Y(CAGR)

Winner

HAUS

+1.98%

HOLD

-18.07%

10Y(CAGR)

HAUS

N/A

HOLD

-8.84%

Max(CAGR)

Winner

HAUS

+1.98%

HOLD

-7.12%

HAUS vs HOLD - Annual Returns (2014 - 2026)

Returns include dividend reinvestment.

Year	HAUS	HOLD
2026	+8.43%	+8.32%
2025	+0.15%	+8.52%
2024	+15.15%	N/A
2023	+13.63%	+1.16%
2022	-22.49%	+0.40%
2021	N/A	+0.15%
2020	N/A	+0.69%
2019	N/A	+3.06%
2018	N/A	+1.82%
2017	N/A	+1.30%
2016	N/A	+1.34%
2015	N/A	+0.16%
2014	N/A	-0.21%

HAUS vs HOLD Drawdown Comparison

The maximum drawdown for HAUS was -35.93%, occurring on Mar 23, 2023. This drawdown has not yet recovered.

The maximum drawdown for HOLD was -69.65%, occurring on Aug 20, 2025. This drawdown has not yet recovered.

The current HAUS drawdown is -3.91%. The current HOLD drawdown is -63.80%.

Rank	HAUS	HOLD
#1	-35.93% Apr 1, 2022 - Mar 23, 2023	-69.65% Mar 23, 2023 - Aug 20, 2025
#2	-2.27% Mar 10, 2022 - Mar 17, 2022	-5.23% Feb 25, 2020 - Dec 31, 2020
#3	-2.17% Mar 17, 2022 - Mar 25, 2022	-1.59% Jul 23, 2021 - Jan 12, 2023
#4	-1.90% Mar 29, 2022 - Apr 1, 2022	-0.54% Oct 28, 2014 - Jul 20, 2015
#5	-1.35% Mar 4, 2022 - Mar 10, 2022	-0.49% Jul 20, 2015 - Mar 29, 2016
#6	N/A	-0.37% Dec 31, 2020 - Jul 23, 2021
#7	N/A	-0.35% Jul 7, 2016 - Oct 12, 2016
#8	N/A	-0.34% Apr 13, 2018 - May 25, 2018
#9	N/A	-0.28% May 17, 2017 - Jun 29, 2017
#10	N/A	-0.28% Feb 2, 2023 - Feb 17, 2023
#11	N/A	-0.24% Jan 11, 2017 - Feb 10, 2017
#12	N/A	-0.24% Aug 5, 2014 - Sep 25, 2014
#13	N/A	-0.21% Mar 14, 2023 - Mar 16, 2023
#14	N/A	-0.21% Mar 16, 2023 - Mar 20, 2023
#15	N/A	-0.21% Feb 20, 2019 - Feb 25, 2019

Correlation

Correlation between HAUS and HOLD is -0.68 which considered as a moderate negative correlation - the stocks show some tendency to move in opposite directions.

-0.68

-101

Dividend Comparison (2014 - 2026)

HAUS vs HOLD dividend yield comparison.

Year	HAUS	HOLD
2026	0.42%	0.00%
2025	4.42%	7.32%
2024	2.08%	0.00%
2023	2.61%	0.75%
2022	2.26%	1.51%
2021	0.00%	0.55%
2020	0.00%	1.42%
2019	0.00%	2.33%
2018	0.00%	1.96%
2017	0.00%	1.30%
2016	0.00%	0.97%
2015	0.00%	0.39%
2014	0.00%	0.67%