FPRO vs. HOMZ
Compare and contrast key facts about Fidelity Real Estate Investment ETF (FPRO) and Hoya Capital Housing ETF (HOMZ).
FPRO and HOMZ are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. FPRO is an actively managed fund by Fidelity. It was launched on Feb 2, 2021. HOMZ is a passively managed fund by Pettee Investors that tracks the performance of the Hoya Capital Housing 100 Index. It was launched on Mar 19, 2019.
Performance
FPRO vs. HOMZ - Performance Comparison
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FPRO vs. HOMZ - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|
FPRO Fidelity Real Estate Investment ETF | 3.28% | 2.60% | 5.63% | 10.93% | -25.02% | 40.13% |
HOMZ Hoya Capital Housing ETF | -6.39% | 2.72% | 9.49% | 36.49% | -28.14% | 31.84% |
Returns By Period
In the year-to-date period, FPRO achieves a 3.28% return, which is significantly higher than HOMZ's -6.39% return.
FPRO
- 1D
- 1.39%
- 1M
- -5.97%
- YTD
- 3.28%
- 6M
- 2.58%
- 1Y
- 2.28%
- 3Y*
- 6.41%
- 5Y*
- 4.08%
- 10Y*
- —
HOMZ
- 1D
- 2.02%
- 1M
- -11.02%
- YTD
- -6.39%
- 6M
- -9.05%
- 1Y
- -3.12%
- 3Y*
- 9.75%
- 5Y*
- 4.01%
- 10Y*
- —
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FPRO vs. HOMZ - Expense Ratio Comparison
FPRO has a 0.59% expense ratio, which is higher than HOMZ's 0.30% expense ratio.
Return for Risk
FPRO vs. HOMZ — Risk / Return Rank
FPRO
HOMZ
FPRO vs. HOMZ - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Real Estate Investment ETF (FPRO) and Hoya Capital Housing ETF (HOMZ). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
| FPRO | HOMZ | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.14 | -0.14 | +0.28 |
Sortino ratioReturn per unit of downside risk | 0.31 | -0.06 | +0.36 |
Omega ratioGain probability vs. loss probability | 1.04 | 0.99 | +0.05 |
Calmar ratioReturn relative to maximum drawdown | 0.26 | -0.15 | +0.41 |
Martin ratioReturn relative to average drawdown | 1.03 | -0.40 | +1.43 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| FPRO | HOMZ | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.14 | -0.14 | +0.28 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.22 | 0.19 | +0.03 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.29 | 0.41 | -0.12 |
Correlation
The correlation between FPRO and HOMZ is 0.78, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Dividends
FPRO vs. HOMZ - Dividend Comparison
FPRO's dividend yield for the trailing twelve months is around 2.74%, less than HOMZ's 2.79% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|
FPRO Fidelity Real Estate Investment ETF | 2.74% | 2.69% | 2.50% | 2.83% | 2.67% | 1.69% | 0.00% | 0.00% |
HOMZ Hoya Capital Housing ETF | 2.79% | 2.54% | 2.13% | 2.08% | 2.03% | 1.21% | 3.18% | 1.24% |
Drawdowns
FPRO vs. HOMZ - Drawdown Comparison
The maximum FPRO drawdown since its inception was -32.81%, smaller than the maximum HOMZ drawdown of -48.10%. Use the drawdown chart below to compare losses from any high point for FPRO and HOMZ.
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Drawdown Indicators
| FPRO | HOMZ | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -32.81% | -48.10% | +15.29% |
Max Drawdown (1Y)Largest decline over 1 year | -12.51% | -16.71% | +4.20% |
Max Drawdown (5Y)Largest decline over 5 years | -32.81% | -33.76% | +0.95% |
Current DrawdownCurrent decline from peak | -6.90% | -15.43% | +8.53% |
Average DrawdownAverage peak-to-trough decline | -13.03% | -9.68% | -3.35% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.15% | 6.38% | -3.23% |
Volatility
FPRO vs. HOMZ - Volatility Comparison
The current volatility for Fidelity Real Estate Investment ETF (FPRO) is 4.34%, while Hoya Capital Housing ETF (HOMZ) has a volatility of 6.03%. This indicates that FPRO experiences smaller price fluctuations and is considered to be less risky than HOMZ based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| FPRO | HOMZ | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.34% | 6.03% | -1.69% |
Volatility (6M)Calculated over the trailing 6-month period | 9.25% | 13.19% | -3.94% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.46% | 21.85% | -5.39% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 18.64% | 21.37% | -2.73% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.51% | 25.10% | -6.59% |