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