HOMZ vs. FTGC
HOMZ (Hoya Capital Housing ETF) and FTGC (First Trust Global Tactical Commodity Strategy Fund) are both exchange-traded funds - HOMZ is a Building & Construction fund tracking the Hoya Capital Housing 100 Index, while FTGC is a Commodities fund actively managed by First Trust. HOMZ is passively managed, while FTGC is actively managed. Over the past 5 years, HOMZ returned 4.53%/yr vs 12.56%/yr for FTGC. At a 0.17 correlation, their price movements are largely independent. HOMZ charges 0.30%/yr vs 0.95%/yr for FTGC.
Performance
HOMZ vs. FTGC - Performance Comparison
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Returns By Period
In the year-to-date period, HOMZ achieves a -0.05% return, which is significantly lower than FTGC's 20.23% return.
HOMZ
- 1D
- -1.01%
- 1M
- 2.93%
- YTD
- -0.05%
- 6M
- -0.72%
- 1Y
- 8.13%
- 3Y*
- 9.35%
- 5Y*
- 4.53%
- 10Y*
- —
FTGC
- 1D
- -0.24%
- 1M
- -6.30%
- YTD
- 20.23%
- 6M
- 20.44%
- 1Y
- 26.86%
- 3Y*
- 14.70%
- 5Y*
- 12.56%
- 10Y*
- 7.28%
HOMZ vs. FTGC - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|
HOMZ Hoya Capital Housing ETF | -0.05% | 2.72% | 9.49% | 36.49% | -28.14% | 41.02% | 15.80% | 17.38% |
FTGC First Trust Global Tactical Commodity Strategy Fund | 20.23% | 14.61% | 9.96% | -5.36% | 17.36% | 27.95% | 2.17% | 0.99% |
Correlation
The correlation between HOMZ and FTGC is -0.12, meaning they tend to move in opposite directions. This is especially valuable for risk management - when one declines, the other has historically tended to hold steady or rise.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | -0.12 |
Correlation (3Y) Calculated over the trailing 3-year period | -0.00 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.11 |
Correlation (All Time) Calculated using the full available price history since Mar 20, 2019 | 0.17 |
The correlation between HOMZ and FTGC shifts across timeframes, from -0.12 (1 year) to 0.17 (all time), reflecting how their relationship changes across market environments.
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Return for Risk
HOMZ vs. FTGC — Risk / Return Rank
HOMZ
FTGC
HOMZ vs. FTGC - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Hoya Capital Housing ETF (HOMZ) and First Trust Global Tactical Commodity Strategy Fund (FTGC). 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| HOMZ | FTGC | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.31 | ||
| Sortino ratioReturn per unit of downside risk | -1.54 | ||
| Omega ratioGain probability vs. loss probability | 1.09 | 1.31 | -0.22 |
| Calmar ratioReturn relative to maximum drawdown | 0.49 | 2.74 | -2.25 |
| Martin ratioReturn relative to average drawdown | 1.07 | 9.43 | -8.36 |
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Drawdowns
HOMZ vs. FTGC - Drawdown Comparison
The maximum HOMZ drawdown since its inception was -48.10%, smaller than the maximum FTGC drawdown of -59.47%. Use the drawdown chart below to compare losses from any high point for HOMZ and FTGC.
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Drawdown Indicators
| HOMZ | FTGC | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -48.10% | -59.47% | +11.37% |
Max Drawdown (1Y)Largest decline over 1 year | -16.71% | -9.84% | -6.87% |
Max Drawdown (3Y)Largest decline over 3 years | -22.91% | -10.39% | -12.52% |
Max Drawdown (5Y)Largest decline over 5 years | -33.76% | -22.64% | -11.12% |
Max Drawdown (10Y)Largest decline over 10 years | — | -35.91% | — |
Current DrawdownCurrent decline from peak | -9.70% | -9.84% | +0.14% |
Average DrawdownAverage peak-to-trough decline | -9.73% | -27.34% | +17.61% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 7.62% | 2.98% | +4.64% |
Volatility
HOMZ vs. FTGC - Volatility Comparison
Hoya Capital Housing ETF (HOMZ) has a higher volatility of 5.24% compared to First Trust Global Tactical Commodity Strategy Fund (FTGC) at 2.99%. This indicates that HOMZ's price experiences larger fluctuations and is considered to be riskier than FTGC based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| HOMZ | FTGC | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.24% | 2.99% | +2.25% |
Volatility (6M)Calculated over the trailing 6-month period | 14.05% | 13.17% | +0.88% |
Volatility (1Y)Calculated over the trailing 1-year period | 19.83% | 15.69% | +4.14% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 21.55% | 15.86% | +5.69% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 24.97% | 14.71% | +10.26% |
HOMZ vs. FTGC - Expense Ratio Comparison
HOMZ has a 0.30% expense ratio, which is lower than FTGC's 0.95% expense ratio.
Dividends
HOMZ vs. FTGC - Dividend Comparison
HOMZ's dividend yield for the trailing twelve months is around 2.68%, less than FTGC's 15.95% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 |
|---|---|---|---|---|---|---|---|---|---|---|
FTGC First Trust Global Tactical Commodity Strategy Fund | 15.95% | 17.74% | 3.05% | 3.34% | 10.35% | 7.21% | 0.00% | 0.81% | 0.80% | 1.21% |
HOMZ Hoya Capital Housing ETF | 2.68% | 2.54% | 2.13% | 2.08% | 2.03% | 1.21% | 3.18% | 1.24% | 0.00% | 0.00% |
Frequently Asked Questions
HOMZ and FTGC have a correlation of -0.12, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
HOMZ has higher volatility (5.24%) compared to FTGC (2.99%). In terms of maximum drawdown, HOMZ dropped -48.10% vs FTGC's -59.47%.
On 5-year performance, FTGC leads with 12.56% vs 4.53% for HOMZ. On fees, HOMZ is cheaper at 0.30% per year. On volatility, FTGC has been the lower-risk option at 2.99%. The better choice depends on whether you care most about return, fees, risk, or income.
Over the 5-year period, FTGC has performed better with a 12.56% return vs 4.53%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.
HOMZ is cheaper with a 0.30% expense ratio, compared with 0.95% for FTGC.
FTGC has the higher dividend yield at 15.95%, compared with 2.68% for HOMZ.
HOMZ is categorized as Building & Construction, while FTGC is Commodities. They also come from different issuers: Pettee Investors and First Trust. Their fees differ too: 0.30% for HOMZ and 0.95% for FTGC.
FTGC currently has the higher Sharpe Ratio (1.72 vs 0.41), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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