HOMZ vs. VTI
Compare and contrast key facts about Hoya Capital Housing ETF (HOMZ) and Vanguard Total Stock Market ETF (VTI).
HOMZ and VTI 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. VTI is a passively managed fund by Vanguard that tracks the performance of the CRSP US Total Market Index. It was launched on May 24, 2001. Both HOMZ and VTI are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: HOMZ or VTI.
Correlation
The correlation between HOMZ and VTI is 0.80, 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.
Performance
HOMZ vs. VTI - Performance Comparison
Key characteristics
HOMZ:
0.96
VTI:
1.91
HOMZ:
1.46
VTI:
2.58
HOMZ:
1.17
VTI:
1.35
HOMZ:
1.19
VTI:
2.89
HOMZ:
3.23
VTI:
11.50
HOMZ:
5.53%
VTI:
2.16%
HOMZ:
18.52%
VTI:
12.93%
HOMZ:
-48.10%
VTI:
-55.45%
HOMZ:
-9.02%
VTI:
-0.11%
Returns By Period
In the year-to-date period, HOMZ achieves a 3.44% return, which is significantly lower than VTI's 4.15% return.
HOMZ
3.44%
1.70%
1.33%
14.19%
11.20%
N/A
VTI
4.15%
2.77%
11.19%
22.47%
13.69%
12.71%
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HOMZ vs. VTI - Expense Ratio Comparison
HOMZ has a 0.30% expense ratio, which is higher than VTI's 0.03% expense ratio.
Risk-Adjusted Performance
HOMZ vs. VTI — Risk-Adjusted Performance Rank
HOMZ
VTI
HOMZ vs. VTI - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Hoya Capital Housing ETF (HOMZ) and Vanguard Total Stock Market ETF (VTI). 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.
Dividends
HOMZ vs. VTI - Dividend Comparison
HOMZ's dividend yield for the trailing twelve months is around 1.94%, more than VTI's 1.22% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
HOMZ Hoya Capital Housing ETF | 1.94% | 2.13% | 2.08% | 2.03% | 1.19% | 3.18% | 1.46% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
VTI Vanguard Total Stock Market ETF | 1.22% | 1.27% | 1.44% | 1.67% | 1.21% | 1.42% | 1.78% | 2.04% | 1.71% | 1.92% | 1.98% | 1.76% |
Drawdowns
HOMZ vs. VTI - Drawdown Comparison
The maximum HOMZ drawdown since its inception was -48.10%, smaller than the maximum VTI drawdown of -55.45%. Use the drawdown chart below to compare losses from any high point for HOMZ and VTI. For additional features, visit the drawdowns tool.
Volatility
HOMZ vs. VTI - Volatility Comparison
Hoya Capital Housing ETF (HOMZ) has a higher volatility of 4.77% compared to Vanguard Total Stock Market ETF (VTI) at 3.14%. This indicates that HOMZ's price experiences larger fluctuations and is considered to be riskier than VTI based on this measure. The chart below showcases a comparison of their rolling one-month volatility.