HOMZ vs. XHB
Compare and contrast key facts about Hoya Capital Housing ETF (HOMZ) and SPDR S&P Homebuilders ETF (XHB).
HOMZ and XHB 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. XHB is a passively managed fund by State Street that tracks the performance of the S&P Homebuilders Select Industry Index. It was launched on Jan 31, 2006. Both HOMZ and XHB 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 XHB.
Key characteristics
| HOMZ | XHB | |
|---|---|---|
| YTD Return | 5.29% | 12.57% |
| 1Y Return | 27.24% | 52.41% |
| 3Y Return (Ann) | 5.05% | 12.93% |
| 5Y Return (Ann) | 13.68% | 22.73% |
| Sharpe Ratio | 1.36 | 2.30 |
| Daily Std Dev | 19.94% | 22.73% |
| Max Drawdown | -48.10% | -81.61% |
| Current Drawdown | -1.52% | -3.66% |
Correlation
The correlation between HOMZ and XHB is 0.92, 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. XHB - Performance Comparison
In the year-to-date period, HOMZ achieves a 5.29% return, which is significantly lower than XHB's 12.57% return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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HOMZ vs. XHB - Expense Ratio Comparison
HOMZ has a 0.30% expense ratio, which is lower than XHB's 0.35% expense ratio.
Risk-Adjusted Performance
HOMZ vs. XHB - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Hoya Capital Housing ETF (HOMZ) and SPDR S&P Homebuilders ETF (XHB). 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. XHB - Dividend Comparison
HOMZ's dividend yield for the trailing twelve months is around 2.05%, more than XHB's 0.67% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
HOMZ Hoya Capital Housing ETF | 2.05% | 2.08% | 2.03% | 1.19% | 3.17% | 1.46% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
XHB SPDR S&P Homebuilders ETF | 0.67% | 0.77% | 1.06% | 0.51% | 0.73% | 0.89% | 1.25% | 0.72% | 0.67% | 0.50% | 0.54% | 0.29% |
Drawdowns
HOMZ vs. XHB - Drawdown Comparison
The maximum HOMZ drawdown since its inception was -48.10%, smaller than the maximum XHB drawdown of -81.61%. Use the drawdown chart below to compare losses from any high point for HOMZ and XHB. For additional features, visit the drawdowns tool.
Volatility
HOMZ vs. XHB - Volatility Comparison
The current volatility for Hoya Capital Housing ETF (HOMZ) is 4.82%, while SPDR S&P Homebuilders ETF (XHB) has a volatility of 5.63%. This indicates that HOMZ experiences smaller price fluctuations and is considered to be less risky than XHB based on this measure. The chart below showcases a comparison of their rolling one-month volatility.