ITB vs. HOMZ
ITB (iShares U.S. Home Construction ETF) and HOMZ (Hoya Capital Housing ETF) are both Building & Construction funds - ITB tracks the Dow Jones U.S. Select Home Construction Index while HOMZ tracks the Hoya Capital Housing 100 Index. Both are passively managed. Over the past 5 years, ITB returned 6.57%/yr vs 4.28%/yr for HOMZ. Their correlation of 0.89 means they have usually moved in the same direction. ITB charges 0.38%/yr vs 0.30%/yr for HOMZ.
Performance
ITB vs. HOMZ - Performance Comparison
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Returns By Period
In the year-to-date period, ITB achieves a -1.69% return, which is significantly lower than HOMZ's 1.60% return.
ITB
- 1D
- -1.18%
- 1M
- -8.32%
- 6M
- -7.21%
- YTD
- -1.69%
- 1Y
- -5.06%
- 3Y*
- 2.79%
- 5Y*
- 6.57%
- 10Y*
- 13.43%
- ALL TIME*
- 4.08%
HOMZ
- 1D
- -0.52%
- 1M
- -4.85%
- 6M
- -1.65%
- YTD
- 1.60%
- 1Y
- 5.51%
- 3Y*
- 6.63%
- 5Y*
- 4.28%
- 10Y*
- —
- ALL TIME*
- 10.94%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $171.58K | $134.04K | $166.00K | |
| $179.18M | $195.32M | $218.82M |
ITB vs. HOMZ - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|
ITB iShares U.S. Home Construction ETF | -1.69% | -5.26% | 2.06% | 68.91% | -26.26% | 49.25% | 26.42% | 30.61% |
HOMZ Hoya Capital Housing ETF | 1.60% | 2.72% | 9.49% | 36.49% | -28.14% | 41.02% | 15.80% | 17.38% |
Correlation
The correlation between ITB and HOMZ is 0.92, meaning they have usually moved in the same direction, including during past declines.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.92 |
Correlation (3Y) Balances recent behavior with more history. | 0.91 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.91 |
Correlation (All Time) Calculated using the full available price history since Mar 20, 2019 | 0.89 |
The correlation between ITB and HOMZ has been stable across timeframes, ranging from 0.89 to 0.92 - a consistent structural relationship.
ITB vs. HOMZ - Sectors Allocation Comparison
Sectors
ITB
HOMZ
Consumer Cyclical
Industrials
Basic Materials
Real Estate
Communication Services
-
Consumer Defensive
-
Energy
-
-
Financial Services
-
Healthcare
-
-
Technology
-
Utilities
-
-
Consumer Cyclical
ITB
HOMZ
Industrials
ITB
HOMZ
Basic Materials
ITB
HOMZ
Real Estate
ITB
HOMZ
Communication Services
ITB
-
HOMZ
Consumer Defensive
ITB
-
HOMZ
Energy
ITB
-
HOMZ
-
Financial Services
ITB
-
HOMZ
Healthcare
ITB
-
HOMZ
-
Technology
ITB
-
HOMZ
Utilities
ITB
-
HOMZ
-
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Return for Risk
ITB vs. HOMZ — Risk / Return Rank
ITB
HOMZ
ITB vs. HOMZ - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares U.S. Home Construction ETF (ITB) 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.
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.
| ITB | HOMZ | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.40 | ||
| Sortino ratioReturn per unit of downside risk | -0.56 | ||
| Omega ratioGain probability vs. loss probability | 1.01 | 1.07 | -0.06 |
| Calmar ratioReturn relative to maximum drawdown | -0.10 | 0.38 | -0.48 |
| Martin ratioReturn relative to average drawdown | -0.17 | 0.81 | -0.98 |
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Drawdowns
ITB vs. HOMZ - Drawdown Comparison
The maximum ITB drawdown since its inception was -86.53%, which is greater than HOMZ's maximum drawdown of -48.10%. Use the drawdown chart below to compare losses from any high point for ITB and HOMZ.
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Drawdown Indicators
| ITB | HOMZ | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -86.53% | -48.10% | -38.43% |
Max Drawdown (1Y)Largest decline over 1 year | -26.04% | -16.71% | -9.33% |
Max Drawdown (3Y)Largest decline over 3 years | -33.35% | -22.91% | -10.44% |
Max Drawdown (5Y)Largest decline over 5 years | -40.55% | -33.76% | -6.79% |
Max Drawdown (10Y)Largest decline over 10 years | -52.10% | — | — |
Current DrawdownCurrent decline from peak | -25.47% | -8.21% | -17.26% |
Average DrawdownAverage peak-to-trough decline | -36.98% | -9.68% | -27.30% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 14.54% | 7.82% | +6.72% |
Volatility
ITB vs. HOMZ - Volatility Comparison
iShares U.S. Home Construction ETF (ITB) has a higher volatility of 8.79% compared to Hoya Capital Housing ETF (HOMZ) at 5.98%. This indicates that ITB's price experiences larger fluctuations and is considered to be riskier 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
| ITB | HOMZ | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 8.79% | 5.98% | +2.81% |
Volatility (6M)Calculated over the trailing 6-month period | 22.03% | 14.74% | +7.29% |
Volatility (1Y)Calculated over the trailing 1-year period | 29.51% | 19.92% | +9.59% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 29.57% | 21.66% | +7.91% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 30.20% | 24.92% | +5.28% |
ITB vs. HOMZ - Expense Ratio Comparison
ITB has a 0.38% expense ratio, which is higher than HOMZ's 0.30% expense ratio.
Dividends
ITB vs. HOMZ - Dividend Comparison
ITB's dividend yield for the trailing twelve months is around 0.68%, less than HOMZ's 2.66% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
HOMZ Hoya Capital Housing ETF | 2.66% | 2.54% | 2.13% | 2.08% | 2.03% | 1.21% | 3.18% | 1.24% | 0.00% | 0.00% | 0.00% | 0.00% |
ITB iShares U.S. Home Construction ETF | 0.68% | 1.67% | 0.46% | 0.48% | 0.86% | 0.37% | 0.46% | 0.50% | 0.63% | 0.28% | 0.43% | 0.34% |
Frequently Asked Questions
With a correlation of 0.92, ITB and HOMZ move almost identically. Holding both adds very little diversification - you're essentially doubling your position in the same market segment. Choosing one is usually more capital-efficient.
ITB has higher volatility (8.79%) compared to HOMZ (5.98%). In terms of maximum drawdown, ITB dropped -86.53% vs HOMZ's -48.10%.
On 5-year performance, ITB leads with 6.57% vs 4.28% for HOMZ. On fees, HOMZ is cheaper at 0.30% per year. On volatility, HOMZ has been the lower-risk option at 5.98%. The better choice depends on whether you care most about return, fees, risk, or income.
Over the 5-year period, ITB has performed better with a 6.57% return vs 4.28%. 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 0.38% for ITB.
HOMZ has the higher dividend yield at 2.66%, compared with 0.68% for ITB.
ITB tracks Dow Jones U.S. Select Home Construction Index, while HOMZ tracks Hoya Capital Housing 100 Index. They also come from different issuers: iShares and Hoya Capital. Their fees differ too: 0.38% for ITB and 0.30% for HOMZ.
HOMZ currently has the higher Sharpe Ratio (0.32 vs -0.09), 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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