ITB vs. HOMZ
Compare and contrast key facts about iShares U.S. Home Construction ETF (ITB) and Hoya Capital Housing ETF (HOMZ).
ITB and HOMZ are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. ITB is a passively managed fund by iShares that tracks the performance of the Dow Jones U.S. Select Home Construction Index. It was launched on May 1, 2006. 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. Both ITB and HOMZ are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.
Performance
ITB vs. HOMZ - Performance Comparison
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ITB vs. HOMZ - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|
ITB iShares U.S. Home Construction ETF | -5.30% | -5.26% | 2.06% | 68.91% | -26.26% | 49.25% | 26.42% | 31.65% |
HOMZ Hoya Capital Housing ETF | -6.17% | 2.72% | 9.49% | 36.49% | -28.14% | 41.02% | 15.80% | 17.71% |
Returns By Period
In the year-to-date period, ITB achieves a -5.30% return, which is significantly higher than HOMZ's -6.17% return.
ITB
- 1D
- 0.52%
- 1M
- -13.12%
- YTD
- -5.30%
- 6M
- -15.52%
- 1Y
- -3.26%
- 3Y*
- 9.99%
- 5Y*
- 6.46%
- 10Y*
- 13.64%
HOMZ
- 1D
- 0.24%
- 1M
- -9.99%
- YTD
- -6.17%
- 6M
- -9.06%
- 1Y
- -3.17%
- 3Y*
- 9.83%
- 5Y*
- 4.06%
- 10Y*
- —
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ITB vs. HOMZ - Expense Ratio Comparison
ITB has a 0.42% expense ratio, which is higher than HOMZ's 0.30% expense ratio.
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.
| ITB | HOMZ | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | -0.11 | -0.15 | +0.04 |
Sortino ratioReturn per unit of downside risk | 0.07 | -0.06 | +0.12 |
Omega ratioGain probability vs. loss probability | 1.01 | 0.99 | +0.01 |
Calmar ratioReturn relative to maximum drawdown | -0.13 | -0.17 | +0.04 |
Martin ratioReturn relative to average drawdown | -0.31 | -0.45 | +0.14 |
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
| ITB | HOMZ | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | -0.11 | -0.15 | +0.04 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.22 | 0.19 | +0.03 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.46 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.11 | 0.41 | -0.30 |
Correlation
The correlation between ITB and HOMZ is 0.89, 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
ITB vs. HOMZ - Dividend Comparison
ITB's dividend yield for the trailing twelve months is around 1.25%, less than HOMZ's 2.78% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ITB iShares U.S. Home Construction ETF | 1.25% | 1.67% | 0.46% | 0.48% | 0.86% | 0.37% | 0.46% | 0.50% | 0.63% | 0.28% | 0.43% | 0.34% |
HOMZ Hoya Capital Housing ETF | 2.78% | 2.54% | 2.13% | 2.08% | 2.03% | 1.21% | 3.18% | 1.24% | 0.00% | 0.00% | 0.00% | 0.00% |
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 | -24.45% | -16.71% | -7.74% |
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 | -28.21% | -15.23% | -12.98% |
Average DrawdownAverage peak-to-trough decline | -37.20% | -9.69% | -27.51% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 10.53% | 6.44% | +4.09% |
Volatility
ITB vs. HOMZ - Volatility Comparison
iShares U.S. Home Construction ETF (ITB) has a higher volatility of 8.02% compared to Hoya Capital Housing ETF (HOMZ) at 6.05%. 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 | 8.02% | 6.05% | +1.97% |
Volatility (6M)Calculated over the trailing 6-month period | 19.22% | 13.19% | +6.03% |
Volatility (1Y)Calculated over the trailing 1-year period | 30.43% | 21.85% | +8.58% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 29.07% | 21.36% | +7.71% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 29.81% | 25.09% | +4.72% |