CVRD vs HOMZ
Comparison between MADISON COVERED CALL ETF (CVRD, ETF) and HOYA CAPITAL HOUSING ETF (HOMZ, ETF).
CVRD vs HOMZ - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
CVRD
$35M
Winner
HOMZ
$35M
Expense Ratio
CVRD
0.92%
Winner
HOMZ
0.30%
Max Drawdown
Winner
CVRD
26.36%
HOMZ
48.19%
Sharpe Ratio
Winner
CVRD
0.51
HOMZ
0.16
5Y Beta
Winner
CVRD
0.66
HOMZ
0.73
P/E Ratio
CVRD
38.43
Winner
HOMZ
20.11
Forward P/E
Winner
CVRD
14.97
HOMZ
17.17
PEG Ratio
CVRD
0.04
HOMZ
N/A
5Y Dividends CAGR
CVRD
N/A
HOMZ
1.95%
5Y EPS CAGR
Winner
CVRD
14.50%
HOMZ
9.02%
Debt to Equity
CVRD
39.85%
Winner
HOMZ
20.17%
P/S Ratio
CVRD
2.61
Winner
HOMZ
1.59
P/B Ratio
CVRD
3.49
Winner
HOMZ
1.73
CVRD vs HOMZ - Holdings Comparison
CVRD and HOMZ have 2 common holdings. Overlap is 1.53%
CVRD's top 25 holdings weight is 85.61%. HOMZ's top 25 holdings weight is 43.86%.
| Rank | CVRD | HOMZ |
|---|---|---|
| #1 | MICROCHIP TECHNOLOGY INC (MCHP) - 5.37% | LOWE'S COMPANIES INC (LOW) - 2.90% |
| #2 | QUALCOMM INC (QCOM) - 4.83% | THE HOME DEPOT INC (HD) - 2.89% |
| #3 | ARCHER-DANIELS-MIDLAND CO (ADM) - 4.45% | PUBLIC STORAGE (PSA) - 1.81% |
| #4 | TRANSOCEAN LTD (RIG) - 4.17% | VENTAS INC (VTR) - 1.78% |
| #5 | AMAZON.COM INC (AMZN) - 4.14% | CUBESMART (CUBE) - 1.76% |
| #6 | MICROSOFT CORP (MSFT) - 4.05% | EQUITY RESIDENTIAL (EQR) - 1.75% |
| #7 | US BANK MMDA USBGFS 9 (n/a) - 3.75% | WELLTOWER INC (WELL) - 1.75% |
| #8 | BROADCOM INC (AVGO) - 3.65% | EXTRA SPACE STORAGE INC (EXR) - 1.75% |
| #9 | DANAHER CORP (DHR) - 3.42% | UDR INC (UDR) - 1.71% |
| #10 | MATADOR RESOURCES CO (MTDR) - 3.34% | ESSEX PROPERTY TRUST INC (ESS) - 1.70% |
| #11 | VISA INC CLASS A (V) - 3.27% | TOLL BROTHERS INC (TOL) - 1.68% |
| #12 | ADOBE INC (ADBE) - 3.26% | INVITATION HOMES INC (INVH) - 1.67% |
| #13 | PALO ALTO NETWORKS INC (PANW) - 3.22% | AVALONBAY COMMUNITIES INC (AVB) - 1.64% |
| #14 | BLACKROCK INC (BLK) - 3.14% | CAMDEN PROPERTY TRUST (CPT) - 1.64% |
| #15 | TEXAS INSTRUMENTS INC (TXN) - 3.13% | CENTERSPACE (CSR) - 1.63% |
| #16 | PEPSICO INC (PEP) - 3.11% | M/I HOMES INC (MHO) - 1.62% |
| #17 | AGILENT TECHNOLOGIES INC (A) - 3.08% | UMH PROPERTIES INC (UMH) - 1.62% |
| #18 | AMERICAN TOWER CORP (AMT) - 2.98% | D.R. HORTON INC (DHI) - 1.59% |
| #19 | T-MOBILE US INC (TMUS) - 2.98% | EQUITY LIFESTYLE PROPERTIES INC (ELS) - 1.59% |
| #20 | UNION PACIFIC CORP (UNP) - 2.95% | AMERICAN HOMES 4 RENT CLASS A (AMH) - 1.58% |
| #21 | ACCENTURE PLC CLASS A (ACN) - 2.72% | INDEPENDENCE REALTY TRUST INC (IRT) - 1.57% |
| #22 | LOWE'S COMPANIES INC (LOW) - 2.71% | PULTEGROUP INC (PHM) - 1.57% |
| #23 | META PLATFORMS INC CLASS A (META) - 2.65% | SUN COMMUNITIES INC (SUI) - 1.56% |
| #24 | HONEYWELL INTERNATIONAL INC (HON) - 2.64% | MID-AMERICA APARTMENT COMMUNITIES INC (MAA) - 1.56% |
| #25 | SALESFORCE INC (CRM) - 2.60% | TAYLOR MORRISON HOME CORP (TMHC) - 1.54% |
| Total Holdings | 62 | 99 |
CVRD vs HOMZ - Historical Returns
Returns include dividend reinvestment.
1M
CVRD
-0.50%
Winner
HOMZ
-0.10%
3M
Winner
CVRD
+0.87%
HOMZ
-3.91%
6M
Winner
CVRD
+2.40%
HOMZ
-3.72%
1Y
Winner
CVRD
+8.53%
HOMZ
+5.45%
5Y(CAGR)
CVRD
N/A
HOMZ
+3.70%
Max(CAGR)
CVRD
+6.61%
Winner
HOMZ
+10.62%
CVRD vs HOMZ - Annual Returns (2019 - 2026)
Returns include dividend reinvestment.
| Year | CVRD | HOMZ |
|---|---|---|
| 2026 | +2.11% | -2.75% |
| 2025 | +6.01% | +3.59% |
| 2024 | +4.83% | +10.02% |
| 2023 | +5.15% | +35.57% |
| 2022 | N/A | -27.47% |
| 2021 | N/A | +43.82% |
| 2020 | N/A | +16.60% |
| 2019 | N/A | +17.70% |
CVRD vs HOMZ Drawdown Comparison
The maximum drawdown for CVRD was -17.95%, occurring on Apr 8, 2025. Recovery took 143 trading sessions.
The maximum drawdown for HOMZ was -48.10%, occurring on Mar 23, 2020. Recovery took 158 trading sessions.
The current CVRD drawdown is -2.02%. The current HOMZ drawdown is -11.72%.
| Rank | CVRD | HOMZ |
|---|---|---|
| #1 | -17.95% Dec 2, 2024 - Jul 1, 2025 | -48.10% Feb 20, 2020 - Oct 5, 2020 |
| #2 | -6.47% Sep 1, 2023 - Dec 1, 2023 | -33.77% Jan 4, 2022 - Mar 7, 2024 |
| #3 | -5.70% Jan 26, 2026 - Apr 17, 2026 | -22.90% Nov 25, 2024 - Apr 8, 2025 |
| #4 | -5.29% Oct 27, 2025 - Dec 10, 2025 | -9.07% Oct 12, 2020 - Nov 16, 2020 |
| #5 | -4.19% Jul 16, 2024 - Aug 15, 2024 | -8.98% Mar 28, 2024 - May 15, 2024 |
| #6 | -3.87% Mar 28, 2024 - May 15, 2024 | -7.81% Sep 19, 2024 - Nov 25, 2024 |
| #7 | -3.36% Jul 25, 2025 - Aug 22, 2025 | -7.07% May 15, 2024 - Jul 15, 2024 |
| #8 | -2.67% May 17, 2024 - Jul 16, 2024 | -6.45% Sep 2, 2021 - Oct 22, 2021 |
| #9 | -2.65% Aug 22, 2025 - Oct 21, 2025 | -5.62% Jul 30, 2024 - Aug 21, 2024 |
| #10 | -2.22% Apr 30, 2026 - May 29, 2026 | -5.55% May 10, 2021 - Jun 8, 2021 |
| #11 | -2.02% Jun 1, 2026 - Jun 5, 2026 | -5.27% Nov 24, 2021 - Dec 7, 2021 |
| #12 | -1.97% Aug 30, 2024 - Sep 17, 2024 | -5.17% May 3, 2019 - Jun 20, 2019 |
| #13 | -1.86% Jan 15, 2026 - Jan 22, 2026 | -4.64% Dec 8, 2021 - Dec 28, 2021 |
| #14 | -1.49% Dec 11, 2025 - Jan 5, 2026 | -4.58% Jun 8, 2021 - Jul 29, 2021 |
| #15 | -1.26% Oct 14, 2024 - Nov 6, 2024 | -4.45% Feb 24, 2021 - Mar 9, 2021 |
Correlation
Correlation between CVRD and HOMZ is 0.76 which considered as a strong positive correlation - the stocks tend to move together.
0.76
-101
Dividend Comparison (2019 - 2026)
CVRD vs HOMZ dividend yield comparison.
| Year | CVRD | HOMZ |
|---|---|---|
| 2026 | 1.62% | 1.11% |
| 2025 | 7.63% | 2.54% |
| 2024 | 15.70% | 2.13% |
| 2023 | 1.50% | 2.08% |
| 2022 | 0.00% | 2.03% |
| 2021 | 0.00% | 1.21% |
| 2020 | 0.00% | 3.18% |
| 2019 | 0.00% | 1.24% |
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