FTBD vs HOMZ
Comparison between FIDELITY TACTICAL BOND ETF (FTBD, ETF) and HOYA CAPITAL HOUSING ETF (HOMZ, ETF).
FTBD vs HOMZ - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
FTBD
$37M
Winner
HOMZ
$37M
Expense Ratio
FTBD
0.55%
Winner
HOMZ
0.30%
Max Drawdown
Winner
FTBD
9.88%
HOMZ
48.19%
Sharpe Ratio
FTBD
-0.03
Winner
HOMZ
-0.02
5Y Beta
Winner
FTBD
0.07
HOMZ
0.72
P/E Ratio
FTBD
N/A
HOMZ
21.02
Forward P/E
FTBD
N/A
HOMZ
17.46
PEG Ratio
FTBD
N/A
HOMZ
0.23
5Y Dividends CAGR
FTBD
N/A
HOMZ
2.19%
5Y EPS CAGR
FTBD
N/A
HOMZ
7.47%
Debt to Equity
FTBD
N/A
HOMZ
37.61%
P/S Ratio
FTBD
N/A
HOMZ
1.60
P/B Ratio
FTBD
N/A
HOMZ
1.79
FTBD vs HOMZ - Historical Returns
Returns include dividend reinvestment.
1M
FTBD
-1.20%
Winner
HOMZ
+1.03%
3M
FTBD
-0.94%
Winner
HOMZ
+0.45%
6M
Winner
FTBD
-0.28%
HOMZ
-4.80%
1Y
Winner
FTBD
+3.77%
HOMZ
+1.09%
5Y(CAGR)
FTBD
N/A
HOMZ
+4.34%
Max(CAGR)
FTBD
+3.98%
Winner
HOMZ
+10.97%
FTBD vs HOMZ - Annual Returns (2019 - 2026)
Returns include dividend reinvestment.
| Year | FTBD | HOMZ |
|---|---|---|
| 2026 | +0.40% | +0.85% |
| 2025 | +8.34% | +3.59% |
| 2024 | +2.34% | +10.02% |
| 2023 | +3.72% | +35.57% |
| 2022 | N/A | -27.47% |
| 2021 | N/A | +43.82% |
| 2020 | N/A | +16.60% |
| 2019 | N/A | +17.70% |
FTBD vs HOMZ Drawdown Comparison
The maximum drawdown for FTBD was -6.98%, occurring on Oct 19, 2023. Recovery took 212 trading sessions.
The maximum drawdown for HOMZ was -48.10%, occurring on Mar 23, 2020. Recovery took 158 trading sessions.
The current FTBD drawdown is -1.91%. The current HOMZ drawdown is -8.45%.
| Rank | FTBD | HOMZ |
|---|---|---|
| #1 | -6.98% Feb 2, 2023 - Dec 6, 2023 | -48.10% Feb 20, 2020 - Oct 5, 2020 |
| #2 | -4.94% Sep 16, 2024 - Jun 24, 2025 | -33.77% Jan 4, 2022 - Mar 7, 2024 |
| #3 | -3.80% Dec 27, 2023 - Jun 18, 2024 | -22.90% Nov 25, 2024 - Apr 8, 2025 |
| #4 | -2.98% Feb 27, 2026 - Mar 27, 2026 | -9.07% Oct 12, 2020 - Nov 16, 2020 |
| #5 | -1.52% Jun 18, 2024 - Jul 5, 2024 | -8.98% Mar 28, 2024 - May 15, 2024 |
| #6 | -1.21% Jul 1, 2025 - Jul 29, 2025 | -7.81% Sep 19, 2024 - Nov 25, 2024 |
| #7 | -1.18% Oct 28, 2025 - Jan 14, 2026 | -7.07% May 15, 2024 - Jul 15, 2024 |
| #8 | -1.09% Aug 2, 2024 - Aug 14, 2024 | -6.45% Sep 2, 2021 - Oct 22, 2021 |
| #9 | -1.07% Jul 17, 2024 - Jul 31, 2024 | -5.62% Jul 30, 2024 - Aug 21, 2024 |
| #10 | -0.83% Sep 16, 2025 - Oct 14, 2025 | -5.55% May 10, 2021 - Jun 8, 2021 |
| #11 | -0.75% Aug 13, 2025 - Aug 28, 2025 | -5.27% Nov 24, 2021 - Dec 7, 2021 |
| #12 | -0.61% Dec 7, 2023 - Dec 13, 2023 | -5.17% May 3, 2019 - Jun 20, 2019 |
| #13 | -0.57% Aug 21, 2024 - Sep 4, 2024 | -4.64% Dec 8, 2021 - Dec 28, 2021 |
| #14 | -0.52% Jan 15, 2026 - Jan 26, 2026 | -4.58% Jun 8, 2021 - Jul 29, 2021 |
| #15 | -0.45% Aug 14, 2024 - Aug 19, 2024 | -4.45% Feb 24, 2021 - Mar 9, 2021 |
Correlation
Correlation between FTBD and HOMZ is 0.83 which considered as a strong positive correlation - the stocks tend to move together.
0.83
-101
Dividend Comparison (2019 - 2026)
FTBD vs HOMZ dividend yield comparison.
| Year | FTBD | HOMZ |
|---|---|---|
| 2026 | 2.29% | 1.51% |
| 2025 | 5.04% | 2.54% |
| 2024 | 4.76% | 2.13% |
| 2023 | 4.69% | 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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