HOMZ vs LDEM
Comparison between HOYA CAPITAL HOUSING ETF (HOMZ, ETF) and ISHARES ESG MSCI EM LEADERS ETF (LDEM, ETF).
5-Year PerformanceHOMZ has outperformed LDEM, delivering a return of +4.4% compared to +1.7%
HOMZ vs LDEM - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
HOMZ
$34M
LDEM
$34M
Expense Ratio
HOMZ
0.30%
Winner
LDEM
0.16%
Max Drawdown
HOMZ
48.19%
Winner
LDEM
42.30%
Sharpe Ratio
HOMZ
0.27
Winner
LDEM
0.83
5Y Beta
Winner
HOMZ
0.73
LDEM
0.73
P/E Ratio
HOMZ
22.11
LDEM
N/A
Forward P/E
HOMZ
17.37
LDEM
N/A
PEG Ratio
HOMZ
0.27
LDEM
N/A
5Y Dividends CAGR
HOMZ
1.95%
Winner
LDEM
19.41%
5Y EPS CAGR
HOMZ
7.70%
LDEM
N/A
Debt to Equity
HOMZ
37.69%
LDEM
N/A
P/S Ratio
HOMZ
1.59
LDEM
N/A
P/B Ratio
HOMZ
1.74
LDEM
N/A
HOMZ vs LDEM - Holdings Comparison
HOMZ and LDEM have 1 common holdings. Overlap is -7.62%
HOMZ's top 25 holdings weight is 40.61%. LDEM's top 25 holdings weight is 61.37%.
| Rank | HOMZ | LDEM |
|---|---|---|
| #1 | THE HOME DEPOT INC (HD) - 2.96% | KRW/USD PURCHASED (n/a) - 7.48% |
| #2 | LOWE'S COMPANIES INC (LOW) - 2.86% | SK HYNIX INC (n/a) - 6.48% |
| #3 | TAYLOR MORRISON HOME CORP (TMHC) - 1.83% | n/a (n/a) - 5.05% |
| #4 | M/I HOMES INC (MHO) - 1.59% | TENCENT HOLDINGS LTD (n/a) - 4.51% |
| #5 | MERITAGE HOMES CORP (MTH) - 1.58% | n/a (n/a) - 4.37% |
| #6 | KB HOME (KBH) - 1.57% | INR CASH (n/a) - 3.64% |
| #7 | GREEN BRICK PARTNERS INC (GRBK) - 1.55% | INR/USD PURCHASED (n/a) - 3.59% |
| #8 | TOLL BROTHERS INC (TOL) - 1.54% | DELTA ELECTRONICS INC (n/a) - 3.16% |
| #9 | D.R. HORTON INC (DHI) - 1.53% | TWD CASH (n/a) - 2.42% |
| #10 | LENNAR CORP CLASS A (LEN) - 1.52% | TWD/USD PURCHASED (n/a) - 2.31% |
| #11 | NVR INC (NVR) - 1.51% | CHINA CONSTRUCTION BANK CORP CLASS H (n/a) - 1.90% |
| #12 | PULTEGROUP INC (PHM) - 1.50% | HKD/USD PURCHASED (n/a) - 1.85% |
| #13 | ESSEX PROPERTY TRUST INC (ESS) - 1.49% | RELIANCE INDUSTRIES LTD (n/a) - 1.76% |
| #14 | EQUITY RESIDENTIAL (EQR) - 1.49% | SK SQUARE (n/a) - 1.60% |
| #15 | AMERICAN HOMES 4 RENT CLASS A (AMH) - 1.48% | SAMSUNG ELECTRO-MECHANICS CO LTD (n/a) - 1.56% |
| #16 | EXTRA SPACE STORAGE INC (EXR) - 1.48% | n/a (n/a) - 1.23% |
| #17 | CAMDEN PROPERTY TRUST (CPT) - 1.47% | n/a (n/a) - 1.12% |
| #18 | AVALONBAY COMMUNITIES INC (AVB) - 1.47% | UNITED MICROELECTRONICS CORP (n/a) - 1.10% |
| #19 | INVITATION HOMES INC (INVH) - 1.47% | MEITUAN CLASS B (n/a) - 1.04% |
| #20 | CUBESMART (CUBE) - 1.46% | NETEASE INC ORDINARY SHARES (n/a) - 0.91% |
| #21 | UMH PROPERTIES INC (UMH) - 1.46% | SAUDI ARABIAN OIL CO (n/a) - 0.90% |
| #22 | MID-AMERICA APARTMENT COMMUNITIES INC (MAA) - 1.46% | BYD CO LTD CLASS H (n/a) - 0.89% |
| #23 | PUBLIC STORAGE (PSA) - 1.46% | n/a (n/a) - 0.88% |
| #24 | UDR INC (UDR) - 1.44% | NASPERS LTD CLASS N (n/a) - 0.82% |
| #25 | EQUITY LIFESTYLE PROPERTIES INC (ELS) - 1.44% | INFOSYS LTD (n/a) - 0.80% |
| Total Holdings | 102 | 502 |
HOMZ vs LDEM - Historical Returns
Returns include dividend reinvestment.
1M
Winner
HOMZ
+4.49%
LDEM
-1.36%
3M
Winner
HOMZ
+5.53%
LDEM
+5.01%
6M
HOMZ
-1.10%
Winner
LDEM
+6.84%
1Y
HOMZ
+6.92%
Winner
LDEM
+18.74%
5Y(CAGR)
Winner
HOMZ
+4.37%
LDEM
+1.73%
Max(CAGR)
Winner
HOMZ
+11.09%
LDEM
+5.29%
HOMZ vs LDEM - Annual Returns (2019 - 2026)
Returns include dividend reinvestment.
| Year | HOMZ | LDEM |
|---|---|---|
| 2026 | +0.43% | +3.33% |
| 2025 | +3.59% | +32.21% |
| 2024 | +10.02% | +7.85% |
| 2023 | +35.57% | +3.00% |
| 2022 | -27.47% | -22.89% |
| 2021 | +43.82% | -2.92% |
| 2020 | +16.60% | +15.63% |
| 2019 | +17.70% | N/A |
HOMZ vs LDEM Drawdown Comparison
The maximum drawdown for HOMZ was -48.10%, occurring on Mar 23, 2020. Recovery took 158 trading sessions.
The maximum drawdown for LDEM was -40.80%, occurring on Oct 24, 2022. Recovery took 1151 trading sessions.
The current HOMZ drawdown is -8.83%. The current LDEM drawdown is -5.11%.
| Rank | HOMZ | LDEM |
|---|---|---|
| #1 | -48.10% Feb 20, 2020 - Oct 5, 2020 | -40.80% Feb 17, 2021 - Sep 17, 2025 |
| #2 | -33.77% Jan 4, 2022 - Mar 7, 2024 | -32.59% Feb 12, 2020 - Aug 6, 2020 |
| #3 | -22.90% Nov 25, 2024 - Apr 8, 2025 | -13.21% Feb 25, 2026 - Mar 30, 2026 |
| #4 | -9.07% Oct 12, 2020 - Nov 16, 2020 | -6.26% Aug 28, 2020 - Oct 9, 2020 |
| #5 | -8.98% Mar 28, 2024 - May 15, 2024 | -5.64% Oct 29, 2025 - Jan 5, 2026 |
| #6 | -7.81% Sep 19, 2024 - Nov 25, 2024 | -4.89% Jan 21, 2021 - Feb 5, 2021 |
| #7 | -7.07% May 15, 2024 - Jul 15, 2024 | -4.66% Oct 6, 2025 - Oct 20, 2025 |
| #8 | -6.45% Sep 2, 2021 - Oct 22, 2021 | -3.55% Jan 28, 2026 - Feb 11, 2026 |
| #9 | -5.62% Jul 30, 2024 - Aug 21, 2024 | -3.01% Oct 23, 2020 - Nov 4, 2020 |
| #10 | -5.55% May 10, 2021 - Jun 8, 2021 | -2.74% Aug 6, 2020 - Aug 25, 2020 |
| #11 | -5.27% Nov 24, 2021 - Dec 7, 2021 | -2.42% Nov 27, 2020 - Dec 3, 2020 |
| #12 | -5.17% May 3, 2019 - Jun 20, 2019 | -2.24% Sep 17, 2025 - Oct 6, 2025 |
| #13 | -4.64% Dec 8, 2021 - Dec 28, 2021 | -2.18% Feb 11, 2026 - Feb 25, 2026 |
| #14 | -4.58% Jun 8, 2021 - Jul 29, 2021 | -1.98% Dec 17, 2020 - Dec 30, 2020 |
| #15 | -4.45% Feb 24, 2021 - Mar 9, 2021 | -1.73% Nov 9, 2020 - Nov 16, 2020 |
Correlation
Correlation between HOMZ and LDEM is 0.57 which considered as a moderate positive correlation - the stocks show some tendency to move together.
0.57
-101
Dividend Comparison (2019 - 2026)
HOMZ vs LDEM dividend yield comparison.
| Year | HOMZ | LDEM |
|---|---|---|
| 2026 | 1.08% | 0.00% |
| 2025 | 2.54% | 3.26% |
| 2024 | 2.13% | 2.64% |
| 2023 | 2.08% | 3.20% |
| 2022 | 2.03% | 4.93% |
| 2021 | 1.21% | 1.82% |
| 2020 | 3.18% | 1.89% |
| 2019 | 1.24% | 0.00% |
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