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HOMZ vs SPY

Comparison between HOYA CAPITAL HOUSING ETF (HOMZ, ETF) and SPDR S&P 500 ETF Trust (SPY, ETF).

5-Year PerformanceSPY has outperformed HOMZ, delivering a return of +12.4% compared to +4.3%

HOMZ vs SPY - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
HOMZ
$37M
Winner
SPY
$781B
Expense Ratio
HOMZ
0.30%
Winner
SPY
0.09%
Max Drawdown
Winner
HOMZ
48.19%
SPY
56.47%
Sharpe Ratio
HOMZ
-0.02
Winner
SPY
1.12
5Y Beta
Winner
HOMZ
0.72
SPY
1.00
P/E Ratio
Winner
HOMZ
21.02
SPY
28.53
Forward P/E
Winner
HOMZ
17.46
SPY
21.47
PEG Ratio
HOMZ
0.23
SPY
N/A
5Y Dividends CAGR
HOMZ
2.19%
Winner
SPY
6.00%
5Y EPS CAGR
HOMZ
7.47%
Winner
SPY
25.58%
Debt to Equity
HOMZ
37.61%
Winner
SPY
32.09%
P/S Ratio
Winner
HOMZ
1.60
SPY
3.75
P/B Ratio
Winner
HOMZ
1.79
SPY
5.64

HOMZ vs SPY - Holdings Comparison

HOMZ and SPY have 33 common holdings. Overlap is 2.78%

HOMZ's top 25 holdings weight is 40.83%. SPY's top 25 holdings weight is 51.74%.

RankHOMZSPY
#1
THE HOME DEPOT INC (HD) - 3.05%
NVIDIA CORP (NVDA) - 7.89%
#2
LOWE'S COMPANIES INC (LOW) - 2.84%
APPLE INC (AAPL) - 7.37%
#3
TAYLOR MORRISON HOME CORP (TMHC) - 1.71%
MICROSOFT CORP (MSFT) - 4.50%
#4
MERITAGE HOMES CORP (MTH) - 1.69%
AMAZON.COM INC (AMZN) - 3.82%
#5
KB HOME (KBH) - 1.67%
ALPHABET INC CLASS A (GOOGL) - 3.33%
#6
M/I HOMES INC (MHO) - 1.60%
BROADCOM INC (AVGO) - 2.86%
#7
TOLL BROTHERS INC (TOL) - 1.56%
ALPHABET INC CLASS C (GOOG) - 2.68%
#8
GREEN BRICK PARTNERS INC (GRBK) - 1.56%
META PLATFORMS INC CLASS A (META) - 2.29%
#9
PULTEGROUP INC (PHM) - 1.54%
TESLA INC (TSLA) - 1.70%
#10
NVR INC (NVR) - 1.53%
MICRON TECHNOLOGY INC (MU) - 1.56%
#11
WELLTOWER INC (WELL) - 1.52%
JPMORGAN CHASE & CO (JPM) - 1.42%
#12
CAMDEN PROPERTY TRUST (CPT) - 1.51%
ELI LILLY AND CO (LLY) - 1.40%
#13
UDR INC (UDR) - 1.50%
BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.37%
#14
D.R. HORTON INC (DHI) - 1.50%
ADVANCED MICRO DEVICES INC (AMD) - 1.32%
#15
ESSEX PROPERTY TRUST INC (ESS) - 1.49%
EXXONMOBIL HOLDINGS CORP (XOM) - 0.92%
#16
MID-AMERICA APARTMENT COMMUNITIES INC (MAA) - 1.49%
JOHNSON & JOHNSON (JNJ) - 0.91%
#17
PUBLIC STORAGE (PSA) - 1.49%
VISA INC CLASS A (V) - 0.90%
#18
VENTAS INC (VTR) - 1.48%
WALMART INC (WMT) - 0.76%
#19
EQUITY RESIDENTIAL (EQR) - 1.47%
INTEL CORP (INTC) - 0.75%
#20
AMERICAN HOMES 4 RENT CLASS A (AMH) - 1.46%
APPLIED MATERIALS INC (AMAT) - 0.70%
#21
AVALONBAY COMMUNITIES INC (AVB) - 1.46%
CISCO SYSTEMS INC (CSCO) - 0.68%
#22
EXTRA SPACE STORAGE INC (EXR) - 1.43%
MASTERCARD INC CLASS A (MA) - 0.66%
#23
INVITATION HOMES INC (INVH) - 1.43%
ABBVIE INC (ABBV) - 0.66%
#24
OMEGA HEALTHCARE INVESTORS INC (OHI) - 1.43%
CATERPILLAR INC (CAT) - 0.65%
#25
INDEPENDENCE REALTY TRUST INC (IRT) - 1.42%
LAM RESEARCH CORP (LRCX) - 0.64%
Total Holdings102505

HOMZ vs SPY - Historical Returns

Returns include dividend reinvestment.

1M
Winner
HOMZ
+1.03%
SPY
+0.63%
3M
HOMZ
+0.45%
Winner
SPY
+4.46%
6M
HOMZ
-4.80%
Winner
SPY
+7.67%
1Y
HOMZ
+1.09%
Winner
SPY
+17.68%
5Y(CAGR)
HOMZ
+4.34%
Winner
SPY
+12.42%
10Y(CAGR)
HOMZ
N/A
SPY
+14.84%
Max(CAGR)
Winner
HOMZ
+10.97%
SPY
+8.44%

HOMZ vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearHOMZSPY
2026+0.85%+8.63%
2025+3.59%+18.00%
2024+10.02%+25.59%
2023+35.57%+26.72%
2022-27.47%-18.64%
2021+43.82%+30.52%
2020+16.60%+17.28%
2019+17.70%+31.09%
2018N/A-5.24%
2017N/A+20.78%
2016N/A+13.59%
2015N/A+1.31%
2014N/A+14.56%
2013N/A+29.00%
2012N/A+14.17%
2011N/A+0.85%
2010N/A+13.14%
2009N/A+22.67%
2008N/A-36.25%
2007N/A+5.32%
2006N/A+13.85%
2005N/A+5.32%
2004N/A+10.75%
2003N/A+24.18%
2002N/A-22.42%
2001N/A-10.13%
2000N/A-8.84%
1999N/A+8.61%

HOMZ vs SPY Drawdown Comparison

The maximum drawdown for HOMZ was -48.10%, occurring on Mar 23, 2020. Recovery took 158 trading sessions.

The maximum drawdown for SPY was -55.20%, occurring on Mar 9, 2009. Recovery took 1224 trading sessions.

The current HOMZ drawdown is -8.45%. The current SPY drawdown is -2.57%.

RankHOMZSPY
#1-48.10%
Feb 20, 2020 - Oct 5, 2020		-55.20%
Oct 9, 2007 - Aug 16, 2012
#2-33.77%
Jan 4, 2022 - Mar 7, 2024		-47.50%
Mar 24, 2000 - Oct 26, 2006
#3-22.90%
Nov 25, 2024 - Apr 8, 2025		-33.70%
Feb 19, 2020 - Aug 10, 2020
#4-9.07%
Oct 12, 2020 - Nov 16, 2020		-24.50%
Jan 3, 2022 - Dec 13, 2023
#5-8.98%
Mar 28, 2024 - May 15, 2024		-19.34%
Sep 20, 2018 - Apr 12, 2019
#6-7.81%
Sep 19, 2024 - Nov 25, 2024		-18.76%
Feb 19, 2025 - Jun 26, 2025
#7-7.07%
May 15, 2024 - Jul 15, 2024		-13.02%
Jul 20, 2015 - Apr 18, 2016
#8-6.45%
Sep 2, 2021 - Oct 22, 2021		-10.10%
Jan 26, 2018 - Aug 6, 2018
#9-5.62%
Jul 30, 2024 - Aug 21, 2024		-9.44%
Sep 2, 2020 - Nov 11, 2020
#10-5.55%
May 10, 2021 - Jun 8, 2021		-9.30%
Jan 19, 2000 - Mar 17, 2000
#11-5.27%
Nov 24, 2021 - Dec 7, 2021		-9.05%
Jul 19, 2007 - Oct 5, 2007
#12-5.17%
May 3, 2019 - Jun 20, 2019		-8.88%
Jan 27, 2026 - Apr 14, 2026
#13-4.64%
Dec 8, 2021 - Dec 28, 2021		-8.41%
Jul 16, 2024 - Sep 19, 2024
#14-4.58%
Jun 8, 2021 - Jul 29, 2021		-7.35%
Sep 14, 2012 - Jan 2, 2013
#15-4.45%
Feb 24, 2021 - Mar 9, 2021		-7.27%
Sep 18, 2014 - Oct 31, 2014

Correlation

Correlation between HOMZ and SPY is 0.93 which considered as a very strong positive correlation - the stocks move almost identically together.

0.93
-101

Dividend Comparison (1999 - 2026)

HOMZ vs SPY dividend yield comparison.

YearHOMZSPY
20261.51%0.50%
20252.54%1.07%
20242.13%1.21%
20232.08%1.40%
20222.03%1.65%
20211.21%1.20%
20203.18%1.52%
20191.24%1.75%
20180.00%2.04%
20170.00%1.80%
20160.00%2.03%
20150.00%2.06%
20140.00%1.87%
20130.00%1.81%
20120.00%2.18%
20110.00%2.05%
20100.00%1.80%
20090.00%1.95%
20080.00%3.02%
20070.00%1.85%
20060.00%1.73%
20050.00%1.73%
20040.00%1.82%
20030.00%1.47%
20020.00%1.70%
20010.00%1.25%
20000.00%1.15%
19990.00%0.24%

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