HOMZ vs YGLD
Comparison between HOYA CAPITAL HOUSING ETF (HOMZ, ETF) and Simplify Gold Strategy PLUS Income ETF (YGLD, ETF).
HOMZ vs YGLD - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
HOMZ
$37M
Winner
YGLD
$37M
Expense Ratio
Winner
HOMZ
0.30%
YGLD
0.53%
Max Drawdown
HOMZ
48.19%
Winner
YGLD
46.07%
Sharpe Ratio
HOMZ
-0.02
Winner
YGLD
0.22
5Y Beta
HOMZ
0.72
Winner
YGLD
0.71
P/E Ratio
HOMZ
21.02
YGLD
N/A
Forward P/E
HOMZ
17.46
YGLD
N/A
PEG Ratio
HOMZ
0.23
YGLD
N/A
5Y Dividends CAGR
HOMZ
2.19%
YGLD
N/A
5Y EPS CAGR
HOMZ
7.47%
YGLD
N/A
Debt to Equity
HOMZ
37.61%
YGLD
N/A
P/S Ratio
HOMZ
1.60
YGLD
N/A
P/B Ratio
HOMZ
1.79
YGLD
N/A
HOMZ vs YGLD - Historical Returns
Returns include dividend reinvestment.
1M
Winner
HOMZ
+1.03%
YGLD
-3.43%
3M
Winner
HOMZ
+0.45%
YGLD
-20.23%
6M
Winner
HOMZ
-4.80%
YGLD
-34.90%
1Y
HOMZ
+1.09%
Winner
YGLD
+5.35%
5Y(CAGR)
HOMZ
+4.34%
YGLD
N/A
Max(CAGR)
HOMZ
+10.97%
Winner
YGLD
+29.00%
HOMZ vs YGLD - Annual Returns (2019 - 2026)
Returns include dividend reinvestment.
| Year | HOMZ | YGLD |
|---|---|---|
| 2026 | +0.85% | -19.99% |
| 2025 | +3.59% | +92.88% |
| 2024 | +10.02% | -4.17% |
| 2023 | +35.57% | N/A |
| 2022 | -27.47% | N/A |
| 2021 | +43.82% | N/A |
| 2020 | +16.60% | N/A |
| 2019 | +17.70% | N/A |
HOMZ vs YGLD Drawdown Comparison
The maximum drawdown for HOMZ was -48.10%, occurring on Mar 23, 2020. Recovery took 158 trading sessions.
The maximum drawdown for YGLD was -43.30%, occurring on Jul 16, 2026. This drawdown has not yet recovered.
The current HOMZ drawdown is -8.45%. The current YGLD drawdown is -41.94%.
| Rank | HOMZ | YGLD |
|---|---|---|
| #1 | -48.10% Feb 20, 2020 - Oct 5, 2020 | -43.30% Jan 28, 2026 - Jul 16, 2026 |
| #2 | -33.77% Jan 4, 2022 - Mar 7, 2024 | -15.20% Oct 20, 2025 - Dec 23, 2025 |
| #3 | -22.90% Nov 25, 2024 - Apr 8, 2025 | -10.55% Dec 11, 2024 - Jan 24, 2025 |
| #4 | -9.07% Oct 12, 2020 - Nov 16, 2020 | -8.59% Dec 26, 2025 - Jan 12, 2026 |
| #5 | -8.98% Mar 28, 2024 - May 15, 2024 | -7.87% Feb 13, 2025 - Mar 18, 2025 |
| #6 | -7.81% Sep 19, 2024 - Nov 25, 2024 | -7.51% Jul 22, 2025 - Aug 29, 2025 |
| #7 | -7.07% May 15, 2024 - Jul 15, 2024 | -6.23% Apr 2, 2025 - Apr 9, 2025 |
| #8 | -6.45% Sep 2, 2021 - Oct 22, 2021 | -6.20% May 6, 2025 - Jun 2, 2025 |
| #9 | -5.62% Jul 30, 2024 - Aug 21, 2024 | -5.85% Apr 21, 2025 - May 6, 2025 |
| #10 | -5.55% May 10, 2021 - Jun 8, 2021 | -4.86% Jun 13, 2025 - Jul 22, 2025 |
| #11 | -5.27% Nov 24, 2021 - Dec 7, 2021 | -4.62% Jun 4, 2025 - Jun 13, 2025 |
| #12 | -5.17% May 3, 2019 - Jun 20, 2019 | -3.17% Oct 8, 2025 - Oct 13, 2025 |
| #13 | -4.64% Dec 8, 2021 - Dec 28, 2021 | -2.77% Oct 16, 2025 - Oct 20, 2025 |
| #14 | -4.58% Jun 8, 2021 - Jul 29, 2021 | -2.49% Jan 24, 2025 - Jan 30, 2025 |
| #15 | -4.45% Feb 24, 2021 - Mar 9, 2021 | -1.92% Sep 16, 2025 - Sep 22, 2025 |
Correlation
Correlation between HOMZ and YGLD is 0.38 which considered as a weak positive correlation - the stocks show a slight tendency to move together.
0.38
-101
Dividend Comparison (2019 - 2026)
HOMZ vs YGLD dividend yield comparison.
| Year | HOMZ | YGLD |
|---|---|---|
| 2026 | 1.51% | 7.85% |
| 2025 | 2.54% | 12.05% |
| 2024 | 2.13% | 0.00% |
| 2023 | 2.08% | 0.00% |
| 2022 | 2.03% | 0.00% |
| 2021 | 1.21% | 0.00% |
| 2020 | 3.18% | 0.00% |
| 2019 | 1.24% | 0.00% |
Select Stocks to Compare
Popular: HOMZ vs SPYYGLD vs SPY
More Comparisons
Compare with similar stocks