HOMZ vs ZHDG

Comparison between HOYA CAPITAL HOUSING ETF (HOMZ, ETF) and ZEGA BUY AND HEDGE ETF (ZHDG, ETF).

5-Year PerformanceZHDG has outperformed HOMZ, delivering a return of +5.5% compared to +3.7%

HOMZ vs ZHDG - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	HOMZ(ETF)	ZHDG(ETF)
Net Assets	$35M	$35M
Expense Ratio	0.30%	0.97%
Max Drawdown	48.19%	25.92%
Sharpe Ratio	0.16	1.13
5Y Beta	0.73	0.61
P/E Ratio	20.11	N/A
Forward P/E	17.17	N/A
5Y Dividends CAGR	1.95%	N/A
5Y EPS CAGR	9.02%	N/A
Debt to Equity	20.17%	N/A
P/S Ratio	1.59	N/A
P/B Ratio	1.73	N/A

Net Assets

HOMZ

$35M

ZHDG

$35M

Expense Ratio

Winner

HOMZ

0.30%

ZHDG

0.97%

Max Drawdown

HOMZ

48.19%

Winner

ZHDG

25.92%

Sharpe Ratio

HOMZ

0.16

Winner

ZHDG

1.13

5Y Beta

HOMZ

0.73

Winner

ZHDG

0.61

P/E Ratio

HOMZ

20.11

ZHDG

N/A

Forward P/E

HOMZ

17.17

ZHDG

N/A

5Y Dividends CAGR

HOMZ

1.95%

ZHDG

N/A

5Y EPS CAGR

HOMZ

9.02%

ZHDG

N/A

Debt to Equity

HOMZ

20.17%

ZHDG

N/A

P/S Ratio

HOMZ

1.59

ZHDG

N/A

P/B Ratio

HOMZ

1.73

ZHDG

N/A

HOMZ vs ZHDG - Holdings Comparison

HOMZ and ZHDG have 1 common holdings. Overlap is 0.35%

HOMZ's top 25 holdings weight is 43.86%. ZHDG's top 25 holdings weight is 2.27%.

Rank	HOMZ	ZHDG
#1	LOWE'S COMPANIES INC (LOW) - 2.90%	FIRST AMERICAN GOVERNMENT OBLIGS X (FGXXX) - 2.27%
#2	THE HOME DEPOT INC (HD) - 2.89%	N/A
#3	PUBLIC STORAGE (PSA) - 1.81%	N/A
#4	VENTAS INC (VTR) - 1.78%	N/A
#5	CUBESMART (CUBE) - 1.76%	N/A
#6	EQUITY RESIDENTIAL (EQR) - 1.75%	N/A
#7	WELLTOWER INC (WELL) - 1.75%	N/A
#8	EXTRA SPACE STORAGE INC (EXR) - 1.75%	N/A
#9	UDR INC (UDR) - 1.71%	N/A
#10	ESSEX PROPERTY TRUST INC (ESS) - 1.70%	N/A
#11	TOLL BROTHERS INC (TOL) - 1.68%	N/A
#12	INVITATION HOMES INC (INVH) - 1.67%	N/A
#13	AVALONBAY COMMUNITIES INC (AVB) - 1.64%	N/A
#14	CAMDEN PROPERTY TRUST (CPT) - 1.64%	N/A
#15	CENTERSPACE (CSR) - 1.63%	N/A
#16	M/I HOMES INC (MHO) - 1.62%	N/A
#17	UMH PROPERTIES INC (UMH) - 1.62%	N/A
#18	D.R. HORTON INC (DHI) - 1.59%	N/A
#19	EQUITY LIFESTYLE PROPERTIES INC (ELS) - 1.59%	N/A
#20	AMERICAN HOMES 4 RENT CLASS A (AMH) - 1.58%	N/A
#21	INDEPENDENCE REALTY TRUST INC (IRT) - 1.57%	N/A
#22	PULTEGROUP INC (PHM) - 1.57%	N/A
#23	SUN COMMUNITIES INC (SUI) - 1.56%	N/A
#24	MID-AMERICA APARTMENT COMMUNITIES INC (MAA) - 1.56%	N/A
#25	TAYLOR MORRISON HOME CORP (TMHC) - 1.54%	N/A
Total Holdings	99	1

HOMZ vs ZHDG - Historical Returns

Returns include dividend reinvestment.

Period	HOMZ	ZHDG
1 month	-0.10%	+1.89%
3 months	-3.91%	+4.69%
6 months	-3.72%	+3.09%
1 year	+5.45%	+16.50%
5 years(CAGR)	+3.70%	+5.55%
Max(CAGR)	+10.62%	+5.55%

HOMZ

-0.10%

Winner

ZHDG

+1.89%

HOMZ

-3.91%

Winner

ZHDG

+4.69%

HOMZ

-3.72%

Winner

ZHDG

+3.09%

HOMZ

+5.45%

Winner

ZHDG

+16.50%

5Y(CAGR)

HOMZ

+3.70%

Winner

ZHDG

+5.55%

Max(CAGR)

Winner

HOMZ

+10.62%

ZHDG

+5.55%

HOMZ vs ZHDG - Annual Returns (2019 - 2026)

Returns include dividend reinvestment.

Year	HOMZ	ZHDG
2026	-2.75%	+3.74%
2025	+3.59%	+15.11%
2024	+10.02%	+18.03%
2023	+35.57%	+13.42%
2022	-27.47%	-22.18%
2021	+43.82%	+6.40%
2020	+16.60%	N/A
2019	+17.70%	N/A

HOMZ vs ZHDG Drawdown Comparison

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

The maximum drawdown for ZHDG was -23.27%, occurring on Dec 28, 2022. Recovery took 684 trading sessions.

The current HOMZ drawdown is -11.72%. The current ZHDG drawdown is -2.59%.

Rank	HOMZ	ZHDG
#1	-48.10% Feb 20, 2020 - Oct 5, 2020	-23.27% Dec 29, 2021 - Sep 19, 2024
#2	-33.77% Jan 4, 2022 - Mar 7, 2024	-11.65% Dec 6, 2024 - Jun 24, 2025
#3	-22.90% Nov 25, 2024 - Apr 8, 2025	-8.56% Jan 27, 2026 - Apr 30, 2026
#4	-9.07% Oct 12, 2020 - Nov 16, 2020	-4.47% Sep 3, 2021 - Oct 26, 2021
#5	-8.98% Mar 28, 2024 - May 15, 2024	-3.79% Oct 28, 2025 - Jan 7, 2026
#6	-7.81% Sep 19, 2024 - Nov 25, 2024	-2.95% Nov 5, 2021 - Dec 8, 2021
#7	-7.07% May 15, 2024 - Jul 15, 2024	-2.80% Oct 14, 2024 - Nov 6, 2024
#8	-6.45% Sep 2, 2021 - Oct 22, 2021	-2.59% Jun 2, 2026 - Jun 5, 2026
#9	-5.62% Jul 30, 2024 - Aug 21, 2024	-2.34% Jan 7, 2026 - Jan 27, 2026
#10	-5.55% May 10, 2021 - Jun 8, 2021	-2.30% Jul 25, 2025 - Aug 12, 2025
#11	-5.27% Nov 24, 2021 - Dec 7, 2021	-2.23% Oct 8, 2025 - Oct 24, 2025
#12	-5.17% May 3, 2019 - Jun 20, 2019	-1.94% Dec 10, 2021 - Dec 23, 2021
#13	-4.64% Dec 8, 2021 - Dec 28, 2021	-1.87% Nov 11, 2024 - Nov 26, 2024
#14	-4.58% Jun 8, 2021 - Jul 29, 2021	-1.86% May 14, 2026 - May 26, 2026
#15	-4.45% Feb 24, 2021 - Mar 9, 2021	-1.71% Jul 14, 2021 - Jul 23, 2021