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