YGLD vs HOMZ

Comparison between Simplify Gold Strategy PLUS Income ETF (YGLD, ETF) and HOYA CAPITAL HOUSING ETF (HOMZ, ETF).

YGLD vs HOMZ - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	YGLD(ETF)	HOMZ(ETF)
Net Assets	$37M	$37M
Expense Ratio	0.53%	0.30%
Max Drawdown	46.07%	48.19%
Sharpe Ratio	0.22	-0.02
5Y Beta	0.71	0.72
P/E Ratio	N/A	21.02
Forward P/E	N/A	17.46
PEG Ratio	N/A	0.23
5Y Dividends CAGR	N/A	2.19%
5Y EPS CAGR	N/A	7.47%
Debt to Equity	N/A	37.61%
P/S Ratio	N/A	1.60
P/B Ratio	N/A	1.79

Net Assets

Winner

YGLD

$37M

HOMZ

$37M

Expense Ratio

YGLD

0.53%

Winner

HOMZ

0.30%

Max Drawdown

Winner

YGLD

46.07%

HOMZ

48.19%

Sharpe Ratio

Winner

YGLD

0.22

HOMZ

-0.02

5Y Beta

Winner

YGLD

0.71

HOMZ

0.72

P/E Ratio

YGLD

N/A

HOMZ

21.02

Forward P/E

YGLD

N/A

HOMZ

17.46

PEG Ratio

YGLD

N/A

HOMZ

0.23

5Y Dividends CAGR

YGLD

N/A

HOMZ

2.19%

5Y EPS CAGR

YGLD

N/A

HOMZ

7.47%

Debt to Equity

YGLD

N/A

HOMZ

37.61%

P/S Ratio

YGLD

N/A

HOMZ

1.60

P/B Ratio

YGLD

N/A

HOMZ

1.79

YGLD vs HOMZ - Historical Returns

Returns include dividend reinvestment.

Period	YGLD	HOMZ
1 month	-3.43%	+1.03%
3 months	-20.23%	+0.45%
6 months	-34.90%	-4.80%
1 year	+5.35%	+1.09%
5 years(CAGR)	N/A	+4.34%
Max(CAGR)	+29.00%	+10.97%

YGLD

-3.43%

Winner

HOMZ

+1.03%

YGLD

-20.23%

Winner

HOMZ

+0.45%

YGLD

-34.90%

Winner

HOMZ

-4.80%

Winner

YGLD

+5.35%

HOMZ

+1.09%

5Y(CAGR)

YGLD

N/A

HOMZ

+4.34%

Max(CAGR)

Winner

YGLD

+29.00%

HOMZ

+10.97%

YGLD vs HOMZ - Annual Returns (2019 - 2026)

Returns include dividend reinvestment.

Year	YGLD	HOMZ
2026	-19.99%	+0.85%
2025	+92.88%	+3.59%
2024	-4.17%	+10.02%
2023	N/A	+35.57%
2022	N/A	-27.47%
2021	N/A	+43.82%
2020	N/A	+16.60%
2019	N/A	+17.70%

YGLD vs HOMZ Drawdown Comparison

The maximum drawdown for YGLD was -43.30%, occurring on Jul 16, 2026. This drawdown has not yet recovered.

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

The current YGLD drawdown is -41.94%. The current HOMZ drawdown is -8.45%.

Rank	YGLD	HOMZ
#1	-43.30% Jan 28, 2026 - Jul 16, 2026	-48.10% Feb 20, 2020 - Oct 5, 2020
#2	-15.20% Oct 20, 2025 - Dec 23, 2025	-33.77% Jan 4, 2022 - Mar 7, 2024
#3	-10.55% Dec 11, 2024 - Jan 24, 2025	-22.90% Nov 25, 2024 - Apr 8, 2025
#4	-8.59% Dec 26, 2025 - Jan 12, 2026	-9.07% Oct 12, 2020 - Nov 16, 2020
#5	-7.87% Feb 13, 2025 - Mar 18, 2025	-8.98% Mar 28, 2024 - May 15, 2024
#6	-7.51% Jul 22, 2025 - Aug 29, 2025	-7.81% Sep 19, 2024 - Nov 25, 2024
#7	-6.23% Apr 2, 2025 - Apr 9, 2025	-7.07% May 15, 2024 - Jul 15, 2024
#8	-6.20% May 6, 2025 - Jun 2, 2025	-6.45% Sep 2, 2021 - Oct 22, 2021
#9	-5.85% Apr 21, 2025 - May 6, 2025	-5.62% Jul 30, 2024 - Aug 21, 2024
#10	-4.86% Jun 13, 2025 - Jul 22, 2025	-5.55% May 10, 2021 - Jun 8, 2021
#11	-4.62% Jun 4, 2025 - Jun 13, 2025	-5.27% Nov 24, 2021 - Dec 7, 2021
#12	-3.17% Oct 8, 2025 - Oct 13, 2025	-5.17% May 3, 2019 - Jun 20, 2019
#13	-2.77% Oct 16, 2025 - Oct 20, 2025	-4.64% Dec 8, 2021 - Dec 28, 2021
#14	-2.49% Jan 24, 2025 - Jan 30, 2025	-4.58% Jun 8, 2021 - Jul 29, 2021
#15	-1.92% Sep 16, 2025 - Sep 22, 2025	-4.45% Feb 24, 2021 - Mar 9, 2021