Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| HOMZ (Hoya Capital Housing ETF) | -2.29% | 5.45% | 9.73% | 3.63% | NA | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 03/21/2019
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| HOMZ (Hoya Capital Housing ETF) | 03/21/2019 | 06/05/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.09 | 5.45 | 9.73 | 3.63 | NA | NA | NA | … | … | -2.29 | 2.71 | 9.49 | 36.52 | -28.15 | 40.98 | 15.79 | 15.64 |
| Sharpe Ratio | NA | 0.17 | 0.37 | 0.06 | NA | NA | NA | … | … | -0.40 | -0.01 | 0.31 | 1.59 | -1.08 | 2.51 | 0.34 | 1.68 |
| Standard Deviation(%) | NA | 19.51 | 20.25 | 21.43 | NA | NA | NA | … | … | 20.52 | 21.30 | 18.69 | 20.84 | 27.60 | 16.28 | 44.91 | 11.30 |
| Draw Down(%) | NA | 16.71 | 22.91 | 33.76 | NA | NA | NA | … | … | 16.71 | 16.70 | 12.81 | 19.78 | 33.76 | 6.44 | 48.11 | 5.22 |
| Yield(%) | 0.00 | 2.79 | 2.94 | 2.20 | 2.37 | 1.58 | 1.18 | … | … | 1.07 | 2.57 | 2.30 | 2.75 | 1.45 | 1.72 | 3.58 | 1.06 |
Data as of 06/05/2026, Common starting date is 03/21/2019
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HOMZ (Hoya Capital Housing ETF) |
2.41%
Dec 2021 – Dec 2024 |
3.77%
May 2021 – May 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HOMZ (Hoya Capital Housing ETF) |
24.63%
Mar 2020 – Mar 2023 |
21.44%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart