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HOMZ
+1.60 · +3.50%
$47.38 · NYSE ARCA

The Hoya Capital Housing ETF (HOMZ) ETF Analysis | Mid-Cap Value

Hoya Capital Real Estate · USA
AUM:$36.6M
#– of – in Mid-Cap Value ETFs

Educational tool only – Figures are based on historical data, holdings and expense metrics for informational purposes. This is not financial advice or a recommendation to buy or sell any security. Always conduct your own research or consult a qualified financial adviser.

Market Performance

HOMZ returned +4.3% over the past year, broadly in line with flat market conditions.

Cost Efficiency

Ongoing charge of 0.30% — competitive for the exposure provided.

What is HOMZ?

The index is a rules-based index composed of 100 companies that collectively represent the performance of the U. Normally at least 80% of the fund"s net assets will be invested in real estate and housing-related companies.

Performance Highlights

Returns (%)
Top Sectors (%)

Investment Breakdown

Modest 1-Year Return
HOMZ returned 4.3% over the past year.
Competitive Expense Ratio
Expense ratio of 0.30% — reasonable for the index exposure provided.
Broadly Diversified
Top 10 holdings represent just 20.0% of the ETF — exposure spread across many positions.
ETF Information
AUM$36.6M
Expense Ratio0.30%
Dividend Yield2.48%
Holdings50
Inception DateMar 2019
Domicile–
Distribution–
Index–
ProviderHoya Capital Real Estate
Beta1.28
CategoryMid-Cap Value
CurrencyUSD
Portfolio Impact

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Example preview
6168
+7 points · better diversified

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Uses ISF.L (iShares FTSE 100 ETF)
Indicators

Performance Metrics

Historical returns

6M
-4.1%
1Y
-3.3%
3Y
+26.3%
5Y
+19.5%
OpenBook InsightIf you had invested £10,000 in HOMZ 5 years ago, it would have grown to £11,955 — a gain of £1,955.

Annual Returns

Calendar year performance

HOMZ delivered positive returns in 4 of the last 5 calendar years.
YearHOMZ
2026 YTD+0.4%
2025+3.6%
2024+10.0%
2023+35.6%
2022-27.5%
CAGR 4yr+2.9%
4/5 positive yearsAvg return: +4.4%Worst year: -27.5% (2022)

Technical Analysis Summary

Automated insights from historical price action and indicators

Technical Regime: NEGATIVE
Trend Strength
0%
Negative
Volatility
19.6%
Low
Momentum
-0.9%
30-day change
Support Level
45.38
Key floor
Key Insights
  • Price is currently below all major moving averages, indicating a weaker trend profile.
  • Price is consolidating, with low momentum over the recent period.
  • Monitor key support and resistance levels as part of broader risk assessment.
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