Home 
Today's Top Picks 
Top Performers 
Watchlist 
My Robo Portfolios 
ETF Zone 
Help & Tutorial 
Cancel anytime
- Chart
- Upturn Summary
- Highlights
Upturn AI SWOT - About
The Hoya Capital Housing ETF (HOMZ)
- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- Pass (Skip investing)
Stock price based on last close (see disclosures)
- ALL
- YEAR
- MONTH
- WEEK
Upturn Advisory Summary
03/11/2025: HOMZ (1-star) is currently NOT-A-BUY. Pass it for now.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
AI Based Fundamental Rating
Moderate Performance
These Stocks/ETFs, based on Upturn Advisory, typically align with the market average, offering steady but unremarkable returns.
Analysis of Past Performance
Type ETF | Historic Profit 18.09% | Avg. Invested days 53 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  3.0 | ETF Returns Performance  3.0 |
| Profits based on simulation | Last Close 03/11/2025 |
Key Highlights
Volume (30-day avg) 2845 | Beta 1.26 | 52 Weeks Range 39.96 - 51.54 | Updated Date 04/1/2025 |
52 Weeks Range 39.96 - 51.54 | Updated Date 04/1/2025 |
Upturn AI SWOT
The Hoya Capital Housing ETF
ETF Overview
Overview
The Hoya Capital Housing ETF (HOMZ) seeks to provide investment results that correspond generally to the price and yield performance, before fees and expenses, of the Hoya Capital Housing 100 Index. It provides exposure to the US housing sector, focusing on real estate operators, home builders, home improvement companies, and related industries.
Reputation and Reliability
Hoya Capital is a smaller ETF issuer with a focus on real estate and housing-related investments. Their reputation is still developing within the larger ETF market, but they are known for their specialization.
Management Expertise
Hoya Capital's management team has expertise in real estate investment and analysis, which is reflected in their specialized ETF offerings.
Investment Objective
Goal
The fund's goal is to track the investment results of an index composed of 100 U.S. companies involved in the housing industry.
Investment Approach and Strategy
Strategy: The ETF aims to track the Hoya Capital Housing 100 Index, a rules-based index designed to measure the performance of the U.S. Housing Industry.
Composition The ETF primarily holds stocks of companies involved in various aspects of the housing industry, including residential REITs, home builders, home improvement retailers, and related technology and service providers.
Market Position
Market Share: HOMZ's market share in the housing-related ETF sector is relatively small compared to broader real estate ETFs.
Total Net Assets (AUM): 57300000
Competitors
Key Competitors
- ITB
- XHB
- REZ
- VNQ
Competitive Landscape
The housing ETF market is competitive, with larger, more established ETFs like ITB and XHB dominating in terms of AUM and trading volume. HOMZ offers a more specialized focus on the entire housing ecosystem, which can be an advantage for investors seeking targeted exposure. However, its smaller size and lower liquidity may be disadvantages compared to its larger competitors.
Financial Performance
Historical Performance: Historical performance data needs to be sourced from financial data providers. A structured array cannot be provided without a specific timeframe and performance values.
Benchmark Comparison: Benchmark comparison requires specific historical performance data that needs to be sourced from financial data providers.
Expense Ratio: 0.3
Liquidity
Average Trading Volume
The average trading volume for HOMZ is moderate, indicating reasonable, but not high, liquidity.
Bid-Ask Spread
The bid-ask spread for HOMZ varies, generally reflecting its moderate trading volume.
Market Dynamics
Market Environment Factors
Economic indicators such as interest rates, housing starts, and consumer confidence significantly impact HOMZ. The overall health of the housing market and related sectors is a key driver of its performance.
Growth Trajectory
The growth trajectory of HOMZ depends on the performance of the US housing market and the ability of Hoya Capital to effectively manage the fund's portfolio. Changes in strategy would be reflected in the fund's holdings and performance relative to its benchmark.
Moat and Competitive Advantages
Competitive Edge
HOMZ's competitive advantage lies in its specialized focus on the entire U.S. housing ecosystem, offering broader exposure beyond just home builders or REITs. This allows investors to capture the growth potential of related industries like home improvement, technology, and services. Hoya Capital's expertise in real estate provides a deep understanding of the housing market dynamics. However, it lacks the AUM and liquidity of its larger competitors.
Risk Analysis
Volatility
HOMZ's volatility is generally correlated with the volatility of the housing market and related sectors.
Market Risk
HOMZ is subject to market risk associated with the housing sector, including economic downturns, interest rate changes, and shifts in consumer spending habits.
Investor Profile
Ideal Investor Profile
The ideal investor profile for HOMZ is someone seeking targeted exposure to the US housing market and its related industries, who understands the sector's cyclical nature and is comfortable with a specialized ETF.
Market Risk
HOMZ may be suitable for long-term investors seeking diversified exposure to the housing sector, but less so for active traders due to its moderate liquidity.
Summary
The Hoya Capital Housing ETF (HOMZ) offers targeted exposure to the US housing sector, encompassing home builders, REITs, and related industries. It aims to track the Hoya Capital Housing 100 Index. While it provides a specialized focus, its smaller AUM and moderate liquidity may not be ideal for all investors. The fund's performance is closely tied to the overall health and dynamics of the US housing market, making it a cyclical investment.
Similar Companies
REZ
iShares Residential and Multisector Real Estate ETF
REZ
iShares Residential and Multisector Real Estate ETF
VNQ
Vanguard Real Estate Index Fund ETF Shares
VNQ
Vanguard Real Estate Index Fund ETF Shares
XHB
SPDR® S&P Homebuilders ETF
XHB
SPDR® S&P Homebuilders ETF
Sources and Disclaimers
Data Sources:
- Hoya Capital website
- ETF.com
- Bloomberg
- SEC filings
Disclaimers:
The information provided is for informational purposes only and should not be considered financial advice. Investors should conduct their own research and consult with a financial advisor before making any investment decisions. Data is as of October 26, 2023, and is subject to change.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About The Hoya Capital Housing ETF
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
The index is a rules-based index composed of 100 companies that collectively represent the performance of the U.S. residential housing industry. Normally at least 80% of the fund"s net assets will be invested in real estate and housing-related companies. It will generally use a "replication" strategy to achieve its investment objective, meaning it generally will invest in all of the component securities of the index in approximately the same proportion as in the index.
Upturn is now on iOS and Android!
Experience Upturn on your mobile. Install it now!
Note: This website is maintained by Upturn Corporation, which is an investment adviser registered with the U.S. Securities and Exchange Commission. Such registration does not imply a certain level of skill or training. Investing in securities has risks. Past performance is no guarantee of future returns. No assurance is provided as to any particular investment return, and you may lose money using our services. You are strongly advised to consult appropriate counsel before making any investments in companies you learn about through our services. You should obtain appropriate legal, tax, investment, accounting, and other advice that takes into account your investment portfolio and overall financial situation. You are solely responsible for conducting due diligence on a potential investment. We do not affect trades for you. You will select your own broker through which to transact. Investments are not FDIC insured, they are not guaranteed, and they may lose value. Please see the Privacy Policy, Terms of Use, and Disclosure for more information.