HOMZ vs SCHD

HOMZ vs SCHD
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Quick Verdict

SCHD has a lower expense ratio. SCHD delivered stronger 1-year returns. SCHD offers more diversification with 104 holdings.

Lower Fees: SCHDHigher Returns: SCHDMore Diversified: SCHD

Side-by-Side Comparison

MetricHOMZSCHDWinner
Expense Ratio0.30%0.06%
AUM$36M$108.7B
Dividend Yield2.66%3.13%
Holdings97104
YTD Return+2.43%+28.70%
1Y Return+1.28%+32.27%
3Y Return (annualized)+9.88%+17.27%
5Y Return (annualized)+4.50%+10.23%
Volatility (annualized)24.4%13.7%
Max Drawdown-48.2%-33.4%
Fund FamilyHoya Capital Real Estate, LLCCharles Schwab Asset Management
CategoryEquityEquity
InceptionMar 19, 2019Oct 20, 2011

HOMZ vs SCHD Performance

Hoya Capital Housing ETF (HOMZ) is a ETF from Hoya Capital Real Estate, LLC and Schwab US Dividend Equity ETF (SCHD) is a ETF from Charles Schwab Asset Management. Over the past year HOMZ returned +1.28% while SCHD returned +32.27%. Year to date, HOMZ is up 2.43% versus a gain of 28.70% for SCHD.

Over three years, HOMZ compounded at +9.88% per year against +17.27% for SCHD; over five years the annualized figures are +4.50% and +10.23% respectively. Across the full 7-year window we track, SCHD has the edge at +11.63% annualized vs +10.34%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

HOMZ has been the more volatile fund, with annualized monthly volatility of 24.4% compared with 13.7% for SCHD. Lower volatility generally means a smoother ride, though it often comes with lower long-run returns.

The deepest peak-to-trough decline in our data was -48.2% for HOMZ and -33.4% for SCHD. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.

The two funds' monthly returns correlate at 0.79. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

HOMZ charges 0.30% per year while SCHD charges 0.06%. On a $10,000 position that is $30 vs $6 annually, a gap of $24 per year that compounds over a long holding period. On income, HOMZ currently yields 2.66% against 3.13% for SCHD.

Holdings Overlap

3.9%overlap

HOMZ and SCHD share 4 holdings out of 196 unique holdings combined, representing a 3.9% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in HOMZWeight in SCHDDifference
HD3.08%4.32%1.24%
FNF0.70%0.32%0.38%
ORI0.72%0.24%0.48%
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Frequently Asked Questions

Which is cheaper, HOMZ or SCHD?

HOMZ has an expense ratio of 0.30% while SCHD charges 0.06%. SCHD is the cheaper option. On a $10,000 investment, that is $24 per year of difference.

Which performed better, HOMZ or SCHD?

Over the past year HOMZ returned +1.28% vs +32.27% for SCHD, so SCHD leads on 1-year performance. Over the longest common window we track (7 years), HOMZ annualized +10.34% vs +11.63% for SCHD. Past performance does not guarantee future results.

Which is riskier, HOMZ or SCHD?

HOMZ has been the more volatile fund at 24.4% annualized versus 13.7% for SCHD. Worst drawdown: HOMZ -48.2% vs SCHD -33.4%.

Should I hold both HOMZ and SCHD?

HOMZ and SCHD have a monthly-return correlation of 0.79, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between HOMZ and SCHD?

HOMZ and SCHD share 4 common holdings with a 3.9% weight overlap. Combined, they hold 196 unique securities.

Which pays a higher dividend, HOMZ or SCHD?

HOMZ yields 2.66% while SCHD yields 3.13%, so SCHD currently pays the higher dividend yield.

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