HOMZ vs VOO

HOMZ vs VOO

Which is better, HOMZ or VOO?

Mid Cap Value against Large Cap Blend.

VOO has a lower expense ratio. VOO led over 1Y, 3Y, 5Y and the full window. HOMZ is less concentrated, with 20.0% of the fund in its ten largest positions against 37.6%.

Lower Fees: VOOHigher Returns: VOOLess Concentrated: HOMZ

MarketXLS is not an investment adviser. This comparison is generated automatically from market data and is for information only. A Best mark means the better reading on that one measure, not a recommendation to buy.

Side-by-Side Comparison

MetricHOMZVOO
Expense Ratio0.30%0.03%Best
AUM$34M$997.4B
Dividend Yield2.66%1.04%
Holdings101509
YTD Return-4.05%+11.48%Best
1Y Return-8.67%+15.94%Best
3Y Return (annualized)+7.47%+21.01%Best
5Y Return (annualized)+3.21%+12.66%Best
Volatility (annualized)24.4%16.5%Best
Max Drawdown-48.2%-34.3%Best
$10,000 over 5 years$11,711$18,149Best
Top 10 Weight20.0%Best37.6%
Fund FamilyHoya Capital Real Estate, LLCVanguard (US)
CategoryEquityEquity
StyleMid Cap ValueLarge Cap Blend
InceptionMar 19, 2019Sep 7, 2010

Volatility and max drawdown are measured over the window both funds cover: Mar 20, 2019 to Sep 15, 2026 (7.5 years).

HOMZ vs VOO growth

Month-end closes. Both lines start at 0% in the first month shown, so the gap between them is the difference in growth across that window. The full view covers the 7.5 years both funds cover.

HOMZ vs VOO Performance

Hoya Capital Housing ETF (HOMZ) is an ETF from Hoya Capital Real Estate, LLC and Vanguard S&P 500 ETF (VOO) is an ETF from Vanguard (US). Over the past year HOMZ returned -8.67% while VOO returned +15.94%. Year to date, HOMZ is down 4.05% versus a gain of 11.48% for VOO.

Over three years, HOMZ compounded at +7.47% per year against +21.01% for VOO; over five years the annualized figures are +3.21% and +12.66% respectively. Across the full 8-year window we track, VOO has the edge at +15.25% annualized vs +9.28%.

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 16.5% for VOO. 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 -34.3% for VOO. Drawdown depth is what each fund did in the worst stretch of the window measured above.

The two funds' monthly returns correlate at 0.81. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

HOMZ charges 0.30% per year while VOO charges 0.03%. On a $10,000 position that is $30 vs $3 annually, a gap of $27 per year that compounds over a long holding period. On income, HOMZ currently yields 2.66% against 1.04% for VOO.

Holdings Overlap

HOMZ already in VOO37.8%
VOO already in HOMZ2.7%

37.8% of HOMZ's money is in holdings VOO also owns. 2.7% of VOO's money is in holdings HOMZ also owns.

The two portfolios partly overlap.

29 positions in common, counted across the 99 positions we hold weights for in HOMZ and 494 in VOO, against full books of 101 and 509.

What only one of them owns

Our book lists 458 positions for VOO that do not appear in our book for HOMZ (96.5% of the fund), and 68 for HOMZ that do not appear in VOO (60.3%).

Some of those will be the same company recorded under a different code in one of the two books, so the real difference in what you would own is no larger than this and may be smaller. We do not name the individual positions here for that reason.

Top Shared Holdings

StockWeight in HOMZWeight in VOODifference
HDHome Depot Inc/The3.03%0.51%2.52%
EQRVivmark Residential2.92%0.04%2.88%
LOWLowes Cos., Inc.2.77%0.18%2.59%
WELLWelltower, Inc.1.65%0.26%1.39%
VTRVentas  Inc .1.56%0.07%1.49%
PHMPultegroup Inc.1.58%0.04%1.54%
NVRNvr Inc.1.56%0.03%1.53%
PSAPublic Storage1.47%0.08%1.39%
DHIDr Horton Inc.1.48%0.06%1.42%
ESSEssex Property1.49%0.03%1.46%

37.8% of HOMZ is already inside VOO.

You probably hold more than these two. Add the rest and see how much of the whole book is the same companies twice.

HOMZVOO

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Frequently Asked Questions

Which is cheaper, HOMZ or VOO?

HOMZ has an expense ratio of 0.30% while VOO charges 0.03%. VOO is the cheaper option, by $27 a year on a $10,000 investment.

Which performed better, HOMZ or VOO?

Over the past year HOMZ returned -8.67% vs +15.94% for VOO, so VOO leads on 1-year performance. Over the longest common window we track (8 years), HOMZ annualized +9.28% vs +15.25% for VOO. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, HOMZ or VOO?

HOMZ has been the more volatile fund at 24.4% annualized versus 16.5% for VOO. Worst drawdown: HOMZ -48.2% vs VOO -34.3%.

Should I hold both HOMZ and VOO?

HOMZ and VOO have a monthly-return correlation of 0.81, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.

What is the holdings overlap between HOMZ and VOO?

37.8% of HOMZ's money is in holdings VOO also owns. 2.7% of VOO's is in holdings HOMZ also owns. They hold 29 positions in common, counted across the 99 positions we hold weights for in HOMZ and 494 in VOO.

Which pays a higher dividend, HOMZ or VOO?

HOMZ yields 2.66% while VOO yields 1.04%, so HOMZ currently pays the higher dividend yield.

Is VOO better than HOMZ?

VOO has a lower expense ratio. VOO led over 1Y, 3Y, 5Y and the full window. HOMZ is less concentrated, with 20.0% of the fund in its ten largest positions against 37.6%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.