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HOMZ - ETF AI Analysis

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HOMZ

Hoya Capital Housing ETF (HOMZ)

Rating:67Neutral
Price Target:
HOMZ, the Hoya Capital Housing ETF, earns a solid overall rating driven by strong performers like Toll Brothers (TOL) and Welltower (WELL), which benefit from robust financial results, strategic growth plans, and supportive technical trends in housing and senior living. Public Storage (PSA) and Equity Lifestyle (ELS) also add strength with healthy financials and positive earnings commentary, though bearish technical signals and concerns about high valuations in some holdings, along with leverage risks at names like Home Depot (HD), slightly weigh on the fund’s rating and highlight sector and interest-rate sensitivity as key risks.
Positive Factors
Strong Performance from Several Top Holdings
Many of the largest positions, including homebuilders and storage REITs, have shown strong gains this year, helping support the fund’s overall results.
Balanced Exposure Across Housing-Related Industries
The ETF spreads its investments across real estate, consumer cyclical, financials, and industrials, reducing reliance on any single part of the housing market.
Moderate Expense Ratio
The fund’s management fee is reasonably low for a specialized housing ETF, allowing investors to keep more of their returns over time.
Negative Factors
Narrow Focus on the U.S. Housing Market
With almost all assets in U.S. companies, the fund is heavily tied to the health of the domestic housing and related sectors.
Recent Choppy Performance
While the fund has had a strong recent month, its performance over the past few months and year-to-date has been weak, signaling uneven momentum.
Sector Concentration Risk
Large weights in real estate and consumer cyclical stocks mean the ETF could be hit hard if housing activity slows or consumer spending weakens.

HOMZ vs. SPDR S&P 500 ETF (SPY)

HOMZ Summary

HOMZ is the Hoya Capital Housing ETF, which follows the Hoya Capital Housing 100 Index and focuses on the U.S. housing theme. It owns a mix of companies tied to the housing market, including homebuilders, storage and rental real estate, and home improvement stores. Well-known holdings include Home Depot and Lowe’s. Someone might invest in HOMZ to get broad exposure to the housing sector in a single investment, hoping to benefit from long-term housing demand. A key risk is that it is heavily tied to the housing market, so it can rise or fall sharply with housing cycles and interest rates.
How much will it cost me?The Hoya Capital Housing ETF (HOMZ) has an expense ratio of 0.3%, which means you’ll pay $3 per year for every $1,000 invested. This is slightly higher than average because HOMZ is actively managed and focuses on a specific sector, the housing market, which requires more specialized research and management. It’s a good option if you’re looking for targeted exposure to the housing industry.
What would affect this ETF?The Hoya Capital Housing ETF (HOMZ) could benefit from positive trends in the U.S. housing market, such as population growth, increased demand for housing, and advancements in construction technology, which support its focus on homebuilders, real estate services, and home improvement companies. However, rising interest rates or a slowdown in the U.S. economy could negatively impact the housing sector by reducing affordability and demand for new homes. Additionally, changes in regulations or supply chain disruptions could pose challenges for companies in its top holdings like Lowe's and Home Depot.

HOMZ Top 10 Holdings

HOMZ is a pure play on the U.S. housing ecosystem, with performance lately leaning on homebuilders and storage REITs while big-box retailers wobble. Tri Pointe, Toll Brothers, and PulteGroup have been rising, giving the fund a lift as demand for new homes stays resilient. Public Storage, Extra Space Storage, and CubeSmart are also pulling their weight, adding steady income and growth. Meanwhile, Home Depot and Lowe’s have been more mixed, occasionally losing steam and keeping returns in check. Overall, it’s a housing-heavy, U.S.-centric bet with real estate and consumer cyclicals in the driver’s seat.
Name
Company Name
Weight %
Market Value
Market Cap
Yearly Gain
Overall Rating
Lowe's3.16%$1.11M$136.91B9.68%
69
Neutral
Home Depot2.97%$1.04M$334.56B-6.90%
66
Neutral
Tri Pointe2.18%$763.81K$3.99B54.67%
73
Outperform
Public Storage1.73%$607.95K$54.12B4.58%
73
Outperform
Toll Brothers1.69%$592.13K$13.89B45.73%
77
Outperform
Cubesmart1.65%$579.50K$9.05B-1.46%
68
Neutral
DR Horton1.65%$579.32K$45.34B27.29%
66
Neutral
Extra Space Storage1.64%$574.47K$31.35B-1.67%
66
Neutral
PulteGroup1.61%$563.56K$24.30B25.25%
70
Outperform
Ventas1.60%$561.01K$40.71B23.65%
68
Neutral

HOMZ Technical Analysis

Technical Analysis Sentiment
Neutral
Last Price
Price Trends
50DMA
44.29
Positive
100DMA
45.61
Negative
200DMA
45.52
Negative
Market Momentum
MACD
0.36
Negative
RSI
52.75
Neutral
STOCH
19.77
Positive
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For HOMZ, the sentiment is Neutral. The current price of undefined is equal to the 20-day moving average (MA) of 44.44, equal to the 50-day MA of 44.29, and equal to the 200-day MA of 45.52, indicating a neutral trend. The MACD of 0.36 indicates Negative momentum. The RSI at 52.75 is Neutral, neither overbought nor oversold. The STOCH value of 19.77 is Positive, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Neutral sentiment for HOMZ.

HOMZ Peer Comparison

Comparison Results
Name
Price
Price Target
AUM
Expense Ratio
Overall Rating
$34.85M0.30%
67
Neutral
$99.25M0.50%
70
Outperform
$94.36M0.85%
65
Neutral
$87.97M1.06%
72
Outperform
$46.32M0.35%
68
Neutral
$36.99M0.65%
76
Outperform
Performance Comparison
Ticker
Company Name
Price
Change
% Change
HOMZ
Hoya Capital Housing ETF
44.74
2.44
5.77%
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Glossary
BuyAn ETF rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF is likely to deliver higher returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldAn ETF rated as a "Hold" s expected to perform in line with the overall market or a specific benchmark. This rating indicates that the ETF is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellAn ETF rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF may deliver lower returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
DisclaimerThis AI Analyst ETF Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in ETFs carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.Date of analysis: ―
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