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HOMZ - ETF AI Analysis
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Hoya Capital Housing ETF (HOMZ)
Rating:66Neutral
Price Target:
$50.00
Positive Factors
Strong Homebuilder Holdings
Several top holdings in the homebuilding sector, like DR Horton and PulteGroup, have delivered strong year-to-date performance, supporting the ETF’s returns.
Sector Diversification
The ETF spreads its investments across multiple sectors, including Real Estate, Consumer Cyclical, and Financials, reducing reliance on any single industry.
Reasonable Expense Ratio
The fund’s expense ratio is relatively low, making it a cost-effective choice compared to many actively managed funds.
Negative Factors
High Geographic Concentration
With nearly all its exposure in the U.S., the ETF lacks diversification across global markets, increasing vulnerability to domestic economic shifts.
Mixed Performance in Top Holdings
Some top holdings, like Lowe’s and Home Depot, have shown weak year-to-date performance, which may drag on overall returns.
Overweight in Real Estate
The ETF has significant exposure to the Real Estate sector, making it sensitive to downturns in housing and property markets.
HOMZ vs. SPDR S&P 500 ETF (SPY)
AUM34.61M
RegionNorth America
Expense Ratio0.30%
Beta0.81
IssuerHoya
Inception DateMar 19, 2019
Dividend Yield2.36%
Asset ClassEquity
Index TrackedHoya Capital Housing 100 Index
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume2,018
30 Day Avg. Volume2,488
Financial Highlights & Ratios
PEG RatioN/A
Price to Book (P/B)N/A
Price to Sales (P/S)N/A
P/FCF RatioN/A
Enterprise Value/Market CapN/A
Enterprise Value/RevenueN/A
Enterprise Value/Gross ProfitN/A
Enterprise Value/EbitdaN/A
Forecast
1Y Price Target
51.99Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering102
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
HOMZ Summary
The Hoya Capital Housing ETF (HOMZ) is an investment fund focused on the housing sector, including companies like Lowe's and Home Depot. It tracks the Hoya Capital Housing 100 Index, which covers a mix of homebuilders, real estate services, and home improvement businesses. This ETF is ideal for investors who believe in the long-term growth of the housing market and want to diversify their portfolio with exposure to this sector. However, new investors should note that the ETF's performance is closely tied to the housing market, which can be affected by interest rates and economic conditions.
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
The Hoya Capital Housing ETF (HOMZ) is deeply rooted in the U.S. housing sector, with a strong focus on homebuilders, real estate services, and home improvement companies. Recent performance has been a mixed bag: Toll Brothers and DR Horton are steady contributors, riding strong financial results and strategic management, while Lowe’s and Home Depot are lagging slightly, weighed down by bearish momentum and valuation concerns. Meanwhile, Wayfair’s rising stock adds a spark of optimism, though its financial instability remains a risk. With a clear concentration in housing-related industries, HOMZ offers a thematic play on the evolving real estate market.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Lowe's | 3.01% | $1.04M | $133.34B | -12.00% | 60 Neutral | |
| Home Depot | 2.95% | $1.02M | $381.31B | -7.60% | 75 Outperform | |
| Anywhere Real Estate ate | 2.04% | $707.28K | $1.23B | 190.25% | 58 Neutral | |
| Wayfair | 1.99% | $689.45K | $12.96B | 149.47% | 57 Neutral | |
| Toll Brothers | 1.79% | $620.68K | $12.88B | -11.69% | 78 Outperform | |
| Welltower | 1.73% | $598.22K | $126.52B | 37.13% | 77 Outperform | |
| DR Horton | 1.72% | $594.01K | $43.40B | -13.59% | 66 Neutral | |
| PulteGroup | 1.70% | $589.71K | $23.32B | -7.52% | 70 Outperform | |
| M/I Homes | 1.67% | $577.74K | $3.32B | -20.62% | 68 Neutral | |
| KB Home | 1.66% | $575.32K | $3.94B | -24.55% | 74 Outperform |
HOMZ Technical Analysis
Negative
―
Price Trends
46.56
Negative
45.69
Negative
44.59
Negative
Market Momentum
-0.51
Positive
33.84
Neutral
20.20
Neutral
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For HOMZ, the sentiment is Negative. The current price of undefined is equal to the 20-day moving average (MA) of 45.27, equal to the 50-day MA of 46.56, and equal to the 200-day MA of 44.59, indicating a bearish trend. The MACD of -0.51 indicates Positive momentum. The RSI at 33.84 is Neutral, neither overbought nor oversold. The STOCH value of 20.20 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Negative sentiment for HOMZ.
HOMZ Peer Comparison
Comparison Results
Performance Comparison
HOMZ
Hoya Capital Housing ETF
44.18
-3.90
-8.11%
ELFY
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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.
Disclaimer
This 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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