The Hoya Capital Etf Profile
| HOMZ Etf | USD 51.30 0.11 0.21% |
Performance7 of 100
| Odds Of DistressLess than 9
|
Hoya Capital is trading at 51.30 as of the 28th of November 2024; that is 0.21 percent increase since the beginning of the trading day. The etf's open price was 51.19. Hoya Capital has less than a 9 % chance of experiencing financial distress in the next few years but had a somewhat ok performance during the last 90 days. Equity ratings for The Hoya Capital are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 9th of December 2022 and ending today, the 28th of November 2024. Click here to learn more.
The index is a rules-based index composed of 100 companies that collectively represent the performance of the U.S. residential housing industry. Hoya Capital is traded on NYSEARCA Exchange in the United States. More on The Hoya Capital
Moving together with Hoya Etf
Hoya Etf Highlights
| Thematic Ideas | (View all Themes) |
| Business Concentration | Sector ETFs, Real Estate ETFs, Mid-Cap Value, Hoya Capital Real Estate (View all Sectors) |
| Issuer | Hoya Capital |
| Inception Date | 2019-03-19 |
| Benchmark | Hoya Capital Housing 100 Index |
| Entity Type | Regulated Investment Company |
| Asset Under Management | 48.64 Million |
| Asset Type | Real Estate |
| Category | Sector |
| Focus | Real Estate |
| Market Concentration | Developed Markets |
| Region | North America |
| Administrator | U.S. Bancorp Fund Services, LLC |
| Advisor | Hoya Capital Real Estate, LLC |
| Custodian | U.S. Bank, N.A. |
| Distributor | Quasar Distributors, LLC |
| Portfolio Manager | Dustin Lewellyn, Ernesto Tong, Anand Desai |
| Transfer Agent | U.S. Bancorp Fund Services, LLC |
| Fiscal Year End | 31-Dec |
| Exchange | NYSE Arca, Inc. |
| Number of Constituents | 101 |
| Market Maker | Virtu Financial |
| Total Expense | 0.3 |
| Management Fee | 0.3 |
| Country Name | USA |
| Returns Y T D | 23.33 |
| Name | The Hoya Capital Housing ETF |
| Currency Code | USD |
| Open Figi | BBG00NLMS587 |
| In Threey Volatility | 25.38 |
| 1y Volatility | 23.91 |
| 200 Day M A | 45.5294 |
| 50 Day M A | 49.5781 |
| Code | HOMZ |
| Updated At | 27th of November 2024 |
| Currency Name | US Dollar |
| In Threey Sharp Ratio | 0.2 |
The Hoya Capital [HOMZ] is traded in USA and was established 2019-03-19. The fund is listed under Mid-Cap Value category and is part of Hoya Capital Real Estate family. The entity is thematically classified as Sector ETFs. Hoya Capital currently have 33.18 M in assets under management (AUM). , while the total return for the last 3 years was 8.1%.
Check Hoya Capital Probability Of Bankruptcy
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Hoya Etf. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Hoya Etf, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as The Hoya Capital Etf, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top The Hoya Capital Etf Constituents
| DHI | DR Horton | Stock | Consumer Discretionary | |
| VTR | Ventas Inc | Stock | Real Estate | |
| OSTK | Overstockcom | Stock | Consumer Discretionary | |
| EQR | Equity Residential | Stock | Real Estate | |
| INVH | Invitation Homes | Stock | Real Estate | |
| SUI | Sun Communities | Stock | Real Estate | |
| TMHC | Taylor Morn Home | Stock | Consumer Discretionary | |
| MAA | Mid America Apartment Communities | Stock | Real Estate |
Hoya Capital Risk Profiles
The market premium is part of the Capital Asset Pricing Model (CAPM), which most analysts and investors use to calculate the acceptable rate of return on investment in Hoya Capital. At the center of the CAPM is the concept of risk and reward, which is usually communicated by investors using alpha and beta measures.
| Risk Adjusted Performance | 0.0576 | |||
| Jensen Alpha | (0.01) | |||
| Total Risk Alpha | (0.10) | |||
| Sortino Ratio | (0.05) |
Hoya Capital Against Markets
Check out Risk vs Return Analysis to better understand how to build diversified portfolios, which includes a position in The Hoya Capital. Also, note that the market value of any etf could be closely tied with the direction of predictive economic indicators such as signals in population. You can also try the Insider Screener module to find insiders across different sectors to evaluate their impact on performance.
The market value of Hoya Capital is measured differently than its book value, which is the value of Hoya that is recorded on the company's balance sheet. Investors also form their own opinion of Hoya Capital's value that differs from its market value or its book value, called intrinsic value, which is Hoya Capital's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because Hoya Capital's market value can be influenced by many factors that don't directly affect Hoya Capital's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between Hoya Capital's value and its price as these two are different measures arrived at by different means. Investors typically determine if Hoya Capital is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Hoya Capital's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.