Compare · 2 funds side by side · dividends reinvested

HOMZ and SCHD

HOMZHoya Capital×SCHDSchwab×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$16,267SCHD · best of the two

02 / 04

HOMZ and SCHD, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%3.00%+31.4%+37.0%+20.0%+10.2%−6.9%11.7%$120B1.0

Hoya Capital Housing ETFUnsorted0.30%2.81%−1.6%+0.5%+12.0%+2.9%−18.5%21.1%$33M2.0

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 6, 2026 · returns include dividends · since: HOMZ 2019 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

Hoya Capital Housing ETF · $33M$11,522

HOMZ

SCHD

Schwab U.S. Dividend Equity ETF · $120B$16,267

$10,000 five years ago, dividends reinvested · they hold 4.1% in common

HOMZMeasureSCHD

−1.6%Year to dateJan 1 → Nov 6+31.4%

+0.5%1 yearTotal return+37.0%

+12.0%3 years · per year$10,000 became $14,051 · $17,266+20.0%

+2.9%5 years · per year$10,000 became $11,522 · $16,267+10.2%

0.30%Expense ratio$30 · $6 a year on $10k · lower is better0.06%

2.81%Trailing 12-mo yield$281 · $300 a year on $10k3.00%

−18.5%Worst dropSmaller is better−6.9%

21.1%VolatilityLower is calmer11.7%

HOMZSCHD Winner of the row, in its colourEach row: the bigger of the two fills its side

0–8SCHD wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

HOMZ vs SCHD: Top 5 Holdings

Today

HOMZ

13.1%in top 5

SCHD

in top 521.4%

HOMZStockSCHD

not top 5PG4.5%

3.4%HD4.3%

not top 5TXN4.3%

not top 5KO4.3%

not top 5AMGN4.1%

3.2%LOWnot top 5

3.0%VMRKnot top 5

1.8%PHMnot top 5

1.8%TOLnot top 5

Held in common4.1%

End-of-day Nov 6, 2026 · share of each fund

HOMZ vs SCHD Returns, Every Period

Hoya CapitalHOMZ

+2.9%

5 years, per year

SCHDSchwab

+10.2%

5 years, per year

HOMZSCHDFaded: behind in that period

0–4SCHD wins

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

Unsorted vs Income: HOMZ vs SCHD

YTD

Hoya CapitalHOMZ

−1.6%

SCHDSchwab

+31.4%

−1.6%Year to date+31.4%

−18.5%Worst drop · 1Y−6.9%

21.1%Volatility · 1Y11.7%

2.8%Yield3.0%

$32.8MAssets$120B

4–0SCHD wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: HOMZ, SCHD

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

HOMZ0.30%$30

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: HOMZ, SCHD

3.00%highest, SCHD

FundTrailing yieldYield$10k

SCHD3.00%$300

HOMZ2.81%$281

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$294most kept, SCHD

SCHD$300 − $6 = $294

HOMZ$281 − $30 = $251

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: HOMZ, SCHD

Today

4.1%most shared, HOMZ and SCHD

HOMZSCHD

HOMZ—4.1%

SCHD4.1%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+37.0%SCHD, at 11.7% volatility

SCHDWorst drop−6.9%11.7% vol

HOMZWorst drop−18.5%21.1% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

SCHDHOMZ

+31.4%Year to date−1.6%

3.0%Yield2.8%

+37.0%Past year+0.5%

0.06%Fee0.30%

4–0SCHD wins

End-of-day Nov 6, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$178BAssets$778B

2–0SPYM wins

End-of-day Nov 6, 2026