Compare · 2 funds side by side · dividends reinvested

HOMZ and VIG

HOMZHoya Capital×VIGVanguard×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$16,243VIG · best of the two

02 / 04

HOMZ and VIG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.50%+12.1%+14.3%+18.6%+10.2%−7.9%10.8%$109B1.1

Hoya Capital Housing ETFUnsorted0.30%2.81%−1.6%+0.5%+12.0%+2.9%−18.5%21.1%$35M1.9

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 · VIG 2006

Head to Head

Swap sides Versus in desk

Head to Head

Hoya Capital Housing ETF · $35M$11,522

HOMZ

VIG

Vanguard Dividend Appreciation ETF · $109B$16,243

$10,000 five years ago, dividends reinvested · they hold 3.6% in common

HOMZMeasureVIG

−1.6%Year to dateJan 1 → Nov 6+12.1%

+0.5%1 yearTotal return+14.3%

+12.0%3 years · per year$10,000 became $14,051 · $16,669+18.6%

+2.9%5 years · per year$10,000 became $11,522 · $16,243+10.2%

0.30%Expense ratio$30 · $4 a year on $10k · lower is better0.04%

2.81%Trailing 12-mo yield$281 · $150 a year on $10k1.50%

−18.5%Worst dropSmaller is better−7.9%

21.1%VolatilityLower is calmer10.8%

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

1–7VIG 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 VIG: Top 5 Holdings

Today

HOMZ

13.1%in top 5

VIG

in top 522.1%

HOMZStockVIG

not top 5MSFT4.9%

not top 5AAPL4.9%

not top 5AVGO4.3%

not top 5LLY4.1%

not top 5JPM3.9%

3.4%HDnot top 5

3.2%LOWnot top 5

3.0%VMRKnot top 5

1.8%PHMnot top 5

1.8%TOLnot top 5

Held in common3.6%

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

HOMZ vs VIG Returns, Every Period

Hoya CapitalHOMZ

+2.9%

5 years, per year

VIGVanguard

+10.2%

5 years, per year

HOMZVIGFaded: behind in that period

0–4VIG wins

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

Unsorted vs Income: HOMZ vs VIG

YTD

Hoya CapitalHOMZ

−1.6%

VIGVanguard

+12.1%

−1.6%Year to date+12.1%

−18.5%Worst drop · 1Y−7.9%

21.1%Volatility · 1Y10.8%

2.8%Yield1.5%

$35.1MAssets$109B

3–1VIG wins

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

Cost, Income and Risk

Fees: HOMZ, VIG

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

HOMZ0.30%$30

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

Yields: HOMZ, VIG

2.81%highest, HOMZ

FundTrailing yieldYield$10k

HOMZ2.81%$281

VIG1.50%$150

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

Income After Fees on $10,000

$251most kept, HOMZ

HOMZ$281 − $30 = $251

VIG$150 − $4 = $146

KeptFee

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

Overlap: HOMZ, VIG

Today

3.6%most shared, HOMZ and VIG

HOMZVIG

HOMZ—3.6%

VIG3.6%—

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

Return vs Bumpiness: 2 ETFs

+14.3%VIG, at 10.8% volatility

VIGWorst drop−7.9%10.8% 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

HOMZVIG

−1.6%Year to date+12.1%

2.8%Yield1.5%

+0.5%Past year+14.3%

0.30%Fee0.04%

3–1VIG 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

DGRO vs VIG

YTD

iSharesDGRO

+16.6%

VIGVanguard

+12.1%

+16.6%Year to date+12.1%

1.9%Yield1.5%

$44.9BAssets$109B

2–0DGRO 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%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026