The portfolio maintains a sizable cost advantage over competitors, priced within the cheapest fee quintile among peers.
The Hoya Capital Housing ETF HOMZ
Morningstar’s Analysis HOMZ
Will HOMZ outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 18.5
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
The Home Depot Inc | 3.03 | 1.3 Mil | Consumer Cyclical |
Lowe's Companies Inc | 3.02 | 1.3 Mil | Consumer Cyclical |
NexPoint Residential Trust Inc | 1.58 | 663,744 | Real Estate |
Independence Realty Trust Inc | 1.56 | 655,365 | Real Estate |
Ventas Inc | 1.56 | 654,698 | Real Estate |
Extra Space Storage Inc | 1.55 | 649,748 | Real Estate |
Welltower Inc | 1.54 | 647,365 | Real Estate |
Essex Property Trust Inc | 1.54 | 645,310 | Real Estate |
Camden Property Trust | 1.54 | 644,448 | Real Estate |
Equity Lifestyle Properties Inc | 1.53 | 643,678 | Real Estate |