The Hoya Capital Housing ETF

Shareclass
The Hoya Capital Housing ETF (HOMZ)
Type
Exchange-traded fund

Equity & Justice

Exclusions







EQUITY & JUSTICE RATINGS

Gender Equality
Diversity Disclosures
Racial Justice
LGBTQ+ Equity

GENDER EQUALITY

Fund The Hoya Capital Housing ETF

FUND COVERAGE
# of holdings85
% of assets85%
Score
46 / 100
Rank

74.5 percentile

Group: U.S. Small/Mid Cap Equity

Rank: #278 out of 1,085

Grade
B

Gender equality ratings are calculated using data from the Equileap Gender Equality Scorecard from Equileap.

Sub-scores & KPIs

Gender Equality: Gender Balance in Leadership and Workforce

25 / 40

Gender Equality: Equal Compensation and Work Life Balance

4 / 30

Gender Equality: Policies Promoting Gender Equality

17 / 20

Gender Equality: Commitment, Transparency, and Accountability

0 / 10

Fund Holdings: Gender Equality

Highest scoring holdings

Highest scoring holdings

Top 10 holdings by Gender Equality score

  • Holding
    % invested
    USD$
  • 1. Welltower Inc
         % of fund invested: 1.69%
         $USD invested: $587,475
  • 2. Wells Fargo & Co
         % of fund invested: 0.74%
         $USD invested: $256,909
  • 3. Zillow Group Inc Class C
         % of fund invested: 0.7%
         $USD invested: $244,285
  • 4. Owens-Corning Inc
         % of fund invested: 0.69%
         $USD invested: $238,834
  • 5. Ventas Inc
         % of fund invested: 1.61%
         $USD invested: $557,114
  • 6. AvalonBay Communities Inc
         % of fund invested: 1.23%
         $USD invested: $425,060
  • 7. Tri Pointe Homes Inc
         % of fund invested: 1.49%
         $USD invested: $516,511
  • 8. Camden Property Trust
         % of fund invested: 1.23%
         $USD invested: $426,073
  • 9. Sherwin-Williams Co
         % of fund invested: 0.71%
         $USD invested: $245,942
  • 10. Citizens Financial Group Inc
         % of fund invested: 0.8%
         $USD invested: $276,580
Lowest scoring holdings

Lowest scoring holdings

Bottom 10 holdings by Gender Equality score

  • Holding
    % invested
    USD$
  • 1. Rithm Capital Corp
         % of fund invested: 0.61%
         $USD invested: $212,050
  • 2. LGI Homes Inc
         % of fund invested: 0.55%
         $USD invested: $191,807
  • 3. Compass Inc Class A
         % of fund invested: 0.8%
         $USD invested: $277,853
  • 4. Lennar Corp Class A
         % of fund invested: 1.64%
         $USD invested: $569,590
  • 5. Champion Homes Inc
         % of fund invested: 0.57%
         $USD invested: $196,025
  • 6. Eagle Materials Inc
         % of fund invested: 0.69%
         $USD invested: $239,709
  • 7. Green Brick Partners Inc
         % of fund invested: 0.76%
         $USD invested: $265,175
  • 8. Essent Group Ltd
         % of fund invested: 0.65%
         $USD invested: $226,229
  • 9. RH Class A
         % of fund invested: 0.68%
         $USD invested: $234,241
  • 10. Mohawk Industries Inc
         % of fund invested: 0.81%
         $USD invested: $282,168

Fund manager statement

We invite fund managers to take our survey and provide more information on how they integrate principles of justice and equity in their investment strategy.

Manager survey




EXCLUSION RATINGS

Prisons & Borders
Military Weapons

PRISONS & BORDERS

Fund The Hoya Capital Housing ETF

Totals

Holdings
Assets
Weight
Prisons
1
$276,580
0.8%
     Prisons high risk
1
$276,580
0.8%
     Private prisons
0
$0
0%
Borders
1
$276,580
0.8%
     Borders high risk
1
$276,580
0.8%
Total
1
$276,580
0.8%
Full fund results

Holdings — 1 flagged holdings

1.
Citizens Financial Group Inc
Prisons
Borders
$276,580
0.8%
Prisons
Borders :
$276,580
0.8%
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