OWNS vs. IUSB
Compare and contrast key facts about CCM Affordable Housing MBS ETF (OWNS) and iShares Core Total USD Bond Market ETF (IUSB).
OWNS and IUSB are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. OWNS is an actively managed fund by CCM. It was launched on Jul 27, 2021. IUSB is a passively managed fund by iShares that tracks the performance of the Barclays U.S. Universal Index. It was launched on Jun 10, 2014.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: OWNS or IUSB.
Correlation
The correlation between OWNS and IUSB is 0.89, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Performance
OWNS vs. IUSB - Performance Comparison
Key characteristics
OWNS:
0.74
IUSB:
1.01
OWNS:
1.15
IUSB:
1.47
OWNS:
1.13
IUSB:
1.17
OWNS:
0.37
IUSB:
0.43
OWNS:
1.78
IUSB:
2.61
OWNS:
2.49%
IUSB:
1.89%
OWNS:
5.97%
IUSB:
4.92%
OWNS:
-17.05%
IUSB:
-17.98%
OWNS:
-6.40%
IUSB:
-6.02%
Returns By Period
In the year-to-date period, OWNS achieves a 0.64% return, which is significantly lower than IUSB's 1.07% return.
OWNS
0.64%
0.85%
-1.27%
4.93%
N/A
N/A
IUSB
1.07%
0.74%
-0.40%
5.15%
-0.28%
1.68%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
OWNS vs. IUSB - Expense Ratio Comparison
OWNS has a 0.30% expense ratio, which is higher than IUSB's 0.06% expense ratio.
Risk-Adjusted Performance
OWNS vs. IUSB — Risk-Adjusted Performance Rank
OWNS
IUSB
OWNS vs. IUSB - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for CCM Affordable Housing MBS ETF (OWNS) and iShares Core Total USD Bond Market ETF (IUSB). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Dividends
OWNS vs. IUSB - Dividend Comparison
OWNS's dividend yield for the trailing twelve months is around 3.73%, less than IUSB's 4.06% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
OWNS CCM Affordable Housing MBS ETF | 3.73% | 3.75% | 3.01% | 2.49% | 0.74% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
IUSB iShares Core Total USD Bond Market ETF | 4.06% | 4.04% | 3.46% | 2.53% | 1.74% | 2.45% | 3.04% | 2.98% | 2.56% | 2.60% | 1.95% | 1.39% |
Drawdowns
OWNS vs. IUSB - Drawdown Comparison
The maximum OWNS drawdown since its inception was -17.05%, smaller than the maximum IUSB drawdown of -17.98%. Use the drawdown chart below to compare losses from any high point for OWNS and IUSB. For additional features, visit the drawdowns tool.
Volatility
OWNS vs. IUSB - Volatility Comparison
CCM Affordable Housing MBS ETF (OWNS) has a higher volatility of 1.34% compared to iShares Core Total USD Bond Market ETF (IUSB) at 1.26%. This indicates that OWNS's price experiences larger fluctuations and is considered to be riskier than IUSB based on this measure. The chart below showcases a comparison of their rolling one-month volatility.