OWNS vs. MBB

In the year-to-date period, OWNS achieves a 1.59% return, which is significantly lower than MBB's 2.50% return.

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.

OWNS has a 0.30% expense ratio, which is higher than MBB's 0.06% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for CCM Affordable Housing MBS ETF (OWNS) and iShares MBS Bond ETF (MBB). 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.

The current OWNS Sharpe Ratio is 1.05, which is comparable to the MBB Sharpe Ratio of 1.08. The chart below compares the historical Sharpe Ratios of OWNS and MBB, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

OWNS's dividend yield for the trailing twelve months is around 3.68%, less than MBB's 4.07% yield.

The maximum OWNS drawdown since its inception was -17.05%, roughly equal to the maximum MBB drawdown of -17.64%. Use the drawdown chart below to compare losses from any high point for OWNS and MBB.

The current volatility for CCM Affordable Housing MBS ETF (OWNS) is 1.56%, while iShares MBS Bond ETF (MBB) has a volatility of 1.93%. This indicates that OWNS experiences smaller price fluctuations and is considered to be less risky than MBB based on this measure. The chart below showcases a comparison of their rolling one-month volatility.