OWNS vs. MBB
Compare and contrast key facts about CCM Affordable Housing MBS ETF (OWNS) and iShares MBS Bond ETF (MBB).
OWNS and MBB 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. MBB is a passively managed fund by iShares that tracks the performance of the Barclays Capital U.S. MBS Index. It was launched on Mar 16, 2007.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: OWNS or MBB.
Correlation
The correlation between OWNS and MBB is 0.93, 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. MBB - Performance Comparison
Key characteristics
OWNS:
0.86
MBB:
0.90
OWNS:
1.34
MBB:
1.32
OWNS:
1.16
MBB:
1.16
OWNS:
0.43
MBB:
0.43
OWNS:
2.10
MBB:
2.39
OWNS:
2.47%
MBB:
2.27%
OWNS:
5.95%
MBB:
5.99%
OWNS:
-17.05%
MBB:
-17.65%
OWNS:
-6.22%
MBB:
-6.58%
Returns By Period
In the year-to-date period, OWNS achieves a 0.83% return, which is significantly lower than MBB's 1.19% return.
OWNS
0.83%
1.13%
-0.72%
4.63%
N/A
N/A
MBB
1.19%
1.29%
-0.56%
4.88%
-0.72%
0.88%
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OWNS vs. MBB - Expense Ratio Comparison
OWNS has a 0.30% expense ratio, which is higher than MBB's 0.06% expense ratio.
Risk-Adjusted Performance
OWNS vs. MBB — Risk-Adjusted Performance Rank
OWNS
MBB
OWNS vs. MBB - Risk-Adjusted Performance Comparison
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.
Dividends
OWNS vs. MBB - Dividend Comparison
OWNS's dividend yield for the trailing twelve months is around 3.72%, less than MBB's 3.95% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
OWNS CCM Affordable Housing MBS ETF | 3.72% | 3.75% | 3.01% | 2.49% | 0.74% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
MBB iShares MBS Bond ETF | 3.95% | 3.94% | 3.40% | 2.31% | 1.05% | 2.10% | 2.77% | 2.63% | 2.23% | 2.58% | 2.66% | 1.72% |
Drawdowns
OWNS vs. MBB - Drawdown Comparison
The maximum OWNS drawdown since its inception was -17.05%, roughly equal to the maximum MBB drawdown of -17.65%. Use the drawdown chart below to compare losses from any high point for OWNS and MBB. For additional features, visit the drawdowns tool.
Volatility
OWNS vs. MBB - Volatility Comparison
The current volatility for CCM Affordable Housing MBS ETF (OWNS) is 1.23%, while iShares MBS Bond ETF (MBB) has a volatility of 1.45%. 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.