OWNS vs VOO
CCM Affordable Housing MBS ETF vs Vanguard S&P 500 ETF
Which is better, OWNS or VOO?
Diversified Sectoral Bond against Large Cap Blend.
VOO has a lower expense ratio. VOO led over 1Y, 3Y, 5Y and the full window.
MarketXLS is not an investment adviser. This comparison is generated automatically from market data and is for information only. A Best mark means the better reading on that one measure, not a recommendation to buy.
Side-by-Side Comparison
| Metric | OWNS | VOO |
|---|---|---|
| Expense Ratio | 0.30% | 0.03%Best |
| AUM | $106M | $997.4B |
| Dividend Yield | 4.35% | 1.04% |
| Holdings | 260 | 509 |
| YTD Return | -1.49% | +11.55%Best |
| 1Y Return | +0.05% | +17.54%Best |
| 3Y Return (annualized) | +4.07% | +20.71%Best |
| 5Y Return (annualized) | -0.22% | +12.80%Best |
| Volatility (annualized) | 6.7%Best | 15.7% |
| Max Drawdown | -17.1%Best | -24.5% |
| $10,000 over 5 years | $9,890 | $18,262Best |
| Fund Family | Impact shares | Vanguard (US) |
| Category | Fixed Income | Equity |
| Style | Diversified Sectoral Bond | Large Cap Blend |
| Inception | Jul 27, 2021 | Sep 7, 2010 |
Not shown on this pair: Top 10 Weight.
Volatility and max drawdown are measured over the window both funds cover: Jul 27, 2021 to Sep 10, 2026 (5.1 years).
OWNS vs VOO growth
Month-end closes. Both lines start at 0% in the first month shown, so the gap between them is the difference in growth across that window. The full view covers the 5.1 years both funds cover.
OWNS vs VOO Performance
CCM Affordable Housing MBS ETF (OWNS) is an ETF from Impact shares and Vanguard S&P 500 ETF (VOO) is an ETF from Vanguard (US). Over the past year OWNS returned +0.05% while VOO returned +17.54%. Year to date, OWNS is down 1.49% versus a gain of 11.55% for VOO.
Over three years, OWNS compounded at +4.07% per year against +20.71% for VOO; over five years the annualized figures are -0.22% and +12.80% respectively.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
VOO has been the more volatile fund, with annualized monthly volatility of 15.7% compared with 6.7% for OWNS. Lower volatility generally means a smoother ride, though it often comes with lower long-run returns.
The deepest peak-to-trough decline in our data was -17.1% for OWNS and -24.5% for VOO. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.59. They move together some of the time, and apart the rest.
Fees and Cost Over Time
OWNS charges 0.30% per year while VOO charges 0.03%. On a $10,000 position that is $30 vs $3 annually, a gap of $27 per year that compounds over a long holding period. On income, OWNS currently yields 4.35% against 1.04% for VOO.
Holdings Overlap
We hold position weights for 21 holdings in OWNS and 505 in VOO, totalling 19.5% and 99.9% of the two funds. The two books name no position in common, so there is no overlap percentage to show.
0 positions in common, counted across the 21 positions we hold weights for in OWNS and 505 in VOO, against full books of 260 and 509.
You are not choosing between two funds in isolation.
Whichever of OWNS and VOO you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, OWNS or VOO?
OWNS has an expense ratio of 0.30% while VOO charges 0.03%. VOO is the cheaper option, by $27 a year on a $10,000 investment.
Which performed better, OWNS or VOO?
Over the past year OWNS returned +0.05% vs +17.54% for VOO, so VOO leads on 1-year performance. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, OWNS or VOO?
VOO has been the more volatile fund at 15.7% annualized versus 6.7% for OWNS. Worst drawdown: OWNS -17.1% vs VOO -24.5%.
Should I hold both OWNS and VOO?
OWNS and VOO have a monthly-return correlation of 0.59, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.
Which pays a higher dividend, OWNS or VOO?
OWNS yields 4.35% while VOO yields 1.04%, so OWNS currently pays the higher dividend yield.
Is VOO better than OWNS?
VOO has a lower expense ratio. VOO led over 1Y, 3Y, 5Y and the full window. Which one suits a particular account depends on what it is for. This is information, not a recommendation.