OWNS vs VOO
OWNS vs VOO
CCM Affordable Housing MBS ETF vs Vanguard S&P 500 ETF
Quick Verdict
VOO has a lower expense ratio. VOO delivered stronger 1-year returns. VOO offers more diversification with 505 holdings.
Side-by-Side Comparison
| Metric | OWNS | VOO | Winner |
|---|---|---|---|
| Expense Ratio | 0.30% | 0.03% | |
| AUM | $105M | $979.0B | |
| Dividend Yield | 4.31% | 1.09% | |
| Holdings | 237 | 509 | |
| YTD Return | +0.17% | +13.80% | |
| 1Y Return | +3.68% | +23.71% | |
| 3Y Return (annualized) | +4.19% | +21.50% | |
| 5Y Return (annualized) | +0.12% | +13.44% | |
| Volatility (annualized) | 6.7% | 14.1% | |
| Max Drawdown | -17.1% | -34.3% | |
| Fund Family | Impact shares | Vanguard (US) | |
| Category | Fixed Income | Equity | |
| Inception | Jul 27, 2021 | Sep 7, 2010 |
OWNS vs VOO Performance
CCM Affordable Housing MBS ETF (OWNS) is a ETF from Impact shares and Vanguard S&P 500 ETF (VOO) is a ETF from Vanguard (US). Over the past year OWNS returned +3.68% while VOO returned +23.71%. Year to date, OWNS is up 0.17% versus a gain of 13.80% for VOO.
Over three years, OWNS compounded at +4.19% per year against +21.50% for VOO; over five years the annualized figures are +0.12% and +13.44% respectively. Across the full 5-year window we track, VOO has the edge at +13.58% annualized vs +0.08%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
VOO has been the more volatile fund, with annualized monthly volatility of 14.1% 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 -34.3% for VOO. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.
The two funds' monthly returns correlate at 0.59. They move independently enough that combining them can meaningfully diversify a portfolio.
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 4.31% against 1.09% for VOO.
Holdings Overlap
OWNS and VOO share 0 holdings out of 516 unique holdings combined, representing a 0.0% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
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. On a $10,000 investment, that is $27 per year of difference.
Which performed better, OWNS or VOO?
Over the past year OWNS returned +3.68% vs +23.71% for VOO, so VOO leads on 1-year performance. Over the longest common window we track (5 years), OWNS annualized +0.08% vs +13.58% for VOO. Past performance does not guarantee future results.
Which is riskier, OWNS or VOO?
VOO has been the more volatile fund at 14.1% annualized versus 6.7% for OWNS. Worst drawdown: OWNS -17.1% vs VOO -34.3%.
Should I hold both OWNS and VOO?
OWNS and VOO have a monthly-return correlation of 0.59, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between OWNS and VOO?
OWNS and VOO share 0 common holdings with a 0.0% weight overlap. Combined, they hold 516 unique securities.
Which pays a higher dividend, OWNS or VOO?
OWNS yields 4.31% while VOO yields 1.09%, so OWNS currently pays the higher dividend yield.
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