Screener
OWNS vs CMBS
Impact Shares Affordable Housing MBS ETF vs iShares CMBS ETF
Key differences
- CMBS is significantly larger than OWNS — larger funds tend to be more liquid and less likely to close.
- Over the last 3 years, CMBS has delivered higher annualized returns.
- CMBS has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| OWNS | CMBS | |
|---|---|---|
| Annual cost (TER) | 0.30% | 0.25% |
| Fund size (AUM) | $102M | $481M |
| Since | 2021 | 2012 |
| Dividend yield | 4.31% | 3.52% |
| Asset class | fixed income | fixed income |
| Region | north america | north america |
| Strategy | index tracking | index tracking |
| CAGR 1Y | +7.0% | +4.7% |
| CAGR 3Y | +3.7% | +4.9% |
| CAGR 5Y | N/A | +0.9% |
| Sharpe 3Y | 0.05 | 0.30 |
| Volatility 1Y | 4.57% | 3.64% |
| Max drawdown | -17.05% | -15.87% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
Similar to OWNS and CMBS
Explore further