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OWNS vs KORP

Impact Shares Affordable Housing MBS ETF vs American Century Diversified Corporate Bond ETF

OWNS

Impact Shares Affordable Housing MBS ETF

Community Capital Management

Annual cost

0.30%

Fund size

$102M

KORP

American Century Diversified Corporate Bond ETF

American Century Investments

Annual cost

0.29%

Fund size

$799M

Key differences

  • KORP is significantly larger than OWNS — larger funds tend to be more liquid and less likely to close.
  • OWNS covers north america markets; KORP covers global.
  • OWNS follows a index tracking strategy; KORP uses active selection.
  • Over the last 3 years, KORP has delivered higher annualized returns.

Side-by-side comparison

OWNSKORP
Annual cost (TER)0.30%0.29%
Fund size (AUM)$102M$799M
Since20212018
Dividend yield4.31%5.13%
Asset classfixed incomefixed income
Regionnorth americaglobal
Strategyindex trackingactive selection
CAGR 1Y+7.0%+7.2%
CAGR 3Y+3.7%+5.5%
CAGR 5YN/A+1.7%
Sharpe 3Y0.050.37
Volatility 1Y4.57%4.47%
Max drawdown-17.05%-14.90%

Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.

Similar to OWNS and KORP