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OWNS vs MEAR

Impact Shares Affordable Housing MBS ETF vs iShares Short Maturity Municipal Bond Active ETF

OWNS

Impact Shares Affordable Housing MBS ETF

Community Capital Management

Annual cost

0.30%

Fund size

$102M

MEAR

iShares Short Maturity Municipal Bond Active ETF

iShares

Annual cost

0.26%

Fund size

$1.3B

Key differences

  • MEAR is significantly larger than OWNS — larger funds tend to be more liquid and less likely to close.
  • OWNS follows a index tracking strategy; MEAR uses active selection.
  • MEAR has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

OWNSMEAR
Annual cost (TER)0.30%0.26%
Fund size (AUM)$102M$1.3B
Since20212015
Dividend yield4.31%2.87%
Asset classfixed incomefixed income
Regionnorth americanorth america
Strategyindex trackingactive selection
CAGR 1Y+7.0%+3.3%
CAGR 3Y+3.7%+3.6%
CAGR 5YN/A+2.4%
Sharpe 3Y0.05-0.02
Volatility 1Y4.57%0.86%
Max drawdown-17.05%-2.68%

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

Similar to OWNS and MEAR