AOTG vs OWNS

Comparison between AOT GROWTH AND INNOVATION ETF (AOTG, ETF) and CCM Affordable Housing MBS ETF (OWNS, ETF).

AOTG vs OWNS - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	AOTG(ETF)	OWNS(ETF)
Net Assets	$105M	$105M
Expense Ratio	0.75%	0.30%
Max Drawdown	31.63%	7.11%
Sharpe Ratio	0.70	0.03
5Y Beta	1.47	0.02
P/E Ratio	33.88	N/A
Forward P/E	20.07	N/A
PEG Ratio	0.18	N/A
5Y EPS CAGR	43.39%	N/A
P/S Ratio	3.78	N/A
P/B Ratio	9.55	N/A

Net Assets

AOTG

$105M

Winner

OWNS

$105M

Expense Ratio

AOTG

0.75%

Winner

OWNS

0.30%

Max Drawdown

AOTG

31.63%

Winner

OWNS

7.11%

Sharpe Ratio

Winner

AOTG

0.70

OWNS

0.03

5Y Beta

AOTG

1.47

Winner

OWNS

0.02

P/E Ratio

AOTG

33.88

OWNS

N/A

Forward P/E

AOTG

20.07

OWNS

N/A

PEG Ratio

AOTG

0.18

OWNS

N/A

5Y EPS CAGR

AOTG

43.39%

OWNS

N/A

P/S Ratio

AOTG

3.78

OWNS

N/A

P/B Ratio

AOTG

9.55

OWNS

N/A

AOTG vs OWNS - Historical Returns

Returns include dividend reinvestment.

Period	AOTG	OWNS
1 month	-2.06%	-1.59%
3 months	+7.19%	-1.31%
6 months	+8.09%	-0.81%
1 year	+17.05%	+4.35%
5 years(CAGR)	+24.60%	N/A
Max(CAGR)	+24.60%	+4.70%

AOTG

-2.06%

Winner

OWNS

-1.59%

Winner

AOTG

+7.19%

OWNS

-1.31%

Winner

AOTG

+8.09%

OWNS

-0.81%

Winner

AOTG

+17.05%

OWNS

+4.35%

5Y(CAGR)

AOTG

+24.60%

OWNS

N/A

Max(CAGR)

Winner

AOTG

+24.60%

OWNS

+4.70%

AOTG vs OWNS - Annual Returns (2022 - 2026)

Returns include dividend reinvestment.

Year	AOTG	OWNS
2026	+8.51%	-0.35%
2025	+24.73%	+8.12%
2024	+35.66%	+3.83%
2023	+56.41%	N/A
2022	-11.53%	N/A

AOTG vs OWNS Drawdown Comparison

The maximum drawdown for AOTG was -31.63%, occurring on Nov 9, 2022. Recovery took 202 trading sessions.

The maximum drawdown for OWNS was -5.40%, occurring on Jan 13, 2025. Recovery took 138 trading sessions.

The current AOTG drawdown is -9.59%. The current OWNS drawdown is -2.45%.

Rank	AOTG	OWNS
#1	-31.63% Aug 16, 2022 - Jun 6, 2023	-5.40% Sep 16, 2024 - Apr 4, 2025
#2	-27.41% Dec 6, 2024 - Jun 24, 2025	-4.37% Mar 20, 2024 - Jul 11, 2024
#3	-22.85% Nov 3, 2025 - May 6, 2026	-3.19% Apr 4, 2025 - Aug 1, 2025
#4	-17.92% Jul 18, 2023 - Dec 18, 2023	-3.03% Feb 27, 2026 - Mar 26, 2026
#5	-13.56% Jul 16, 2024 - Sep 3, 2024	-1.83% Oct 27, 2025 - Feb 6, 2026
#6	-11.04% Jun 1, 2026 - Jun 10, 2026	-1.08% Jul 17, 2024 - Jul 31, 2024
#7	-10.89% Mar 12, 2024 - Jul 2, 2024	-0.96% Aug 5, 2024 - Aug 20, 2024
#8	-8.50% Jul 21, 2022 - Aug 2, 2022	-0.73% Sep 16, 2025 - Oct 13, 2025
#9	-8.18% Sep 3, 2024 - Sep 19, 2024	-0.64% Aug 28, 2024 - Sep 5, 2024
#10	-7.61% Jul 7, 2022 - Jul 20, 2022	-0.43% Aug 5, 2025 - Aug 22, 2025
#11	-5.67% Jun 15, 2023 - Jul 12, 2023	-0.41% Oct 21, 2025 - Oct 27, 2025
#12	-5.65% Dec 28, 2023 - Jan 19, 2024	-0.36% Jul 12, 2024 - Jul 17, 2024
#13	-4.65% Oct 9, 2025 - Oct 24, 2025	-0.35% Aug 28, 2025 - Sep 4, 2025
#14	-4.08% Jan 29, 2024 - Feb 7, 2024	-0.28% Sep 8, 2025 - Sep 11, 2025
#15	-3.96% May 14, 2026 - May 26, 2026	-0.28% Feb 13, 2026 - Feb 23, 2026