GROZ vs OWNS
Comparison between ZACKS FOCUS GROWTH ETF (GROZ, ETF) and CCM Affordable Housing MBS ETF (OWNS, ETF).
GROZ vs OWNS - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
GROZ
$105M
OWNS
$105M
Expense Ratio
GROZ
0.55%
Winner
OWNS
0.30%
Max Drawdown
GROZ
23.33%
Winner
OWNS
7.11%
Sharpe Ratio
Winner
GROZ
0.96
OWNS
-0.09
5Y Beta
GROZ
1.17
Winner
OWNS
0.03
P/E Ratio
GROZ
31.09
OWNS
N/A
Forward P/E
GROZ
25.80
OWNS
N/A
PEG Ratio
GROZ
0.34
OWNS
N/A
5Y EPS CAGR
GROZ
31.99%
OWNS
N/A
Debt to Equity
GROZ
-19.96%
OWNS
N/A
P/S Ratio
GROZ
3.51
OWNS
N/A
P/B Ratio
GROZ
10.78
OWNS
N/A
GROZ vs OWNS - Historical Returns
Returns include dividend reinvestment.
1M
Winner
GROZ
+1.79%
OWNS
-0.18%
3M
Winner
GROZ
+2.99%
OWNS
+0.08%
6M
Winner
GROZ
+12.81%
OWNS
-1.78%
1Y
Winner
GROZ
+20.69%
OWNS
+3.62%
Max(CAGR)
Winner
GROZ
+16.52%
OWNS
+4.64%
GROZ vs OWNS - Annual Returns (2024 - 2026)
Returns include dividend reinvestment.
| Year | GROZ | OWNS |
|---|---|---|
| 2026 | +8.95% | -0.12% |
| 2025 | +20.51% | +8.12% |
| 2024 | -1.80% | +3.83% |
GROZ vs OWNS Drawdown Comparison
The maximum drawdown for GROZ was -23.33%, occurring on Apr 8, 2025. Recovery took 106 trading sessions.
The maximum drawdown for OWNS was -5.40%, occurring on Jan 13, 2025. Recovery took 138 trading sessions.
The current GROZ drawdown is -2.33%. The current OWNS drawdown is -2.22%.
| Rank | GROZ | OWNS |
|---|---|---|
| #1 | -23.33% Jan 23, 2025 - Jun 26, 2025 | -5.40% Sep 16, 2024 - Apr 4, 2025 |
| #2 | -13.67% Oct 29, 2025 - May 1, 2026 | -4.37% Mar 20, 2024 - Jul 11, 2024 |
| #3 | -6.82% Jun 1, 2026 - Aug 4, 2026 | -3.19% Apr 4, 2025 - Aug 1, 2025 |
| #4 | -5.73% Dec 16, 2024 - Jan 23, 2025 | -3.03% Feb 27, 2026 - Mar 26, 2026 |
| #5 | -2.99% Oct 8, 2025 - Oct 23, 2025 | -1.83% Oct 27, 2025 - Feb 6, 2026 |
| #6 | -2.87% Aug 12, 2025 - Aug 28, 2025 | -1.08% Jul 17, 2024 - Jul 31, 2024 |
| #7 | -2.78% Aug 13, 2026 - Aug 20, 2026 | -0.96% Aug 5, 2024 - Aug 20, 2024 |
| #8 | -2.37% May 14, 2026 - May 28, 2026 | -0.73% Sep 16, 2025 - Oct 13, 2025 |
| #9 | -2.33% Jul 28, 2025 - Aug 6, 2025 | -0.64% Aug 28, 2024 - Sep 5, 2024 |
| #10 | -2.06% Sep 22, 2025 - Oct 1, 2025 | -0.43% Aug 5, 2025 - Aug 22, 2025 |
| #11 | -1.88% Aug 28, 2025 - Sep 4, 2025 | -0.41% Oct 21, 2025 - Oct 27, 2025 |
| #12 | -1.45% Jun 30, 2025 - Jul 3, 2025 | -0.36% Jul 12, 2024 - Jul 17, 2024 |
| #13 | -1.17% Aug 4, 2026 - Aug 13, 2026 | -0.35% Aug 28, 2025 - Sep 4, 2025 |
| #14 | -1.06% Jul 21, 2025 - Jul 25, 2025 | -0.28% Sep 8, 2025 - Sep 11, 2025 |
| #15 | -1.01% Dec 6, 2024 - Dec 11, 2024 | -0.28% Feb 13, 2026 - Feb 23, 2026 |
Correlation
Correlation between GROZ and OWNS is 0.83 which considered as a strong positive correlation - the stocks tend to move together.
0.83
-101
Dividend Comparison (2024 - 2026)
GROZ vs OWNS dividend yield comparison.
| Year | GROZ | OWNS |
|---|---|---|
| 2026 | 0.00% | 2.03% |
| 2025 | 0.04% | 4.12% |
| 2024 | 0.00% | 3.75% |
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