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NFRX vs OWNS

Comparison between Harrison Street Infrastructure Active ETF (NFRX, ETF) and CCM Affordable Housing MBS ETF (OWNS, ETF).

NFRX vs OWNS - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
Winner
NFRX
$104M
OWNS
$104M
Expense Ratio
NFRX
0.80%
Winner
OWNS
0.30%
Max Drawdown
NFRX
7.26%
Winner
OWNS
7.11%
Sharpe Ratio
Winner
NFRX
1.23
OWNS
0.52
5Y Beta
NFRX
0.30
Winner
OWNS
0.02
P/E Ratio
NFRX
24.02
OWNS
N/A
Forward P/E
NFRX
20.17
OWNS
N/A
PEG Ratio
NFRX
1.00
OWNS
N/A
Debt to Equity
NFRX
154.07%
OWNS
N/A
P/S Ratio
NFRX
3.64
OWNS
N/A
P/B Ratio
NFRX
2.95
OWNS
N/A

NFRX vs OWNS - Historical Returns

Returns include dividend reinvestment.

1M
Winner
NFRX
+0.38%
OWNS
+0.23%
3M
Winner
NFRX
+1.96%
OWNS
+0.28%
6M
NFRX
N/A
OWNS
+0.95%
1Y
NFRX
N/A
OWNS
+5.66%
Max(CAGR)
Winner
NFRX
+22.15%
OWNS
+5.34%

NFRX vs OWNS - Annual Returns (2024 - 2026)

Returns include dividend reinvestment.

YearNFRXOWNS
2026+7.56%+0.50%
2025N/A+8.12%
2024N/A+3.83%

NFRX vs OWNS Drawdown Comparison

The maximum drawdown for NFRX was -7.26%, occurring on Mar 20, 2026. This drawdown has not yet recovered.

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

The current NFRX drawdown is -2.37%. The current OWNS drawdown is -1.62%.

RankNFRXOWNS
#1-7.26%
Feb 27, 2026 - Mar 20, 2026
-5.40%
Sep 16, 2024 - Apr 4, 2025
#2-0.76%
Feb 17, 2026 - Feb 20, 2026
-4.37%
Mar 20, 2024 - Jul 11, 2024
#3-0.61%
Jan 30, 2026 - Feb 3, 2026
-3.19%
Apr 4, 2025 - Aug 1, 2025
#4-0.18%
Feb 25, 2026 - Feb 27, 2026
-3.03%
Feb 27, 2026 - Mar 26, 2026
#5N/A-1.83%
Oct 27, 2025 - Feb 6, 2026
#6N/A-1.08%
Jul 17, 2024 - Jul 31, 2024
#7N/A-0.96%
Aug 5, 2024 - Aug 20, 2024
#8N/A-0.73%
Sep 16, 2025 - Oct 13, 2025
#9N/A-0.64%
Aug 28, 2024 - Sep 5, 2024
#10N/A-0.43%
Aug 5, 2025 - Aug 22, 2025
#11N/A-0.41%
Oct 21, 2025 - Oct 27, 2025
#12N/A-0.36%
Jul 12, 2024 - Jul 17, 2024
#13N/A-0.35%
Aug 28, 2025 - Sep 4, 2025
#14N/A-0.28%
Sep 8, 2025 - Sep 11, 2025
#15N/A-0.28%
Feb 13, 2026 - Feb 23, 2026

Correlation

Correlation between NFRX and OWNS is 0.44 which considered as a weak positive correlation - the stocks show a slight tendency to move together.

0.44
-101

Dividend Comparison (2024 - 2026)

NFRX vs OWNS dividend yield comparison.

YearNFRXOWNS
20260.21%1.05%
20250.00%4.12%
20240.00%3.75%

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