OWNS vs BLUI
Comparison between CCM Affordable Housing MBS ETF (OWNS, ETF) and BLUEMONTE DIVERSIFIED INCOME ETF (BLUI, ETF).
OWNS vs BLUI - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
OWNS
$102M
BLUI
$102M
Expense Ratio
Winner
OWNS
0.30%
BLUI
0.75%
Max Drawdown
OWNS
7.11%
Winner
BLUI
3.20%
Sharpe Ratio
OWNS
0.46
Winner
BLUI
1.00
5Y Beta
Winner
OWNS
0.02
BLUI
0.19
OWNS vs BLUI - Historical Returns
Returns include dividend reinvestment.
1M
OWNS
-0.32%
Winner
BLUI
+0.04%
3M
OWNS
-1.21%
Winner
BLUI
+0.49%
6M
OWNS
+0.40%
Winner
BLUI
+3.36%
1Y
OWNS
+5.82%
Winner
BLUI
+7.34%
Max(CAGR)
OWNS
+5.16%
Winner
BLUI
+7.74%
OWNS vs BLUI - Annual Returns (2024 - 2026)
Returns include dividend reinvestment.
| Year | OWNS | BLUI |
|---|---|---|
| 2026 | +0.01% | +3.32% |
| 2025 | +8.12% | +3.80% |
| 2024 | +3.83% | N/A |
OWNS vs BLUI Drawdown Comparison
The maximum drawdown for OWNS was -5.40%, occurring on Jan 13, 2025. Recovery took 138 trading sessions.
The maximum drawdown for BLUI was -2.43%, occurring on Mar 27, 2026. Recovery took 34 trading sessions.
The current OWNS drawdown is -2.10%. The current BLUI drawdown is -0.29%.
| Rank | OWNS | BLUI |
|---|---|---|
| #1 | -5.40% Sep 16, 2024 - Apr 4, 2025 | -2.43% Feb 27, 2026 - Apr 17, 2026 |
| #2 | -4.37% Mar 20, 2024 - Jul 11, 2024 | -1.19% Sep 15, 2025 - Oct 20, 2025 |
| #3 | -3.19% Apr 4, 2025 - Aug 1, 2025 | -0.90% Oct 27, 2025 - Nov 25, 2025 |
| #4 | -3.03% Feb 27, 2026 - Mar 26, 2026 | -0.71% Nov 28, 2025 - Jan 8, 2026 |
| #5 | -1.83% Oct 27, 2025 - Feb 6, 2026 | -0.68% May 6, 2026 - May 26, 2026 |
| #6 | -1.08% Jul 17, 2024 - Jul 31, 2024 | -0.65% Jul 2, 2025 - Jul 22, 2025 |
| #7 | -0.96% Aug 5, 2024 - Aug 20, 2024 | -0.51% Jan 16, 2026 - Feb 5, 2026 |
| #8 | -0.73% Sep 16, 2025 - Oct 13, 2025 | -0.50% Jun 24, 2025 - Jun 30, 2025 |
| #9 | -0.64% Aug 28, 2024 - Sep 5, 2024 | -0.47% Aug 4, 2025 - Aug 13, 2025 |
| #10 | -0.43% Aug 5, 2025 - Aug 22, 2025 | -0.42% May 26, 2026 - Jun 3, 2026 |
| #11 | -0.41% Oct 21, 2025 - Oct 27, 2025 | -0.42% Apr 20, 2026 - Apr 30, 2026 |
| #12 | -0.36% Jul 12, 2024 - Jul 17, 2024 | -0.39% Aug 13, 2025 - Aug 22, 2025 |
| #13 | -0.35% Aug 28, 2025 - Sep 4, 2025 | -0.39% Aug 28, 2025 - Sep 4, 2025 |
| #14 | -0.28% Sep 8, 2025 - Sep 11, 2025 | -0.35% Jul 29, 2025 - Aug 4, 2025 |
| #15 | -0.28% Feb 13, 2026 - Feb 23, 2026 | -0.27% Apr 30, 2026 - May 6, 2026 |
Correlation
Correlation between OWNS and BLUI is 0.89 which considered as a strong positive correlation - the stocks tend to move together.
0.89
-101
Dividend Comparison (2024 - 2026)
OWNS vs BLUI dividend yield comparison.
| Year | OWNS | BLUI |
|---|---|---|
| 2026 | 1.06% | 1.84% |
| 2025 | 4.12% | 2.91% |
| 2024 | 3.75% | 0.00% |
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