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