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SMCY vs OWNS

Comparison between YIELDMAX(R) SMCI OPTION INCOME STRATEGY ETF (SMCY, ETF) and CCM Affordable Housing MBS ETF (OWNS, ETF).

SMCY vs OWNS - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
SMCY
$104M
Winner
OWNS
$105M
Expense Ratio
SMCY
1.01%
Winner
OWNS
0.30%
Max Drawdown
SMCY
92.91%
Winner
OWNS
7.11%
Sharpe Ratio
Winner
SMCY
0.07
OWNS
-0.09
5Y Beta
SMCY
1.92
Winner
OWNS
0.03

SMCY vs OWNS - Historical Returns

Returns include dividend reinvestment.

1M
Winner
SMCY
+33.08%
OWNS
-0.18%
3M
Winner
SMCY
+3.37%
OWNS
+0.08%
6M
Winner
SMCY
+1.74%
OWNS
-1.78%
1Y
SMCY
-18.31%
Winner
OWNS
+3.62%
Max(CAGR)
SMCY
-20.99%
Winner
OWNS
+4.64%

SMCY vs OWNS - Annual Returns (2024 - 2026)

Returns include dividend reinvestment.

YearSMCYOWNS
2026+5.60%-0.12%
2025-12.85%+8.12%
2024-33.60%+3.83%

SMCY vs OWNS Drawdown Comparison

The maximum drawdown for SMCY was -64.35%, 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 SMCY drawdown is -45.95%. The current OWNS drawdown is -2.22%.

RankSMCYOWNS
#1-64.35%
Oct 29, 2024 - Mar 20, 2026
-5.40%
Sep 16, 2024 - Apr 4, 2025
#2-11.28%
Sep 24, 2024 - Oct 7, 2024
-4.37%
Mar 20, 2024 - Jul 11, 2024
#3-4.15%
Oct 16, 2024 - Oct 25, 2024
-3.19%
Apr 4, 2025 - Aug 1, 2025
#4-3.96%
Oct 7, 2024 - Oct 11, 2024
-3.03%
Feb 27, 2026 - Mar 26, 2026
#5-1.79%
Sep 13, 2024 - Sep 20, 2024
-1.83%
Oct 27, 2025 - Feb 6, 2026
#6-0.23%
Oct 11, 2024 - Oct 15, 2024
-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 SMCY and OWNS is -0.36 which considered as a weak negative correlation - the stocks show a slight tendency to move in opposite directions.

-0.36
-101

Dividend Comparison (2024 - 2026)

SMCY vs OWNS dividend yield comparison.

YearSMCYOWNS
202663.16%2.03%
2025231.43%4.12%
202438.43%3.75%

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