ACES vs DMO

Comparison between ALPS CLEAN ENERGY ETF (ACES, ETF) and Western Asset Mortgage Opportunity Fund Inc (DMO, ETF).

5-Year PerformanceDMO has outperformed ACES, delivering a return of +3.7% compared to -14.5%

ACES vs DMO - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	ACES(ETF)	DMO(ETF)
Net Assets	$129M	$129M
Expense Ratio	0.55%	N/A
Max Drawdown	79.86%	62.91%
Sharpe Ratio	0.30	-0.25
5Y Beta	1.24	0.15
P/E Ratio	-22.22	N/A
Forward P/E	18.62	N/A
PEG Ratio	-5.53	N/A
5Y Dividends CAGR	-13.75%	3.36%
Debt to Equity	40.44%	N/A
P/S Ratio	1.95	N/A
P/B Ratio	2.42	N/A

Net Assets

Winner

ACES

$129M

DMO

$129M

Expense Ratio

ACES

0.55%

DMO

N/A

Max Drawdown

ACES

79.86%

Winner

DMO

62.91%

Sharpe Ratio

Winner

ACES

0.30

DMO

-0.25

5Y Beta

ACES

1.24

Winner

DMO

0.15

P/E Ratio

ACES

-22.22

DMO

N/A

Forward P/E

ACES

18.62

DMO

N/A

PEG Ratio

ACES

-5.53

DMO

N/A

5Y Dividends CAGR

ACES

-13.75%

Winner

DMO

3.36%

Debt to Equity

ACES

40.44%

DMO

N/A

P/S Ratio

ACES

1.95

DMO

N/A

P/B Ratio

ACES

2.42

DMO

N/A

ACES vs DMO - Historical Returns

Returns include dividend reinvestment.

Period	ACES	DMO
1 month	-12.71%	+0.19%
3 months	-14.14%	-1.50%
6 months	-16.02%	+2.23%
1 year	+7.59%	+0.80%
5 years(CAGR)	-14.47%	+3.74%
10 years(CAGR)	+3.47%	+3.84%
Max(CAGR)	+3.47%	+8.31%

ACES

-12.71%

Winner

DMO

+0.19%

ACES

-14.14%

Winner

DMO

-1.50%

ACES

-16.02%

Winner

DMO

+2.23%

Winner

ACES

+7.59%

DMO

+0.80%

5Y(CAGR)

ACES

-14.47%

Winner

DMO

+3.74%

10Y(CAGR)

ACES

+3.47%

Winner

DMO

+3.84%

Max(CAGR)

ACES

+3.47%

Winner

DMO

+8.31%

ACES vs DMO - Annual Returns (2010 - 2026)

Returns include dividend reinvestment.

Year	ACES	DMO
2026	-9.69%	+3.26%
2025	+22.28%	+7.32%
2024	-25.86%	+19.98%
2023	-18.07%	+15.85%
2022	-29.90%	-21.50%
2021	-19.26%	+17.98%
2020	+136.96%	-23.14%
2019	+51.11%	+6.94%
2018	-9.63%	-1.47%
2017	N/A	+25.91%
2016	N/A	+9.92%
2015	N/A	+13.23%
2014	N/A	+18.82%
2013	N/A	+8.60%
2012	N/A	+39.56%
2011	N/A	-0.97%
2010	N/A	+13.81%

ACES vs DMO Drawdown Comparison

The maximum drawdown for ACES was -79.05%, occurring on Apr 8, 2025. This drawdown has not yet recovered.

The maximum drawdown for DMO was -49.09%, occurring on Apr 3, 2020. Recovery took 1427 trading sessions.

The current ACES drawdown is -68.05%. The current DMO drawdown is -4.12%.

Rank	ACES	DMO
#1	-79.05% Feb 9, 2021 - Apr 8, 2025	-49.09% Oct 16, 2019 - Jun 23, 2025
#2	-43.70% Feb 19, 2020 - Jul 14, 2020	-14.52% Jan 24, 2018 - Jun 17, 2019
#3	-20.32% Aug 27, 2018 - Feb 22, 2019	-14.50% Jan 30, 2013 - Feb 21, 2014
#4	-10.14% Oct 9, 2020 - Nov 9, 2020	-13.05% Mar 8, 2011 - Jan 31, 2012
#5	-9.97% Sep 1, 2020 - Sep 29, 2020	-13.04% Oct 18, 2016 - Feb 10, 2017
#6	-6.81% Jan 22, 2021 - Feb 8, 2021	-11.64% Oct 19, 2017 - Jan 5, 2018
#7	-6.34% Sep 23, 2019 - Nov 25, 2019	-8.36% Nov 11, 2025 - May 22, 2026
#8	-6.20% May 7, 2019 - Jun 18, 2019	-8.00% Sep 25, 2015 - Dec 28, 2015
#9	-5.29% Jan 13, 2021 - Jan 21, 2021	-7.97% Jul 17, 2017 - Aug 22, 2017
#10	-4.62% Nov 27, 2020 - Dec 8, 2020	-6.98% Jan 8, 2016 - Feb 4, 2016
#11	-4.44% Aug 8, 2019 - Sep 17, 2019	-6.52% Feb 4, 2016 - Apr 19, 2016
#12	-3.89% Aug 1, 2019 - Aug 8, 2019	-6.16% Dec 5, 2012 - Jan 11, 2013
#13	-3.70% Dec 8, 2020 - Dec 15, 2020	-5.48% May 7, 2010 - Jul 26, 2010
#14	-3.19% Jul 10, 2018 - Aug 6, 2018	-5.30% Nov 2, 2012 - Nov 28, 2012
#15	-3.12% Dec 24, 2020 - Dec 31, 2020	-5.23% Jun 23, 2015 - Jul 20, 2015

Correlation

Correlation between ACES and DMO is -0.44 which considered as a weak negative correlation - the stocks show a slight tendency to move in opposite directions.

-0.44

-101

Dividend Comparison (2010 - 2026)

ACES vs DMO dividend yield comparison.

Year	ACES	DMO
2026	0.10%	8.04%
2025	0.70%	14.01%
2024	1.10%	12.92%
2023	1.44%	11.46%
2022	1.08%	11.51%
2021	0.71%	8.88%
2020	0.56%	10.95%
2019	1.79%	9.63%
2018	0.34%	18.93%
2017	0.00%	13.30%
2016	0.00%	13.19%
2015	0.00%	14.09%
2014	0.00%	12.95%
2013	0.00%	15.96%
2012	0.00%	11.89%
2011	0.00%	9.79%
2010	0.00%	5.19%