DMO vs ACES

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

5-Year PerformanceDMO has outperformed ACES, delivering a return of +3.8% compared to -13.8%

DMO vs ACES - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	DMO(ETF)	ACES(ETF)
Net Assets	$129M	$129M
Expense Ratio	N/A	0.55%
Max Drawdown	62.91%	79.86%
Sharpe Ratio	-0.15	0.48
5Y Beta	0.14	1.23
P/E Ratio	N/A	-20.56
Forward P/E	N/A	18.79
PEG Ratio	N/A	-4.53
5Y Dividends CAGR	3.26%	-13.75%
Debt to Equity	N/A	40.44%
P/S Ratio	N/A	1.97
P/B Ratio	N/A	2.48

Net Assets

DMO

$129M

Winner

ACES

$129M

Expense Ratio

DMO

N/A

ACES

0.55%

Max Drawdown

Winner

DMO

62.91%

ACES

79.86%

Sharpe Ratio

DMO

-0.15

Winner

ACES

0.48

5Y Beta

Winner

DMO

0.14

ACES

1.23

P/E Ratio

DMO

N/A

ACES

-20.56

Forward P/E

DMO

N/A

ACES

18.79

PEG Ratio

DMO

N/A

ACES

-4.53

5Y Dividends CAGR

Winner

DMO

3.26%

ACES

-13.75%

Debt to Equity

DMO

N/A

ACES

40.44%

P/S Ratio

DMO

N/A

ACES

1.97

P/B Ratio

DMO

N/A

ACES

2.48

DMO vs ACES - Historical Returns

Returns include dividend reinvestment.

Period	DMO	ACES
1 month	+1.23%	-12.29%
3 months	-0.38%	-5.82%
6 months	+3.20%	-8.31%
1 year	+1.71%	+15.01%
5 years(CAGR)	+3.75%	-13.82%
10 years(CAGR)	+3.97%	+4.29%
Max(CAGR)	+8.39%	+4.29%

Winner

DMO

+1.23%

ACES

-12.29%

Winner

DMO

-0.38%

ACES

-5.82%

Winner

DMO

+3.20%

ACES

-8.31%

DMO

+1.71%

Winner

ACES

+15.01%

5Y(CAGR)

Winner

DMO

+3.75%

ACES

-13.82%

10Y(CAGR)

DMO

+3.97%

Winner

ACES

+4.29%

Max(CAGR)

Winner

DMO

+8.39%

ACES

+4.29%

DMO vs ACES - Annual Returns (2010 - 2026)

Returns include dividend reinvestment.

Year	DMO	ACES
2026	+4.33%	-3.81%
2025	+7.32%	+22.28%
2024	+19.98%	-25.86%
2023	+15.85%	-18.07%
2022	-21.50%	-29.90%
2021	+17.98%	-19.26%
2020	-23.14%	+136.96%
2019	+6.94%	+51.11%
2018	-1.47%	-9.63%
2017	+25.91%	N/A
2016	+9.92%	N/A
2015	+13.23%	N/A
2014	+18.82%	N/A
2013	+8.60%	N/A
2012	+39.56%	N/A
2011	-0.97%	N/A
2010	+13.81%	N/A

DMO vs ACES Drawdown Comparison

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

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

The current DMO drawdown is -3.12%. The current ACES drawdown is -65.97%.

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

Correlation

Correlation between DMO and ACES 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)

DMO vs ACES dividend yield comparison.

Year	DMO	ACES
2026	6.74%	0.09%
2025	14.01%	0.70%
2024	12.92%	1.10%
2023	11.46%	1.44%
2022	11.51%	1.08%
2021	8.88%	0.71%
2020	10.95%	0.56%
2019	9.63%	1.79%
2018	18.93%	0.34%
2017	13.30%	0.00%
2016	13.19%	0.00%
2015	14.09%	0.00%
2014	12.95%	0.00%
2013	15.96%	0.00%
2012	11.89%	0.00%
2011	9.79%	0.00%
2010	5.19%	0.00%