DMO vs FRTY

Comparison between Western Asset Mortgage Opportunity Fund Inc (DMO, ETF) and ALGER MID CAP 40 ETF (FRTY, ETF).

5-Year PerformanceDMO has outperformed FRTY, delivering a return of +4.9% compared to +3.9%

DMO vs FRTY - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	DMO(ETF)	FRTY(ETF)
Net Assets	$131M	$131M
Expense Ratio	N/A	0.60%
Max Drawdown	62.91%	55.59%
Sharpe Ratio	-0.00	0.78
5Y Beta	0.15	1.26
P/E Ratio	N/A	362.33
Forward P/E	N/A	40.21
PEG Ratio	N/A	-0.64
5Y Dividends CAGR	3.16%	N/A
5Y EPS CAGR	N/A	17.41%
Debt to Equity	N/A	27.83%
P/S Ratio	N/A	4.23
P/B Ratio	N/A	6.97

Net Assets

DMO

$131M

Winner

FRTY

$131M

Expense Ratio

DMO

N/A

FRTY

0.60%

Max Drawdown

DMO

62.91%

Winner

FRTY

55.59%

Sharpe Ratio

DMO

-0.00

Winner

FRTY

0.78

5Y Beta

Winner

DMO

0.15

FRTY

1.26

P/E Ratio

DMO

N/A

FRTY

362.33

Forward P/E

DMO

N/A

FRTY

40.21

PEG Ratio

DMO

N/A

FRTY

-0.64

5Y Dividends CAGR

DMO

3.16%

FRTY

N/A

5Y EPS CAGR

DMO

N/A

FRTY

17.41%

Debt to Equity

DMO

N/A

FRTY

27.83%

P/S Ratio

DMO

N/A

FRTY

4.23

P/B Ratio

DMO

N/A

FRTY

6.97

DMO vs FRTY - Historical Returns

Returns include dividend reinvestment.

Period	DMO	FRTY
1 month	-1.67%	+3.20%
3 months	-0.83%	+11.59%
6 months	-0.42%	+5.20%
1 year	+3.26%	+24.49%
5 years(CAGR)	+4.93%	+3.90%
10 years(CAGR)	+4.25%	N/A
Max(CAGR)	+8.41%	+2.75%

DMO

-1.67%

Winner

FRTY

+3.20%

DMO

-0.83%

Winner

FRTY

+11.59%

DMO

-0.42%

Winner

FRTY

+5.20%

DMO

+3.26%

Winner

FRTY

+24.49%

5Y(CAGR)

Winner

DMO

+4.93%

FRTY

+3.90%

10Y(CAGR)

DMO

+4.25%

FRTY

N/A

Max(CAGR)

Winner

DMO

+8.41%

FRTY

+2.75%

DMO vs FRTY - Annual Returns (2010 - 2026)

Returns include dividend reinvestment.

Year	DMO	FRTY
2026	+3.64%	+4.84%
2025	+7.32%	+11.40%
2024	+19.98%	+40.62%
2023	+15.85%	+16.21%
2022	-21.50%	-42.24%
2021	+17.98%	+2.18%
2020	-23.14%	N/A
2019	+6.94%	N/A
2018	-1.47%	N/A
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 FRTY Drawdown Comparison

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

The maximum drawdown for FRTY was -53.10%, occurring on Oct 14, 2022. Recovery took 1144 trading sessions.

The current DMO drawdown is -3.77%. The current FRTY drawdown is -5.72%.

Rank	DMO	FRTY
#1	-49.09% Oct 16, 2019 - Jun 23, 2025	-53.10% Nov 8, 2021 - Jun 2, 2026
#2	-14.52% Jan 24, 2018 - Jun 17, 2019	-11.62% Apr 28, 2021 - Jun 24, 2021
#3	-14.50% Jan 30, 2013 - Feb 21, 2014	-9.54% Sep 23, 2021 - Nov 1, 2021
#4	-13.05% Mar 8, 2011 - Jan 31, 2012	-8.45% Mar 15, 2021 - Apr 26, 2021
#5	-13.04% Oct 18, 2016 - Feb 10, 2017	-7.52% Mar 1, 2021 - Mar 15, 2021
#6	-11.64% Oct 19, 2017 - Jan 5, 2018	-6.78% Jul 6, 2021 - Jul 28, 2021
#7	-8.36% Nov 11, 2025 - May 22, 2026	-5.72% Jun 2, 2026 - Jun 5, 2026
#8	-8.00% Sep 25, 2015 - Dec 28, 2015	-3.02% Sep 7, 2021 - Sep 16, 2021
#9	-7.97% Jul 17, 2017 - Aug 22, 2017	-3.00% Aug 5, 2021 - Aug 12, 2021
#10	-6.98% Jan 8, 2016 - Feb 4, 2016	-2.89% Aug 12, 2021 - Aug 23, 2021
#11	-6.52% Feb 4, 2016 - Apr 19, 2016	-2.57% Sep 17, 2021 - Sep 22, 2021
#12	-6.16% Dec 5, 2012 - Jan 11, 2013	-1.34% Jun 28, 2021 - Jul 6, 2021
#13	-5.48% May 7, 2010 - Jul 26, 2010	-1.22% Jul 29, 2021 - Aug 4, 2021
#14	-5.30% Nov 2, 2012 - Nov 28, 2012	-1.06% Aug 25, 2021 - Aug 27, 2021
#15	-5.23% Jun 23, 2015 - Jul 20, 2015	-0.33% Aug 30, 2021 - Sep 1, 2021

Correlation

Correlation between DMO and FRTY is 0.84 which considered as a strong positive correlation - the stocks tend to move together.

0.84

-101

Dividend Comparison (2010 - 2026)

DMO vs FRTY dividend yield comparison.

Year	DMO	FRTY
2026	5.59%	0.00%
2025	14.01%	0.19%
2024	12.92%	0.10%
2023	11.46%	0.00%
2022	11.51%	0.00%
2021	8.88%	5.35%
2020	10.95%	0.00%
2019	9.63%	0.00%
2018	18.93%	0.00%
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%