DMO vs IVVB
Comparison between Western Asset Mortgage Opportunity Fund Inc (DMO, ETF) and iShares Large Cap Deep Buffer ETF (IVVB, ETF).
DMO vs IVVB - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
DMO
$128M
IVVB
$128M
Expense Ratio
DMO
N/A
IVVB
0.50%
Max Drawdown
DMO
62.91%
Winner
IVVB
13.34%
Sharpe Ratio
DMO
-0.48
Winner
IVVB
1.00
5Y Beta
Winner
DMO
0.15
IVVB
0.55
5Y Dividends CAGR
DMO
1.72%
IVVB
N/A
DMO vs IVVB - Historical Returns
Returns include dividend reinvestment.
1M
DMO
-0.20%
Winner
IVVB
+1.41%
3M
DMO
-3.50%
Winner
IVVB
+1.66%
6M
DMO
-3.64%
Winner
IVVB
+5.55%
1Y
DMO
-2.34%
Winner
IVVB
+11.74%
5Y(CAGR)
DMO
+2.97%
IVVB
N/A
10Y(CAGR)
DMO
+3.45%
IVVB
N/A
Max(CAGR)
DMO
+8.17%
Winner
IVVB
+11.70%
DMO vs IVVB - Annual Returns (2010 - 2026)
Returns include dividend reinvestment.
| Year | DMO | IVVB |
|---|---|---|
| 2026 | +1.97% | +6.34% |
| 2025 | +7.32% | +9.71% |
| 2024 | +19.98% | +19.14% |
| 2023 | +15.85% | +2.60% |
| 2022 | -21.50% | N/A |
| 2021 | +17.98% | N/A |
| 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 IVVB Drawdown Comparison
The maximum drawdown for DMO was -49.09%, occurring on Apr 3, 2020. Recovery took 1427 trading sessions.
The maximum drawdown for IVVB was -13.08%, occurring on Apr 8, 2025. Recovery took 106 trading sessions.
The current DMO drawdown is -5.32%. The current IVVB drawdown is -1.32%.
| Rank | DMO | IVVB |
|---|---|---|
| #1 | -49.09% Oct 16, 2019 - Jun 23, 2025 | -13.08% Feb 19, 2025 - Jul 23, 2025 |
| #2 | -14.52% Jan 24, 2018 - Jun 17, 2019 | -7.77% Jul 28, 2023 - Dec 13, 2023 |
| #3 | -14.50% Jan 30, 2013 - Feb 21, 2014 | -5.75% Feb 2, 2026 - Apr 22, 2026 |
| #4 | -13.05% Mar 8, 2011 - Jan 31, 2012 | -5.35% Jul 16, 2024 - Aug 21, 2024 |
| #5 | -13.04% Oct 18, 2016 - Feb 10, 2017 | -3.51% Mar 28, 2024 - May 15, 2024 |
| #6 | -11.64% Oct 19, 2017 - Jan 5, 2018 | -3.44% Aug 30, 2024 - Sep 17, 2024 |
| #7 | -8.36% Nov 11, 2025 - May 22, 2026 | -3.03% Dec 16, 2024 - Feb 13, 2025 |
| #8 | -8.00% Sep 25, 2015 - Dec 28, 2015 | -3.02% Nov 12, 2025 - Nov 28, 2025 |
| #9 | -7.97% Jul 17, 2017 - Aug 22, 2017 | -2.24% Jul 15, 2026 - Aug 3, 2026 |
| #10 | -6.98% Jan 8, 2016 - Feb 4, 2016 | -2.02% Dec 11, 2025 - Dec 23, 2025 |
| #11 | -6.52% Feb 4, 2016 - Apr 19, 2016 | -1.93% Jan 12, 2026 - Jan 27, 2026 |
| #12 | -6.16% Dec 5, 2012 - Jan 11, 2013 | -1.75% Oct 8, 2025 - Oct 20, 2025 |
| #13 | -5.48% May 7, 2010 - Jul 26, 2010 | -1.66% Jun 1, 2026 - Jul 6, 2026 |
| #14 | -5.32% May 22, 2026 - Sep 1, 2026 | -1.63% Oct 18, 2024 - Nov 6, 2024 |
| #15 | -5.30% Nov 2, 2012 - Nov 28, 2012 | -1.48% May 21, 2024 - Jun 5, 2024 |
Correlation
Correlation between DMO and IVVB is 0.93 which considered as a very strong positive correlation - the stocks move almost identically together.
0.93
-101
Dividend Comparison (2010 - 2026)
DMO vs IVVB dividend yield comparison.
| Year | DMO | IVVB |
|---|---|---|
| 2026 | 9.41% | 0.00% |
| 2025 | 14.01% | 1.22% |
| 2024 | 12.92% | 0.87% |
| 2023 | 11.46% | 0.00% |
| 2022 | 11.51% | 0.00% |
| 2021 | 8.88% | 0.00% |
| 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% |
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