DMO vs XMAR

Comparison between Western Asset Mortgage Opportunity Fund Inc (DMO, ETF) and FT VEST U.S. EQUITY ENHANCE & MODERATE BUFFER ETF - MARCH (XMAR, ETF).

DMO vs XMAR - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	DMO(ETF)	XMAR(ETF)
Net Assets	$130M	$130M
Expense Ratio	N/A	0.85%
Max Drawdown	62.91%	7.29%
Sharpe Ratio	-0.04	2.59
5Y Beta	0.14	0.34
5Y Dividends CAGR	3.16%	N/A

Net Assets

Winner

DMO

$130M

XMAR

$130M

Expense Ratio

DMO

N/A

XMAR

0.85%

Max Drawdown

DMO

62.91%

Winner

XMAR

7.29%

Sharpe Ratio

DMO

-0.04

Winner

XMAR

2.59

5Y Beta

Winner

DMO

0.14

XMAR

0.34

5Y Dividends CAGR

DMO

3.16%

XMAR

N/A

DMO vs XMAR - Historical Returns

Returns include dividend reinvestment.

Period	DMO	XMAR
1 month	-3.09%	+0.58%
3 months	+1.80%	+5.44%
6 months	+2.78%	+6.95%
1 year	+2.78%	+12.17%
5 years(CAGR)	+4.33%	N/A
10 years(CAGR)	+4.31%	N/A
Max(CAGR)	+8.37%	+11.62%

DMO

-3.09%

Winner

XMAR

+0.58%

DMO

+1.80%

Winner

XMAR

+5.44%

DMO

+2.78%

Winner

XMAR

+6.95%

DMO

+2.78%

Winner

XMAR

+12.17%

5Y(CAGR)

DMO

+4.33%

XMAR

N/A

10Y(CAGR)

DMO

+4.31%

XMAR

N/A

Max(CAGR)

DMO

+8.37%

Winner

XMAR

+11.62%

DMO vs XMAR - Annual Returns (2010 - 2026)

Returns include dividend reinvestment.

Year	DMO	XMAR
2026	+3.26%	+6.38%
2025	+7.32%	+10.30%
2024	+19.98%	+10.30%
2023	+15.85%	+10.30%
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 XMAR Drawdown Comparison

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

The maximum drawdown for XMAR was -7.29%, occurring on Apr 8, 2025. Recovery took 33 trading sessions.

The current DMO drawdown is -4.12%. The current XMAR drawdown is -0.32%.

Rank	DMO	XMAR
#1	-49.09% Oct 16, 2019 - Jun 23, 2025	-7.29% Mar 25, 2025 - May 12, 2025
#2	-14.52% Jan 24, 2018 - Jun 17, 2019	-3.31% Jul 16, 2024 - Aug 15, 2024
#3	-14.50% Jan 30, 2013 - Feb 21, 2014	-2.27% Sep 14, 2023 - Nov 3, 2023
#4	-13.05% Mar 8, 2011 - Jan 31, 2012	-2.02% Mar 28, 2024 - May 6, 2024
#5	-13.04% Oct 18, 2016 - Feb 10, 2017	-1.48% Mar 25, 2026 - Apr 1, 2026
#6	-11.64% Oct 19, 2017 - Jan 5, 2018	-1.43% Aug 30, 2024 - Sep 17, 2024
#7	-8.36% Nov 11, 2025 - May 22, 2026	-1.20% Feb 28, 2025 - Mar 17, 2025
#8	-8.00% Sep 25, 2015 - Dec 28, 2015	-0.97% May 16, 2025 - Jun 2, 2025
#9	-7.97% Jul 17, 2017 - Aug 22, 2017	-0.88% Jun 1, 2026 - Jun 10, 2026
#10	-6.98% Jan 8, 2016 - Feb 4, 2016	-0.86% Dec 16, 2024 - Dec 24, 2024
#11	-6.52% Feb 4, 2016 - Apr 19, 2016	-0.84% Jul 28, 2023 - Aug 29, 2023
#12	-6.16% Dec 5, 2012 - Jan 11, 2013	-0.79% May 1, 2023 - May 17, 2023
#13	-5.48% May 7, 2010 - Jul 26, 2010	-0.77% Nov 11, 2025 - Nov 25, 2025
#14	-5.30% Nov 2, 2012 - Nov 28, 2012	-0.75% Apr 18, 2023 - Apr 28, 2023
#15	-5.23% Jun 23, 2015 - Jul 20, 2015	-0.68% May 18, 2023 - May 30, 2023