FMY vs AMUN
Comparison between First Trust Mortgage Income Fund (FMY, ETF) and abrdn Ultra Short Municipal Income Active ETF (AMUN, ETF).
FMY vs AMUN - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
FMY
$53M
Winner
AMUN
$53M
Expense Ratio
FMY
N/A
AMUN
0.25%
Max Drawdown
FMY
51.81%
Winner
AMUN
0.82%
Sharpe Ratio
Winner
FMY
-0.16
AMUN
-1.78
5Y Beta
FMY
0.01
Winner
AMUN
0.00
5Y Dividends CAGR
FMY
1.97%
AMUN
N/A
FMY vs AMUN - Historical Returns
Returns include dividend reinvestment.
1M
FMY
-0.05%
Winner
AMUN
+0.21%
3M
FMY
-1.27%
Winner
AMUN
+0.66%
6M
FMY
-2.06%
Winner
AMUN
+1.23%
1Y
FMY
+0.88%
AMUN
N/A
5Y(CAGR)
FMY
+2.98%
AMUN
N/A
10Y(CAGR)
FMY
+3.76%
AMUN
N/A
Max(CAGR)
Winner
FMY
+4.33%
AMUN
+2.09%
FMY vs AMUN - Annual Returns (2005 - 2026)
Returns include dividend reinvestment.
| Year | FMY | AMUN |
|---|---|---|
| 2026 | -0.44% | +1.40% |
| 2025 | +9.95% | +0.14% |
| 2024 | +7.94% | N/A |
| 2023 | +14.58% | N/A |
| 2022 | -13.27% | N/A |
| 2021 | +4.35% | N/A |
| 2020 | +5.06% | N/A |
| 2019 | +12.12% | N/A |
| 2018 | -3.98% | N/A |
| 2017 | +6.47% | N/A |
| 2016 | +3.26% | N/A |
| 2015 | +4.38% | N/A |
| 2014 | +1.33% | N/A |
| 2013 | -6.38% | N/A |
| 2012 | +1.54% | N/A |
| 2011 | +10.13% | N/A |
| 2010 | +15.87% | N/A |
| 2009 | +20.93% | N/A |
| 2008 | +6.49% | N/A |
| 2007 | +9.45% | N/A |
| 2006 | +10.87% | N/A |
| 2005 | -18.78% | N/A |
FMY vs AMUN Drawdown Comparison
The maximum drawdown for FMY was -27.99%, occurring on Oct 9, 2008. Recovery took 131 trading sessions.
The maximum drawdown for AMUN was -0.61%, occurring on Oct 22, 2025. Recovery took 44 trading sessions.
The current FMY drawdown is -3.29%.
| Rank | FMY | AMUN |
|---|---|---|
| #1 | -27.99% May 29, 2008 - Dec 3, 2008 | -0.61% Oct 21, 2025 - Dec 23, 2025 |
| #2 | -21.58% Oct 8, 2012 - May 15, 2019 | -0.14% Feb 27, 2026 - Mar 6, 2026 |
| #3 | -20.84% Jun 24, 2005 - Feb 20, 2008 | -0.13% Apr 13, 2026 - May 5, 2026 |
| #4 | -19.97% Sep 15, 2021 - Mar 13, 2024 | -0.10% Jul 14, 2026 - Jul 15, 2026 |
| #5 | -18.89% Jun 27, 2011 - Jan 31, 2012 | -0.08% May 5, 2026 - May 7, 2026 |
| #6 | -12.96% Sep 23, 2010 - Apr 25, 2011 | -0.08% Feb 13, 2026 - Feb 24, 2026 |
| #7 | -12.38% Feb 28, 2020 - Oct 5, 2020 | -0.08% Jan 16, 2026 - Jan 22, 2026 |
| #8 | -11.28% Dec 4, 2008 - Jun 10, 2009 | -0.07% Feb 6, 2026 - Feb 13, 2026 |
| #9 | -7.12% Feb 27, 2026 - Mar 13, 2026 | -0.07% Mar 6, 2026 - Apr 2, 2026 |
| #10 | -6.12% Feb 28, 2008 - Apr 28, 2008 | -0.06% Jun 12, 2026 - Jun 16, 2026 |
| #11 | -5.48% Aug 2, 2019 - Sep 25, 2019 | -0.04% Jul 2, 2026 - Jul 10, 2026 |
| #12 | -5.12% Sep 25, 2024 - Feb 11, 2025 | -0.04% May 15, 2026 - May 22, 2026 |
| #13 | -5.08% Feb 1, 2012 - Apr 24, 2012 | -0.04% Jun 16, 2026 - Jun 18, 2026 |
| #14 | -4.73% Oct 5, 2020 - Dec 30, 2020 | -0.02% May 8, 2026 - May 15, 2026 |
| #15 | -4.66% May 17, 2024 - Jun 14, 2024 | -0.02% Jun 2, 2026 - Jun 10, 2026 |
Correlation
Correlation between FMY and AMUN is 0.17 which considered as a very weak or no correlation - the stocks move independently of each other.
0.17
-101
Dividend Comparison (2005 - 2026)
FMY vs AMUN dividend yield comparison.
| Year | FMY | AMUN |
|---|---|---|
| 2026 | 3.36% | 1.47% |
| 2025 | 6.91% | 0.66% |
| 2024 | 7.95% | 0.00% |
| 2023 | 6.64% | 0.00% |
| 2022 | 5.89% | 0.00% |
| 2021 | 5.21% | 0.00% |
| 2020 | 5.18% | 0.00% |
| 2019 | 5.14% | 0.00% |
| 2018 | 5.66% | 0.00% |
| 2017 | 5.45% | 0.00% |
| 2016 | 6.17% | 0.00% |
| 2015 | 6.43% | 0.00% |
| 2014 | 6.86% | 0.00% |
| 2013 | 6.94% | 0.00% |
| 2012 | 10.53% | 0.00% |
| 2011 | 10.66% | 0.00% |
| 2010 | 9.23% | 0.00% |
| 2009 | 7.89% | 0.00% |
| 2008 | 8.00% | 0.00% |
| 2007 | 5.95% | 0.00% |
| 2006 | 6.13% | 0.00% |
| 2005 | 3.30% | 0.00% |
Select Stocks to Compare
Popular: FMY vs SPYAMUN vs SPY
More Comparisons
Compare with similar stocks