FMY vs CLOC
Comparison between First Trust Mortgage Income Fund (FMY, ETF) and AAM CRESCENT CLO ETF (CLOC, ETF).
FMY vs CLOC - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
FMY
$53M
Winner
CLOC
$53M
Expense Ratio
FMY
N/A
CLOC
0.18%
Max Drawdown
FMY
51.81%
Winner
CLOC
1.70%
Sharpe Ratio
FMY
-0.00
Winner
CLOC
1.91
5Y Beta
FMY
0.02
Winner
CLOC
0.01
5Y Dividends CAGR
FMY
2.09%
CLOC
N/A
FMY vs CLOC - Historical Returns
Returns include dividend reinvestment.
1M
FMY
-1.88%
Winner
CLOC
+0.60%
3M
FMY
-0.96%
Winner
CLOC
+1.90%
6M
FMY
-0.21%
Winner
CLOC
+2.72%
1Y
FMY
+3.04%
CLOC
N/A
5Y(CAGR)
FMY
+3.46%
CLOC
N/A
10Y(CAGR)
FMY
+3.90%
CLOC
N/A
Max(CAGR)
FMY
+4.32%
Winner
CLOC
+5.44%
FMY vs CLOC - Annual Returns (2005 - 2026)
Returns include dividend reinvestment.
| Year | FMY | CLOC |
|---|---|---|
| 2026 | -1.06% | +2.32% |
| 2025 | +9.95% | +0.93% |
| 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 CLOC Drawdown Comparison
The maximum drawdown for FMY was -27.99%, occurring on Oct 9, 2008. Recovery took 131 trading sessions.
The maximum drawdown for CLOC was -0.54%, occurring on Mar 10, 2026. Recovery took 38 trading sessions.
The current FMY drawdown is -3.90%.
| Rank | FMY | CLOC |
|---|---|---|
| #1 | -27.99% May 29, 2008 - Dec 3, 2008 | -0.54% Feb 11, 2026 - Apr 8, 2026 |
| #2 | -21.58% Oct 8, 2012 - May 15, 2019 | -0.18% Dec 12, 2025 - Dec 24, 2025 |
| #3 | -20.84% Jun 24, 2005 - Feb 20, 2008 | -0.06% Apr 13, 2026 - Apr 21, 2026 |
| #4 | -19.97% Sep 15, 2021 - Mar 13, 2024 | -0.06% Nov 10, 2025 - Nov 13, 2025 |
| #5 | -18.89% Jun 27, 2011 - Jan 31, 2012 | -0.04% Nov 25, 2025 - Dec 1, 2025 |
| #6 | -12.96% Sep 23, 2010 - Apr 25, 2011 | -0.04% Oct 31, 2025 - Nov 5, 2025 |
| #7 | -12.38% Feb 28, 2020 - Oct 5, 2020 | -0.02% Jun 2, 2026 - Jun 5, 2026 |
| #8 | -11.28% Dec 4, 2008 - Jun 10, 2009 | -0.02% May 20, 2026 - May 22, 2026 |
| #9 | -7.12% Feb 27, 2026 - Mar 13, 2026 | -0.02% Jan 30, 2026 - Feb 3, 2026 |
| #10 | -6.12% Feb 28, 2008 - Apr 28, 2008 | -0.02% May 26, 2026 - May 29, 2026 |
| #11 | -5.48% Aug 2, 2019 - Sep 25, 2019 | -0.02% Dec 1, 2025 - Dec 5, 2025 |
| #12 | -5.12% Sep 25, 2024 - Feb 11, 2025 | -0.02% Oct 28, 2025 - Oct 31, 2025 |
| #13 | -5.08% Feb 1, 2012 - Apr 24, 2012 | -0.02% Dec 10, 2025 - Dec 12, 2025 |
| #14 | -4.73% Oct 5, 2020 - Dec 30, 2020 | -0.02% Nov 13, 2025 - Nov 20, 2025 |
| #15 | -4.66% May 17, 2024 - Jun 14, 2024 | -0.02% Jan 21, 2026 - Jan 23, 2026 |
Correlation
Correlation between FMY and CLOC is 0.06 which considered as a very weak or no correlation - the stocks move independently of each other.
0.06
-101
Dividend Comparison (2005 - 2026)
FMY vs CLOC dividend yield comparison.
| Year | FMY | CLOC |
|---|---|---|
| 2026 | 2.80% | 2.52% |
| 2025 | 6.91% | 1.15% |
| 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% |
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