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FMY vs SPY

Comparison between First Trust Mortgage Income Fund (FMY, ETF) and SPDR S&P 500 ETF Trust (SPY, ETF).

5-Year PerformanceSPY has outperformed FMY, delivering a return of +13.3% compared to +3.5%

FMY vs SPY - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
FMY
$53M
Winner
SPY
$735B
Expense Ratio
FMY
N/A
SPY
0.09%
Max Drawdown
Winner
FMY
51.81%
SPY
56.47%
Sharpe Ratio
FMY
-0.00
Winner
SPY
1.62
5Y Beta
Winner
FMY
0.02
SPY
1.00
P/E Ratio
FMY
N/A
SPY
28.99
Forward P/E
FMY
N/A
SPY
22.37
5Y Dividends CAGR
FMY
2.09%
Winner
SPY
5.43%
5Y EPS CAGR
FMY
N/A
SPY
26.05%
Debt to Equity
FMY
N/A
SPY
32.40%
P/S Ratio
FMY
N/A
SPY
3.74
P/B Ratio
FMY
N/A
SPY
5.61

FMY vs SPY - Historical Returns

Returns include dividend reinvestment.

1M
FMY
-1.88%
Winner
SPY
+1.90%
3M
FMY
-0.96%
Winner
SPY
+8.55%
6M
FMY
-0.21%
Winner
SPY
+8.18%
1Y
FMY
+3.04%
Winner
SPY
+25.79%
5Y(CAGR)
FMY
+3.46%
Winner
SPY
+13.32%
10Y(CAGR)
FMY
+3.90%
Winner
SPY
+15.19%
Max(CAGR)
FMY
+4.32%
Winner
SPY
+8.47%

FMY vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearFMYSPY
2026-1.06%+8.26%
2025+9.95%+18.00%
2024+7.94%+25.59%
2023+14.58%+26.72%
2022-13.27%-18.64%
2021+4.35%+30.52%
2020+5.06%+17.28%
2019+12.12%+31.09%
2018-3.98%-5.24%
2017+6.47%+20.78%
2016+3.26%+13.59%
2015+4.38%+1.31%
2014+1.33%+14.56%
2013-6.38%+29.00%
2012+1.54%+14.17%
2011+10.13%+0.85%
2010+15.87%+13.14%
2009+20.93%+22.67%
2008+6.49%-36.25%
2007+9.45%+5.32%
2006+10.87%+13.85%
2005-18.78%+5.32%
2004N/A+10.75%
2003N/A+24.18%
2002N/A-22.42%
2001N/A-10.13%
2000N/A-8.84%
1999N/A+8.61%

FMY vs SPY Drawdown Comparison

The maximum drawdown for FMY was -27.99%, occurring on Oct 9, 2008. Recovery took 131 trading sessions.

The maximum drawdown for SPY was -55.20%, occurring on Mar 9, 2009. Recovery took 1224 trading sessions.

The current FMY drawdown is -3.90%. The current SPY drawdown is -2.90%.

RankFMYSPY
#1-27.99%
May 29, 2008 - Dec 3, 2008		-55.20%
Oct 9, 2007 - Aug 16, 2012
#2-21.58%
Oct 8, 2012 - May 15, 2019		-47.50%
Mar 24, 2000 - Oct 26, 2006
#3-20.84%
Jun 24, 2005 - Feb 20, 2008		-33.70%
Feb 19, 2020 - Aug 10, 2020
#4-19.97%
Sep 15, 2021 - Mar 13, 2024		-24.50%
Jan 3, 2022 - Dec 13, 2023
#5-18.89%
Jun 27, 2011 - Jan 31, 2012		-19.34%
Sep 20, 2018 - Apr 12, 2019
#6-12.96%
Sep 23, 2010 - Apr 25, 2011		-18.76%
Feb 19, 2025 - Jun 26, 2025
#7-12.38%
Feb 28, 2020 - Oct 5, 2020		-13.02%
Jul 20, 2015 - Apr 18, 2016
#8-11.28%
Dec 4, 2008 - Jun 10, 2009		-10.10%
Jan 26, 2018 - Aug 6, 2018
#9-7.12%
Feb 27, 2026 - Mar 13, 2026		-9.44%
Sep 2, 2020 - Nov 11, 2020
#10-6.12%
Feb 28, 2008 - Apr 28, 2008		-9.30%
Jan 19, 2000 - Mar 17, 2000
#11-5.48%
Aug 2, 2019 - Sep 25, 2019		-9.05%
Jul 19, 2007 - Oct 5, 2007
#12-5.12%
Sep 25, 2024 - Feb 11, 2025		-8.88%
Jan 27, 2026 - Apr 14, 2026
#13-5.08%
Feb 1, 2012 - Apr 24, 2012		-8.41%
Jul 16, 2024 - Sep 19, 2024
#14-4.73%
Oct 5, 2020 - Dec 30, 2020		-7.35%
Sep 14, 2012 - Jan 2, 2013
#15-4.66%
May 17, 2024 - Jun 14, 2024		-7.27%
Sep 18, 2014 - Oct 31, 2014

Correlation

Correlation between FMY and SPY is 0.86 which considered as a strong positive correlation - the stocks tend to move together.

0.86
-101

Dividend Comparison (1999 - 2026)

FMY vs SPY dividend yield comparison.

YearFMYSPY
20262.80%0.24%
20256.91%1.07%
20247.95%1.21%
20236.64%1.40%
20225.89%1.65%
20215.21%1.20%
20205.18%1.52%
20195.14%1.75%
20185.66%2.04%
20175.45%1.80%
20166.17%2.03%
20156.43%2.06%
20146.86%1.87%
20136.94%1.81%
201210.53%2.18%
201110.66%2.05%
20109.23%1.80%
20097.89%1.95%
20088.00%3.02%
20075.95%1.85%
20066.13%1.73%
20053.30%1.73%
20040.00%1.82%
20030.00%1.47%
20020.00%1.70%
20010.00%1.25%
20000.00%1.15%
19990.00%0.24%

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