IVVB vs DMO
Comparison between iShares Large Cap Deep Buffer ETF (IVVB, ETF) and Western Asset Mortgage Opportunity Fund Inc (DMO, ETF).
IVVB vs DMO - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
IVVB
$128M
Winner
DMO
$128M
Expense Ratio
IVVB
0.50%
DMO
N/A
Max Drawdown
Winner
IVVB
13.34%
DMO
62.91%
Sharpe Ratio
Winner
IVVB
1.00
DMO
-0.48
5Y Beta
IVVB
0.55
Winner
DMO
0.15
5Y Dividends CAGR
IVVB
N/A
DMO
1.72%
IVVB vs DMO - Historical Returns
Returns include dividend reinvestment.
1M
Winner
IVVB
+1.41%
DMO
-0.20%
3M
Winner
IVVB
+1.66%
DMO
-3.50%
6M
Winner
IVVB
+5.55%
DMO
-3.64%
1Y
Winner
IVVB
+11.74%
DMO
-2.34%
5Y(CAGR)
IVVB
N/A
DMO
+2.97%
10Y(CAGR)
IVVB
N/A
DMO
+3.45%
Max(CAGR)
Winner
IVVB
+11.70%
DMO
+8.17%
IVVB vs DMO - Annual Returns (2010 - 2026)
Returns include dividend reinvestment.
| Year | IVVB | DMO |
|---|---|---|
| 2026 | +6.34% | +1.97% |
| 2025 | +9.71% | +7.32% |
| 2024 | +19.14% | +19.98% |
| 2023 | +2.60% | +15.85% |
| 2022 | N/A | -21.50% |
| 2021 | N/A | +17.98% |
| 2020 | N/A | -23.14% |
| 2019 | N/A | +6.94% |
| 2018 | N/A | -1.47% |
| 2017 | N/A | +25.91% |
| 2016 | N/A | +9.92% |
| 2015 | N/A | +13.23% |
| 2014 | N/A | +18.82% |
| 2013 | N/A | +8.60% |
| 2012 | N/A | +39.56% |
| 2011 | N/A | -0.97% |
| 2010 | N/A | +13.81% |
IVVB vs DMO Drawdown Comparison
The maximum drawdown for IVVB was -13.08%, occurring on Apr 8, 2025. Recovery took 106 trading sessions.
The maximum drawdown for DMO was -49.09%, occurring on Apr 3, 2020. Recovery took 1427 trading sessions.
The current IVVB drawdown is -1.32%. The current DMO drawdown is -5.32%.
| Rank | IVVB | DMO |
|---|---|---|
| #1 | -13.08% Feb 19, 2025 - Jul 23, 2025 | -49.09% Oct 16, 2019 - Jun 23, 2025 |
| #2 | -7.77% Jul 28, 2023 - Dec 13, 2023 | -14.52% Jan 24, 2018 - Jun 17, 2019 |
| #3 | -5.75% Feb 2, 2026 - Apr 22, 2026 | -14.50% Jan 30, 2013 - Feb 21, 2014 |
| #4 | -5.35% Jul 16, 2024 - Aug 21, 2024 | -13.05% Mar 8, 2011 - Jan 31, 2012 |
| #5 | -3.51% Mar 28, 2024 - May 15, 2024 | -13.04% Oct 18, 2016 - Feb 10, 2017 |
| #6 | -3.44% Aug 30, 2024 - Sep 17, 2024 | -11.64% Oct 19, 2017 - Jan 5, 2018 |
| #7 | -3.03% Dec 16, 2024 - Feb 13, 2025 | -8.36% Nov 11, 2025 - May 22, 2026 |
| #8 | -3.02% Nov 12, 2025 - Nov 28, 2025 | -8.00% Sep 25, 2015 - Dec 28, 2015 |
| #9 | -2.24% Jul 15, 2026 - Aug 3, 2026 | -7.97% Jul 17, 2017 - Aug 22, 2017 |
| #10 | -2.02% Dec 11, 2025 - Dec 23, 2025 | -6.98% Jan 8, 2016 - Feb 4, 2016 |
| #11 | -1.93% Jan 12, 2026 - Jan 27, 2026 | -6.52% Feb 4, 2016 - Apr 19, 2016 |
| #12 | -1.75% Oct 8, 2025 - Oct 20, 2025 | -6.16% Dec 5, 2012 - Jan 11, 2013 |
| #13 | -1.66% Jun 1, 2026 - Jul 6, 2026 | -5.48% May 7, 2010 - Jul 26, 2010 |
| #14 | -1.63% Oct 18, 2024 - Nov 6, 2024 | -5.32% May 22, 2026 - Sep 1, 2026 |
| #15 | -1.48% May 21, 2024 - Jun 5, 2024 | -5.30% Nov 2, 2012 - Nov 28, 2012 |
Correlation
Correlation between IVVB and DMO is 0.93 which considered as a very strong positive correlation - the stocks move almost identically together.
0.93
-101
Dividend Comparison (2010 - 2026)
IVVB vs DMO dividend yield comparison.
| Year | IVVB | DMO |
|---|---|---|
| 2026 | 0.00% | 9.41% |
| 2025 | 1.22% | 14.01% |
| 2024 | 0.87% | 12.92% |
| 2023 | 0.00% | 11.46% |
| 2022 | 0.00% | 11.51% |
| 2021 | 0.00% | 8.88% |
| 2020 | 0.00% | 10.95% |
| 2019 | 0.00% | 9.63% |
| 2018 | 0.00% | 18.93% |
| 2017 | 0.00% | 13.30% |
| 2016 | 0.00% | 13.19% |
| 2015 | 0.00% | 14.09% |
| 2014 | 0.00% | 12.95% |
| 2013 | 0.00% | 15.96% |
| 2012 | 0.00% | 11.89% |
| 2011 | 0.00% | 9.79% |
| 2010 | 0.00% | 5.19% |
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