VPX vs FMY
Comparison between VARIANT PERCEPTION CYCLE AWARE US EQUITY ETF (VPX, ETF) and First Trust Mortgage Income Fund (FMY, ETF).
VPX vs FMY - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
VPX
$53M
FMY
$53M
Expense Ratio
VPX
0.75%
FMY
N/A
Max Drawdown
Winner
VPX
5.91%
FMY
51.81%
Sharpe Ratio
Winner
VPX
3.38
FMY
-0.16
5Y Beta
VPX
1.03
Winner
FMY
0.01
P/E Ratio
VPX
23.80
FMY
N/A
Forward P/E
VPX
16.62
FMY
N/A
PEG Ratio
VPX
0.28
FMY
N/A
5Y Dividends CAGR
VPX
N/A
FMY
1.97%
5Y EPS CAGR
VPX
25.78%
FMY
N/A
P/S Ratio
VPX
2.71
FMY
N/A
P/B Ratio
VPX
4.38
FMY
N/A
VPX vs FMY - Historical Returns
Returns include dividend reinvestment.
1M
Winner
VPX
+1.51%
FMY
-0.05%
3M
Winner
VPX
+14.43%
FMY
-1.27%
6M
VPX
N/A
FMY
-2.06%
1Y
VPX
N/A
FMY
+0.88%
5Y(CAGR)
VPX
N/A
FMY
+2.98%
10Y(CAGR)
VPX
N/A
FMY
+3.76%
Max(CAGR)
Winner
VPX
+73.87%
FMY
+4.33%
VPX vs FMY - Annual Returns (2005 - 2026)
Returns include dividend reinvestment.
| Year | VPX | FMY |
|---|---|---|
| 2026 | +21.94% | -0.44% |
| 2025 | N/A | +9.95% |
| 2024 | N/A | +7.94% |
| 2023 | N/A | +14.58% |
| 2022 | N/A | -13.27% |
| 2021 | N/A | +4.35% |
| 2020 | N/A | +5.06% |
| 2019 | N/A | +12.12% |
| 2018 | N/A | -3.98% |
| 2017 | N/A | +6.47% |
| 2016 | N/A | +3.26% |
| 2015 | N/A | +4.38% |
| 2014 | N/A | +1.33% |
| 2013 | N/A | -6.38% |
| 2012 | N/A | +1.54% |
| 2011 | N/A | +10.13% |
| 2010 | N/A | +15.87% |
| 2009 | N/A | +20.93% |
| 2008 | N/A | +6.49% |
| 2007 | N/A | +9.45% |
| 2006 | N/A | +10.87% |
| 2005 | N/A | -18.78% |
VPX vs FMY Drawdown Comparison
The maximum drawdown for VPX was -5.91%, occurring on Mar 30, 2026. Recovery took 15 trading sessions.
The maximum drawdown for FMY was -27.99%, occurring on Oct 9, 2008. Recovery took 131 trading sessions.
The current VPX drawdown is -0.17%. The current FMY drawdown is -3.29%.
| Rank | VPX | FMY |
|---|---|---|
| #1 | -5.91% Mar 17, 2026 - Apr 8, 2026 | -27.99% May 29, 2008 - Dec 3, 2008 |
| #2 | -3.62% Jun 4, 2026 - Jun 15, 2026 | -21.58% Oct 8, 2012 - May 15, 2019 |
| #3 | -2.55% May 14, 2026 - May 22, 2026 | -20.84% Jun 24, 2005 - Feb 20, 2008 |
| #4 | -2.03% Jun 22, 2026 - Jun 30, 2026 | -19.97% Sep 15, 2021 - Mar 13, 2024 |
| #5 | -1.53% Jul 10, 2026 - Jul 20, 2026 | -18.89% Jun 27, 2011 - Jan 31, 2012 |
| #6 | -1.08% Jun 15, 2026 - Jun 18, 2026 | -12.96% Sep 23, 2010 - Apr 25, 2011 |
| #7 | -0.79% Apr 27, 2026 - Apr 30, 2026 | -12.38% Feb 28, 2020 - Oct 5, 2020 |
| #8 | -0.78% Apr 17, 2026 - Apr 22, 2026 | -11.28% Dec 4, 2008 - Jun 10, 2009 |
| #9 | -0.74% May 6, 2026 - May 8, 2026 | -7.12% Feb 27, 2026 - Mar 13, 2026 |
| #10 | -0.64% Apr 22, 2026 - Apr 24, 2026 | -6.12% Feb 28, 2008 - Apr 28, 2008 |
| #11 | -0.62% Jun 30, 2026 - Jul 6, 2026 | -5.48% Aug 2, 2019 - Sep 25, 2019 |
| #12 | -0.54% Mar 12, 2026 - Mar 16, 2026 | -5.12% Sep 25, 2024 - Feb 11, 2025 |
| #13 | -0.44% Jul 6, 2026 - Jul 9, 2026 | -5.08% Feb 1, 2012 - Apr 24, 2012 |
| #14 | -0.23% May 11, 2026 - May 13, 2026 | -4.73% Oct 5, 2020 - Dec 30, 2020 |
| #15 | -0.19% May 1, 2026 - May 5, 2026 | -4.66% May 17, 2024 - Jun 14, 2024 |
Correlation
Correlation between VPX and FMY is 0.19 which considered as a very weak or no correlation - the stocks move independently of each other.
0.19
-101
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