CXE vs CSTK

Comparison between MFS High Income Municipal Trust (CXE, ETF) and Invesco Comstock Contrarian Equity ETF (CSTK, ETF).

CXE vs CSTK - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	CXE(ETF)	CSTK(ETF)
Net Assets	$130M	$129M
Expense Ratio	N/A	0.35%
Max Drawdown	63.84%	9.35%
Sharpe Ratio	0.78	1.84
5Y Beta	0.13	0.73
P/E Ratio	N/A	20.79
Forward P/E	N/A	15.76
PEG Ratio	N/A	0.52
5Y Dividends CAGR	-0.28%	N/A
5Y EPS CAGR	N/A	11.06%
Debt to Equity	N/A	-36.99%
P/S Ratio	N/A	1.96
P/B Ratio	N/A	2.72

Net Assets

Winner

CXE

$130M

CSTK

$129M

Expense Ratio

CXE

N/A

CSTK

0.35%

Max Drawdown

CXE

63.84%

Winner

CSTK

9.35%

Sharpe Ratio

CXE

0.78

Winner

CSTK

1.84

5Y Beta

Winner

CXE

0.13

CSTK

0.73

P/E Ratio

CXE

N/A

CSTK

20.79

Forward P/E

CXE

N/A

CSTK

15.76

PEG Ratio

CXE

N/A

CSTK

0.52

5Y Dividends CAGR

CXE

-0.28%

CSTK

N/A

5Y EPS CAGR

CXE

N/A

CSTK

11.06%

Debt to Equity

CXE

N/A

CSTK

-36.99%

P/S Ratio

CXE

N/A

CSTK

1.96

P/B Ratio

CXE

N/A

CSTK

2.72

CXE vs CSTK - Historical Returns

Returns include dividend reinvestment.

Period	CXE	CSTK
1 month	-0.51%	+3.14%
3 months	-1.68%	+7.88%
6 months	+1.60%	+13.27%
1 year	+11.23%	+27.43%
5 years(CAGR)	-2.59%	N/A
10 years(CAGR)	+1.34%	N/A
Max(CAGR)	+4.19%	+29.29%

CXE

-0.51%

Winner

CSTK

+3.14%

CXE

-1.68%

Winner

CSTK

+7.88%

CXE

+1.60%

Winner

CSTK

+13.27%

CXE

+11.23%

Winner

CSTK

+27.43%

5Y(CAGR)

CXE

-2.59%

CSTK

N/A

10Y(CAGR)

CXE

+1.34%

CSTK

N/A

Max(CAGR)

CXE

+4.19%

Winner

CSTK

+29.29%

CXE vs CSTK - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	CXE	CSTK
2026	+1.94%	+10.76%
2025	+6.29%	+18.33%
2024	+6.49%	N/A
2023	+5.19%	N/A
2022	-27.57%	N/A
2021	+7.05%	N/A
2020	-1.56%	N/A
2019	+17.75%	N/A
2018	-7.61%	N/A
2017	+12.89%	N/A
2016	+4.82%	N/A
2015	+8.46%	N/A
2014	+14.53%	N/A
2013	-14.04%	N/A
2012	+11.07%	N/A
2011	+21.82%	N/A
2010	+4.70%	N/A
2009	+75.31%	N/A
2008	-43.87%	N/A
2007	-16.27%	N/A
2006	+9.01%	N/A
2005	+11.02%	N/A
2004	+5.77%	N/A
2003	+9.75%	N/A
2002	+7.15%	N/A
2001	+3.46%	N/A
2000	-0.89%	N/A
1999	+0.00%	N/A

CXE vs CSTK Drawdown Comparison

The maximum drawdown for CXE was -56.75%, occurring on Dec 16, 2008. Recovery took 1103 trading sessions.

The maximum drawdown for CSTK was -8.88%, occurring on Mar 30, 2026. Recovery took 54 trading sessions.

The current CXE drawdown is -14.38%. The current CSTK drawdown is -1.06%.

Rank	CXE	CSTK
#1	-56.75% Mar 23, 2006 - Aug 10, 2010	-8.88% Feb 11, 2026 - Apr 30, 2026
#2	-39.20% Aug 27, 2021 - Oct 19, 2023	-3.81% Oct 27, 2025 - Nov 26, 2025
#3	-34.08% Feb 25, 2020 - May 4, 2021	-3.43% Oct 6, 2025 - Oct 24, 2025
#4	-24.27% Sep 28, 2012 - Nov 30, 2015	-2.95% Jul 25, 2025 - Aug 13, 2025
#5	-14.93% Sep 2, 2010 - Sep 29, 2011	-2.51% May 19, 2025 - Jun 6, 2025
#6	-14.57% Mar 9, 2004 - Oct 12, 2004	-1.93% Jan 15, 2026 - Feb 2, 2026
#7	-14.03% Sep 8, 2000 - Jan 5, 2001	-1.93% Jul 10, 2025 - Jul 23, 2025
#8	-13.94% Jul 8, 2016 - Jul 3, 2017	-1.42% Apr 30, 2026 - May 6, 2026
#9	-11.93% Nov 5, 1999 - Sep 8, 2000	-1.31% Aug 22, 2025 - Sep 30, 2025
#10	-11.51% Nov 28, 2017 - Mar 29, 2019	-1.28% May 26, 2026 - Jun 4, 2026
#11	-10.76% Aug 1, 2019 - Feb 24, 2020	-1.22% Dec 11, 2025 - Dec 24, 2025
#12	-9.79% Sep 17, 2002 - Apr 23, 2003	-1.11% May 6, 2026 - May 14, 2026
#13	-8.57% Aug 29, 2001 - Feb 22, 2002	-1.07% Jan 6, 2026 - Jan 8, 2026
#14	-7.96% Feb 14, 2005 - Sep 28, 2005	-1.06% Jun 4, 2026 - Jun 5, 2026
#15	-7.85% Jan 16, 2001 - Aug 16, 2001	-1.01% Jun 12, 2025 - Jun 24, 2025

Correlation

Correlation between CXE and CSTK is 0.85 which considered as a strong positive correlation - the stocks tend to move together.

0.85

-101

Dividend Comparison (2000 - 2026)

CXE vs CSTK dividend yield comparison.

Year	CXE	CSTK
2026	3.36%	0.47%
2025	5.59%	1.44%
2024	4.97%	0.00%
2023	4.39%	0.00%
2022	5.70%	0.00%
2021	4.74%	0.00%
2020	4.86%	0.00%
2019	4.73%	0.00%
2018	6.17%	0.00%
2017	5.72%	0.00%
2016	6.04%	0.00%
2015	6.27%	0.00%
2014	6.39%	0.00%
2013	7.25%	0.00%
2012	6.67%	0.00%
2011	7.23%	0.00%
2010	8.26%	0.00%
2009	7.56%	0.00%
2008	11.99%	0.00%
2007	6.42%	0.00%
2006	6.32%	0.00%
2005	6.70%	0.00%
2004	7.87%	0.00%
2003	7.59%	0.00%
2002	8.03%	0.00%
2001	7.00%	0.00%
2000	3.17%	0.00%