CXE vs DWUS

Comparison between MFS High Income Municipal Trust (CXE, ETF) and ADVISORSHARES DORSEY WRIGHT FSM US CORE ETF (DWUS, ETF).

5-Year PerformanceDWUS has outperformed CXE, delivering a return of +11.3% compared to -2.6%

CXE vs DWUS - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	CXE(ETF)	DWUS(ETF)
Net Assets	$129M	$129M
Expense Ratio	N/A	1.08%
Max Drawdown	63.84%	30.47%
Sharpe Ratio	0.77	1.09
5Y Beta	0.13	1.09
5Y Dividends CAGR	-0.28%	N/A

Net Assets

CXE

$129M

Winner

DWUS

$129M

Expense Ratio

CXE

N/A

DWUS

1.08%

Max Drawdown

CXE

63.84%

Winner

DWUS

30.47%

Sharpe Ratio

CXE

0.77

Winner

DWUS

1.09

5Y Beta

Winner

CXE

0.13

DWUS

1.09

5Y Dividends CAGR

CXE

-0.28%

DWUS

N/A

CXE vs DWUS - Historical Returns

Returns include dividend reinvestment.

Period	CXE	DWUS
1 month	-0.51%	+3.04%
3 months	-1.68%	+17.06%
6 months	+1.60%	+13.50%
1 year	+11.23%	+22.44%
5 years(CAGR)	-2.59%	+11.29%
10 years(CAGR)	+1.34%	N/A
Max(CAGR)	+4.19%	+15.08%

CXE

-0.51%

Winner

DWUS

+3.04%

CXE

-1.68%

Winner

DWUS

+17.06%

CXE

+1.60%

Winner

DWUS

+13.50%

CXE

+11.23%

Winner

DWUS

+22.44%

5Y(CAGR)

CXE

-2.59%

Winner

DWUS

+11.29%

10Y(CAGR)

CXE

+1.34%

DWUS

N/A

Max(CAGR)

CXE

+4.19%

Winner

DWUS

+15.08%

CXE vs DWUS - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	CXE	DWUS
2026	+1.94%	+12.61%
2025	+6.29%	+12.59%
2024	+6.49%	+21.81%
2023	+5.19%	+20.45%
2022	-27.57%	-17.89%
2021	+7.05%	+21.30%
2020	-1.56%	+35.48%
2019	+17.75%	-0.10%
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 DWUS Drawdown Comparison

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

The maximum drawdown for DWUS was -30.47%, occurring on Mar 23, 2020. Recovery took 87 trading sessions.

The current CXE drawdown is -14.38%. The current DWUS drawdown is -2.39%.

Rank	CXE	DWUS
#1	-56.75% Mar 23, 2006 - Aug 10, 2010	-30.47% Feb 19, 2020 - Jun 23, 2020
#2	-39.20% Aug 27, 2021 - Oct 19, 2023	-26.45% Dec 29, 2021 - Jan 19, 2024
#3	-34.08% Feb 25, 2020 - May 4, 2021	-19.63% Feb 19, 2025 - Aug 8, 2025
#4	-24.27% Sep 28, 2012 - Nov 30, 2015	-13.56% Jul 10, 2024 - Nov 7, 2024
#5	-14.93% Sep 2, 2010 - Sep 29, 2011	-12.89% Feb 12, 2021 - Jun 17, 2021
#6	-14.57% Mar 9, 2004 - Oct 12, 2004	-12.69% Sep 2, 2020 - Dec 8, 2020
#7	-14.03% Sep 8, 2000 - Jan 5, 2001	-11.98% Jan 29, 2026 - Apr 22, 2026
#8	-13.94% Jul 8, 2016 - Jul 3, 2017	-7.79% Mar 7, 2024 - May 15, 2024
#9	-11.93% Nov 5, 1999 - Sep 8, 2000	-7.71% Oct 28, 2025 - Jan 27, 2026
#10	-11.51% Nov 28, 2017 - Mar 29, 2019	-7.05% Jun 3, 2026 - Jun 10, 2026
#11	-10.76% Aug 1, 2019 - Feb 24, 2020	-5.69% Sep 3, 2021 - Oct 25, 2021
#12	-9.79% Sep 17, 2002 - Apr 23, 2003	-4.75% Nov 19, 2021 - Dec 27, 2021
#13	-8.57% Aug 29, 2001 - Feb 22, 2002	-4.55% Dec 6, 2024 - Jan 21, 2025
#14	-7.96% Feb 14, 2005 - Sep 28, 2005	-4.29% Jul 20, 2020 - Aug 3, 2020
#15	-7.85% Jan 16, 2001 - Aug 16, 2001	-4.28% Jun 17, 2021 - Jul 9, 2021

Correlation

Correlation between CXE and DWUS is 0.10 which considered as a very weak or no correlation - the stocks move independently of each other.

0.10

-101

Dividend Comparison (2000 - 2026)

CXE vs DWUS dividend yield comparison.

Year	CXE	DWUS
2026	3.36%	0.00%
2025	5.59%	0.03%
2024	4.97%	0.18%
2023	4.39%	0.29%
2022	5.70%	0.89%
2021	4.74%	0.35%
2020	4.86%	0.08%
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%