StockComparison Logo
vs

CXE vs SPY

Comparison between MFS High Income Municipal Trust (CXE, ETF) and SPDR S&P 500 ETF Trust (SPY, ETF).

5-Year PerformanceSPY has outperformed CXE, delivering a return of +13.3% compared to -2.6%

CXE vs SPY - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
CXE
$130M
Winner
SPY
$735B
Expense Ratio
CXE
N/A
SPY
0.09%
Max Drawdown
CXE
63.84%
Winner
SPY
56.47%
Sharpe Ratio
CXE
0.78
Winner
SPY
1.62
5Y Beta
Winner
CXE
0.13
SPY
1.00
P/E Ratio
CXE
N/A
SPY
28.99
Forward P/E
CXE
N/A
SPY
22.37
5Y Dividends CAGR
CXE
-0.28%
Winner
SPY
5.43%
5Y EPS CAGR
CXE
N/A
SPY
26.05%
Debt to Equity
CXE
N/A
SPY
32.40%
P/S Ratio
CXE
N/A
SPY
3.74
P/B Ratio
CXE
N/A
SPY
5.61

CXE vs SPY - Historical Returns

Returns include dividend reinvestment.

1M
CXE
-0.51%
Winner
SPY
+1.90%
3M
CXE
-1.68%
Winner
SPY
+8.55%
6M
CXE
+1.60%
Winner
SPY
+8.18%
1Y
CXE
+11.23%
Winner
SPY
+25.79%
5Y(CAGR)
CXE
-2.59%
Winner
SPY
+13.32%
10Y(CAGR)
CXE
+1.34%
Winner
SPY
+15.19%
Max(CAGR)
CXE
+4.19%
Winner
SPY
+8.47%

CXE vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearCXESPY
2026+1.94%+8.26%
2025+6.29%+18.00%
2024+6.49%+25.59%
2023+5.19%+26.72%
2022-27.57%-18.64%
2021+7.05%+30.52%
2020-1.56%+17.28%
2019+17.75%+31.09%
2018-7.61%-5.24%
2017+12.89%+20.78%
2016+4.82%+13.59%
2015+8.46%+1.31%
2014+14.53%+14.56%
2013-14.04%+29.00%
2012+11.07%+14.17%
2011+21.82%+0.85%
2010+4.70%+13.14%
2009+75.31%+22.67%
2008-43.87%-36.25%
2007-16.27%+5.32%
2006+9.01%+13.85%
2005+11.02%+5.32%
2004+5.77%+10.75%
2003+9.75%+24.18%
2002+7.15%-22.42%
2001+3.46%-10.13%
2000-0.89%-8.84%
1999+0.00%+8.61%

CXE vs SPY Drawdown Comparison

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

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

The current CXE drawdown is -14.38%. The current SPY drawdown is -2.90%.

RankCXESPY
#1-56.75%
Mar 23, 2006 - Aug 10, 2010		-55.20%
Oct 9, 2007 - Aug 16, 2012
#2-39.20%
Aug 27, 2021 - Oct 19, 2023		-47.50%
Mar 24, 2000 - Oct 26, 2006
#3-34.08%
Feb 25, 2020 - May 4, 2021		-33.70%
Feb 19, 2020 - Aug 10, 2020
#4-24.27%
Sep 28, 2012 - Nov 30, 2015		-24.50%
Jan 3, 2022 - Dec 13, 2023
#5-14.93%
Sep 2, 2010 - Sep 29, 2011		-19.34%
Sep 20, 2018 - Apr 12, 2019
#6-14.57%
Mar 9, 2004 - Oct 12, 2004		-18.76%
Feb 19, 2025 - Jun 26, 2025
#7-14.03%
Sep 8, 2000 - Jan 5, 2001		-13.02%
Jul 20, 2015 - Apr 18, 2016
#8-13.94%
Jul 8, 2016 - Jul 3, 2017		-10.10%
Jan 26, 2018 - Aug 6, 2018
#9-11.93%
Nov 5, 1999 - Sep 8, 2000		-9.44%
Sep 2, 2020 - Nov 11, 2020
#10-11.51%
Nov 28, 2017 - Mar 29, 2019		-9.30%
Jan 19, 2000 - Mar 17, 2000
#11-10.76%
Aug 1, 2019 - Feb 24, 2020		-9.05%
Jul 19, 2007 - Oct 5, 2007
#12-9.79%
Sep 17, 2002 - Apr 23, 2003		-8.88%
Jan 27, 2026 - Apr 14, 2026
#13-8.57%
Aug 29, 2001 - Feb 22, 2002		-8.41%
Jul 16, 2024 - Sep 19, 2024
#14-7.96%
Feb 14, 2005 - Sep 28, 2005		-7.35%
Sep 14, 2012 - Jan 2, 2013
#15-7.85%
Jan 16, 2001 - Aug 16, 2001		-7.27%
Sep 18, 2014 - Oct 31, 2014

Correlation

Correlation between CXE and SPY is 0.78 which considered as a strong positive correlation - the stocks tend to move together.

0.78
-101

Dividend Comparison (1999 - 2026)

CXE vs SPY dividend yield comparison.

YearCXESPY
20263.36%0.24%
20255.59%1.07%
20244.97%1.21%
20234.39%1.40%
20225.70%1.65%
20214.74%1.20%
20204.86%1.52%
20194.73%1.75%
20186.17%2.04%
20175.72%1.80%
20166.04%2.03%
20156.27%2.06%
20146.39%1.87%
20137.25%1.81%
20126.67%2.18%
20117.23%2.05%
20108.26%1.80%
20097.56%1.95%
200811.99%3.02%
20076.42%1.85%
20066.32%1.73%
20056.70%1.73%
20047.87%1.82%
20037.59%1.47%
20028.03%1.70%
20017.00%1.25%
20003.17%1.15%
19990.00%0.24%

Select Stocks to Compare

Popular: CXE vs SPY

More Comparisons

Compare with similar stocks