CXH vs QDTY

Comparison between MFS Investment Grade Municipal Trust (CXH, ETF) and YieldMax Nasdaq 100 0DTE Covered Call Strategy ETF (QDTY, ETF).

CXH vs QDTY - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	CXH(ETF)	QDTY(ETF)
Net Assets	$35M	$35M
Expense Ratio	N/A	1.17%
Max Drawdown	54.10%	28.19%
Sharpe Ratio	0.62	1.56
5Y Beta	0.06	1.29
5Y Dividends CAGR	3.80%	N/A

Net Assets

CXH

$35M

QDTY

$35M

Expense Ratio

CXH

N/A

QDTY

1.17%

Max Drawdown

CXH

54.10%

Winner

QDTY

28.19%

Sharpe Ratio

CXH

0.62

Winner

QDTY

1.56

5Y Beta

Winner

CXH

0.06

QDTY

1.29

5Y Dividends CAGR

CXH

3.80%

QDTY

N/A

CXH vs QDTY - Historical Returns

Returns include dividend reinvestment.

Period	CXH	QDTY
1 month	-6.08%	+1.61%
3 months	-5.02%	+15.51%
6 months	+0.80%	+12.64%
1 year	+8.67%	+31.39%
5 years(CAGR)	-0.71%	N/A
10 years(CAGR)	+1.67%	N/A
Max(CAGR)	+5.48%	+17.74%

CXH

-6.08%

Winner

QDTY

+1.61%

CXH

-5.02%

Winner

QDTY

+15.51%

CXH

+0.80%

Winner

QDTY

+12.64%

CXH

+8.67%

Winner

QDTY

+31.39%

5Y(CAGR)

CXH

-0.71%

QDTY

N/A

10Y(CAGR)

CXH

+1.67%

QDTY

N/A

Max(CAGR)

CXH

+5.48%

Winner

QDTY

+17.74%

CXH vs QDTY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	CXH	QDTY
2026	+0.12%	+11.50%
2025	+3.62%	+11.47%
2024	+10.20%	N/A
2023	+9.31%	N/A
2022	-26.62%	N/A
2021	+10.16%	N/A
2020	+4.90%	N/A
2019	+13.79%	N/A
2018	-5.68%	N/A
2017	+7.60%	N/A
2016	-0.48%	N/A
2015	+11.47%	N/A
2014	+15.84%	N/A
2013	-14.45%	N/A
2012	+12.54%	N/A
2011	+18.49%	N/A
2010	+1.54%	N/A
2009	+56.18%	N/A
2008	-31.18%	N/A
2007	-6.83%	N/A
2006	+8.83%	N/A
2005	+10.09%	N/A
2004	+5.08%	N/A
2003	+11.01%	N/A
2002	+3.92%	N/A
2001	+20.12%	N/A
2000	+17.36%	N/A
1999	-2.43%	N/A

CXH vs QDTY Drawdown Comparison

The maximum drawdown for CXH was -49.04%, occurring on Dec 16, 2008. Recovery took 747 trading sessions.

The maximum drawdown for QDTY was -23.35%, occurring on Apr 21, 2025. Recovery took 107 trading sessions.

The current CXH drawdown is -9.33%. The current QDTY drawdown is -4.21%.

Rank	CXH	QDTY
#1	-49.04% Mar 13, 2007 - Mar 1, 2010	-23.35% Feb 19, 2025 - Jul 24, 2025
#2	-34.67% Aug 4, 2021 - Oct 27, 2022	-11.11% Jan 28, 2026 - Apr 24, 2026
#3	-28.19% Mar 4, 2020 - Feb 1, 2021	-6.65% Oct 29, 2025 - Dec 10, 2025
#4	-22.75% Jul 11, 2012 - Jul 10, 2015	-6.52% Jun 3, 2026 - Jun 10, 2026
#5	-17.94% Sep 9, 2010 - Sep 26, 2011	-4.01% Dec 10, 2025 - Dec 24, 2025
#6	-15.34% Mar 11, 2004 - Feb 4, 2005	-3.62% Oct 8, 2025 - Oct 20, 2025
#7	-12.58% Sep 6, 2016 - Aug 29, 2017	-2.81% Aug 13, 2025 - Sep 11, 2025
#8	-12.25% Sep 1, 2017 - May 22, 2019	-2.14% Jan 9, 2026 - Jan 26, 2026
#9	-9.74% Aug 30, 2002 - Apr 29, 2003	-2.12% May 14, 2026 - May 22, 2026
#10	-9.23% Jul 10, 2003 - Nov 28, 2003	-2.07% Jul 30, 2025 - Aug 8, 2025
#11	-8.86% Mar 1, 2002 - Jun 26, 2002	-1.46% Dec 24, 2025 - Jan 6, 2026
#12	-8.51% Nov 14, 2001 - Feb 28, 2002	-1.34% Sep 22, 2025 - Oct 2, 2025
#13	-8.23% Nov 16, 1999 - Apr 10, 2000	-0.98% Apr 27, 2026 - Apr 30, 2026
#14	-8.01% Feb 22, 2006 - Sep 22, 2006	-0.95% Oct 21, 2025 - Oct 24, 2025
#15	-7.38% Mar 2, 2012 - May 11, 2012	-0.67% May 11, 2026 - May 13, 2026

Correlation

Correlation between CXH and QDTY is 0.69 which considered as a moderate positive correlation - the stocks show some tendency to move together.

0.69

-101

Dividend Comparison (1999 - 2026)

CXH vs QDTY dividend yield comparison.

Year	CXH	QDTY
2026	4.47%	14.53%
2025	4.70%	26.82%
2024	3.84%	0.00%
2023	3.63%	0.00%
2022	4.75%	0.00%
2021	4.77%	0.00%
2020	4.77%	0.00%
2019	4.63%	0.00%
2018	5.28%	0.00%
2017	4.90%	0.00%
2016	5.19%	0.00%
2015	5.14%	0.00%
2014	5.62%	0.00%
2013	6.39%	0.00%
2012	5.93%	0.00%
2011	7.21%	0.00%
2010	7.94%	0.00%
2009	6.58%	0.00%
2008	8.78%	0.00%
2007	5.77%	0.00%
2006	5.29%	0.00%
2005	6.41%	0.00%
2004	7.55%	0.00%
2003	7.07%	0.00%
2002	7.16%	0.00%
2001	6.21%	0.00%
2000	6.39%	0.00%
1999	1.18%	0.00%