CXH vs XITK

Comparison between MFS Investment Grade Municipal Trust (CXH, ETF) and STATE STREET(R) SPDR(R) FACTSET INNOVATIVE TECHNOLOGY ETF (XITK, ETF).

5-Year PerformanceCXH has outperformed XITK, delivering a return of -0.7% compared to -2.1%

CXH vs XITK - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	CXH(ETF)	XITK(ETF)
Net Assets	$70M	$70M
Expense Ratio	N/A	0.45%
Max Drawdown	54.10%	65.60%
Sharpe Ratio	0.62	0.15
5Y Beta	0.06	1.33
P/E Ratio	N/A	100.60
Forward P/E	N/A	29.11
5Y Dividends CAGR	3.80%	N/A
Debt to Equity	N/A	66.50%
P/S Ratio	N/A	3.54
P/B Ratio	N/A	5.97

Net Assets

CXH

$70M

Winner

XITK

$70M

Expense Ratio

CXH

N/A

XITK

0.45%

Max Drawdown

Winner

CXH

54.10%

XITK

65.60%

Sharpe Ratio

Winner

CXH

0.62

XITK

0.15

5Y Beta

Winner

CXH

0.06

XITK

1.33

P/E Ratio

CXH

N/A

XITK

100.60

Forward P/E

CXH

N/A

XITK

29.11

5Y Dividends CAGR

CXH

3.80%

XITK

N/A

Debt to Equity

CXH

N/A

XITK

66.50%

P/S Ratio

CXH

N/A

XITK

3.54

P/B Ratio

CXH

N/A

XITK

5.97

CXH vs XITK - Historical Returns

Returns include dividend reinvestment.

Period	CXH	XITK
1 month	-6.08%	+3.40%
3 months	-5.02%	+28.51%
6 months	+0.80%	+7.91%
1 year	+8.67%	+6.18%
5 years(CAGR)	-0.71%	-2.10%
10 years(CAGR)	+1.67%	+13.98%
Max(CAGR)	+5.48%	+14.54%

CXH

-6.08%

Winner

XITK

+3.40%

CXH

-5.02%

Winner

XITK

+28.51%

CXH

+0.80%

Winner

XITK

+7.91%

Winner

CXH

+8.67%

XITK

+6.18%

5Y(CAGR)

Winner

CXH

-0.71%

XITK

-2.10%

10Y(CAGR)

CXH

+1.67%

Winner

XITK

+13.98%

Max(CAGR)

CXH

+5.48%

Winner

XITK

+14.54%

CXH vs XITK - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	CXH	XITK
2026	+0.12%	+9.81%
2025	+3.62%	+1.90%
2024	+10.20%	+22.79%
2023	+9.31%	+46.39%
2022	-26.62%	-47.61%
2021	+10.16%	-10.02%
2020	+4.90%	+84.95%
2019	+13.79%	+36.75%
2018	-5.68%	+6.04%
2017	+7.60%	+35.99%
2016	-0.48%	+19.19%
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 XITK Drawdown Comparison

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

The maximum drawdown for XITK was -65.56%, occurring on Nov 9, 2022. This drawdown has not yet recovered.

The current CXH drawdown is -9.33%. The current XITK drawdown is -25.80%.

Rank	CXH	XITK
#1	-49.04% Mar 13, 2007 - Mar 1, 2010	-65.56% Feb 12, 2021 - Nov 9, 2022
#2	-34.67% Aug 4, 2021 - Oct 27, 2022	-33.74% Feb 19, 2020 - May 20, 2020
#3	-28.19% Mar 4, 2020 - Feb 1, 2021	-25.80% Sep 14, 2018 - Mar 18, 2019
#4	-22.75% Jul 11, 2012 - Jul 10, 2015	-13.12% Sep 1, 2020 - Oct 9, 2020
#5	-17.94% Sep 9, 2010 - Sep 26, 2011	-12.89% Jul 26, 2019 - Nov 25, 2019
#6	-15.34% Mar 11, 2004 - Feb 4, 2005	-12.66% Jan 14, 2016 - Mar 1, 2016
#7	-12.58% Sep 6, 2016 - Aug 29, 2017	-11.81% May 3, 2019 - Jul 12, 2019
#8	-12.25% Sep 1, 2017 - May 22, 2019	-9.24% Oct 13, 2020 - Nov 5, 2020
#9	-9.74% Aug 30, 2002 - Apr 29, 2003	-9.13% Nov 6, 2020 - Nov 25, 2020
#10	-9.23% Jul 10, 2003 - Nov 28, 2003	-8.85% Oct 5, 2016 - Feb 9, 2017
#11	-8.86% Mar 1, 2002 - Jun 26, 2002	-8.77% Jun 8, 2016 - Jul 11, 2016
#12	-8.51% Nov 14, 2001 - Feb 28, 2002	-8.60% Jun 18, 2018 - Aug 24, 2018
#13	-8.23% Nov 16, 1999 - Apr 10, 2000	-8.44% Mar 12, 2018 - May 9, 2018
#14	-8.01% Feb 22, 2006 - Sep 22, 2006	-7.46% Jan 26, 2018 - Feb 15, 2018
#15	-7.38% Mar 2, 2012 - May 11, 2012	-7.32% Aug 5, 2020 - Aug 26, 2020

Correlation

Correlation between CXH and XITK is 0.80 which considered as a strong positive correlation - the stocks tend to move together.

0.80

-101

Dividend Comparison (1999 - 2026)

CXH vs XITK dividend yield comparison.

Year	CXH	XITK
2026	4.47%	0.00%
2025	4.70%	0.00%
2024	3.84%	0.00%
2023	3.63%	0.08%
2022	4.75%	0.11%
2021	4.77%	0.00%
2020	4.77%	0.06%
2019	4.63%	0.14%
2018	5.28%	1.50%
2017	4.90%	1.74%
2016	5.19%	1.88%
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%