DSEP vs MCI

Comparison between FT VEST U.S. EQUITY DEEP BUFFER ETF - SEPTEMBER (DSEP, ETF) and Barings Corporate Investors (MCI, ETF).

5-Year PerformanceMCI has outperformed DSEP, delivering a return of +10.9% compared to +7.9%

DSEP vs MCI - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	DSEP(ETF)	MCI(ETF)
Net Assets	$342M	$343M
Expense Ratio	0.85%	N/A
Max Drawdown	11.78%	64.05%
Sharpe Ratio	1.56	-0.30
5Y Beta	0.44	0.17
5Y Dividends CAGR	N/A	15.81%

Net Assets

DSEP

$342M

Winner

MCI

$343M

Expense Ratio

DSEP

0.85%

MCI

N/A

Max Drawdown

Winner

DSEP

11.78%

MCI

64.05%

Sharpe Ratio

Winner

DSEP

1.56

MCI

-0.30

5Y Beta

DSEP

0.44

Winner

MCI

0.17

5Y Dividends CAGR

DSEP

N/A

MCI

15.81%

DSEP vs MCI - Historical Returns

Returns include dividend reinvestment.

Period	DSEP	MCI
1 month	+0.92%	-0.01%
3 months	+4.40%	-14.60%
6 months	+4.84%	-13.45%
1 year	+13.91%	-5.58%
5 years(CAGR)	+7.87%	+10.92%
10 years(CAGR)	N/A	+7.68%
Max(CAGR)	+8.39%	+10.78%

Winner

DSEP

+0.92%

MCI

-0.01%

Winner

DSEP

+4.40%

MCI

-14.60%

Winner

DSEP

+4.84%

MCI

-13.45%

Winner

DSEP

+13.91%

MCI

-5.58%

5Y(CAGR)

DSEP

+7.87%

Winner

MCI

+10.92%

10Y(CAGR)

DSEP

N/A

MCI

+7.68%

Max(CAGR)

DSEP

+8.39%

Winner

MCI

+10.78%

DSEP vs MCI - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	DSEP	MCI
2026	+4.54%	-6.04%
2025	+10.78%	-2.24%
2024	+11.59%	+25.47%
2023	+19.31%	+44.43%
2022	-7.52%	-5.06%
2021	+6.97%	+28.28%
2020	+4.91%	-15.03%
2019	N/A	+20.89%
2018	N/A	+2.87%
2017	N/A	+6.96%
2016	N/A	-3.80%
2015	N/A	+19.34%
2014	N/A	+14.78%
2013	N/A	+2.90%
2012	N/A	-4.33%
2011	N/A	+24.49%
2010	N/A	+31.19%
2009	N/A	+44.56%
2008	N/A	-27.72%
2007	N/A	-6.42%
2006	N/A	+23.05%
2005	N/A	+15.14%
2004	N/A	+35.66%
2003	N/A	+28.22%
2002	N/A	-0.10%
2001	N/A	-0.01%
2000	N/A	+18.33%
1999	N/A	+15.71%

DSEP vs MCI Drawdown Comparison

The maximum drawdown for DSEP was -11.78%, occurring on Oct 12, 2022. Recovery took 354 trading sessions.

The maximum drawdown for MCI was -57.11%, occurring on Mar 9, 2009. Recovery took 887 trading sessions.

The current DSEP drawdown is -0.87%. The current MCI drawdown is -24.63%.

Rank	DSEP	MCI
#1	-11.78% Jan 4, 2022 - Jun 2, 2023	-57.11% Feb 7, 2007 - Aug 16, 2010
#2	-9.93% Feb 19, 2025 - Jun 10, 2025	-44.64% Feb 14, 2020 - Aug 11, 2021
#3	-5.26% Sep 14, 2023 - Nov 17, 2023	-27.61% Feb 20, 2025 - May 11, 2026
#4	-4.54% Jan 28, 2026 - Apr 14, 2026	-24.09% Aug 15, 2016 - Feb 22, 2019
#5	-2.89% Oct 12, 2020 - Nov 6, 2020	-22.89% Aug 27, 2001 - Aug 21, 2003
#6	-2.33% Oct 27, 2025 - Dec 3, 2025	-20.91% Jan 18, 2022 - Jun 13, 2023
#7	-2.30% Jul 31, 2024 - Aug 13, 2024	-20.24% May 26, 2011 - Oct 6, 2011
#8	-2.20% Jul 28, 2023 - Aug 29, 2023	-20.21% Jan 17, 2012 - Jan 16, 2013
#9	-1.95% Mar 28, 2024 - May 6, 2024	-19.37% Feb 16, 2000 - May 26, 2000
#10	-1.64% Nov 8, 2021 - Dec 23, 2021	-17.12% May 22, 2013 - Nov 17, 2014
#11	-1.61% Sep 24, 2021 - Oct 15, 2021	-13.04% Mar 7, 2001 - May 15, 2001
#12	-1.56% Dec 6, 2024 - Jan 21, 2025	-12.54% Feb 14, 2005 - Jun 17, 2005
#13	-1.36% Oct 8, 2025 - Oct 21, 2025	-12.46% Dec 5, 2011 - Jan 17, 2012
#14	-1.26% Oct 18, 2024 - Nov 6, 2024	-12.18% Dec 17, 1999 - Feb 16, 2000
#15	-1.17% Jan 12, 2026 - Jan 27, 2026	-11.79% Nov 18, 2010 - Feb 15, 2011