ECON vs XFLT

Comparison between COLUMBIA RESEARCH ENHANCED EMERGING ECONOMIES ETF (ECON, ETF) and XAI Octagon Floating Rate & Alternative Income Term Trust (XFLT, ETF).

5-Year PerformanceECON has outperformed XFLT, delivering a return of +6.4% compared to -4.3%

ECON vs XFLT - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	ECON(ETF)	XFLT(ETF)
Net Assets	$349M	$349M
Expense Ratio	0.47%	N/A
Max Drawdown	45.96%	73.04%
Sharpe Ratio	1.41	-1.54
5Y Beta	0.87	0.36
5Y Dividends CAGR	2.30%	-1.70%

Net Assets

ECON

$349M

Winner

XFLT

$349M

Expense Ratio

ECON

0.47%

XFLT

N/A

Max Drawdown

Winner

ECON

45.96%

XFLT

73.04%

Sharpe Ratio

Winner

ECON

1.41

XFLT

-1.54

5Y Beta

ECON

0.87

Winner

XFLT

0.36

5Y Dividends CAGR

Winner

ECON

2.30%

XFLT

-1.70%

ECON vs XFLT - Historical Returns

Returns include dividend reinvestment.

Period	ECON	XFLT
1 month	-9.91%	+2.95%
3 months	+8.10%	+0.41%
6 months	+18.70%	-17.66%
1 year	+41.88%	-25.35%
5 years(CAGR)	+6.39%	-4.29%
10 years(CAGR)	+4.76%	+0.25%
Max(CAGR)	+4.38%	+0.25%

ECON

-9.91%

Winner

XFLT

+2.95%

Winner

ECON

+8.10%

XFLT

+0.41%

Winner

ECON

+18.70%

XFLT

-17.66%

Winner

ECON

+41.88%

XFLT

-25.35%

5Y(CAGR)

Winner

ECON

+6.39%

XFLT

-4.29%

10Y(CAGR)

Winner

ECON

+4.76%

XFLT

+0.25%

Max(CAGR)

Winner

ECON

+4.38%

XFLT

+0.25%

ECON vs XFLT - Annual Returns (2010 - 2026)

Returns include dividend reinvestment.

Year	ECON	XFLT
2026	+22.31%	-19.06%
2025	+34.59%	-16.36%
2024	+1.56%	+6.28%
2023	+5.79%	+26.15%
2022	-15.89%	-21.31%
2021	-14.13%	+32.32%
2020	+18.01%	+3.94%
2019	+16.58%	+17.84%
2018	-27.94%	-15.56%
2017	+26.04%	-5.54%
2016	+7.72%	N/A
2015	-13.80%	N/A
2014	-1.60%	N/A
2013	+0.59%	N/A
2012	+19.95%	N/A
2011	-6.15%	N/A
2010	+14.85%	N/A

ECON vs XFLT Drawdown Comparison

The maximum drawdown for ECON was -45.36%, occurring on Oct 24, 2022. Recovery took 1242 trading sessions.

The maximum drawdown for XFLT was -55.39%, occurring on Mar 24, 2020. Recovery took 841 trading sessions.

The current ECON drawdown is -9.91%. The current XFLT drawdown is -36.31%.

Rank	ECON	XFLT
#1	-45.36% Feb 16, 2021 - Jan 27, 2026	-55.39% Oct 3, 2017 - Feb 5, 2021
#2	-38.79% Jan 26, 2018 - Jan 5, 2021	-47.03% Dec 2, 2024 - Mar 9, 2026
#3	-33.91% Aug 27, 2014 - Sep 15, 2017	-33.03% Feb 2, 2022 - Jan 30, 2024
#4	-21.24% Jul 1, 2011 - Feb 28, 2012	-10.75% Jul 6, 2021 - Jan 11, 2022
#5	-16.31% Sep 18, 2013 - Jul 2, 2014	-9.07% Jan 12, 2022 - Jan 31, 2022
#6	-14.85% May 15, 2013 - Sep 18, 2013	-8.89% Feb 24, 2021 - Mar 11, 2021
#7	-14.79% Apr 2, 2012 - Oct 17, 2012	-8.47% Mar 17, 2021 - Jun 14, 2021
#8	-13.76% Feb 25, 2026 - Apr 17, 2026	-7.62% Feb 7, 2024 - Nov 7, 2024
#9	-13.33% Jun 22, 2026 - Jul 17, 2026	-3.20% Jun 16, 2021 - Jun 30, 2021
#10	-11.08% Jan 3, 2011 - Apr 21, 2011	-2.24% Feb 1, 2024 - Feb 6, 2024
#11	-9.51% Jun 2, 2026 - Jun 18, 2026	-1.73% Feb 17, 2021 - Feb 22, 2021
#12	-7.44% Oct 13, 2017 - Jan 3, 2018	-1.07% Feb 5, 2021 - Feb 10, 2021
#13	-6.19% Apr 29, 2011 - Jun 30, 2011	-0.52% Jul 1, 2021 - Jul 6, 2021
#14	-5.91% May 11, 2026 - May 26, 2026	-0.32% Mar 15, 2021 - Mar 17, 2021
#15	-5.31% Nov 4, 2010 - Dec 29, 2010	-0.30% Sep 28, 2017 - Oct 3, 2017

Correlation

Correlation between ECON and XFLT is -0.07 which considered as a very weak or no correlation - the stocks move independently of each other.

-0.07

-101

Dividend Comparison (2010 - 2026)

ECON vs XFLT dividend yield comparison.

Year	ECON	XFLT
2026	0.00%	10.31%
2025	1.77%	18.23%
2024	0.76%	15.24%
2023	1.57%	13.61%
2022	2.06%	13.86%
2021	1.08%	9.82%
2020	0.63%	10.64%
2019	1.68%	10.63%
2018	0.98%	11.33%
2017	0.35%	1.47%
2016	0.74%	0.00%
2015	1.10%	0.00%
2014	1.20%	0.00%
2013	0.73%	0.00%
2012	0.40%	0.00%
2011	0.56%	0.00%
2010	0.07%	0.00%