EDOW vs MIN

Comparison between FIRST TRUST DOW 30 EQUAL WEIGHT ETF (EDOW, ETF) and MFS Intermediate Income Trust (MIN, ETF).

5-Year PerformanceEDOW has outperformed MIN, delivering a return of +9.0% compared to +0.6%

EDOW vs MIN - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	EDOW(ETF)	MIN(ETF)
Net Assets	$300M	$300M
Expense Ratio	0.50%	N/A
Max Drawdown	33.72%	67.82%
Sharpe Ratio	1.34	-0.32
5Y Beta	0.73	0.15
P/E Ratio	24.24	N/A
Forward P/E	20.23	N/A
PEG Ratio	0.68	N/A
5Y Dividends CAGR	1.83%	-7.58%
5Y EPS CAGR	14.21%	N/A
Debt to Equity	-6.99%	N/A
P/S Ratio	2.88	N/A
P/B Ratio	5.49	N/A

Net Assets

EDOW

$300M

MIN

$300M

Expense Ratio

EDOW

0.50%

MIN

N/A

Max Drawdown

Winner

EDOW

33.72%

MIN

67.82%

Sharpe Ratio

Winner

EDOW

1.34

MIN

-0.32

5Y Beta

EDOW

0.73

Winner

MIN

0.15

P/E Ratio

EDOW

24.24

MIN

N/A

Forward P/E

EDOW

20.23

MIN

N/A

PEG Ratio

EDOW

0.68

MIN

N/A

5Y Dividends CAGR

Winner

EDOW

1.83%

MIN

-7.58%

5Y EPS CAGR

EDOW

14.21%

MIN

N/A

Debt to Equity

EDOW

-6.99%

MIN

N/A

P/S Ratio

EDOW

2.88

MIN

N/A

P/B Ratio

EDOW

5.49

MIN

N/A

EDOW vs MIN - Historical Returns

Returns include dividend reinvestment.

Period	EDOW	MIN
1 month	+3.13%	-0.04%
3 months	+3.80%	-1.31%
6 months	+6.40%	-2.57%
1 year	+19.66%	-0.33%
5 years(CAGR)	+8.95%	+0.56%
10 years(CAGR)	+11.26%	+2.76%
Max(CAGR)	+11.26%	+4.38%

Winner

EDOW

+3.13%

MIN

-0.04%

Winner

EDOW

+3.80%

MIN

-1.31%

Winner

EDOW

+6.40%

MIN

-2.57%

Winner

EDOW

+19.66%

MIN

-0.33%

5Y(CAGR)

Winner

EDOW

+8.95%

MIN

+0.56%

10Y(CAGR)

Winner

EDOW

+11.26%

MIN

+2.76%

Max(CAGR)

Winner

EDOW

+11.26%

MIN

+4.38%

EDOW vs MIN - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	EDOW	MIN
2026	+5.54%	-3.10%
2025	+15.69%	+6.90%
2024	+12.96%	+6.22%
2023	+15.33%	+5.56%
2022	-8.20%	-14.82%
2021	+19.78%	+3.59%
2020	+5.39%	+9.38%
2019	+23.96%	+13.42%
2018	-2.03%	-3.43%
2017	+11.90%	+3.29%
2016	N/A	+6.53%
2015	N/A	+2.94%
2014	N/A	+0.56%
2013	N/A	-12.60%
2012	N/A	+10.97%
2011	N/A	+7.20%
2010	N/A	+2.87%
2009	N/A	+15.16%
2008	N/A	+11.73%
2007	N/A	+3.03%
2006	N/A	+3.52%
2005	N/A	+2.31%
2004	N/A	-0.01%
2003	N/A	+2.19%
2002	N/A	+12.14%
2001	N/A	+5.51%
2000	N/A	+12.94%
1999	N/A	-3.96%

EDOW vs MIN Drawdown Comparison

The maximum drawdown for EDOW was -33.72%, occurring on Mar 23, 2020. Recovery took 193 trading sessions.

The maximum drawdown for MIN was -19.29%, occurring on Oct 20, 2022. Recovery took 883 trading sessions.

The current EDOW drawdown is -0.86%. The current MIN drawdown is -4.74%.

Rank	EDOW	MIN
#1	-33.72% Feb 12, 2020 - Nov 16, 2020	-19.29% Aug 17, 2021 - Feb 24, 2025
#2	-21.98% Jan 4, 2022 - Dec 1, 2023	-19.02% Dec 21, 2012 - Mar 29, 2019
#3	-15.51% Feb 19, 2025 - Jun 27, 2025	-14.89% Sep 10, 2008 - Dec 17, 2008
#4	-15.49% Oct 2, 2018 - Mar 18, 2019	-12.32% Jun 13, 2003 - Nov 20, 2006
#5	-10.73% Jan 29, 2018 - Aug 27, 2018	-12.05% Feb 18, 2020 - May 1, 2020
#6	-8.73% Feb 6, 2026 - May 22, 2026	-11.33% Nov 9, 2010 - Dec 22, 2011
#7	-7.51% Jul 15, 2019 - Nov 1, 2019	-10.08% Mar 25, 2010 - Jun 30, 2010
#8	-6.65% Nov 8, 2021 - Dec 27, 2021	-8.58% Sep 10, 2002 - Jan 17, 2003
#9	-6.59% Jul 17, 2024 - Aug 29, 2024	-8.12% Oct 26, 2012 - Dec 21, 2012
#10	-6.32% Apr 23, 2019 - Jun 19, 2019	-7.70% Feb 12, 2009 - Apr 17, 2009
#11	-5.42% Dec 4, 2024 - Jan 28, 2025	-6.80% Apr 11, 2000 - Aug 15, 2000
#12	-5.05% Mar 28, 2024 - Jul 16, 2024	-6.19% Jan 14, 2026 - Mar 27, 2026
#13	-4.71% Aug 16, 2021 - Nov 2, 2021	-5.95% Nov 13, 2001 - Feb 12, 2002
#14	-4.23% Jan 21, 2021 - Feb 8, 2021	-5.94% Nov 1, 1999 - Apr 10, 2000
#15	-4.00% Nov 12, 2025 - Dec 3, 2025	-5.44% Sep 17, 2001 - Oct 2, 2001

Correlation

Correlation between EDOW and MIN is 0.82 which considered as a strong positive correlation - the stocks tend to move together.

0.82

-101

Dividend Comparison (2000 - 2026)

EDOW vs MIN dividend yield comparison.

Year	EDOW	MIN
2026	0.30%	3.91%
2025	1.31%	8.78%
2024	1.65%	9.12%
2023	1.93%	9.37%
2022	1.91%	10.05%
2021	1.52%	8.97%
2020	1.84%	8.90%
2019	1.88%	9.04%
2018	1.82%	9.70%
2017	0.75%	9.38%
2016	0.00%	9.39%
2015	0.00%	9.71%
2014	0.00%	9.92%
2013	0.00%	9.76%
2012	0.00%	8.27%
2011	0.00%	8.74%
2010	0.00%	9.14%
2009	0.00%	8.52%
2008	0.00%	9.38%
2007	0.00%	4.98%
2006	0.00%	5.55%
2005	0.00%	5.78%
2004	0.00%	5.63%
2003	0.00%	5.84%
2002	0.00%	6.15%
2001	0.00%	7.00%
2000	0.00%	3.18%