EFFE vs CXE

Comparison between HARBOR OSMOSIS EMERGING MARKETS RESOURCE EFFICIENT ETF (EFFE, ETF) and MFS High Income Municipal Trust (CXE, ETF).

5-Year PerformanceEFFE has outperformed CXE, delivering a return of +1.5% compared to -2.6%

EFFE vs CXE - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	EFFE(ETF)	CXE(ETF)
Net Assets	$130M	$130M
Expense Ratio	0.69%	N/A
Max Drawdown	33.56%	63.84%
Sharpe Ratio	1.21	0.78
5Y Beta	0.75	0.13
5Y Dividends CAGR	N/A	-0.28%

Net Assets

Winner

EFFE

$130M

CXE

$130M

Expense Ratio

EFFE

0.69%

CXE

N/A

Max Drawdown

Winner

EFFE

33.56%

CXE

63.84%

Sharpe Ratio

Winner

EFFE

1.21

CXE

0.78

5Y Beta

EFFE

0.75

Winner

CXE

0.13

5Y Dividends CAGR

EFFE

N/A

CXE

-0.28%

EFFE vs CXE - Historical Returns

Returns include dividend reinvestment.

Period	EFFE	CXE
1 month	+5.21%	-0.51%
3 months	+15.75%	-1.68%
6 months	+15.74%	+1.60%
1 year	+30.43%	+11.23%
5 years(CAGR)	+1.48%	-2.59%
10 years(CAGR)	+2.70%	+1.34%
Max(CAGR)	+2.23%	+4.19%

Winner

EFFE

+5.21%

CXE

-0.51%

Winner

EFFE

+15.75%

CXE

-1.68%

Winner

EFFE

+15.74%

CXE

+1.60%

Winner

EFFE

+30.43%

CXE

+11.23%

5Y(CAGR)

Winner

EFFE

+1.48%

CXE

-2.59%

10Y(CAGR)

Winner

EFFE

+2.70%

CXE

+1.34%

Max(CAGR)

EFFE

+2.23%

Winner

CXE

+4.19%

EFFE vs CXE - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	EFFE	CXE
2026	+15.85%	+1.94%
2025	+22.70%	+6.29%
2024	-0.84%	+6.49%
2023	N/A	+5.19%
2022	N/A	-27.57%
2021	N/A	+7.05%
2020	N/A	-1.56%
2019	+5.04%	+17.75%
2018	-4.76%	-7.61%
2017	+14.12%	+12.89%
2016	+11.36%	+4.82%
2015	-9.58%	+8.46%
2014	+4.43%	+14.53%
2013	N/A	-14.04%
2012	N/A	+11.07%
2011	N/A	+21.82%
2010	N/A	+4.70%
2009	N/A	+75.31%
2008	N/A	-43.87%
2007	N/A	-16.27%
2006	N/A	+9.01%
2005	N/A	+11.02%
2004	N/A	+5.77%
2003	N/A	+9.75%
2002	N/A	+7.15%
2001	N/A	+3.46%
2000	N/A	-0.89%
1999	N/A	+0.00%

EFFE vs CXE Drawdown Comparison

The maximum drawdown for EFFE was -32.35%, occurring on Apr 8, 2025. Recovery took 703 trading sessions.

The maximum drawdown for CXE was -56.75%, occurring on Dec 16, 2008. Recovery took 1103 trading sessions.

The current EFFE drawdown is -8.81%. The current CXE drawdown is -14.38%.

Rank	EFFE	CXE
#1	-32.35% Jan 26, 2018 - May 5, 2026	-56.75% Mar 23, 2006 - Aug 10, 2010
#2	-15.96% Mar 23, 2015 - Apr 25, 2017	-39.20% Aug 27, 2021 - Oct 19, 2023
#3	-8.81% Jun 2, 2026 - Jun 5, 2026	-34.08% Feb 25, 2020 - May 4, 2021
#4	-7.24% May 14, 2026 - May 26, 2026	-24.27% Sep 28, 2012 - Nov 30, 2015
#5	-5.27% Sep 11, 2017 - Dec 26, 2017	-14.93% Sep 2, 2010 - Sep 29, 2011
#6	-3.55% Nov 26, 2014 - Dec 22, 2014	-14.57% Mar 9, 2004 - Oct 12, 2004
#7	-3.47% Feb 5, 2015 - Mar 18, 2015	-14.03% Sep 8, 2000 - Jan 5, 2001
#8	-1.84% Apr 26, 2017 - May 30, 2017	-13.94% Jul 8, 2016 - Jul 3, 2017
#9	-1.63% May 11, 2026 - May 14, 2026	-11.93% Nov 5, 1999 - Sep 8, 2000
#10	-1.48% Jun 19, 2017 - Jul 14, 2017	-11.51% Nov 28, 2017 - Mar 29, 2019
#11	-1.41% May 26, 2026 - May 29, 2026	-10.76% Aug 1, 2019 - Feb 24, 2020
#12	-1.31% Dec 28, 2017 - Jan 5, 2018	-9.79% Sep 17, 2002 - Apr 23, 2003
#13	-1.20% May 6, 2026 - May 8, 2026	-8.57% Aug 29, 2001 - Feb 22, 2002
#14	-0.85% Dec 29, 2014 - Jan 8, 2015	-7.96% Feb 14, 2005 - Sep 28, 2005
#15	-0.81% Jan 16, 2018 - Jan 23, 2018	-7.85% Jan 16, 2001 - Aug 16, 2001

Correlation

Correlation between EFFE and CXE is 0.52 which considered as a moderate positive correlation - the stocks show some tendency to move together.

0.52

-101

Dividend Comparison (2000 - 2026)

EFFE vs CXE dividend yield comparison.

Year	EFFE	CXE
2026	0.00%	3.36%
2025	4.69%	5.59%
2024	0.00%	4.97%
2023	0.00%	4.39%
2022	0.00%	5.70%
2021	0.00%	4.74%
2020	0.00%	4.86%
2019	0.00%	4.73%
2018	1.82%	6.17%
2017	3.90%	5.72%
2016	1.76%	6.04%
2015	4.68%	6.27%
2014	0.61%	6.39%
2013	0.00%	7.25%
2012	0.00%	6.67%
2011	0.00%	7.23%
2010	0.00%	8.26%
2009	0.00%	7.56%
2008	0.00%	11.99%
2007	0.00%	6.42%
2006	0.00%	6.32%
2005	0.00%	6.70%
2004	0.00%	7.87%
2003	0.00%	7.59%
2002	0.00%	8.03%
2001	0.00%	7.00%
2000	0.00%	3.17%