EUDG vs MXE

Comparison between WISDOMTREE EUROPE QUALITY DIVIDEND GROWTH FUND (EUDG, ETF) and Mexico Equity And Income Fund Inc (MXE, ETF).

5-Year PerformanceEUDG has outperformed MXE, delivering a return of +4.7% compared to +3.4%

EUDG vs MXE - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	EUDG(ETF)	MXE(ETF)
Net Assets	$71M	$71M
Expense Ratio	0.58%	N/A
Max Drawdown	36.12%	93.12%
Sharpe Ratio	0.52	1.26
5Y Beta	0.61	0.51
5Y Dividends CAGR	7.85%	34.66%

Net Assets

EUDG

$71M

MXE

$71M

Expense Ratio

EUDG

0.58%

MXE

N/A

Max Drawdown

Winner

EUDG

36.12%

MXE

93.12%

Sharpe Ratio

EUDG

0.52

Winner

MXE

1.26

5Y Beta

EUDG

0.61

Winner

MXE

0.51

5Y Dividends CAGR

EUDG

7.85%

Winner

MXE

34.66%

EUDG vs MXE - Historical Returns

Returns include dividend reinvestment.

Period	EUDG	MXE
1 month	+0.99%	+0.18%
3 months	+1.12%	-1.94%
6 months	+4.81%	+11.39%
1 year	+10.93%	+31.55%
5 years(CAGR)	+4.72%	+3.42%
10 years(CAGR)	+7.90%	+2.91%
Max(CAGR)	+5.86%	+8.85%

Winner

EUDG

+0.99%

MXE

+0.18%

Winner

EUDG

+1.12%

MXE

-1.94%

EUDG

+4.81%

Winner

MXE

+11.39%

EUDG

+10.93%

Winner

MXE

+31.55%

5Y(CAGR)

Winner

EUDG

+4.72%

MXE

+3.42%

10Y(CAGR)

Winner

EUDG

+7.90%

MXE

+2.91%

Max(CAGR)

EUDG

+5.86%

Winner

MXE

+8.85%

EUDG vs MXE - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	EUDG	MXE
2026	+1.27%	+5.20%
2025	+29.22%	+54.22%
2024	-3.10%	-26.01%
2023	+18.43%	+30.53%
2022	-18.47%	-1.90%
2021	+15.07%	-9.07%
2020	+10.43%	-18.08%
2019	+29.45%	+13.88%
2018	-15.42%	-2.88%
2017	+29.91%	+12.33%
2016	-1.76%	-12.33%
2015	+4.16%	-8.41%
2014	-11.12%	-2.60%
2013	N/A	+14.89%
2012	N/A	+42.27%
2011	N/A	-13.48%
2010	N/A	+45.00%
2009	N/A	+15.91%
2008	N/A	-46.64%
2007	N/A	+19.96%
2006	N/A	+58.18%
2005	N/A	-2.40%
2004	N/A	+64.98%
2003	N/A	+35.38%
2002	N/A	-18.94%
2001	N/A	+19.72%
2000	N/A	-5.78%
1999	N/A	+34.27%

EUDG vs MXE Drawdown Comparison

The maximum drawdown for EUDG was -33.76%, occurring on Mar 23, 2020. Recovery took 158 trading sessions.

The maximum drawdown for MXE was -81.73%, occurring on Mar 9, 2009. Recovery took 1741 trading sessions.

The current EUDG drawdown is -5.01%. The current MXE drawdown is -7.46%.

Rank	EUDG	MXE
#1	-33.76% Jan 17, 2020 - Sep 2, 2020	-81.73% Jul 24, 2007 - Jun 23, 2014
#2	-33.31% Aug 13, 2021 - May 14, 2024	-59.01% Sep 5, 2014 - Jan 26, 2026
#3	-22.07% Jan 26, 2018 - Dec 12, 2019	-41.00% Mar 9, 2000 - Jan 21, 2004
#4	-19.79% Jul 3, 2014 - May 1, 2017	-25.98% Dec 15, 2005 - Sep 15, 2006
#5	-13.73% Sep 26, 2024 - May 16, 2025	-25.07% Mar 8, 2005 - Sep 6, 2005
#6	-12.20% Feb 20, 2026 - Mar 27, 2026	-23.19% Apr 13, 2004 - Nov 4, 2004
#7	-9.73% Oct 12, 2020 - Nov 10, 2020	-18.50% Feb 26, 2007 - Mar 26, 2007
#8	-6.04% Jul 10, 2025 - Aug 22, 2025	-14.14% Feb 20, 2026 - Mar 20, 2026
#9	-5.64% Jun 6, 2024 - Aug 19, 2024	-13.07% May 1, 2007 - Jun 20, 2007
#10	-4.69% Jan 8, 2021 - Apr 1, 2021	-10.54% Jan 3, 2005 - Feb 4, 2005
#11	-4.61% Nov 12, 2025 - Dec 3, 2025	-10.48% Dec 27, 2006 - Feb 5, 2007
#12	-4.06% Sep 17, 2020 - Oct 9, 2020	-8.59% Oct 3, 2005 - Nov 14, 2005
#13	-4.04% Jun 2, 2017 - Sep 1, 2017	-7.79% Apr 10, 2007 - Apr 25, 2007
#14	-3.95% Aug 30, 2024 - Sep 26, 2024	-6.54% Oct 26, 2006 - Nov 20, 2006
#15	-3.81% Jun 12, 2025 - Jul 2, 2025	-6.40% Dec 1, 2004 - Dec 23, 2004

Correlation

Correlation between EUDG and MXE is 0.18 which considered as a very weak or no correlation - the stocks move independently of each other.

0.18

-101

Dividend Comparison (1999 - 2026)

EUDG vs MXE dividend yield comparison.

Year	EUDG	MXE
2026	0.33%	0.00%
2025	2.19%	1.89%
2024	2.41%	3.71%
2023	2.14%	2.69%
2022	3.07%	0.00%
2021	2.98%	0.00%
2020	1.87%	0.00%
2019	2.30%	1.04%
2018	3.00%	0.01%
2017	1.55%	0.47%
2016	2.49%	0.00%
2015	2.10%	5.20%
2014	0.97%	12.83%
2013	0.00%	14.29%
2012	0.00%	1.33%
2010	0.00%	0.20%
2008	0.00%	108.23%
2007	0.00%	30.17%
2006	0.00%	11.91%
2005	0.00%	0.94%
2003	0.00%	0.19%
2000	0.00%	7.87%
1999	0.00%	1.34%