KWT vs MXE

Comparison between ISHARES MSCI KUWAIT ETF (KWT, ETF) and Mexico Equity And Income Fund Inc (MXE, ETF).

5-Year PerformanceKWT has outperformed MXE, delivering a return of +8.3% compared to +3.4%

KWT vs MXE - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	KWT(ETF)	MXE(ETF)
Net Assets	$71M	$71M
Expense Ratio	0.75%	N/A
Max Drawdown	29.94%	93.12%
Sharpe Ratio	-0.40	1.06
5Y Beta	0.34	0.52
5Y Dividends CAGR	38.10%	34.66%

Net Assets

KWT

$71M

Winner

MXE

$71M

Expense Ratio

KWT

0.75%

MXE

N/A

Max Drawdown

Winner

KWT

29.94%

MXE

93.12%

Sharpe Ratio

KWT

-0.40

Winner

MXE

1.06

5Y Beta

Winner

KWT

0.34

MXE

0.52

5Y Dividends CAGR

Winner

KWT

38.10%

MXE

34.66%

KWT vs MXE - Historical Returns

Returns include dividend reinvestment.

Period	KWT	MXE
1 month	-3.28%	+2.57%
3 months	-4.86%	-2.22%
6 months	-3.09%	+1.07%
1 year	-2.39%	+27.13%
5 years(CAGR)	+8.30%	+3.37%
10 years(CAGR)	N/A	+2.84%
Max(CAGR)	+11.67%	+8.82%

KWT

-3.28%

Winner

MXE

+2.57%

KWT

-4.86%

Winner

MXE

-2.22%

KWT

-3.09%

Winner

MXE

+1.07%

KWT

-2.39%

Winner

MXE

+27.13%

5Y(CAGR)

Winner

KWT

+8.30%

MXE

+3.37%

10Y(CAGR)

KWT

N/A

MXE

+2.84%

Max(CAGR)

Winner

KWT

+11.67%

MXE

+8.82%

KWT vs MXE - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	KWT	MXE
2026	-4.14%	+5.60%
2025	+25.48%	+54.22%
2024	+9.92%	-26.01%
2023	-1.98%	+30.53%
2022	+4.99%	-1.90%
2021	+32.03%	-9.07%
2020	+9.07%	-18.08%
2019	N/A	+13.88%
2018	N/A	-2.88%
2017	N/A	+12.33%
2016	N/A	-12.33%
2015	N/A	-8.41%
2014	N/A	-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%

KWT vs MXE Drawdown Comparison

The maximum drawdown for KWT was -24.33%, occurring on Oct 27, 2023. Recovery took 696 trading sessions.

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

The current KWT drawdown is -8.76%. The current MXE drawdown is -7.11%.

Rank	KWT	MXE
#1	-24.33% May 6, 2022 - Feb 14, 2025	-81.73% Jul 24, 2007 - Jun 23, 2014
#2	-11.54% Dec 19, 2025 - Mar 27, 2026	-59.01% Sep 5, 2014 - Jan 26, 2026
#3	-9.82% Feb 28, 2025 - May 12, 2025	-41.00% Mar 9, 2000 - Jan 21, 2004
#4	-8.70% Oct 12, 2020 - Jan 26, 2021	-25.98% Dec 15, 2005 - Sep 15, 2006
#5	-8.06% Nov 12, 2021 - Jan 12, 2022	-25.07% Mar 8, 2005 - Sep 6, 2005
#6	-4.72% Sep 25, 2020 - Oct 7, 2020	-23.19% Apr 13, 2004 - Nov 4, 2004
#7	-4.71% Jun 10, 2025 - Jun 26, 2025	-18.50% Feb 26, 2007 - Mar 26, 2007
#8	-3.31% Jun 28, 2021 - Jul 26, 2021	-14.14% Feb 20, 2026 - Mar 20, 2026
#9	-3.20% Jan 28, 2021 - Mar 11, 2021	-13.07% May 1, 2007 - Jun 20, 2007
#10	-2.99% Aug 13, 2025 - Sep 11, 2025	-10.54% Jan 3, 2005 - Feb 4, 2005
#11	-2.80% May 20, 2021 - Jun 17, 2021	-10.48% Dec 27, 2006 - Feb 5, 2007
#12	-2.80% Oct 31, 2025 - Dec 9, 2025	-8.59% Oct 3, 2005 - Nov 14, 2005
#13	-2.72% Sep 23, 2025 - Oct 30, 2025	-7.79% Apr 10, 2007 - Apr 25, 2007
#14	-2.36% Jul 14, 2025 - Aug 13, 2025	-6.54% Oct 26, 2006 - Nov 20, 2006
#15	-2.33% Dec 12, 2025 - Dec 19, 2025	-6.40% Dec 1, 2004 - Dec 23, 2004

Correlation

Correlation between KWT and MXE is 0.54 which considered as a moderate positive correlation - the stocks show some tendency to move together.

0.54

-101

Dividend Comparison (1999 - 2026)

KWT vs MXE dividend yield comparison.

Year	KWT	MXE
2026	2.25%	0.00%
2025	5.40%	1.89%
2024	6.09%	3.71%
2023	2.25%	2.69%
2022	5.87%	0.00%
2021	7.65%	0.00%
2020	0.27%	0.00%
2019	0.00%	1.04%
2018	0.00%	0.01%
2017	0.00%	0.47%
2015	0.00%	5.20%
2014	0.00%	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%