MCI vs DSEP

Comparison between Barings Corporate Investors (MCI, ETF) and FT VEST U.S. EQUITY DEEP BUFFER ETF - SEPTEMBER (DSEP, ETF).

5-Year PerformanceMCI has outperformed DSEP, delivering a return of +10.9% compared to +7.9%

MCI vs DSEP - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	MCI(ETF)	DSEP(ETF)
Net Assets	$343M	$342M
Expense Ratio	N/A	0.85%
Max Drawdown	64.05%	11.78%
Sharpe Ratio	-0.30	1.56
5Y Beta	0.17	0.44
5Y Dividends CAGR	15.81%	N/A

Net Assets

Winner

MCI

$343M

DSEP

$342M

Expense Ratio

MCI

N/A

DSEP

0.85%

Max Drawdown

MCI

64.05%

Winner

DSEP

11.78%

Sharpe Ratio

MCI

-0.30

Winner

DSEP

1.56

5Y Beta

Winner

MCI

0.17

DSEP

0.44

5Y Dividends CAGR

MCI

15.81%

DSEP

N/A

MCI vs DSEP - Historical Returns

Returns include dividend reinvestment.

Period	MCI	DSEP
1 month	-0.01%	+0.92%
3 months	-14.60%	+4.40%
6 months	-13.45%	+4.84%
1 year	-5.58%	+13.91%
5 years(CAGR)	+10.92%	+7.87%
10 years(CAGR)	+7.68%	N/A
Max(CAGR)	+10.78%	+8.39%

MCI

-0.01%

Winner

DSEP

+0.92%

MCI

-14.60%

Winner

DSEP

+4.40%

MCI

-13.45%

Winner

DSEP

+4.84%

MCI

-5.58%

Winner

DSEP

+13.91%

5Y(CAGR)

Winner

MCI

+10.92%

DSEP

+7.87%

10Y(CAGR)

MCI

+7.68%

DSEP

N/A

Max(CAGR)

Winner

MCI

+10.78%

DSEP

+8.39%

MCI vs DSEP - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	MCI	DSEP
2026	-6.04%	+4.54%
2025	-2.24%	+10.78%
2024	+25.47%	+11.59%
2023	+44.43%	+19.31%
2022	-5.06%	-7.52%
2021	+28.28%	+6.97%
2020	-15.03%	+4.91%
2019	+20.89%	N/A
2018	+2.87%	N/A
2017	+6.96%	N/A
2016	-3.80%	N/A
2015	+19.34%	N/A
2014	+14.78%	N/A
2013	+2.90%	N/A
2012	-4.33%	N/A
2011	+24.49%	N/A
2010	+31.19%	N/A
2009	+44.56%	N/A
2008	-27.72%	N/A
2007	-6.42%	N/A
2006	+23.05%	N/A
2005	+15.14%	N/A
2004	+35.66%	N/A
2003	+28.22%	N/A
2002	-0.10%	N/A
2001	-0.01%	N/A
2000	+18.33%	N/A
1999	+15.71%	N/A

MCI vs DSEP Drawdown Comparison

The maximum drawdown for MCI was -57.11%, occurring on Mar 9, 2009. Recovery took 887 trading sessions.

The maximum drawdown for DSEP was -11.78%, occurring on Oct 12, 2022. Recovery took 354 trading sessions.

The current MCI drawdown is -24.63%. The current DSEP drawdown is -0.87%.

Rank	MCI	DSEP
#1	-57.11% Feb 7, 2007 - Aug 16, 2010	-11.78% Jan 4, 2022 - Jun 2, 2023
#2	-44.64% Feb 14, 2020 - Aug 11, 2021	-9.93% Feb 19, 2025 - Jun 10, 2025
#3	-27.61% Feb 20, 2025 - May 11, 2026	-5.26% Sep 14, 2023 - Nov 17, 2023
#4	-24.09% Aug 15, 2016 - Feb 22, 2019	-4.54% Jan 28, 2026 - Apr 14, 2026
#5	-22.89% Aug 27, 2001 - Aug 21, 2003	-2.89% Oct 12, 2020 - Nov 6, 2020
#6	-20.91% Jan 18, 2022 - Jun 13, 2023	-2.33% Oct 27, 2025 - Dec 3, 2025
#7	-20.24% May 26, 2011 - Oct 6, 2011	-2.30% Jul 31, 2024 - Aug 13, 2024
#8	-20.21% Jan 17, 2012 - Jan 16, 2013	-2.20% Jul 28, 2023 - Aug 29, 2023
#9	-19.37% Feb 16, 2000 - May 26, 2000	-1.95% Mar 28, 2024 - May 6, 2024
#10	-17.12% May 22, 2013 - Nov 17, 2014	-1.64% Nov 8, 2021 - Dec 23, 2021
#11	-13.04% Mar 7, 2001 - May 15, 2001	-1.61% Sep 24, 2021 - Oct 15, 2021
#12	-12.54% Feb 14, 2005 - Jun 17, 2005	-1.56% Dec 6, 2024 - Jan 21, 2025
#13	-12.46% Dec 5, 2011 - Jan 17, 2012	-1.36% Oct 8, 2025 - Oct 21, 2025
#14	-12.18% Dec 17, 1999 - Feb 16, 2000	-1.26% Oct 18, 2024 - Nov 6, 2024
#15	-11.79% Nov 18, 2010 - Feb 15, 2011	-1.17% Jan 12, 2026 - Jan 27, 2026