MFM vs DJD
Comparison between MFS Municipal Income Trust (MFM, ETF) and INVESCO DOW JONES INDUSTRIAL AVERAGE DIVIDEND ETF (DJD, ETF).
5-Year PerformanceDJD has outperformed MFM, delivering a return of +11.2% compared to -0.5%
MFM vs DJD - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
MFM vs DJD - Historical Returns
Returns include dividend reinvestment.
MFM vs DJD - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | MFM | DJD |
|---|---|---|
| 2026 | +6.30% | +12.84% |
| 2025 | +6.36% | +15.83% |
| 2024 | +7.72% | +12.64% |
| 2023 | +4.52% | +9.13% |
| 2022 | -21.84% | -1.33% |
| 2021 | +9.78% | +23.83% |
| 2020 | -1.42% | +0.06% |
| 2019 | +16.86% | +22.32% |
| 2018 | -5.41% | -0.37% |
| 2017 | +8.63% | +20.68% |
| 2016 | +1.49% | +19.78% |
| 2015 | +8.74% | -0.12% |
| 2014 | +13.39% | N/A |
| 2013 | -14.36% | N/A |
| 2012 | +14.85% | N/A |
| 2011 | +18.24% | N/A |
| 2010 | +0.65% | N/A |
| 2009 | +70.75% | N/A |
| 2008 | -36.78% | N/A |
| 2007 | -13.70% | N/A |
| 2006 | +11.48% | N/A |
| 2005 | +9.19% | N/A |
| 2004 | +8.26% | N/A |
| 2003 | +13.39% | N/A |
| 2002 | -1.94% | N/A |
| 2001 | +10.39% | N/A |
| 2000 | +13.66% | N/A |
| 1999 | -7.97% | N/A |
MFM vs DJD Drawdown Comparison
The maximum drawdown for MFM was -54.24%, occurring on Dec 16, 2008. Recovery took 759 trading sessions.
The maximum drawdown for DJD was -34.64%, occurring on Mar 23, 2020. Recovery took 223 trading sessions.
The current MFM drawdown is -5.42%. The current DJD drawdown is -1.64%.
| Rank | MFM | DJD |
|---|---|---|
| #1 | -54.24% Apr 2, 2007 - Apr 7, 2010 | -34.64% Jan 17, 2020 - Dec 4, 2020 |
| #2 | -34.38% Jul 29, 2021 - Oct 27, 2023 | -19.95% Apr 20, 2022 - Dec 14, 2023 |
| #3 | -29.37% Feb 14, 2020 - May 6, 2021 | -14.03% Oct 3, 2018 - Feb 25, 2019 |
| #4 | -24.74% Oct 1, 2012 - Dec 24, 2015 | -12.29% Feb 28, 2025 - Jul 1, 2025 |
| #5 | -15.37% Mar 25, 2004 - Oct 27, 2004 | -11.95% Jan 26, 2018 - Sep 14, 2018 |
| #6 | -15.26% Oct 29, 2010 - Sep 12, 2011 | -9.95% Dec 29, 2015 - Mar 16, 2016 |
| #7 | -13.45% Nov 4, 1999 - Jun 2, 2000 | -6.72% Jan 12, 2022 - Mar 25, 2022 |
| #8 | -12.02% Jul 8, 2016 - Jun 6, 2017 | -6.72% Nov 29, 2024 - Feb 13, 2025 |
| #9 | -11.92% Sep 17, 2001 - Oct 4, 2002 | -6.68% Jul 29, 2019 - Nov 1, 2019 |
| #10 | -11.67% Jul 13, 2017 - Feb 20, 2019 | -6.17% Apr 23, 2019 - Jun 18, 2019 |
| #11 | -10.96% Aug 31, 2000 - Jan 4, 2001 | -5.68% Nov 3, 2021 - Dec 16, 2021 |
| #12 | -10.86% Oct 4, 2002 - May 9, 2003 | -5.65% Feb 11, 2026 - May 22, 2026 |
| #13 | -10.56% Jun 11, 2003 - Jan 6, 2004 | -5.34% Jan 14, 2021 - Feb 17, 2021 |
| #14 | -9.57% Sep 13, 2005 - Jan 19, 2006 | -5.30% May 10, 2021 - Nov 3, 2021 |
| #15 | -8.19% Feb 11, 2005 - May 11, 2005 | -5.15% Jun 23, 2016 - Jul 1, 2016 |
Correlation
Correlation between MFM and DJD is 0.51 which considered as a moderate positive correlation - the stocks show some tendency to move together.
Dividend Comparison (2000 - 2026)
MFM vs DJD dividend yield comparison.
| Year | MFM | DJD |
|---|---|---|
| 2026 | 3.15% | 1.26% |
| 2025 | 5.08% | 2.62% |
| 2024 | 4.65% | 3.00% |
| 2023 | 4.12% | 3.49% |
| 2022 | 4.85% | 3.16% |
| 2021 | 4.34% | 2.82% |
| 2020 | 4.70% | 3.47% |
| 2019 | 4.71% | 2.80% |
| 2018 | 5.91% | 2.66% |
| 2017 | 5.62% | 2.75% |
| 2016 | 5.72% | 2.46% |
| 2015 | 5.76% | 0.08% |
| 2014 | 6.04% | 0.00% |
| 2013 | 7.08% | 0.00% |
| 2012 | 6.31% | 0.00% |
| 2011 | 7.09% | 0.00% |
| 2010 | 7.86% | 0.00% |
| 2009 | 7.32% | 0.00% |
| 2008 | 11.29% | 0.00% |
| 2007 | 6.82% | 0.00% |
| 2006 | 5.82% | 0.00% |
| 2005 | 6.93% | 0.00% |
| 2004 | 7.10% | 0.00% |
| 2003 | 7.04% | 0.00% |
| 2002 | 7.38% | 0.00% |
| 2001 | 6.92% | 0.00% |
| 2000 | 3.01% | 0.00% |
Select Stocks to Compare
More Comparisons
Compare with similar stocks