MIN vs ADME

Comparison between MFS Intermediate Income Trust (MIN, ETF) and APTUS DRAWDOWN MANAGED EQUITY ETF (ADME, ETF).

5-Year PerformanceADME has outperformed MIN, delivering a return of +7.2% compared to +0.8%

MIN vs ADME - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	MIN(ETF)	ADME(ETF)
Net Assets	$294M	$293M
Expense Ratio	N/A	0.79%
Max Drawdown	68.09%	28.73%
Sharpe Ratio	-0.32	0.95
5Y Beta	0.14	0.77
P/E Ratio	N/A	26.07
Forward P/E	N/A	20.97
PEG Ratio	N/A	0.35
5Y Dividends CAGR	-6.86%	11.13%
5Y EPS CAGR	N/A	26.94%
Debt to Equity	N/A	7.39%
P/S Ratio	N/A	4.18
P/B Ratio	N/A	5.62

Net Assets

Winner

MIN

$294M

ADME

$293M

Expense Ratio

MIN

N/A

ADME

0.79%

Max Drawdown

MIN

68.09%

Winner

ADME

28.73%

Sharpe Ratio

MIN

-0.32

Winner

ADME

0.95

5Y Beta

Winner

MIN

0.14

ADME

0.77

P/E Ratio

MIN

N/A

ADME

26.07

Forward P/E

MIN

N/A

ADME

20.97

PEG Ratio

MIN

N/A

ADME

0.35

5Y Dividends CAGR

MIN

-6.86%

Winner

ADME

11.13%

5Y EPS CAGR

MIN

N/A

ADME

26.94%

Debt to Equity

MIN

N/A

ADME

7.39%

P/S Ratio

MIN

N/A

ADME

4.18

P/B Ratio

MIN

N/A

ADME

5.62

MIN vs ADME - Historical Returns

Returns include dividend reinvestment.

Period	MIN	ADME
1 month	+3.35%	+3.33%
3 months	+2.85%	+1.16%
6 months	-1.23%	+9.49%
1 year	-0.25%	+14.38%
5 years(CAGR)	+0.81%	+7.17%
10 years(CAGR)	+2.70%	+9.02%
Max(CAGR)	+4.45%	+8.89%

Winner

MIN

+3.35%

ADME

+3.33%

Winner

MIN

+2.85%

ADME

+1.16%

MIN

-1.23%

Winner

ADME

+9.49%

MIN

-0.25%

Winner

ADME

+14.38%

5Y(CAGR)

MIN

+0.81%

Winner

ADME

+7.17%

10Y(CAGR)

MIN

+2.70%

Winner

ADME

+9.02%

Max(CAGR)

MIN

+4.45%

Winner

ADME

+8.89%

MIN vs ADME - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	MIN	ADME
2026	-0.33%	+10.68%
2025	+6.90%	+10.41%
2024	+6.22%	+22.67%
2023	+5.56%	+15.72%
2022	-14.82%	-21.79%
2021	+3.59%	+21.95%
2020	+9.38%	+18.23%
2019	+13.42%	+9.15%
2018	-3.43%	-6.62%
2017	+3.29%	+17.13%
2016	+6.53%	+3.40%
2015	+2.94%	N/A
2014	+0.56%	N/A
2013	-12.60%	N/A
2012	+10.97%	N/A
2011	+7.20%	N/A
2010	+2.87%	N/A
2009	+15.16%	N/A
2008	+11.73%	N/A
2007	+3.03%	N/A
2006	+3.52%	N/A
2005	+2.31%	N/A
2004	-0.01%	N/A
2003	+2.19%	N/A
2002	+12.14%	N/A
2001	+5.51%	N/A
2000	+12.94%	N/A
1999	-3.96%	N/A

MIN vs ADME Drawdown Comparison

The maximum drawdown for MIN was -19.29%, occurring on Oct 20, 2022. Recovery took 883 trading sessions.

The maximum drawdown for ADME was -27.49%, occurring on Mar 23, 2020. Recovery took 572 trading sessions.

The current MIN drawdown is -2.02%. The current ADME drawdown is -1.05%.

Rank	MIN	ADME
#1	-19.29% Aug 17, 2021 - Feb 24, 2025	-27.49% Oct 1, 2018 - Jan 8, 2021
#2	-19.02% Dec 21, 2012 - Mar 29, 2019	-23.43% Dec 29, 2021 - Jun 5, 2024
#3	-14.89% Sep 10, 2008 - Dec 17, 2008	-15.67% Jan 23, 2025 - Jul 3, 2025
#4	-12.32% Jun 13, 2003 - Nov 20, 2006	-9.66% Jan 26, 2018 - May 9, 2018
#5	-12.05% Feb 18, 2020 - May 1, 2020	-9.37% Jul 11, 2016 - Dec 8, 2016
#6	-11.33% Nov 9, 2010 - Dec 22, 2011	-7.49% Feb 25, 2026 - Apr 15, 2026
#7	-10.08% Mar 25, 2010 - Jun 30, 2010	-7.47% Jun 20, 2018 - Aug 28, 2018
#8	-8.58% Sep 10, 2002 - Jan 17, 2003	-6.93% Mar 1, 2017 - May 25, 2017
#9	-8.12% Oct 26, 2012 - Dec 21, 2012	-6.04% Jul 16, 2024 - Aug 21, 2024
#10	-7.70% Feb 12, 2009 - Apr 17, 2009	-5.51% Feb 12, 2021 - Apr 5, 2021
#11	-6.80% Apr 11, 2000 - Aug 15, 2000	-5.49% Sep 2, 2021 - Oct 25, 2021
#12	-6.19% Jan 14, 2026 - Mar 27, 2026	-4.93% Jul 21, 2017 - Sep 29, 2017
#13	-5.95% Nov 13, 2001 - Feb 12, 2002	-4.49% Oct 28, 2025 - Feb 25, 2026
#14	-5.94% Nov 1, 1999 - Apr 10, 2000	-4.44% Jun 2, 2026 - Aug 4, 2026
#15	-5.44% Sep 17, 2001 - Oct 2, 2001	-4.09% Dec 6, 2024 - Jan 23, 2025

Correlation

Correlation between MIN and ADME is 0.87 which considered as a strong positive correlation - the stocks tend to move together.

0.87

-101

Dividend Comparison (2000 - 2026)

MIN vs ADME dividend yield comparison.

Year	MIN	ADME
2026	6.29%	0.22%
2025	8.78%	0.38%
2024	9.12%	0.47%
2023	9.37%	0.78%
2022	10.05%	0.73%
2021	8.97%	0.26%
2020	8.90%	0.41%
2019	9.04%	0.70%
2018	9.70%	0.86%
2017	9.38%	0.32%
2016	9.39%	0.69%
2015	9.71%	0.00%
2014	9.92%	0.00%
2013	9.76%	0.00%
2012	8.27%	0.00%
2011	8.74%	0.00%
2010	9.14%	0.00%
2009	8.52%	0.00%
2008	9.38%	0.00%
2007	4.98%	0.00%
2006	5.55%	0.00%
2005	5.78%	0.00%
2004	5.63%	0.00%
2003	5.84%	0.00%
2002	6.15%	0.00%
2001	7.00%	0.00%
2000	3.18%	0.00%