MIN vs DEXC

Comparison between MFS Intermediate Income Trust (MIN, ETF) and DIMENSIONAL EMERGING MARKETS EX CHINA CORE EQUITY ETF (DEXC, ETF).

MIN vs DEXC - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	MIN(ETF)	DEXC(ETF)
Net Assets	$300M	$300M
Expense Ratio	N/A	0.43%
Max Drawdown	67.82%	15.37%
Sharpe Ratio	-0.32	1.79
5Y Beta	0.15	0.82
5Y Dividends CAGR	-7.58%	N/A

Net Assets

Winner

MIN

$300M

DEXC

$300M

Expense Ratio

MIN

N/A

DEXC

0.43%

Max Drawdown

MIN

67.82%

Winner

DEXC

15.37%

Sharpe Ratio

MIN

-0.32

Winner

DEXC

1.79

5Y Beta

Winner

MIN

0.15

DEXC

0.82

5Y Dividends CAGR

MIN

-7.58%

DEXC

N/A

MIN vs DEXC - Historical Returns

Returns include dividend reinvestment.

Period	MIN	DEXC
1 month	-0.04%	-0.35%
3 months	-1.31%	+16.82%
6 months	-2.57%	+30.25%
1 year	-0.33%	+48.48%
5 years(CAGR)	+0.56%	N/A
10 years(CAGR)	+2.76%	N/A
Max(CAGR)	+4.38%	+34.71%

Winner

MIN

-0.04%

DEXC

-0.35%

MIN

-1.31%

Winner

DEXC

+16.82%

MIN

-2.57%

Winner

DEXC

+30.25%

MIN

-0.33%

Winner

DEXC

+48.48%

5Y(CAGR)

MIN

+0.56%

DEXC

N/A

10Y(CAGR)

MIN

+2.76%

DEXC

N/A

Max(CAGR)

MIN

+4.38%

Winner

DEXC

+34.71%

MIN vs DEXC - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	MIN	DEXC
2026	-3.10%	+24.04%
2025	+6.90%	+26.51%
2024	+6.22%	-1.20%
2023	+5.56%	N/A
2022	-14.82%	N/A
2021	+3.59%	N/A
2020	+9.38%	N/A
2019	+13.42%	N/A
2018	-3.43%	N/A
2017	+3.29%	N/A
2016	+6.53%	N/A
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 DEXC Drawdown Comparison

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

The maximum drawdown for DEXC was -15.07%, occurring on Apr 8, 2025. Recovery took 102 trading sessions.

The current MIN drawdown is -4.74%. The current DEXC drawdown is -8.64%.

Rank	MIN	DEXC
#1	-19.29% Aug 17, 2021 - Feb 24, 2025	-15.07% Dec 11, 2024 - May 12, 2025
#2	-19.02% Dec 21, 2012 - Mar 29, 2019	-12.86% Feb 25, 2026 - Apr 14, 2026
#3	-14.89% Sep 10, 2008 - Dec 17, 2008	-8.64% Jun 2, 2026 - Jun 5, 2026
#4	-12.32% Jun 13, 2003 - Nov 20, 2006	-5.93% May 8, 2026 - May 26, 2026
#5	-12.05% Feb 18, 2020 - May 1, 2020	-4.41% Nov 3, 2025 - Dec 23, 2025
#6	-11.33% Nov 9, 2010 - Dec 22, 2011	-3.25% Oct 8, 2025 - Oct 15, 2025
#7	-10.08% Mar 25, 2010 - Jun 30, 2010	-3.17% Jul 23, 2025 - Sep 10, 2025
#8	-8.58% Sep 10, 2002 - Jan 17, 2003	-2.48% Jan 28, 2026 - Feb 9, 2026
#9	-8.12% Oct 26, 2012 - Dec 21, 2012	-2.36% Jun 12, 2025 - Jun 24, 2025
#10	-7.70% Feb 12, 2009 - Apr 17, 2009	-2.16% Sep 23, 2025 - Oct 6, 2025
#11	-6.80% Apr 11, 2000 - Aug 15, 2000	-1.90% Apr 22, 2026 - Apr 24, 2026
#12	-6.19% Jan 14, 2026 - Mar 27, 2026	-1.80% Jul 3, 2025 - Jul 23, 2025
#13	-5.95% Nov 13, 2001 - Feb 12, 2002	-1.75% Apr 17, 2026 - Apr 22, 2026
#14	-5.94% Nov 1, 1999 - Apr 10, 2000	-1.47% Apr 24, 2026 - Apr 30, 2026
#15	-5.44% Sep 17, 2001 - Oct 2, 2001	-1.33% May 6, 2026 - May 8, 2026

Correlation

Correlation between MIN and DEXC is 0.41 which considered as a weak positive correlation - the stocks show a slight tendency to move together.

0.41

-101

Dividend Comparison (2000 - 2026)

MIN vs DEXC dividend yield comparison.

Year	MIN	DEXC
2026	3.91%	0.12%
2025	8.78%	1.97%
2024	9.12%	0.19%
2023	9.37%	0.00%
2022	10.05%	0.00%
2021	8.97%	0.00%
2020	8.90%	0.00%
2019	9.04%	0.00%
2018	9.70%	0.00%
2017	9.38%	0.00%
2016	9.39%	0.00%
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%