MIN vs EDOW

Comparison between MFS Intermediate Income Trust (MIN, ETF) and FIRST TRUST DOW 30 EQUAL WEIGHT ETF (EDOW, ETF).

5-Year PerformanceEDOW has outperformed MIN, delivering a return of +9.0% compared to +0.6%

MIN vs EDOW - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	MIN(ETF)	EDOW(ETF)
Net Assets	$300M	$300M
Expense Ratio	N/A	0.50%
Max Drawdown	67.82%	33.72%
Sharpe Ratio	-0.32	1.34
5Y Beta	0.15	0.73
P/E Ratio	N/A	24.24
Forward P/E	N/A	20.23
PEG Ratio	N/A	0.68
5Y Dividends CAGR	-7.58%	1.83%
5Y EPS CAGR	N/A	14.21%
Debt to Equity	N/A	-6.99%
P/S Ratio	N/A	2.88
P/B Ratio	N/A	5.49

Net Assets

MIN

$300M

EDOW

$300M

Expense Ratio

MIN

N/A

EDOW

0.50%

Max Drawdown

MIN

67.82%

Winner

EDOW

33.72%

Sharpe Ratio

MIN

-0.32

Winner

EDOW

1.34

5Y Beta

Winner

MIN

0.15

EDOW

0.73

P/E Ratio

MIN

N/A

EDOW

24.24

Forward P/E

MIN

N/A

EDOW

20.23

PEG Ratio

MIN

N/A

EDOW

0.68

5Y Dividends CAGR

MIN

-7.58%

Winner

EDOW

1.83%

5Y EPS CAGR

MIN

N/A

EDOW

14.21%

Debt to Equity

MIN

N/A

EDOW

-6.99%

P/S Ratio

MIN

N/A

EDOW

2.88

P/B Ratio

MIN

N/A

EDOW

5.49

MIN vs EDOW - Historical Returns

Returns include dividend reinvestment.

Period	MIN	EDOW
1 month	-0.04%	+3.13%
3 months	-1.31%	+3.80%
6 months	-2.57%	+6.40%
1 year	-0.33%	+19.66%
5 years(CAGR)	+0.56%	+8.95%
10 years(CAGR)	+2.76%	+11.26%
Max(CAGR)	+4.38%	+11.26%

MIN

-0.04%

Winner

EDOW

+3.13%

MIN

-1.31%

Winner

EDOW

+3.80%

MIN

-2.57%

Winner

EDOW

+6.40%

MIN

-0.33%

Winner

EDOW

+19.66%

5Y(CAGR)

MIN

+0.56%

Winner

EDOW

+8.95%

10Y(CAGR)

MIN

+2.76%

Winner

EDOW

+11.26%

Max(CAGR)

MIN

+4.38%

Winner

EDOW

+11.26%

MIN vs EDOW - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	MIN	EDOW
2026	-3.10%	+5.54%
2025	+6.90%	+15.69%
2024	+6.22%	+12.96%
2023	+5.56%	+15.33%
2022	-14.82%	-8.20%
2021	+3.59%	+19.78%
2020	+9.38%	+5.39%
2019	+13.42%	+23.96%
2018	-3.43%	-2.03%
2017	+3.29%	+11.90%
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 EDOW Drawdown Comparison

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

The maximum drawdown for EDOW was -33.72%, occurring on Mar 23, 2020. Recovery took 193 trading sessions.

The current MIN drawdown is -4.74%. The current EDOW drawdown is -0.86%.

Rank	MIN	EDOW
#1	-19.29% Aug 17, 2021 - Feb 24, 2025	-33.72% Feb 12, 2020 - Nov 16, 2020
#2	-19.02% Dec 21, 2012 - Mar 29, 2019	-21.98% Jan 4, 2022 - Dec 1, 2023
#3	-14.89% Sep 10, 2008 - Dec 17, 2008	-15.51% Feb 19, 2025 - Jun 27, 2025
#4	-12.32% Jun 13, 2003 - Nov 20, 2006	-15.49% Oct 2, 2018 - Mar 18, 2019
#5	-12.05% Feb 18, 2020 - May 1, 2020	-10.73% Jan 29, 2018 - Aug 27, 2018
#6	-11.33% Nov 9, 2010 - Dec 22, 2011	-8.73% Feb 6, 2026 - May 22, 2026
#7	-10.08% Mar 25, 2010 - Jun 30, 2010	-7.51% Jul 15, 2019 - Nov 1, 2019
#8	-8.58% Sep 10, 2002 - Jan 17, 2003	-6.65% Nov 8, 2021 - Dec 27, 2021
#9	-8.12% Oct 26, 2012 - Dec 21, 2012	-6.59% Jul 17, 2024 - Aug 29, 2024
#10	-7.70% Feb 12, 2009 - Apr 17, 2009	-6.32% Apr 23, 2019 - Jun 19, 2019
#11	-6.80% Apr 11, 2000 - Aug 15, 2000	-5.42% Dec 4, 2024 - Jan 28, 2025
#12	-6.19% Jan 14, 2026 - Mar 27, 2026	-5.05% Mar 28, 2024 - Jul 16, 2024
#13	-5.95% Nov 13, 2001 - Feb 12, 2002	-4.71% Aug 16, 2021 - Nov 2, 2021
#14	-5.94% Nov 1, 1999 - Apr 10, 2000	-4.23% Jan 21, 2021 - Feb 8, 2021
#15	-5.44% Sep 17, 2001 - Oct 2, 2001	-4.00% Nov 12, 2025 - Dec 3, 2025

Correlation

Correlation between MIN and EDOW is 0.82 which considered as a strong positive correlation - the stocks tend to move together.

0.82

-101

Dividend Comparison (2000 - 2026)

MIN vs EDOW dividend yield comparison.

Year	MIN	EDOW
2026	3.91%	0.30%
2025	8.78%	1.31%
2024	9.12%	1.65%
2023	9.37%	1.93%
2022	10.05%	1.91%
2021	8.97%	1.52%
2020	8.90%	1.84%
2019	9.04%	1.88%
2018	9.70%	1.82%
2017	9.38%	0.75%
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%