MXE vs EUDG

Comparison between Mexico Equity And Income Fund Inc (MXE, ETF) and WISDOMTREE EUROPE QUALITY DIVIDEND GROWTH FUND (EUDG, ETF).

5-Year PerformanceEUDG has outperformed MXE, delivering a return of +4.7% compared to +3.4%

MXE vs EUDG - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	MXE(ETF)	EUDG(ETF)
Net Assets	$71M	$71M
Expense Ratio	N/A	0.58%
Max Drawdown	93.12%	36.12%
Sharpe Ratio	1.26	0.52
5Y Beta	0.51	0.61
5Y Dividends CAGR	34.66%	7.85%

Net Assets

MXE

$71M

EUDG

$71M

Expense Ratio

MXE

N/A

EUDG

0.58%

Max Drawdown

MXE

93.12%

Winner

EUDG

36.12%

Sharpe Ratio

Winner

MXE

1.26

EUDG

0.52

5Y Beta

Winner

MXE

0.51

EUDG

0.61

5Y Dividends CAGR

Winner

MXE

34.66%

EUDG

7.85%

MXE vs EUDG - Historical Returns

Returns include dividend reinvestment.

Period	MXE	EUDG
1 month	+0.18%	+0.99%
3 months	-1.94%	+1.12%
6 months	+11.39%	+4.81%
1 year	+31.55%	+10.93%
5 years(CAGR)	+3.42%	+4.72%
10 years(CAGR)	+2.91%	+7.90%
Max(CAGR)	+8.85%	+5.86%

MXE

+0.18%

Winner

EUDG

+0.99%

MXE

-1.94%

Winner

EUDG

+1.12%

Winner

MXE

+11.39%

EUDG

+4.81%

Winner

MXE

+31.55%

EUDG

+10.93%

5Y(CAGR)

MXE

+3.42%

Winner

EUDG

+4.72%

10Y(CAGR)

MXE

+2.91%

Winner

EUDG

+7.90%

Max(CAGR)

Winner

MXE

+8.85%

EUDG

+5.86%

MXE vs EUDG - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	MXE	EUDG
2026	+5.20%	+1.27%
2025	+54.22%	+29.22%
2024	-26.01%	-3.10%
2023	+30.53%	+18.43%
2022	-1.90%	-18.47%
2021	-9.07%	+15.07%
2020	-18.08%	+10.43%
2019	+13.88%	+29.45%
2018	-2.88%	-15.42%
2017	+12.33%	+29.91%
2016	-12.33%	-1.76%
2015	-8.41%	+4.16%
2014	-2.60%	-11.12%
2013	+14.89%	N/A
2012	+42.27%	N/A
2011	-13.48%	N/A
2010	+45.00%	N/A
2009	+15.91%	N/A
2008	-46.64%	N/A
2007	+19.96%	N/A
2006	+58.18%	N/A
2005	-2.40%	N/A
2004	+64.98%	N/A
2003	+35.38%	N/A
2002	-18.94%	N/A
2001	+19.72%	N/A
2000	-5.78%	N/A
1999	+34.27%	N/A

MXE vs EUDG Drawdown Comparison

The maximum drawdown for MXE was -81.73%, occurring on Mar 9, 2009. Recovery took 1741 trading sessions.

The maximum drawdown for EUDG was -33.76%, occurring on Mar 23, 2020. Recovery took 158 trading sessions.

The current MXE drawdown is -7.46%. The current EUDG drawdown is -5.01%.

Rank	MXE	EUDG
#1	-81.73% Jul 24, 2007 - Jun 23, 2014	-33.76% Jan 17, 2020 - Sep 2, 2020
#2	-59.01% Sep 5, 2014 - Jan 26, 2026	-33.31% Aug 13, 2021 - May 14, 2024
#3	-41.00% Mar 9, 2000 - Jan 21, 2004	-22.07% Jan 26, 2018 - Dec 12, 2019
#4	-25.98% Dec 15, 2005 - Sep 15, 2006	-19.79% Jul 3, 2014 - May 1, 2017
#5	-25.07% Mar 8, 2005 - Sep 6, 2005	-13.73% Sep 26, 2024 - May 16, 2025
#6	-23.19% Apr 13, 2004 - Nov 4, 2004	-12.20% Feb 20, 2026 - Mar 27, 2026
#7	-18.50% Feb 26, 2007 - Mar 26, 2007	-9.73% Oct 12, 2020 - Nov 10, 2020
#8	-14.14% Feb 20, 2026 - Mar 20, 2026	-6.04% Jul 10, 2025 - Aug 22, 2025
#9	-13.07% May 1, 2007 - Jun 20, 2007	-5.64% Jun 6, 2024 - Aug 19, 2024
#10	-10.54% Jan 3, 2005 - Feb 4, 2005	-4.69% Jan 8, 2021 - Apr 1, 2021
#11	-10.48% Dec 27, 2006 - Feb 5, 2007	-4.61% Nov 12, 2025 - Dec 3, 2025
#12	-8.59% Oct 3, 2005 - Nov 14, 2005	-4.06% Sep 17, 2020 - Oct 9, 2020
#13	-7.79% Apr 10, 2007 - Apr 25, 2007	-4.04% Jun 2, 2017 - Sep 1, 2017
#14	-6.54% Oct 26, 2006 - Nov 20, 2006	-3.95% Aug 30, 2024 - Sep 26, 2024
#15	-6.40% Dec 1, 2004 - Dec 23, 2004	-3.81% Jun 12, 2025 - Jul 2, 2025

Correlation

Correlation between MXE and EUDG is 0.18 which considered as a very weak or no correlation - the stocks move independently of each other.

0.18

-101

Dividend Comparison (1999 - 2026)

MXE vs EUDG dividend yield comparison.

Year	MXE	EUDG
2026	0.00%	0.33%
2025	1.89%	2.19%
2024	3.71%	2.41%
2023	2.69%	2.14%
2022	0.00%	3.07%
2021	0.00%	2.98%
2020	0.00%	1.87%
2019	1.04%	2.30%
2018	0.01%	3.00%
2017	0.47%	1.55%
2016	0.00%	2.49%
2015	5.20%	2.10%
2014	12.83%	0.97%
2013	14.29%	0.00%
2012	1.33%	0.00%
2010	0.20%	0.00%
2008	108.23%	0.00%
2007	30.17%	0.00%
2006	11.91%	0.00%
2005	0.94%	0.00%
2003	0.19%	0.00%
2000	7.87%	0.00%
1999	1.34%	0.00%