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MXE vs SPY

Comparison between Mexico Equity And Income Fund Inc (MXE, ETF) and SPDR S&P 500 ETF Trust (SPY, ETF).

5-Year PerformanceSPY has outperformed MXE, delivering a return of +13.3% compared to +3.4%

MXE vs SPY - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
MXE
$71M
Winner
SPY
$735B
Expense Ratio
MXE
N/A
SPY
0.09%
Max Drawdown
MXE
93.12%
Winner
SPY
56.47%
Sharpe Ratio
MXE
1.26
Winner
SPY
1.62
5Y Beta
Winner
MXE
0.51
SPY
1.00
P/E Ratio
MXE
N/A
SPY
28.99
Forward P/E
MXE
N/A
SPY
22.37
5Y Dividends CAGR
Winner
MXE
34.66%
SPY
5.43%
5Y EPS CAGR
MXE
N/A
SPY
26.05%
Debt to Equity
MXE
N/A
SPY
32.40%
P/S Ratio
MXE
N/A
SPY
3.74
P/B Ratio
MXE
N/A
SPY
5.61

MXE vs SPY - Historical Returns

Returns include dividend reinvestment.

1M
MXE
+0.18%
Winner
SPY
+1.90%
3M
MXE
-1.94%
Winner
SPY
+8.55%
6M
Winner
MXE
+11.39%
SPY
+8.18%
1Y
Winner
MXE
+31.55%
SPY
+25.79%
5Y(CAGR)
MXE
+3.42%
Winner
SPY
+13.32%
10Y(CAGR)
MXE
+2.91%
Winner
SPY
+15.19%
Max(CAGR)
Winner
MXE
+8.85%
SPY
+8.47%

MXE vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearMXESPY
2026+5.20%+8.26%
2025+54.22%+18.00%
2024-26.01%+25.59%
2023+30.53%+26.72%
2022-1.90%-18.64%
2021-9.07%+30.52%
2020-18.08%+17.28%
2019+13.88%+31.09%
2018-2.88%-5.24%
2017+12.33%+20.78%
2016-12.33%+13.59%
2015-8.41%+1.31%
2014-2.60%+14.56%
2013+14.89%+29.00%
2012+42.27%+14.17%
2011-13.48%+0.85%
2010+45.00%+13.14%
2009+15.91%+22.67%
2008-46.64%-36.25%
2007+19.96%+5.32%
2006+58.18%+13.85%
2005-2.40%+5.32%
2004+64.98%+10.75%
2003+35.38%+24.18%
2002-18.94%-22.42%
2001+19.72%-10.13%
2000-5.78%-8.84%
1999+34.27%+8.61%

MXE vs SPY Drawdown Comparison

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

The maximum drawdown for SPY was -55.20%, occurring on Mar 9, 2009. Recovery took 1224 trading sessions.

The current MXE drawdown is -7.46%. The current SPY drawdown is -2.90%.

RankMXESPY
#1-81.73%
Jul 24, 2007 - Jun 23, 2014		-55.20%
Oct 9, 2007 - Aug 16, 2012
#2-59.01%
Sep 5, 2014 - Jan 26, 2026		-47.50%
Mar 24, 2000 - Oct 26, 2006
#3-41.00%
Mar 9, 2000 - Jan 21, 2004		-33.70%
Feb 19, 2020 - Aug 10, 2020
#4-25.98%
Dec 15, 2005 - Sep 15, 2006		-24.50%
Jan 3, 2022 - Dec 13, 2023
#5-25.07%
Mar 8, 2005 - Sep 6, 2005		-19.34%
Sep 20, 2018 - Apr 12, 2019
#6-23.19%
Apr 13, 2004 - Nov 4, 2004		-18.76%
Feb 19, 2025 - Jun 26, 2025
#7-18.50%
Feb 26, 2007 - Mar 26, 2007		-13.02%
Jul 20, 2015 - Apr 18, 2016
#8-14.14%
Feb 20, 2026 - Mar 20, 2026		-10.10%
Jan 26, 2018 - Aug 6, 2018
#9-13.07%
May 1, 2007 - Jun 20, 2007		-9.44%
Sep 2, 2020 - Nov 11, 2020
#10-10.54%
Jan 3, 2005 - Feb 4, 2005		-9.30%
Jan 19, 2000 - Mar 17, 2000
#11-10.48%
Dec 27, 2006 - Feb 5, 2007		-9.05%
Jul 19, 2007 - Oct 5, 2007
#12-8.59%
Oct 3, 2005 - Nov 14, 2005		-8.88%
Jan 27, 2026 - Apr 14, 2026
#13-7.79%
Apr 10, 2007 - Apr 25, 2007		-8.41%
Jul 16, 2024 - Sep 19, 2024
#14-6.54%
Oct 26, 2006 - Nov 20, 2006		-7.35%
Sep 14, 2012 - Jan 2, 2013
#15-6.40%
Dec 1, 2004 - Dec 23, 2004		-7.27%
Sep 18, 2014 - Oct 31, 2014

Correlation

Correlation between MXE and SPY is 0.60 which considered as a moderate positive correlation - the stocks show some tendency to move together.

0.60
-101

Dividend Comparison (1999 - 2026)

MXE vs SPY dividend yield comparison.

YearMXESPY
20260.00%0.24%
20251.89%1.07%
20243.71%1.21%
20232.69%1.40%
20220.00%1.65%
20210.00%1.20%
20200.00%1.52%
20191.04%1.75%
20180.01%2.04%
20170.47%1.80%
20160.00%2.03%
20155.20%2.06%
201412.83%1.87%
201314.29%1.81%
20121.33%2.18%
20110.00%2.05%
20100.20%1.80%
20090.00%1.95%
2008108.23%3.02%
200730.17%1.85%
200611.91%1.73%
20050.94%1.73%
20040.00%1.82%
20030.19%1.47%
20020.00%1.70%
20010.00%1.25%
20007.87%1.15%
19991.34%0.24%

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