MXE vs XJUL
Comparison between Mexico Equity And Income Fund Inc (MXE, ETF) and FT VEST U.S. EQUITY ENHANCE & MODERATE BUFFER ETF - JULY (XJUL, ETF).
MXE vs XJUL - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
MXE
$71M
XJUL
$70M
Expense Ratio
MXE
N/A
XJUL
0.85%
Max Drawdown
MXE
93.12%
Winner
XJUL
9.10%
Sharpe Ratio
MXE
1.26
Winner
XJUL
1.52
5Y Beta
MXE
0.51
Winner
XJUL
0.43
5Y Dividends CAGR
MXE
34.66%
XJUL
N/A
MXE vs XJUL - Historical Returns
Returns include dividend reinvestment.
1M
MXE
+0.18%
Winner
XJUL
+0.76%
3M
MXE
-1.94%
Winner
XJUL
+3.04%
6M
Winner
MXE
+11.39%
XJUL
+4.21%
1Y
Winner
MXE
+31.55%
XJUL
+10.65%
5Y(CAGR)
MXE
+3.42%
XJUL
N/A
10Y(CAGR)
MXE
+2.91%
XJUL
N/A
Max(CAGR)
MXE
+8.85%
Winner
XJUL
+9.98%
MXE vs XJUL - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | MXE | XJUL |
|---|---|---|
| 2026 | +5.20% | +3.54% |
| 2025 | +54.22% | +10.21% |
| 2024 | -26.01% | +10.77% |
| 2023 | +30.53% | +4.06% |
| 2022 | -1.90% | N/A |
| 2021 | -9.07% | N/A |
| 2020 | -18.08% | N/A |
| 2019 | +13.88% | N/A |
| 2018 | -2.88% | N/A |
| 2017 | +12.33% | N/A |
| 2016 | -12.33% | N/A |
| 2015 | -8.41% | N/A |
| 2014 | -2.60% | N/A |
| 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 XJUL Drawdown Comparison
The maximum drawdown for MXE was -81.73%, occurring on Mar 9, 2009. Recovery took 1741 trading sessions.
The maximum drawdown for XJUL was -9.10%, occurring on Apr 8, 2025. Recovery took 57 trading sessions.
The current MXE drawdown is -7.46%. The current XJUL drawdown is -0.18%.
| Rank | MXE | XJUL |
|---|---|---|
| #1 | -81.73% Jul 24, 2007 - Jun 23, 2014 | -9.10% Feb 19, 2025 - May 12, 2025 |
| #2 | -59.01% Sep 5, 2014 - Jan 26, 2026 | -4.73% Jul 31, 2023 - Nov 14, 2023 |
| #3 | -41.00% Mar 9, 2000 - Jan 21, 2004 | -3.16% Jul 22, 2024 - Aug 15, 2024 |
| #4 | -25.98% Dec 15, 2005 - Sep 15, 2006 | -2.76% Feb 25, 2026 - Apr 8, 2026 |
| #5 | -25.07% Mar 8, 2005 - Sep 6, 2005 | -1.70% Aug 30, 2024 - Sep 13, 2024 |
| #6 | -23.19% Apr 13, 2004 - Nov 4, 2004 | -1.66% Oct 27, 2025 - Nov 28, 2025 |
| #7 | -18.50% Feb 26, 2007 - Mar 26, 2007 | -1.10% Dec 6, 2024 - Dec 26, 2024 |
| #8 | -14.14% Feb 20, 2026 - Mar 20, 2026 | -0.99% May 19, 2025 - May 30, 2025 |
| #9 | -13.07% May 1, 2007 - Jun 20, 2007 | -0.98% Jul 28, 2025 - Aug 8, 2025 |
| #10 | -10.54% Jan 3, 2005 - Feb 4, 2005 | -0.93% Oct 8, 2025 - Oct 20, 2025 |
| #11 | -10.48% Dec 27, 2006 - Feb 5, 2007 | -0.89% Mar 28, 2024 - Apr 29, 2024 |
| #12 | -8.59% Oct 3, 2005 - Nov 14, 2005 | -0.78% Dec 26, 2024 - Jan 15, 2025 |
| #13 | -7.79% Apr 10, 2007 - Apr 25, 2007 | -0.77% Dec 28, 2023 - Jan 10, 2024 |
| #14 | -6.54% Oct 26, 2006 - Nov 20, 2006 | -0.75% Oct 18, 2024 - Nov 6, 2024 |
| #15 | -6.40% Dec 1, 2004 - Dec 23, 2004 | -0.69% Jan 12, 2026 - Jan 26, 2026 |
Correlation
Correlation between MXE and XJUL is 0.69 which considered as a moderate positive correlation - the stocks show some tendency to move together.
0.69
-101
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