MXE vs XSHD

Comparison between Mexico Equity And Income Fund Inc (MXE, ETF) and INVESCO S&P SMALLCAP HIGH DIVIDEND LOW VOLATILITY ETF (XSHD, ETF).

5-Year PerformanceMXE has outperformed XSHD, delivering a return of +2.7% compared to -5.2%

MXE vs XSHD - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	MXE(ETF)	XSHD(ETF)
Net Assets	$73M	$73M
Expense Ratio	N/A	0.30%
Max Drawdown	93.12%	54.99%
Sharpe Ratio	1.29	0.40
5Y Beta	0.51	0.61
P/E Ratio	N/A	47.60
Forward P/E	N/A	14.40
5Y Dividends CAGR	34.66%	-2.96%
5Y EPS CAGR	N/A	-0.66%
Debt to Equity	N/A	123.71%
P/S Ratio	N/A	1.06
P/B Ratio	N/A	1.19

Net Assets

Winner

MXE

$73M

XSHD

$73M

Expense Ratio

MXE

N/A

XSHD

0.30%

Max Drawdown

MXE

93.12%

Winner

XSHD

54.99%

Sharpe Ratio

Winner

MXE

1.29

XSHD

0.40

5Y Beta

Winner

MXE

0.51

XSHD

0.61

P/E Ratio

MXE

N/A

XSHD

47.60

Forward P/E

MXE

N/A

XSHD

14.40

5Y Dividends CAGR

Winner

MXE

34.66%

XSHD

-2.96%

5Y EPS CAGR

MXE

N/A

XSHD

-0.66%

Debt to Equity

MXE

N/A

XSHD

123.71%

P/S Ratio

MXE

N/A

XSHD

1.06

P/B Ratio

MXE

N/A

XSHD

1.19

MXE vs XSHD - Historical Returns

Returns include dividend reinvestment.

Period	MXE	XSHD
1 month	-4.34%	+0.93%
3 months	+1.68%	+4.60%
6 months	+8.49%	+10.31%
1 year	+28.86%	+8.03%
5 years(CAGR)	+2.71%	-5.23%
10 years(CAGR)	+2.54%	-0.47%
Max(CAGR)	+8.77%	-0.47%

MXE

-4.34%

Winner

XSHD

+0.93%

MXE

+1.68%

Winner

XSHD

+4.60%

MXE

+8.49%

Winner

XSHD

+10.31%

Winner

MXE

+28.86%

XSHD

+8.03%

5Y(CAGR)

Winner

MXE

+2.71%

XSHD

-5.23%

10Y(CAGR)

Winner

MXE

+2.54%

XSHD

-0.47%

Max(CAGR)

Winner

MXE

+8.77%

XSHD

-0.47%

MXE vs XSHD - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	MXE	XSHD
2026	+3.39%	+8.93%
2025	+54.22%	-6.54%
2024	-26.01%	-5.55%
2023	+30.53%	+1.20%
2022	-1.90%	-20.40%
2021	-9.07%	+19.69%
2020	-18.08%	-12.82%
2019	+13.88%	+17.43%
2018	-2.88%	-8.26%
2017	+12.33%	+0.84%
2016	-12.33%	+4.92%
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 XSHD Drawdown Comparison

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

The maximum drawdown for XSHD was -49.49%, occurring on Apr 3, 2020. Recovery took 639 trading sessions.

The current MXE drawdown is -9.05%. The current XSHD drawdown is -23.54%.

Rank	MXE	XSHD
#1	-81.73% Jul 24, 2007 - Jun 23, 2014	-49.49% Aug 21, 2018 - Mar 8, 2021
#2	-59.01% Sep 5, 2014 - Jan 26, 2026	-36.84% Jun 9, 2021 - Apr 8, 2025
#3	-41.00% Mar 9, 2000 - Jan 21, 2004	-9.11% Jan 4, 2017 - Nov 20, 2017
#4	-25.98% Dec 15, 2005 - Sep 15, 2006	-8.67% Nov 29, 2017 - May 25, 2018
#5	-25.07% Mar 8, 2005 - Sep 6, 2005	-7.89% Mar 12, 2021 - Jun 1, 2021
#6	-23.19% Apr 13, 2004 - Nov 4, 2004	-2.63% Jul 6, 2018 - Aug 17, 2018
#7	-18.50% Feb 26, 2007 - Mar 26, 2007	-1.43% Dec 9, 2016 - Dec 19, 2016
#8	-14.14% Feb 20, 2026 - Mar 20, 2026	-1.34% Dec 27, 2016 - Jan 4, 2017
#9	-13.07% May 1, 2007 - Jun 20, 2007	-1.06% May 30, 2018 - Jun 4, 2018
#10	-10.54% Jan 3, 2005 - Feb 4, 2005	-1.01% Dec 21, 2016 - Dec 27, 2016
#11	-10.48% Dec 27, 2006 - Feb 5, 2007	-0.92% Jun 2, 2021 - Jun 8, 2021
#12	-8.59% Oct 3, 2005 - Nov 14, 2005	-0.84% Jun 21, 2018 - Jul 2, 2018
#13	-7.79% Apr 10, 2007 - Apr 25, 2007	-0.79% May 25, 2018 - May 30, 2018
#14	-6.54% Oct 26, 2006 - Nov 20, 2006	-0.55% Mar 8, 2021 - Mar 10, 2021
#15	-6.40% Dec 1, 2004 - Dec 23, 2004	-0.51% Dec 6, 2016 - Dec 8, 2016

Correlation

Correlation between MXE and XSHD is 0.16 which considered as a very weak or no correlation - the stocks move independently of each other.

0.16

-101

Dividend Comparison (1999 - 2026)

MXE vs XSHD dividend yield comparison.

Year	MXE	XSHD
2026	0.00%	2.13%
2025	1.89%	6.44%
2024	3.71%	7.25%
2023	2.69%	7.62%
2022	0.00%	6.77%
2021	0.00%	3.86%
2020	0.00%	5.55%
2019	1.04%	4.88%
2018	0.01%	5.49%
2017	0.47%	4.11%
2016	0.00%	0.41%
2015	5.20%	0.00%
2014	12.83%	0.00%
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%