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MXI vs XSVN

Comparison between ISHARES GLOBAL MATERIALS ETF (MXI, ETF) and BONDBLOXX BLOOMBERG SEVEN YEAR TARGET DURATION US TREASURY ETF (XSVN, ETF).

MXI vs XSVN - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
Winner
MXI
$325M
XSVN
$324M
Expense Ratio
MXI
0.39%
Winner
XSVN
0.05%
Max Drawdown
MXI
68.65%
Winner
XSVN
10.98%
Sharpe Ratio
Winner
MXI
1.20
XSVN
-0.12
5Y Beta
MXI
0.80
Winner
XSVN
-0.01
5Y Dividends CAGR
MXI
14.71%
XSVN
N/A

MXI vs XSVN - Historical Returns

Returns include dividend reinvestment.

1M
Winner
MXI
-0.56%
XSVN
-0.60%
3M
Winner
MXI
-0.06%
XSVN
-1.98%
6M
Winner
MXI
+16.16%
XSVN
-0.95%
1Y
Winner
MXI
+28.97%
XSVN
+3.31%
5Y(CAGR)
MXI
+5.78%
XSVN
N/A
10Y(CAGR)
MXI
+10.93%
XSVN
N/A
Max(CAGR)
Winner
MXI
+6.56%
XSVN
+2.35%

MXI vs XSVN - Annual Returns (2006 - 2026)

Returns include dividend reinvestment.

YearMXIXSVN
2026+10.91%-0.92%
2025+27.65%+8.08%
2024-7.48%-0.07%
2023+14.37%+3.17%
2022-8.61%-1.72%
2021+13.65%N/A
2020+22.08%N/A
2019+22.32%N/A
2018-17.31%N/A
2017+29.31%N/A
2016+25.67%N/A
2015-16.71%N/A
2014-7.30%N/A
2013-0.41%N/A
2012+7.02%N/A
2011-20.83%N/A
2010+16.37%N/A
2009+56.48%N/A
2008-48.27%N/A
2007+39.00%N/A
2006+16.65%N/A

MXI vs XSVN Drawdown Comparison

The maximum drawdown for MXI was -68.44%, occurring on Nov 20, 2008. Recovery took 2431 trading sessions.

The maximum drawdown for XSVN was -9.44%, occurring on Oct 19, 2023. Recovery took 311 trading sessions.

The current MXI drawdown is -6.83%. The current XSVN drawdown is -3.15%.

RankMXIXSVN
#1-68.44%
May 19, 2008 - Jan 12, 2018
-9.44%
May 4, 2023 - Jul 31, 2024
#2-39.50%
Jan 26, 2018 - Aug 17, 2020
-6.61%
Sep 16, 2024 - Aug 1, 2025
#3-28.72%
Apr 1, 2022 - Mar 20, 2024
-5.14%
Sep 16, 2022 - Dec 1, 2022
#4-22.25%
Sep 26, 2024 - Sep 5, 2025
-4.98%
Jan 18, 2023 - Mar 23, 2023
#5-18.11%
Oct 29, 2007 - Apr 16, 2008
-4.00%
Feb 27, 2026 - May 19, 2026
#6-17.47%
Jul 23, 2007 - Sep 21, 2007
-2.89%
Dec 7, 2022 - Jan 12, 2023
#7-16.18%
Feb 27, 2026 - Mar 20, 2026
-2.08%
Apr 6, 2023 - May 3, 2023
#8-11.52%
May 7, 2021 - Mar 25, 2022
-1.53%
Aug 5, 2024 - Sep 4, 2024
#9-9.16%
Feb 26, 2007 - Mar 21, 2007
-1.49%
Nov 26, 2025 - Feb 12, 2026
#10-8.99%
May 20, 2024 - Sep 24, 2024
-1.40%
Mar 24, 2023 - Apr 4, 2023
#11-8.16%
Sep 15, 2020 - Nov 6, 2020
-1.32%
Oct 22, 2025 - Nov 25, 2025
#12-7.95%
Jan 7, 2021 - Mar 11, 2021
-1.01%
Sep 11, 2025 - Oct 13, 2025
#13-5.69%
Oct 12, 2007 - Oct 29, 2007
-0.87%
Dec 2, 2022 - Dec 7, 2022
#14-5.56%
Oct 20, 2025 - Nov 12, 2025
-0.72%
Jan 12, 2023 - Jan 18, 2023
#15-5.44%
Nov 12, 2025 - Nov 28, 2025
-0.69%
Aug 4, 2025 - Aug 26, 2025

Correlation

Correlation between MXI and XSVN is 0.83 which considered as a strong positive correlation - the stocks tend to move together.

0.83
-101

Dividend Comparison (2006 - 2026)

MXI vs XSVN dividend yield comparison.

YearMXIXSVN
20260.00%1.69%
20252.22%4.06%
20243.24%4.17%
20232.92%3.49%
20224.84%1.04%
20213.51%0.00%
20201.21%0.00%
20193.64%0.00%
20182.77%0.00%
20171.76%0.00%
20161.31%0.00%
20153.64%0.00%
20142.32%0.00%
20132.14%0.00%
20122.09%0.00%
20112.21%0.00%
20101.64%0.00%
20090.73%0.00%
20082.67%0.00%
20070.62%0.00%
20060.29%0.00%

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