SPBW vs MXE
Comparison between ALLIANZIM BUFFER20 ALLOCATION ETF (SPBW, ETF) and Mexico Equity And Income Fund Inc (MXE, ETF).
SPBW vs MXE - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
SPBW
$71M
MXE
$71M
Expense Ratio
SPBW
0.79%
MXE
N/A
Max Drawdown
Winner
SPBW
8.76%
MXE
93.12%
Sharpe Ratio
Winner
SPBW
1.81
MXE
1.26
5Y Beta
Winner
SPBW
0.41
MXE
0.51
5Y Dividends CAGR
SPBW
N/A
MXE
34.66%
SPBW vs MXE - Historical Returns
Returns include dividend reinvestment.
1M
Winner
SPBW
+0.62%
MXE
+0.18%
3M
Winner
SPBW
+3.39%
MXE
-1.94%
6M
SPBW
+4.49%
Winner
MXE
+11.39%
1Y
SPBW
+12.02%
Winner
MXE
+31.55%
5Y(CAGR)
SPBW
N/A
MXE
+3.42%
10Y(CAGR)
SPBW
N/A
MXE
+2.91%
Max(CAGR)
Winner
SPBW
+9.69%
MXE
+8.85%
SPBW vs MXE - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | SPBW | MXE |
|---|---|---|
| 2026 | +3.84% | +5.20% |
| 2025 | +9.57% | +54.22% |
| 2024 | N/A | -26.01% |
| 2023 | N/A | +30.53% |
| 2022 | N/A | -1.90% |
| 2021 | N/A | -9.07% |
| 2020 | N/A | -18.08% |
| 2019 | N/A | +13.88% |
| 2018 | N/A | -2.88% |
| 2017 | N/A | +12.33% |
| 2016 | N/A | -12.33% |
| 2015 | N/A | -8.41% |
| 2014 | N/A | -2.60% |
| 2013 | N/A | +14.89% |
| 2012 | N/A | +42.27% |
| 2011 | N/A | -13.48% |
| 2010 | N/A | +45.00% |
| 2009 | N/A | +15.91% |
| 2008 | N/A | -46.64% |
| 2007 | N/A | +19.96% |
| 2006 | N/A | +58.18% |
| 2005 | N/A | -2.40% |
| 2004 | N/A | +64.98% |
| 2003 | N/A | +35.38% |
| 2002 | N/A | -18.94% |
| 2001 | N/A | +19.72% |
| 2000 | N/A | -5.78% |
| 1999 | N/A | +34.27% |
SPBW vs MXE Drawdown Comparison
The maximum drawdown for SPBW was -8.76%, occurring on Apr 8, 2025. Recovery took 72 trading sessions.
The maximum drawdown for MXE was -81.73%, occurring on Mar 9, 2009. Recovery took 1741 trading sessions.
The current SPBW drawdown is -0.67%. The current MXE drawdown is -7.46%.
| Rank | SPBW | MXE |
|---|---|---|
| #1 | -8.76% Feb 19, 2025 - Jun 3, 2025 | -81.73% Jul 24, 2007 - Jun 23, 2014 |
| #2 | -2.86% Jan 27, 2026 - Apr 9, 2026 | -59.01% Sep 5, 2014 - Jan 26, 2026 |
| #3 | -1.40% Oct 27, 2025 - Nov 25, 2025 | -41.00% Mar 9, 2000 - Jan 21, 2004 |
| #4 | -0.83% Oct 6, 2025 - Oct 20, 2025 | -25.98% Dec 15, 2005 - Sep 15, 2006 |
| #5 | -0.76% Jul 28, 2025 - Aug 8, 2025 | -25.07% Mar 8, 2005 - Sep 6, 2005 |
| #6 | -0.68% Jan 12, 2026 - Jan 26, 2026 | -23.19% Apr 13, 2004 - Nov 4, 2004 |
| #7 | -0.67% Jun 1, 2026 - Jun 5, 2026 | -18.50% Feb 26, 2007 - Mar 26, 2007 |
| #8 | -0.54% Jan 8, 2025 - Jan 15, 2025 | -14.14% Feb 20, 2026 - Mar 20, 2026 |
| #9 | -0.51% Jun 12, 2025 - Jun 16, 2025 | -13.07% May 1, 2007 - Jun 20, 2007 |
| #10 | -0.44% Aug 13, 2025 - Aug 22, 2025 | -10.54% Jan 3, 2005 - Feb 4, 2005 |
| #11 | -0.44% Jun 16, 2025 - Jun 23, 2025 | -10.48% Dec 27, 2006 - Feb 5, 2007 |
| #12 | -0.43% Jan 23, 2025 - Feb 6, 2025 | -8.59% Oct 3, 2005 - Nov 14, 2005 |
| #13 | -0.39% Dec 11, 2025 - Dec 19, 2025 | -7.79% Apr 10, 2007 - Apr 25, 2007 |
| #14 | -0.33% May 14, 2026 - May 21, 2026 | -6.54% Oct 26, 2006 - Nov 20, 2006 |
| #15 | -0.28% Apr 17, 2026 - Apr 22, 2026 | -6.40% Dec 1, 2004 - Dec 23, 2004 |
Correlation
Correlation between SPBW and MXE is 0.94 which considered as a very strong positive correlation - the stocks move almost identically together.
0.94
-101
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