THEQ vs CXH

Comparison between T. ROWE PRICE HEDGED EQUITY ETF (THEQ, ETF) and MFS Investment Grade Municipal Trust (CXH, ETF).

THEQ vs CXH - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	THEQ(ETF)	CXH(ETF)
Net Assets	$35M	$35M
Expense Ratio	0.46%	N/A
Max Drawdown	8.08%	54.10%
Sharpe Ratio	1.29	0.62
5Y Beta	0.62	0.06
5Y Dividends CAGR	N/A	3.80%

Net Assets

THEQ

$35M

Winner

CXH

$35M

Expense Ratio

THEQ

0.46%

CXH

N/A

Max Drawdown

Winner

THEQ

8.08%

CXH

54.10%

Sharpe Ratio

Winner

THEQ

1.29

CXH

0.62

5Y Beta

THEQ

0.62

Winner

CXH

0.06

5Y Dividends CAGR

THEQ

N/A

CXH

3.80%

THEQ vs CXH - Historical Returns

Returns include dividend reinvestment.

Period	THEQ	CXH
1 month	+0.02%	-6.08%
3 months	+6.98%	-5.02%
6 months	+6.04%	+0.80%
1 year	+15.49%	+8.67%
5 years(CAGR)	N/A	-0.71%
10 years(CAGR)	N/A	+1.67%
Max(CAGR)	+15.71%	+5.48%

Winner

THEQ

+0.02%

CXH

-6.08%

Winner

THEQ

+6.98%

CXH

-5.02%

Winner

THEQ

+6.04%

CXH

+0.80%

Winner

THEQ

+15.49%

CXH

+8.67%

5Y(CAGR)

THEQ

N/A

CXH

-0.71%

10Y(CAGR)

THEQ

N/A

CXH

+1.67%

Max(CAGR)

Winner

THEQ

+15.71%

CXH

+5.48%

THEQ vs CXH - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	THEQ	CXH
2026	+5.73%	+0.12%
2025	+12.86%	+3.62%
2024	N/A	+10.20%
2023	N/A	+9.31%
2022	N/A	-26.62%
2021	N/A	+10.16%
2020	N/A	+4.90%
2019	N/A	+13.79%
2018	N/A	-5.68%
2017	N/A	+7.60%
2016	N/A	-0.48%
2015	N/A	+11.47%
2014	N/A	+15.84%
2013	N/A	-14.45%
2012	N/A	+12.54%
2011	N/A	+18.49%
2010	N/A	+1.54%
2009	N/A	+56.18%
2008	N/A	-31.18%
2007	N/A	-6.83%
2006	N/A	+8.83%
2005	N/A	+10.09%
2004	N/A	+5.08%
2003	N/A	+11.01%
2002	N/A	+3.92%
2001	N/A	+20.12%
2000	N/A	+17.36%
1999	N/A	-2.43%

THEQ vs CXH Drawdown Comparison

The maximum drawdown for THEQ was -8.08%, occurring on Apr 8, 2025. Recovery took 31 trading sessions.

The maximum drawdown for CXH was -49.04%, occurring on Dec 16, 2008. Recovery took 747 trading sessions.

The current THEQ drawdown is -1.84%. The current CXH drawdown is -9.33%.

Rank	THEQ	CXH
#1	-8.08% Mar 27, 2025 - May 12, 2025	-49.04% Mar 13, 2007 - Mar 1, 2010
#2	-6.17% Feb 25, 2026 - Apr 15, 2026	-34.67% Aug 4, 2021 - Oct 27, 2022
#3	-3.60% Oct 28, 2025 - Dec 26, 2025	-28.19% Mar 4, 2020 - Feb 1, 2021
#4	-3.17% Jun 2, 2026 - Jun 10, 2026	-22.75% Jul 11, 2012 - Jul 10, 2015
#5	-2.24% Oct 8, 2025 - Oct 24, 2025	-17.94% Sep 9, 2010 - Sep 26, 2011
#6	-2.11% Jan 12, 2026 - Jan 27, 2026	-15.34% Mar 11, 2004 - Feb 4, 2005
#7	-1.74% May 19, 2025 - Jun 3, 2025	-12.58% Sep 6, 2016 - Aug 29, 2017
#8	-1.70% Feb 2, 2026 - Feb 9, 2026	-12.25% Sep 1, 2017 - May 22, 2019
#9	-1.67% May 14, 2026 - May 26, 2026	-9.74% Aug 30, 2002 - Apr 29, 2003
#10	-1.64% Jul 25, 2025 - Aug 8, 2025	-9.23% Jul 10, 2003 - Nov 28, 2003
#11	-1.15% Sep 22, 2025 - Oct 1, 2025	-8.86% Mar 1, 2002 - Jun 26, 2002
#12	-1.14% Aug 28, 2025 - Sep 4, 2025	-8.51% Nov 14, 2001 - Feb 28, 2002
#13	-1.09% Feb 9, 2026 - Feb 25, 2026	-8.23% Nov 16, 1999 - Apr 10, 2000
#14	-1.08% Jun 12, 2025 - Jun 24, 2025	-8.01% Feb 22, 2006 - Sep 22, 2006
#15	-1.06% Aug 14, 2025 - Aug 22, 2025	-7.38% Mar 2, 2012 - May 11, 2012

Correlation

Correlation between THEQ and CXH is 0.75 which considered as a strong positive correlation - the stocks tend to move together.

0.75

-101

Dividend Comparison (1999 - 2026)

THEQ vs CXH dividend yield comparison.

Year	THEQ	CXH
2026	0.00%	4.47%
2025	0.79%	4.70%
2024	0.00%	3.84%
2023	0.00%	3.63%
2022	0.00%	4.75%
2021	0.00%	4.77%
2020	0.00%	4.77%
2019	0.00%	4.63%
2018	0.00%	5.28%
2017	0.00%	4.90%
2016	0.00%	5.19%
2015	0.00%	5.14%
2014	0.00%	5.62%
2013	0.00%	6.39%
2012	0.00%	5.93%
2011	0.00%	7.21%
2010	0.00%	7.94%
2009	0.00%	6.58%
2008	0.00%	8.78%
2007	0.00%	5.77%
2006	0.00%	5.29%
2005	0.00%	6.41%
2004	0.00%	7.55%
2003	0.00%	7.07%
2002	0.00%	7.16%
2001	0.00%	6.21%
2000	0.00%	6.39%
1999	0.00%	1.18%