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TYG vs XEMD

Comparison between Tortoise Energy Infrastructure Corp (TYG, ETF) and BONDBLOXX JP MORGAN USD EMERGING MARKETS 1-10 YEAR BOND ETF (XEMD, ETF).

TYG vs XEMD - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
Winner
TYG
$988M
XEMD
$983M
Expense Ratio
TYG
N/A
XEMD
0.29%
Max Drawdown
TYG
97.33%
Winner
XEMD
10.91%
Sharpe Ratio
TYG
0.65
Winner
XEMD
1.25
5Y Beta
TYG
0.59
Winner
XEMD
0.20
5Y Dividends CAGR
TYG
34.99%
XEMD
N/A

TYG vs XEMD - Historical Returns

Returns include dividend reinvestment.

1M
Winner
TYG
+2.89%
XEMD
-0.27%
3M
TYG
-6.62%
Winner
XEMD
+0.67%
6M
Winner
TYG
+3.13%
XEMD
+2.21%
1Y
Winner
TYG
+15.91%
XEMD
+9.79%
5Y(CAGR)
Winner
TYG
+22.11%
XEMD
+9.21%
10Y(CAGR)
TYG
-1.67%
XEMD
N/A
Max(CAGR)
TYG
+4.26%
Winner
XEMD
+9.21%

TYG vs XEMD - Annual Returns (2004 - 2026)

Returns include dividend reinvestment.

YearTYGXEMD
2026+13.21%+3.02%
2025+8.38%+13.37%
2024+58.74%+10.01%
2023+1.65%+9.99%
2022+19.50%+1.80%
2021+45.17%N/A
2020-70.89%N/A
2019-1.81%N/A
2018-26.72%N/A
2017+0.67%N/A
2016+19.78%N/A
2015-30.70%N/A
2014-2.18%N/A
2013+26.84%N/A
2012-0.99%N/A
2011+8.51%N/A
2010+29.88%N/A
2009+94.53%N/A
2008-45.23%N/A
2007+2.46%N/A
2006+34.43%N/A
2005+5.74%N/A
2004+13.96%N/A

TYG vs XEMD Drawdown Comparison

The maximum drawdown for TYG was -95.33%, occurring on Mar 18, 2020. This drawdown has not yet recovered.

The maximum drawdown for XEMD was -10.01%, occurring on Oct 20, 2022. Recovery took 108 trading sessions.

The current TYG drawdown is -34.47%. The current XEMD drawdown is -0.69%.

RankTYGXEMD
#1-95.33%
Jun 26, 2014 - Mar 18, 2020		-10.01%
Aug 12, 2022 - Jan 18, 2023
#2-75.57%
Jul 12, 2007 - Aug 5, 2010		-4.30%
Jul 31, 2023 - Nov 20, 2023
#3-21.58%
Mar 21, 2011 - Dec 1, 2011		-4.23%
Mar 3, 2025 - May 7, 2025
#4-17.61%
Jul 29, 2005 - Aug 25, 2006		-4.20%
Feb 2, 2023 - Jul 12, 2023
#5-16.59%
Dec 2, 2013 - May 16, 2014		-3.94%
Jul 1, 2022 - Jul 27, 2022
#6-15.42%
Mar 1, 2004 - Sep 15, 2004		-3.52%
Feb 18, 2026 - Apr 17, 2026
#7-15.05%
Mar 27, 2013 - Nov 21, 2013		-2.58%
Apr 9, 2024 - May 15, 2024
#8-11.59%
Apr 25, 2012 - Oct 26, 2012		-2.18%
Dec 27, 2023 - Feb 23, 2024
#9-11.57%
Jan 5, 2012 - Apr 24, 2012		-1.89%
Dec 9, 2024 - Jan 21, 2025
#10-9.90%
Nov 5, 2012 - Jan 17, 2013		-1.62%
Sep 30, 2024 - Nov 29, 2024
#11-8.53%
Feb 16, 2005 - Jun 15, 2005		-1.34%
May 11, 2026 - May 28, 2026
#12-7.79%
Dec 1, 2006 - Feb 12, 2007		-1.24%
May 15, 2024 - Jun 13, 2024
#13-7.33%
Sep 24, 2004 - Nov 11, 2004		-1.07%
Feb 6, 2025 - Feb 26, 2025
#14-6.84%
Aug 6, 2010 - Sep 13, 2010		-1.07%
Apr 17, 2026 - May 6, 2026
#15-5.81%
Nov 11, 2010 - Dec 13, 2010		-1.01%
Aug 2, 2024 - Aug 13, 2024

Correlation

Correlation between TYG and XEMD is 0.95 which considered as a very strong positive correlation - the stocks move almost identically together.

0.95
-101

Dividend Comparison (2004 - 2026)

TYG vs XEMD dividend yield comparison.

YearTYGXEMD
20266.46%2.76%
202511.25%6.15%
20247.96%6.30%
20239.87%6.19%
20228.94%3.08%
20215.27%0.00%
202010.85%0.00%
201914.61%0.00%
201813.17%0.00%
20179.01%0.00%
20168.54%0.00%
201513.95%0.00%
20145.44%0.00%
20134.79%0.00%
20125.92%0.00%
20115.50%0.00%
20105.65%0.00%
20096.96%0.00%
200813.16%0.00%
20077.26%0.00%
20066.64%0.00%
20056.62%0.00%
20043.53%0.00%

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