USMF vs MXF

Comparison between WISDOMTREE U.S. MULTIFACTOR FUND (USMF, ETF) and Mexico Fund Inc (MXF, ETF).

5-Year PerformanceMXF has outperformed USMF, delivering a return of +12.7% compared to +7.3%

USMF vs MXF - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	USMF(ETF)	MXF(ETF)
Net Assets	$358M	$356M
Expense Ratio	0.28%	N/A
Max Drawdown	36.24%	84.70%
Sharpe Ratio	0.16	1.39
5Y Beta	0.67	0.60
P/E Ratio	19.43	N/A
Forward P/E	14.36	N/A
PEG Ratio	0.19	N/A
5Y Dividends CAGR	17.06%	51.15%
5Y EPS CAGR	19.65%	N/A
Debt to Equity	75.84%	N/A
P/S Ratio	1.78	N/A
P/B Ratio	3.47	N/A

Net Assets

Winner

USMF

$358M

MXF

$356M

Expense Ratio

USMF

0.28%

MXF

N/A

Max Drawdown

Winner

USMF

36.24%

MXF

84.70%

Sharpe Ratio

USMF

0.16

Winner

MXF

1.39

5Y Beta

USMF

0.67

Winner

MXF

0.60

P/E Ratio

USMF

19.43

MXF

N/A

Forward P/E

USMF

14.36

MXF

N/A

PEG Ratio

USMF

0.19

MXF

N/A

5Y Dividends CAGR

USMF

17.06%

Winner

MXF

51.15%

5Y EPS CAGR

USMF

19.65%

MXF

N/A

Debt to Equity

USMF

75.84%

MXF

N/A

P/S Ratio

USMF

1.78

MXF

N/A

P/B Ratio

USMF

3.47

MXF

N/A

USMF vs MXF - Historical Returns

Returns include dividend reinvestment.

Period	USMF	MXF
1 month	+1.43%	+0.19%
3 months	+2.22%	+1.95%
6 months	+2.59%	+13.12%
1 year	+4.93%	+33.07%
5 years(CAGR)	+7.31%	+12.74%
10 years(CAGR)	+10.34%	+7.63%
Max(CAGR)	+10.34%	+9.45%

Winner

USMF

+1.43%

MXF

+0.19%

Winner

USMF

+2.22%

MXF

+1.95%

USMF

+2.59%

Winner

MXF

+13.12%

USMF

+4.93%

Winner

MXF

+33.07%

5Y(CAGR)

USMF

+7.31%

Winner

MXF

+12.74%

10Y(CAGR)

Winner

USMF

+10.34%

MXF

+7.63%

Max(CAGR)

Winner

USMF

+10.34%

MXF

+9.45%

USMF vs MXF - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	USMF	MXF
2026	+3.02%	+9.21%
2025	+4.59%	+58.74%
2024	+19.52%	-26.66%
2023	+13.88%	+33.75%
2022	-8.76%	-1.64%
2021	+22.46%	+16.95%
2020	+11.53%	+0.98%
2019	+24.74%	+9.27%
2018	-4.54%	-13.61%
2017	+11.27%	+15.48%
2016	N/A	-9.76%
2015	N/A	-11.91%
2014	N/A	-20.72%
2013	N/A	+7.89%
2012	N/A	+42.43%
2011	N/A	-13.18%
2010	N/A	+39.80%
2009	N/A	+56.67%
2008	N/A	-45.06%
2007	N/A	-10.43%
2006	N/A	+48.31%
2005	N/A	+44.97%
2004	N/A	+33.87%
2003	N/A	+39.75%
2002	N/A	-18.37%
2001	N/A	+32.91%
2000	N/A	-14.07%
1999	N/A	+20.86%

USMF vs MXF Drawdown Comparison

The maximum drawdown for USMF was -36.24%, occurring on Mar 23, 2020. Recovery took 137 trading sessions.

The maximum drawdown for MXF was -71.79%, occurring on Mar 2, 2009. Recovery took 1188 trading sessions.

The current USMF drawdown is -2.16%. The current MXF drawdown is -4.67%.

Rank	USMF	MXF
#1	-36.24% Feb 19, 2020 - Sep 2, 2020	-71.79% Oct 26, 2007 - Jul 16, 2012
#2	-19.07% Sep 14, 2018 - Jul 3, 2019	-69.74% Apr 2, 2013 - Aug 8, 2025
#3	-18.11% Jan 4, 2022 - Dec 4, 2023	-40.98% Apr 10, 2002 - Jan 5, 2004
#4	-15.39% Nov 26, 2024 - Sep 11, 2025	-34.42% Mar 8, 2000 - May 22, 2001
#5	-8.63% Jan 29, 2018 - Jun 8, 2018	-28.66% Jul 5, 2001 - Jan 3, 2002
#6	-7.91% Sep 2, 2020 - Oct 13, 2020	-23.35% May 10, 2006 - Oct 5, 2006
#7	-6.90% Oct 13, 2020 - Nov 16, 2020	-16.67% Apr 2, 2004 - Dec 1, 2004
#8	-6.46% Sep 29, 2025 - May 8, 2026	-16.64% Jul 13, 2007 - Oct 26, 2007
#9	-5.94% Nov 12, 2021 - Dec 27, 2021	-16.15% Mar 7, 2005 - Jun 15, 2005
#10	-5.63% Mar 28, 2024 - Jul 16, 2024	-14.03% Feb 27, 2026 - Mar 20, 2026
#11	-5.51% Jul 31, 2024 - Aug 16, 2024	-11.90% Feb 23, 2007 - May 18, 2007
#12	-5.18% Jul 12, 2019 - Oct 28, 2019	-11.19% Jan 14, 2000 - Feb 4, 2000
#13	-4.99% Feb 12, 2021 - Mar 11, 2021	-10.85% Oct 5, 2012 - Dec 20, 2012
#14	-4.66% Sep 2, 2021 - Oct 22, 2021	-9.19% Feb 10, 2000 - Mar 2, 2000
#15	-4.08% Jun 11, 2021 - Jul 29, 2021	-8.94% Oct 3, 2005 - Nov 10, 2005

Correlation

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

0.83

-101

Dividend Comparison (2000 - 2026)

USMF vs MXF dividend yield comparison.

Year	USMF	MXF
2026	0.34%	3.27%
2025	1.37%	4.67%
2024	1.22%	6.67%
2023	1.33%	4.19%
2022	1.74%	4.88%
2021	1.42%	2.29%
2020	1.34%	3.15%
2019	1.38%	7.28%
2018	1.45%	5.13%
2017	0.67%	3.37%
2016	0.00%	5.03%
2015	0.00%	10.90%
2014	0.00%	13.83%
2013	0.00%	10.84%
2012	0.00%	8.32%
2011	0.00%	14.63%
2010	0.00%	9.02%
2009	0.00%	8.25%
2008	0.00%	23.02%
2007	0.00%	2.56%
2006	0.00%	10.06%
2005	0.00%	10.25%
2004	0.00%	3.29%
2003	0.00%	1.86%
2002	0.00%	15.17%
2001	0.00%	17.69%
2000	0.00%	0.86%