XFLT vs ECON

Comparison between XAI Octagon Floating Rate & Alternative Income Term Trust (XFLT, ETF) and COLUMBIA RESEARCH ENHANCED EMERGING ECONOMIES ETF (ECON, ETF).

5-Year PerformanceECON has outperformed XFLT, delivering a return of +6.4% compared to -4.3%

XFLT vs ECON - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	XFLT(ETF)	ECON(ETF)
Net Assets	$349M	$349M
Expense Ratio	N/A	0.47%
Max Drawdown	73.04%	45.96%
Sharpe Ratio	-1.54	1.41
5Y Beta	0.36	0.87
5Y Dividends CAGR	-1.70%	2.30%

Net Assets

Winner

XFLT

$349M

ECON

$349M

Expense Ratio

XFLT

N/A

ECON

0.47%

Max Drawdown

XFLT

73.04%

Winner

ECON

45.96%

Sharpe Ratio

XFLT

-1.54

Winner

ECON

1.41

5Y Beta

Winner

XFLT

0.36

ECON

0.87

5Y Dividends CAGR

XFLT

-1.70%

Winner

ECON

2.30%

XFLT vs ECON - Historical Returns

Returns include dividend reinvestment.

Period	XFLT	ECON
1 month	+2.95%	-9.91%
3 months	+0.41%	+8.10%
6 months	-17.66%	+18.70%
1 year	-25.35%	+41.88%
5 years(CAGR)	-4.29%	+6.39%
10 years(CAGR)	+0.25%	+4.76%
Max(CAGR)	+0.25%	+4.38%

Winner

XFLT

+2.95%

ECON

-9.91%

XFLT

+0.41%

Winner

ECON

+8.10%

XFLT

-17.66%

Winner

ECON

+18.70%

XFLT

-25.35%

Winner

ECON

+41.88%

5Y(CAGR)

XFLT

-4.29%

Winner

ECON

+6.39%

10Y(CAGR)

XFLT

+0.25%

Winner

ECON

+4.76%

Max(CAGR)

XFLT

+0.25%

Winner

ECON

+4.38%

XFLT vs ECON - Annual Returns (2010 - 2026)

Returns include dividend reinvestment.

Year	XFLT	ECON
2026	-19.06%	+22.31%
2025	-16.36%	+34.59%
2024	+6.28%	+1.56%
2023	+26.15%	+5.79%
2022	-21.31%	-15.89%
2021	+32.32%	-14.13%
2020	+3.94%	+18.01%
2019	+17.84%	+16.58%
2018	-15.56%	-27.94%
2017	-5.54%	+26.04%
2016	N/A	+7.72%
2015	N/A	-13.80%
2014	N/A	-1.60%
2013	N/A	+0.59%
2012	N/A	+19.95%
2011	N/A	-6.15%
2010	N/A	+14.85%

XFLT vs ECON Drawdown Comparison

The maximum drawdown for XFLT was -55.39%, occurring on Mar 24, 2020. Recovery took 841 trading sessions.

The maximum drawdown for ECON was -45.36%, occurring on Oct 24, 2022. Recovery took 1242 trading sessions.

The current XFLT drawdown is -36.31%. The current ECON drawdown is -9.91%.

Rank	XFLT	ECON
#1	-55.39% Oct 3, 2017 - Feb 5, 2021	-45.36% Feb 16, 2021 - Jan 27, 2026
#2	-47.03% Dec 2, 2024 - Mar 9, 2026	-38.79% Jan 26, 2018 - Jan 5, 2021
#3	-33.03% Feb 2, 2022 - Jan 30, 2024	-33.91% Aug 27, 2014 - Sep 15, 2017
#4	-10.75% Jul 6, 2021 - Jan 11, 2022	-21.24% Jul 1, 2011 - Feb 28, 2012
#5	-9.07% Jan 12, 2022 - Jan 31, 2022	-16.31% Sep 18, 2013 - Jul 2, 2014
#6	-8.89% Feb 24, 2021 - Mar 11, 2021	-14.85% May 15, 2013 - Sep 18, 2013
#7	-8.47% Mar 17, 2021 - Jun 14, 2021	-14.79% Apr 2, 2012 - Oct 17, 2012
#8	-7.62% Feb 7, 2024 - Nov 7, 2024	-13.76% Feb 25, 2026 - Apr 17, 2026
#9	-3.20% Jun 16, 2021 - Jun 30, 2021	-13.33% Jun 22, 2026 - Jul 17, 2026
#10	-2.24% Feb 1, 2024 - Feb 6, 2024	-11.08% Jan 3, 2011 - Apr 21, 2011
#11	-1.73% Feb 17, 2021 - Feb 22, 2021	-9.51% Jun 2, 2026 - Jun 18, 2026
#12	-1.07% Feb 5, 2021 - Feb 10, 2021	-7.44% Oct 13, 2017 - Jan 3, 2018
#13	-0.52% Jul 1, 2021 - Jul 6, 2021	-6.19% Apr 29, 2011 - Jun 30, 2011
#14	-0.32% Mar 15, 2021 - Mar 17, 2021	-5.91% May 11, 2026 - May 26, 2026
#15	-0.30% Sep 28, 2017 - Oct 3, 2017	-5.31% Nov 4, 2010 - Dec 29, 2010

Correlation

Correlation between XFLT and ECON is -0.07 which considered as a very weak or no correlation - the stocks move independently of each other.

-0.07

-101

Dividend Comparison (2010 - 2026)

XFLT vs ECON dividend yield comparison.

Year	XFLT	ECON
2026	10.31%	0.00%
2025	18.23%	1.77%
2024	15.24%	0.76%
2023	13.61%	1.57%
2022	13.86%	2.06%
2021	9.82%	1.08%
2020	10.64%	0.63%
2019	10.63%	1.68%
2018	11.33%	0.98%
2017	1.47%	0.35%
2016	0.00%	0.74%
2015	0.00%	1.10%
2014	0.00%	1.20%
2013	0.00%	0.73%
2012	0.00%	0.40%
2011	0.00%	0.56%
2010	0.00%	0.07%