XITK vs CXH

Comparison between STATE STREET(R) SPDR(R) FACTSET INNOVATIVE TECHNOLOGY ETF (XITK, ETF) and MFS Investment Grade Municipal Trust (CXH, ETF).

5-Year PerformanceCXH has outperformed XITK, delivering a return of -0.7% compared to -2.1%

XITK vs CXH - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	XITK(ETF)	CXH(ETF)
Net Assets	$70M	$35M
Expense Ratio	0.45%	N/A
Max Drawdown	65.60%	54.10%
Sharpe Ratio	0.20	0.62
5Y Beta	1.33	0.06
P/E Ratio	100.60	N/A
Forward P/E	29.11	N/A
5Y Dividends CAGR	N/A	3.80%
Debt to Equity	66.50%	N/A
P/S Ratio	3.54	N/A
P/B Ratio	5.97	N/A

Net Assets

Winner

XITK

$70M

CXH

$35M

Expense Ratio

XITK

0.45%

CXH

N/A

Max Drawdown

XITK

65.60%

Winner

CXH

54.10%

Sharpe Ratio

XITK

0.20

Winner

CXH

0.62

5Y Beta

XITK

1.33

Winner

CXH

0.06

P/E Ratio

XITK

100.60

CXH

N/A

Forward P/E

XITK

29.11

CXH

N/A

5Y Dividends CAGR

XITK

N/A

CXH

3.80%

Debt to Equity

XITK

66.50%

CXH

N/A

P/S Ratio

XITK

3.54

CXH

N/A

P/B Ratio

XITK

5.97

CXH

N/A

XITK vs CXH - Historical Returns

Returns include dividend reinvestment.

Period	XITK	CXH
1 month	+3.40%	-6.08%
3 months	+28.51%	-5.02%
6 months	+7.91%	+0.80%
1 year	+6.18%	+8.67%
5 years(CAGR)	-2.10%	-0.71%
10 years(CAGR)	+13.98%	+1.67%
Max(CAGR)	+14.54%	+5.48%

Winner

XITK

+3.40%

CXH

-6.08%

Winner

XITK

+28.51%

CXH

-5.02%

Winner

XITK

+7.91%

CXH

+0.80%

XITK

+6.18%

Winner

CXH

+8.67%

5Y(CAGR)

XITK

-2.10%

Winner

CXH

-0.71%

10Y(CAGR)

Winner

XITK

+13.98%

CXH

+1.67%

Max(CAGR)

Winner

XITK

+14.54%

CXH

+5.48%

XITK vs CXH - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	XITK	CXH
2026	+9.81%	+0.12%
2025	+1.90%	+3.62%
2024	+22.79%	+10.20%
2023	+46.39%	+9.31%
2022	-47.61%	-26.62%
2021	-10.02%	+10.16%
2020	+84.95%	+4.90%
2019	+36.75%	+13.79%
2018	+6.04%	-5.68%
2017	+35.99%	+7.60%
2016	+19.19%	-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%

XITK vs CXH Drawdown Comparison

The maximum drawdown for XITK was -65.56%, occurring on Nov 9, 2022. This drawdown has not yet recovered.

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

The current XITK drawdown is -25.80%. The current CXH drawdown is -9.33%.

Rank	XITK	CXH
#1	-65.56% Feb 12, 2021 - Nov 9, 2022	-49.04% Mar 13, 2007 - Mar 1, 2010
#2	-33.74% Feb 19, 2020 - May 20, 2020	-34.67% Aug 4, 2021 - Oct 27, 2022
#3	-25.80% Sep 14, 2018 - Mar 18, 2019	-28.19% Mar 4, 2020 - Feb 1, 2021
#4	-13.12% Sep 1, 2020 - Oct 9, 2020	-22.75% Jul 11, 2012 - Jul 10, 2015
#5	-12.89% Jul 26, 2019 - Nov 25, 2019	-17.94% Sep 9, 2010 - Sep 26, 2011
#6	-12.66% Jan 14, 2016 - Mar 1, 2016	-15.34% Mar 11, 2004 - Feb 4, 2005
#7	-11.81% May 3, 2019 - Jul 12, 2019	-12.58% Sep 6, 2016 - Aug 29, 2017
#8	-9.24% Oct 13, 2020 - Nov 5, 2020	-12.25% Sep 1, 2017 - May 22, 2019
#9	-9.13% Nov 6, 2020 - Nov 25, 2020	-9.74% Aug 30, 2002 - Apr 29, 2003
#10	-8.85% Oct 5, 2016 - Feb 9, 2017	-9.23% Jul 10, 2003 - Nov 28, 2003
#11	-8.77% Jun 8, 2016 - Jul 11, 2016	-8.86% Mar 1, 2002 - Jun 26, 2002
#12	-8.60% Jun 18, 2018 - Aug 24, 2018	-8.51% Nov 14, 2001 - Feb 28, 2002
#13	-8.44% Mar 12, 2018 - May 9, 2018	-8.23% Nov 16, 1999 - Apr 10, 2000
#14	-7.46% Jan 26, 2018 - Feb 15, 2018	-8.01% Feb 22, 2006 - Sep 22, 2006
#15	-7.32% Aug 5, 2020 - Aug 26, 2020	-7.38% Mar 2, 2012 - May 11, 2012

Correlation

Correlation between XITK and CXH is 0.80 which considered as a strong positive correlation - the stocks tend to move together.

0.80

-101

Dividend Comparison (1999 - 2026)

XITK vs CXH dividend yield comparison.

Year	XITK	CXH
2026	0.00%	4.47%
2025	0.00%	4.70%
2024	0.00%	3.84%
2023	0.08%	3.63%
2022	0.11%	4.75%
2021	0.00%	4.77%
2020	0.06%	4.77%
2019	0.14%	4.63%
2018	1.50%	5.28%
2017	1.74%	4.90%
2016	1.88%	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%