XJR vs MCN

Comparison between ISHARES ESG SELECT SCREENED S&P SMALL-CAP ETF (XJR, ETF) and Madison Covered Call & Equity Strategy Fund (MCN, ETF).

5-Year PerformanceXJR has outperformed MCN, delivering a return of +5.3% compared to +3.5%

XJR vs MCN - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	XJR(ETF)	MCN(ETF)
Net Assets	$138M	$138M
Expense Ratio	0.12%	N/A
Max Drawdown	27.89%	75.11%
Sharpe Ratio	1.27	0.41
5Y Beta	1.02	0.52
P/E Ratio	37.41	N/A
Forward P/E	15.99	N/A
5Y Dividends CAGR	20.23%	1.61%
5Y EPS CAGR	12.08%	N/A
Debt to Equity	69.04%	N/A
P/S Ratio	1.17	N/A
P/B Ratio	2.09	N/A

Net Assets

Winner

XJR

$138M

MCN

$138M

Expense Ratio

XJR

0.12%

MCN

N/A

Max Drawdown

Winner

XJR

27.89%

MCN

75.11%

Sharpe Ratio

Winner

XJR

1.27

MCN

0.41

5Y Beta

XJR

1.02

Winner

MCN

0.52

P/E Ratio

XJR

37.41

MCN

N/A

Forward P/E

XJR

15.99

MCN

N/A

5Y Dividends CAGR

Winner

XJR

20.23%

MCN

1.61%

5Y EPS CAGR

XJR

12.08%

MCN

N/A

Debt to Equity

XJR

69.04%

MCN

N/A

P/S Ratio

XJR

1.17

MCN

N/A

P/B Ratio

XJR

2.09

MCN

N/A

XJR vs MCN - Historical Returns

Returns include dividend reinvestment.

Period	XJR	MCN
1 month	+0.22%	-2.33%
3 months	+8.52%	-0.82%
6 months	+13.90%	+3.21%
1 year	+28.13%	+8.34%
5 years(CAGR)	+5.31%	+3.46%
10 years(CAGR)	N/A	+7.85%
Max(CAGR)	+14.32%	+5.51%

Winner

XJR

+0.22%

MCN

-2.33%

Winner

XJR

+8.52%

MCN

-0.82%

Winner

XJR

+13.90%

MCN

+3.21%

Winner

XJR

+28.13%

MCN

+8.34%

5Y(CAGR)

Winner

XJR

+5.31%

MCN

+3.46%

10Y(CAGR)

XJR

N/A

MCN

+7.85%

Max(CAGR)

Winner

XJR

+14.32%

MCN

+5.51%

XJR vs MCN - Annual Returns (2004 - 2026)

Returns include dividend reinvestment.

Year	XJR	MCN
2026	+13.48%	+0.49%
2025	+5.10%	+0.20%
2024	+10.38%	-0.33%
2023	+16.42%	+8.02%
2022	-18.05%	+6.33%
2021	+26.45%	+30.38%
2020	+35.61%	+14.91%
2019	N/A	+17.28%
2018	N/A	-12.21%
2017	N/A	+9.80%
2016	N/A	+14.94%
2015	N/A	-0.75%
2014	N/A	+9.41%
2013	N/A	+14.32%
2012	N/A	+12.18%
2011	N/A	-10.59%
2010	N/A	+10.23%
2009	N/A	+54.72%
2008	N/A	-38.79%
2007	N/A	-16.23%
2006	N/A	+12.53%
2005	N/A	+7.26%
2004	N/A	+1.32%

XJR vs MCN Drawdown Comparison

The maximum drawdown for XJR was -27.12%, occurring on Apr 8, 2025. Recovery took 280 trading sessions.

The maximum drawdown for MCN was -65.08%, occurring on Mar 9, 2009. Recovery took 1641 trading sessions.

The current XJR drawdown is -1.81%. The current MCN drawdown is -4.97%.

Rank	XJR	MCN
#1	-27.12% Nov 25, 2024 - Jan 9, 2026	-65.08% Apr 25, 2007 - Oct 29, 2013
#2	-26.88% Nov 5, 2021 - Jul 16, 2024	-38.60% Jan 15, 2020 - Nov 9, 2020
#3	-9.76% Jun 8, 2021 - Nov 3, 2021	-24.48% Jun 28, 2024 - Apr 7, 2025
#4	-9.43% Feb 10, 2026 - Apr 14, 2026	-22.86% Oct 1, 2018 - Jan 15, 2020
#5	-9.34% Mar 12, 2021 - Jun 8, 2021	-19.57% Sep 9, 2022 - Jan 11, 2023
#6	-9.04% Jul 31, 2024 - Sep 19, 2024	-18.33% Jan 12, 2022 - Sep 8, 2022
#7	-6.34% Oct 23, 2020 - Nov 5, 2020	-17.00% Apr 27, 2023 - Jun 28, 2024
#8	-4.41% Nov 11, 2024 - Nov 25, 2024	-15.90% May 21, 2015 - May 27, 2016
#9	-4.33% May 6, 2026 - May 26, 2026	-11.23% Aug 17, 2005 - Sep 25, 2006
#10	-4.23% Feb 24, 2021 - Mar 8, 2021	-9.01% Jul 10, 2014 - May 20, 2015
#11	-3.65% Oct 16, 2024 - Nov 6, 2024	-8.74% Sep 13, 2021 - Dec 10, 2021
#12	-3.40% Jan 26, 2021 - Feb 4, 2021	-8.15% Dec 10, 2021 - Jan 11, 2022
#13	-3.28% Nov 24, 2020 - Dec 4, 2020	-8.12% Jan 24, 2018 - Jul 2, 2018
#14	-3.23% Sep 19, 2024 - Oct 16, 2024	-5.66% Jun 11, 2021 - Jul 13, 2021
#15	-2.74% Jan 22, 2026 - Feb 6, 2026	-5.47% Oct 5, 2017 - Dec 28, 2017

Correlation

Correlation between XJR and MCN is 0.71 which considered as a strong positive correlation - the stocks tend to move together.

0.71

-101

Dividend Comparison (2004 - 2026)

XJR vs MCN dividend yield comparison.

Year	XJR	MCN
2026	0.00%	5.17%
2025	1.14%	12.00%
2024	1.96%	10.73%
2023	0.92%	9.56%
2022	1.29%	9.29%
2021	2.00%	8.98%
2020	0.58%	10.67%
2019	0.00%	10.86%
2018	0.00%	11.69%
2017	0.00%	9.33%
2016	0.00%	9.35%
2015	0.00%	9.76%
2014	0.00%	8.85%
2013	0.00%	8.81%
2012	0.00%	9.45%
2011	0.00%	9.64%
2010	0.00%	7.96%
2009	0.00%	8.95%
2008	0.00%	19.00%
2007	0.00%	11.57%
2006	0.00%	8.74%
2005	0.00%	8.92%
2004	0.00%	2.01%