XSHD vs MXE

Comparison between INVESCO S&P SMALLCAP HIGH DIVIDEND LOW VOLATILITY ETF (XSHD, ETF) and Mexico Equity And Income Fund Inc (MXE, ETF).

5-Year PerformanceMXE has outperformed XSHD, delivering a return of +2.7% compared to -5.2%

XSHD vs MXE - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	XSHD(ETF)	MXE(ETF)
Net Assets	$73M	$73M
Expense Ratio	0.30%	N/A
Max Drawdown	54.99%	93.12%
Sharpe Ratio	0.40	1.29
5Y Beta	0.61	0.51
P/E Ratio	47.60	N/A
Forward P/E	14.40	N/A
5Y Dividends CAGR	-2.96%	34.66%
5Y EPS CAGR	-0.66%	N/A
Debt to Equity	123.71%	N/A
P/S Ratio	1.06	N/A
P/B Ratio	1.19	N/A

Net Assets

XSHD

$73M

Winner

MXE

$73M

Expense Ratio

XSHD

0.30%

MXE

N/A

Max Drawdown

Winner

XSHD

54.99%

MXE

93.12%

Sharpe Ratio

XSHD

0.40

Winner

MXE

1.29

5Y Beta

XSHD

0.61

Winner

MXE

0.51

P/E Ratio

XSHD

47.60

MXE

N/A

Forward P/E

XSHD

14.40

MXE

N/A

5Y Dividends CAGR

XSHD

-2.96%

Winner

MXE

34.66%

5Y EPS CAGR

XSHD

-0.66%

MXE

N/A

Debt to Equity

XSHD

123.71%

MXE

N/A

P/S Ratio

XSHD

1.06

MXE

N/A

P/B Ratio

XSHD

1.19

MXE

N/A

XSHD vs MXE - Historical Returns

Returns include dividend reinvestment.

Period	XSHD	MXE
1 month	+0.93%	-4.34%
3 months	+4.60%	+1.68%
6 months	+10.31%	+8.49%
1 year	+8.03%	+28.86%
5 years(CAGR)	-5.23%	+2.71%
10 years(CAGR)	-0.47%	+2.54%
Max(CAGR)	-0.47%	+8.77%

Winner

XSHD

+0.93%

MXE

-4.34%

Winner

XSHD

+4.60%

MXE

+1.68%

Winner

XSHD

+10.31%

MXE

+8.49%

XSHD

+8.03%

Winner

MXE

+28.86%

5Y(CAGR)

XSHD

-5.23%

Winner

MXE

+2.71%

10Y(CAGR)

XSHD

-0.47%

Winner

MXE

+2.54%

Max(CAGR)

XSHD

-0.47%

Winner

MXE

+8.77%

XSHD vs MXE - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	XSHD	MXE
2026	+8.93%	+3.39%
2025	-6.54%	+54.22%
2024	-5.55%	-26.01%
2023	+1.20%	+30.53%
2022	-20.40%	-1.90%
2021	+19.69%	-9.07%
2020	-12.82%	-18.08%
2019	+17.43%	+13.88%
2018	-8.26%	-2.88%
2017	+0.84%	+12.33%
2016	+4.92%	-12.33%
2015	N/A	-8.41%
2014	N/A	-2.60%
2013	N/A	+14.89%
2012	N/A	+42.27%
2011	N/A	-13.48%
2010	N/A	+45.00%
2009	N/A	+15.91%
2008	N/A	-46.64%
2007	N/A	+19.96%
2006	N/A	+58.18%
2005	N/A	-2.40%
2004	N/A	+64.98%
2003	N/A	+35.38%
2002	N/A	-18.94%
2001	N/A	+19.72%
2000	N/A	-5.78%
1999	N/A	+34.27%

XSHD vs MXE Drawdown Comparison

The maximum drawdown for XSHD was -49.49%, occurring on Apr 3, 2020. Recovery took 639 trading sessions.

The maximum drawdown for MXE was -81.73%, occurring on Mar 9, 2009. Recovery took 1741 trading sessions.

The current XSHD drawdown is -23.54%. The current MXE drawdown is -9.05%.

Rank	XSHD	MXE
#1	-49.49% Aug 21, 2018 - Mar 8, 2021	-81.73% Jul 24, 2007 - Jun 23, 2014
#2	-36.84% Jun 9, 2021 - Apr 8, 2025	-59.01% Sep 5, 2014 - Jan 26, 2026
#3	-9.11% Jan 4, 2017 - Nov 20, 2017	-41.00% Mar 9, 2000 - Jan 21, 2004
#4	-8.67% Nov 29, 2017 - May 25, 2018	-25.98% Dec 15, 2005 - Sep 15, 2006
#5	-7.89% Mar 12, 2021 - Jun 1, 2021	-25.07% Mar 8, 2005 - Sep 6, 2005
#6	-2.63% Jul 6, 2018 - Aug 17, 2018	-23.19% Apr 13, 2004 - Nov 4, 2004
#7	-1.43% Dec 9, 2016 - Dec 19, 2016	-18.50% Feb 26, 2007 - Mar 26, 2007
#8	-1.34% Dec 27, 2016 - Jan 4, 2017	-14.14% Feb 20, 2026 - Mar 20, 2026
#9	-1.06% May 30, 2018 - Jun 4, 2018	-13.07% May 1, 2007 - Jun 20, 2007
#10	-1.01% Dec 21, 2016 - Dec 27, 2016	-10.54% Jan 3, 2005 - Feb 4, 2005
#11	-0.92% Jun 2, 2021 - Jun 8, 2021	-10.48% Dec 27, 2006 - Feb 5, 2007
#12	-0.84% Jun 21, 2018 - Jul 2, 2018	-8.59% Oct 3, 2005 - Nov 14, 2005
#13	-0.79% May 25, 2018 - May 30, 2018	-7.79% Apr 10, 2007 - Apr 25, 2007
#14	-0.55% Mar 8, 2021 - Mar 10, 2021	-6.54% Oct 26, 2006 - Nov 20, 2006
#15	-0.51% Dec 6, 2016 - Dec 8, 2016	-6.40% Dec 1, 2004 - Dec 23, 2004

Correlation

Correlation between XSHD and MXE is 0.16 which considered as a very weak or no correlation - the stocks move independently of each other.

0.16

-101

Dividend Comparison (1999 - 2026)

XSHD vs MXE dividend yield comparison.

Year	XSHD	MXE
2026	2.13%	0.00%
2025	6.44%	1.89%
2024	7.25%	3.71%
2023	7.62%	2.69%
2022	6.77%	0.00%
2021	3.86%	0.00%
2020	5.55%	0.00%
2019	4.88%	1.04%
2018	5.49%	0.01%
2017	4.11%	0.47%
2016	0.41%	0.00%
2015	0.00%	5.20%
2014	0.00%	12.83%
2013	0.00%	14.29%
2012	0.00%	1.33%
2010	0.00%	0.20%
2008	0.00%	108.23%
2007	0.00%	30.17%
2006	0.00%	11.91%
2005	0.00%	0.94%
2003	0.00%	0.19%
2000	0.00%	7.87%
1999	0.00%	1.34%