AGEM vs MFSG
Comparison between abrdn Emerging Markets Dividend Active ETF (AGEM, ETF) and MFS ACTIVE GROWTH ETF (MFSG, ETF).
AGEM vs MFSG - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
AGEM
$346M
MFSG
$344M
Expense Ratio
AGEM
0.70%
Winner
MFSG
0.49%
Max Drawdown
Winner
AGEM
15.58%
MFSG
23.24%
Sharpe Ratio
Winner
AGEM
1.91
MFSG
0.76
5Y Beta
Winner
AGEM
0.89
MFSG
1.16
P/E Ratio
AGEM
N/A
MFSG
32.35
Forward P/E
AGEM
N/A
MFSG
25.90
PEG Ratio
AGEM
N/A
MFSG
0.46
5Y EPS CAGR
AGEM
N/A
MFSG
37.88%
P/S Ratio
AGEM
N/A
MFSG
6.31
P/B Ratio
AGEM
N/A
MFSG
9.58
AGEM vs MFSG - Holdings Comparison
AGEM and MFSG have 1 common holdings. Overlap is 0.00%
AGEM's top 25 holdings weight is 65.65%. MFSG's top 25 holdings weight is 79.39%.
| Rank | AGEM | MFSG |
|---|---|---|
| #1 | n/a (n/a) - 11.87% | NVIDIA CORP (NVDA) - 14.34% |
| #2 | n/a (n/a) - 10.12% | APPLE INC (AAPL) - 9.96% |
| #3 | TENCENT HOLDINGS LTD ADR (TCEHY) - 4.55% | MICROSOFT CORP (MSFT) - 8.32% |
| #4 | SK HYNIX INC (n/a) - 4.29% | ALPHABET INC CLASS A (GOOGL) - 8.06% |
| #5 | GRUPO MEXICO SAB DE CV CLASS B (n/a) - 3.83% | AMAZON.COM INC (AMZN) - 6.31% |
| #6 | MEDIATEK INC (n/a) - 3.12% | BROADCOM INC (AVGO) - 4.43% |
| #7 | HDFC BANK LTD ADR (HDB) - 2.81% | VISA INC CLASS A (V) - 2.72% |
| #8 | PT BANK MANDIRI (PERSERO) TBK (n/a) - 2.21% | GE VERNOVA INC (GEV) - 2.60% |
| #9 | n/a (n/a) - 1.85% | META PLATFORMS INC CLASS A (META) - 2.09% |
| #10 | TELEFONICA BRASIL SA ADR (VIV) - 1.76% | WESTERN DIGITAL CORP (WDC) - 2.06% |
| #11 | CONTEMPORARY AMPER (n/a) - 1.75% | KLA CORP (KLAC) - 1.92% |
| #12 | n/a (n/a) - 1.56% | LAM RESEARCH CORP (LRCX) - 1.81% |
| #13 | NATL BK OF GREECE (n/a) - 1.51% | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD ADR (TSM) - 1.77% |
| #14 | PETROLEO BRASILEIRO SA PETROBRAS ADR (PBR-A) - 1.49% | ARISTA NETWORKS INC (ANET) - 1.35% |
| #15 | ACCTON TECHNOLOGY CORP (n/a) - 1.48% | AMPHENOL CORP CLASS A (APH) - 1.30% |
| #16 | NATIONAL ATOMIC CO KAZATOMPROM JSC ADR (NATKY) - 1.48% | WATERS CORP (WAT) - 1.26% |
| #17 | NETEASE INC ADR (NTES) - 1.28% | TJX COMPANIES INC (TJX) - 1.16% |
| #18 | POWER GRID CORP OF INDIA LTD (n/a) - 1.20% | THERMO FISHER SCIENTIFIC INC (TMO) - 1.13% |
| #19 | CHROMA ATE INC (n/a) - 1.16% | MORGAN STANLEY (MS) - 1.12% |
| #20 | BAJAJ HOLDINGS AND INVESTMENT LTD (n/a) - 1.10% | MARRIOTT INTERNATIONAL INC CLASS A (MAR) - 0.97% |
| #21 | SAUDI NATIONAL BANK (n/a) - 1.09% | CADENCE DESIGN SYSTEMS INC (CDNS) - 0.97% |
| #22 | KRUNG THAI BANK PCL (n/a) - 1.06% | GILEAD SCIENCES INC (GILD) - 0.95% |
| #23 | n/a (n/a) - 1.04% | LINDE PLC (LIN) - 0.94% |
| #24 | ASE TECH HOL (n/a) - 1.04% | AMETEK INC (AME) - 0.94% |
| #25 | ANTA SPORTS PRODUCTS LTD (n/a) - 1.00% | EATON CORP PLC (ETN) - 0.91% |
| Total Holdings | 89 | 60 |
AGEM vs MFSG - Historical Returns
Returns include dividend reinvestment.
1M
Winner
AGEM
+6.92%
MFSG
+1.61%
3M
Winner
AGEM
+19.24%
MFSG
+15.01%
6M
Winner
AGEM
+33.86%
MFSG
+9.11%
1Y
Winner
AGEM
+57.49%
MFSG
+19.59%
Max(CAGR)
Winner
AGEM
+49.07%
MFSG
+12.49%
AGEM vs MFSG - Annual Returns (2024 - 2026)
Returns include dividend reinvestment.
| Year | AGEM | MFSG |
|---|---|---|
| 2026 | +27.37% | +7.49% |
| 2025 | +29.78% | +14.22% |
| 2024 | N/A | -2.74% |
AGEM vs MFSG Drawdown Comparison
The maximum drawdown for AGEM was -15.58%, occurring on Apr 8, 2025. Recovery took 51 trading sessions.
The maximum drawdown for MFSG was -23.24%, occurring on Apr 8, 2025. Recovery took 107 trading sessions.
The current AGEM drawdown is -2.14%. The current MFSG drawdown is -1.07%.
| Rank | AGEM | MFSG |
|---|---|---|
| #1 | -15.58% Feb 19, 2025 - May 5, 2025 | -23.24% Jan 23, 2025 - Jun 27, 2025 |
| #2 | -13.92% Feb 25, 2026 - Apr 30, 2026 | -16.15% Oct 29, 2025 - Apr 27, 2026 |
| #3 | -9.04% Jun 2, 2026 - Jun 5, 2026 | -6.21% Jun 1, 2026 - Jun 10, 2026 |
| #4 | -6.52% May 11, 2026 - Jun 1, 2026 | -4.75% Dec 11, 2024 - Jan 22, 2025 |
| #5 | -5.47% Oct 29, 2025 - Dec 26, 2025 | -3.12% Oct 9, 2025 - Oct 24, 2025 |
| #6 | -3.59% Oct 3, 2025 - Oct 20, 2025 | -3.05% Aug 12, 2025 - Sep 15, 2025 |
| #7 | -3.15% Jul 23, 2025 - Aug 12, 2025 | -2.83% May 14, 2026 - May 28, 2026 |
| #8 | -2.51% Jun 11, 2025 - Jun 24, 2025 | -2.46% Sep 22, 2025 - Oct 9, 2025 |
| #9 | -2.45% Jan 28, 2026 - Feb 6, 2026 | -2.39% Jul 31, 2025 - Aug 8, 2025 |
| #10 | -1.83% May 6, 2026 - May 8, 2026 | -1.17% Jun 30, 2025 - Jul 3, 2025 |
| #11 | -1.77% Sep 17, 2025 - Oct 1, 2025 | -1.06% Apr 27, 2026 - May 6, 2026 |
| #12 | -1.76% Aug 22, 2025 - Sep 8, 2025 | -0.99% Dec 6, 2024 - Dec 11, 2024 |
| #13 | -1.70% Aug 13, 2025 - Aug 22, 2025 | -0.85% Jul 21, 2025 - Jul 23, 2025 |
| #14 | -1.56% Jul 3, 2025 - Jul 16, 2025 | -0.71% Sep 15, 2025 - Sep 18, 2025 |
| #15 | -1.43% Oct 20, 2025 - Oct 24, 2025 | -0.50% Jul 3, 2025 - Jul 9, 2025 |
Correlation
Correlation between AGEM and MFSG is 0.82 which considered as a strong positive correlation - the stocks tend to move together.
0.82
-101
Dividend Comparison (2025 - 2026)
AGEM vs MFSG dividend yield comparison.
| Year | AGEM | MFSG |
|---|---|---|
| 2026 | 0.34% | 0.00% |
| 2025 | 1.80% | 0.08% |
Select Stocks to Compare
Popular: AGEM vs SPYMFSG vs SPY
More Comparisons
Compare with similar stocks