BGRN vs MFSV
Comparison between ISHARES USD GREEN BOND ETF (BGRN, ETF) and MFS ACTIVE VALUE ETF (MFSV, ETF).
BGRN vs MFSV - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
BGRN
$477M
MFSV
$474M
Expense Ratio
Winner
BGRN
0.20%
MFSV
0.44%
Max Drawdown
BGRN
21.52%
Winner
MFSV
13.09%
Sharpe Ratio
BGRN
0.37
Winner
MFSV
1.14
5Y Beta
Winner
BGRN
0.07
MFSV
0.61
P/E Ratio
BGRN
N/A
MFSV
21.61
Forward P/E
BGRN
N/A
MFSV
18.13
PEG Ratio
BGRN
N/A
MFSV
0.60
5Y Dividends CAGR
BGRN
39.66%
MFSV
N/A
5Y EPS CAGR
BGRN
N/A
MFSV
13.49%
Debt to Equity
BGRN
N/A
MFSV
76.08%
P/S Ratio
BGRN
N/A
MFSV
1.79
P/B Ratio
BGRN
N/A
MFSV
3.40
BGRN vs MFSV - Historical Returns
Returns include dividend reinvestment.
1M
BGRN
+0.50%
Winner
MFSV
+3.59%
3M
BGRN
+1.02%
Winner
MFSV
+7.45%
6M
BGRN
+0.99%
Winner
MFSV
+7.81%
1Y
BGRN
+4.75%
Winner
MFSV
+15.73%
5Y(CAGR)
BGRN
+0.46%
MFSV
N/A
Max(CAGR)
BGRN
+2.27%
Winner
MFSV
+10.88%
BGRN vs MFSV - Annual Returns (2018 - 2026)
Returns include dividend reinvestment.
| Year | BGRN | MFSV |
|---|---|---|
| 2026 | +0.75% | +7.05% |
| 2025 | +7.28% | +13.80% |
| 2024 | +3.27% | -4.64% |
| 2023 | +6.13% | N/A |
| 2022 | -12.53% | N/A |
| 2021 | -2.90% | N/A |
| 2020 | +6.48% | N/A |
| 2019 | +9.71% | N/A |
| 2018 | +1.14% | N/A |
BGRN vs MFSV Drawdown Comparison
The maximum drawdown for BGRN was -19.16%, occurring on Oct 20, 2022. Recovery took 1298 trading sessions.
The maximum drawdown for MFSV was -12.74%, occurring on Apr 8, 2025. Recovery took 82 trading sessions.
The current BGRN drawdown is -0.60%.
| Rank | BGRN | MFSV |
|---|---|---|
| #1 | -19.16% Dec 11, 2020 - Feb 13, 2026 | -12.74% Feb 28, 2025 - Jun 27, 2025 |
| #2 | -6.56% Mar 9, 2020 - Jul 21, 2020 | -6.34% Mar 2, 2026 - Jun 4, 2026 |
| #3 | -2.23% Feb 27, 2026 - Mar 27, 2026 | -5.49% Dec 5, 2024 - Jan 27, 2025 |
| #4 | -2.22% Aug 28, 2019 - Jan 30, 2020 | -3.45% Oct 27, 2025 - Nov 28, 2025 |
| #5 | -0.93% Aug 4, 2020 - Sep 21, 2020 | -2.97% Jul 25, 2025 - Aug 20, 2025 |
| #6 | -0.86% Jul 3, 2019 - Jul 19, 2019 | -2.48% Oct 3, 2025 - Oct 27, 2025 |
| #7 | -0.84% Nov 5, 2020 - Nov 19, 2020 | -1.78% Jan 16, 2026 - Feb 4, 2026 |
| #8 | -0.62% Aug 15, 2019 - Aug 28, 2019 | -1.66% Jul 3, 2025 - Jul 23, 2025 |
| #9 | -0.57% Nov 20, 2020 - Dec 8, 2020 | -1.50% Jan 6, 2026 - Jan 9, 2026 |
| #10 | -0.52% Jan 31, 2020 - Feb 18, 2020 | -1.40% Aug 22, 2025 - Sep 11, 2025 |
| #11 | -0.48% Mar 28, 2019 - Apr 24, 2019 | -1.31% Dec 15, 2025 - Dec 24, 2025 |
| #12 | -0.36% Sep 21, 2020 - Sep 29, 2020 | -1.21% Feb 11, 2026 - Feb 26, 2026 |
| #13 | -0.36% Jun 7, 2019 - Jun 14, 2019 | -1.15% Dec 24, 2025 - Jan 5, 2026 |
| #14 | -0.35% Feb 22, 2019 - Mar 6, 2019 | -1.13% Jan 27, 2025 - Feb 19, 2025 |
| #15 | -0.34% Oct 15, 2020 - Oct 27, 2020 | -1.02% Nov 28, 2025 - Dec 10, 2025 |
Correlation
Correlation between BGRN and MFSV is 0.92 which considered as a very strong positive correlation - the stocks move almost identically together.
0.92
-101
Dividend Comparison (2018 - 2026)
BGRN vs MFSV dividend yield comparison.
| Year | BGRN | MFSV |
|---|---|---|
| 2026 | 1.79% | 0.38% |
| 2025 | 4.21% | 1.53% |
| 2024 | 4.07% | 0.11% |
| 2023 | 3.52% | 0.00% |
| 2022 | 2.66% | 0.00% |
| 2021 | 0.78% | 0.00% |
| 2020 | 1.82% | 0.00% |
| 2019 | 3.66% | 0.00% |
| 2018 | 0.21% | 0.00% |
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