BKT vs MFSG

Comparison between BlackRock Income Trust Inc (BKT, ETF) and MFS ACTIVE GROWTH ETF (MFSG, ETF).

BKT vs MFSG - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	BKT(ETF)	MFSG(ETF)
Net Assets	$357M	$356M
Expense Ratio	N/A	0.49%
Max Drawdown	58.60%	23.24%
Sharpe Ratio	-0.63	0.44
5Y Beta	0.13	1.17
P/E Ratio	N/A	33.58
Forward P/E	N/A	24.99
PEG Ratio	N/A	0.46
5Y Dividends CAGR	-1.41%	N/A
5Y EPS CAGR	N/A	37.31%
P/S Ratio	N/A	6.36
P/B Ratio	N/A	9.49

Net Assets

Winner

BKT

$357M

MFSG

$356M

Expense Ratio

BKT

N/A

MFSG

0.49%

Max Drawdown

BKT

58.60%

Winner

MFSG

23.24%

Sharpe Ratio

BKT

-0.63

Winner

MFSG

0.44

5Y Beta

Winner

BKT

0.13

MFSG

1.17

P/E Ratio

BKT

N/A

MFSG

33.58

Forward P/E

BKT

N/A

MFSG

24.99

PEG Ratio

BKT

N/A

MFSG

0.46

5Y Dividends CAGR

BKT

-1.41%

MFSG

N/A

5Y EPS CAGR

BKT

N/A

MFSG

37.31%

P/S Ratio

BKT

N/A

MFSG

6.36

P/B Ratio

BKT

N/A

MFSG

9.49

BKT vs MFSG - Historical Returns

Returns include dividend reinvestment.

Period	BKT	MFSG
1 month	+0.07%	-1.82%
3 months	-0.60%	+3.60%
6 months	-1.38%	+6.39%
1 year	-1.10%	+10.22%
5 years(CAGR)	-3.21%	N/A
10 years(CAGR)	+1.02%	N/A
Max(CAGR)	+4.90%	+10.03%

Winner

BKT

+0.07%

MFSG

-1.82%

BKT

-0.60%

Winner

MFSG

+3.60%

BKT

-1.38%

Winner

MFSG

+6.39%

BKT

-1.10%

Winner

MFSG

+10.22%

5Y(CAGR)

BKT

-3.21%

MFSG

N/A

10Y(CAGR)

BKT

+1.02%

MFSG

N/A

Max(CAGR)

BKT

+4.90%

Winner

MFSG

+10.03%

BKT vs MFSG - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	BKT	MFSG
2026	-0.41%	+4.88%
2025	+5.44%	+14.22%
2024	+3.16%	-2.74%
2023	+6.18%	N/A
2022	-21.38%	N/A
2021	-0.61%	N/A
2020	+7.53%	N/A
2019	+14.49%	N/A
2018	-2.90%	N/A
2017	+3.55%	N/A
2016	+4.44%	N/A
2015	+5.24%	N/A
2014	+4.76%	N/A
2013	-6.90%	N/A
2012	+6.66%	N/A
2011	+13.47%	N/A
2010	+13.39%	N/A
2009	+11.73%	N/A
2008	+9.97%	N/A
2007	-3.72%	N/A
2006	+6.92%	N/A
2005	-9.55%	N/A
2004	+4.53%	N/A
2003	+2.71%	N/A
2002	+21.54%	N/A
2001	+19.11%	N/A
2000	+19.25%	N/A
1999	-5.16%	N/A

BKT vs MFSG Drawdown Comparison

The maximum drawdown for BKT was -35.71%, occurring on Oct 26, 2023. This drawdown has not yet recovered.

The maximum drawdown for MFSG was -23.24%, occurring on Apr 8, 2025. Recovery took 107 trading sessions.

The current BKT drawdown is -17.97%. The current MFSG drawdown is -3.48%.

Rank	BKT	MFSG
#1	-35.71% Sep 15, 2021 - Oct 26, 2023	-23.24% Jan 23, 2025 - Jun 27, 2025
#2	-19.22% May 25, 2005 - May 12, 2008	-16.15% Oct 29, 2025 - Apr 27, 2026
#3	-19.03% Mar 17, 2004 - Sep 20, 2004	-6.21% Jun 1, 2026 - Jun 10, 2026
#4	-17.21% May 12, 2008 - Jan 5, 2009	-4.75% Dec 11, 2024 - Jan 22, 2025
#5	-17.19% Jun 12, 2003 - Feb 13, 2004	-3.12% Oct 9, 2025 - Oct 24, 2025
#6	-13.39% Oct 12, 2012 - Oct 6, 2015	-3.05% Aug 12, 2025 - Sep 15, 2025
#7	-10.90% Nov 5, 1999 - Jun 30, 2000	-2.83% May 14, 2026 - May 28, 2026
#8	-10.45% Feb 24, 2020 - May 12, 2020	-2.46% Sep 22, 2025 - Oct 9, 2025
#9	-7.48% Sep 13, 2017 - Feb 6, 2019	-2.39% Jul 31, 2025 - Aug 8, 2025
#10	-6.96% Nov 23, 2004 - Jan 27, 2005	-1.17% Jun 30, 2025 - Jul 3, 2025
#11	-6.87% Oct 14, 2002 - Dec 26, 2002	-1.06% Apr 27, 2026 - May 6, 2026
#12	-6.72% Feb 2, 2009 - May 18, 2009	-0.99% Dec 6, 2024 - Dec 11, 2024
#13	-6.70% Aug 23, 2001 - Oct 1, 2001	-0.85% Jul 21, 2025 - Jul 23, 2025
#14	-6.41% Oct 8, 2001 - Jan 15, 2002	-0.71% Sep 15, 2025 - Sep 18, 2025
#15	-6.03% Jul 15, 2002 - Aug 5, 2002	-0.50% Jul 3, 2025 - Jul 9, 2025

Correlation

Correlation between BKT and MFSG is 0.46 which considered as a weak positive correlation - the stocks show a slight tendency to move together.

0.46

-101

Dividend Comparison (2000 - 2026)

BKT vs MFSG dividend yield comparison.

Year	BKT	MFSG
2026	5.95%	0.00%
2025	9.53%	0.08%
2024	9.19%	0.00%
2023	8.69%	0.00%
2022	8.35%	0.00%
2021	7.31%	0.00%
2020	6.80%	0.00%
2019	6.82%	0.00%
2018	6.48%	0.00%
2017	5.16%	0.00%
2016	5.10%	0.00%
2015	5.90%	0.00%
2014	6.60%	0.00%
2013	7.12%	0.00%
2012	6.61%	0.00%
2011	5.54%	0.00%
2010	4.28%	0.00%
2009	4.53%	0.00%
2008	4.90%	0.00%
2007	6.49%	0.00%
2006	6.80%	0.00%
2005	8.47%	0.00%
2004	8.51%	0.00%
2003	8.17%	0.00%
2002	12.51%	0.00%
2001	7.64%	0.00%
2000	4.29%	0.00%