CLSM vs MFSM
Comparison between ETC CABANA TARGET LEADING SECTOR MODERATE ETF (CLSM, ETF) and MFS ACTIVE INTERMEDIATE MUNI BOND ETF (MFSM, ETF).
CLSM vs MFSM - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
CLSM
$93M
MFSM
$93M
Expense Ratio
CLSM
0.82%
Winner
MFSM
0.34%
Max Drawdown
CLSM
33.55%
Winner
MFSM
4.60%
Sharpe Ratio
Winner
CLSM
1.70
MFSM
1.30
5Y Beta
CLSM
0.75
Winner
MFSM
0.04
CLSM vs MFSM - Historical Returns
Returns include dividend reinvestment.
1M
Winner
CLSM
+3.25%
MFSM
+0.73%
3M
Winner
CLSM
+13.32%
MFSM
+0.19%
6M
Winner
CLSM
+14.89%
MFSM
+2.25%
1Y
Winner
CLSM
+29.52%
MFSM
+7.20%
5Y(CAGR)
CLSM
+3.41%
MFSM
N/A
Max(CAGR)
CLSM
+3.41%
Winner
MFSM
+3.75%
CLSM vs MFSM - Annual Returns (2021 - 2026)
Returns include dividend reinvestment.
| Year | CLSM | MFSM |
|---|---|---|
| 2026 | +15.30% | +1.73% |
| 2025 | +15.26% | +5.20% |
| 2024 | +1.42% | -1.30% |
| 2023 | +3.95% | N/A |
| 2022 | -23.96% | N/A |
| 2021 | +9.10% | N/A |
CLSM vs MFSM Drawdown Comparison
The maximum drawdown for CLSM was -27.76%, occurring on Apr 8, 2025. Recovery took 1083 trading sessions.
The maximum drawdown for MFSM was -3.86%, occurring on Apr 11, 2025. Recovery took 129 trading sessions.
The current CLSM drawdown is -4.55%. The current MFSM drawdown is -0.52%.
| Rank | CLSM | MFSM |
|---|---|---|
| #1 | -27.76% Dec 27, 2021 - Apr 22, 2026 | -3.86% Mar 3, 2025 - Sep 5, 2025 |
| #2 | -5.24% Sep 2, 2021 - Oct 21, 2021 | -2.65% Feb 26, 2026 - Mar 26, 2026 |
| #3 | -4.61% Nov 19, 2021 - Dec 27, 2021 | -2.10% Dec 9, 2024 - Feb 25, 2025 |
| #4 | -4.55% Jun 2, 2026 - Jun 5, 2026 | -0.40% Jan 15, 2026 - Jan 26, 2026 |
| #5 | -2.26% Jul 14, 2021 - Jul 22, 2021 | -0.32% Nov 11, 2025 - Nov 28, 2025 |
| #6 | -2.16% Nov 5, 2021 - Nov 19, 2021 | -0.26% Nov 28, 2025 - Dec 18, 2025 |
| #7 | -1.92% May 14, 2026 - May 26, 2026 | -0.24% Oct 27, 2025 - Nov 11, 2025 |
| #8 | -1.91% Jul 26, 2021 - Aug 23, 2021 | -0.22% Sep 15, 2025 - Oct 1, 2025 |
| #9 | -1.05% Apr 24, 2026 - Apr 30, 2026 | -0.18% Sep 8, 2025 - Sep 10, 2025 |
| #10 | -0.62% Aug 25, 2021 - Aug 27, 2021 | -0.17% Dec 18, 2025 - Dec 24, 2025 |
| #11 | -0.50% Oct 21, 2021 - Oct 25, 2021 | -0.12% Jan 7, 2026 - Jan 9, 2026 |
| #12 | -0.46% May 1, 2026 - May 5, 2026 | -0.08% Sep 11, 2025 - Sep 15, 2025 |
| #13 | -0.40% May 11, 2026 - May 13, 2026 | -0.05% Oct 1, 2025 - Oct 6, 2025 |
| #14 | -0.19% Apr 22, 2026 - Apr 24, 2026 | -0.04% Oct 16, 2025 - Oct 20, 2025 |
| #15 | -0.16% May 6, 2026 - May 8, 2026 | -0.04% Oct 22, 2025 - Oct 27, 2025 |
Correlation
Correlation between CLSM and MFSM is 0.91 which considered as a very strong positive correlation - the stocks move almost identically together.
0.91
-101
Dividend Comparison (2021 - 2026)
CLSM vs MFSM dividend yield comparison.
| Year | CLSM | MFSM |
|---|---|---|
| 2026 | 0.00% | 1.43% |
| 2025 | 0.90% | 3.53% |
| 2024 | 2.13% | 0.23% |
| 2023 | 2.58% | 0.00% |
| 2022 | 3.17% | 0.00% |
| 2021 | 0.59% | 0.00% |
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