FCUS vs MFSM
Comparison between PINNACLE FOCUSED OPPORTUNITIES ETF (FCUS, ETF) and MFS ACTIVE INTERMEDIATE MUNI BOND ETF (MFSM, ETF).
FCUS vs MFSM - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
FCUS
$101M
Winner
MFSM
$101M
Expense Ratio
FCUS
0.80%
Winner
MFSM
0.34%
Max Drawdown
FCUS
42.84%
Winner
MFSM
4.60%
Sharpe Ratio
Winner
FCUS
1.17
MFSM
1.01
5Y Beta
FCUS
1.47
Winner
MFSM
0.04
P/E Ratio
FCUS
-261.97
MFSM
N/A
Forward P/E
FCUS
13.56
MFSM
N/A
5Y EPS CAGR
FCUS
20.48%
MFSM
N/A
Debt to Equity
FCUS
20.12%
MFSM
N/A
P/S Ratio
FCUS
3.13
MFSM
N/A
P/B Ratio
FCUS
5.24
MFSM
N/A
FCUS vs MFSM - Historical Returns
Returns include dividend reinvestment.
1M
FCUS
-16.58%
Winner
MFSM
-0.72%
3M
FCUS
-1.00%
Winner
MFSM
+0.03%
6M
Winner
FCUS
+4.64%
MFSM
+0.81%
1Y
Winner
FCUS
+54.07%
MFSM
+6.32%
Max(CAGR)
Winner
FCUS
+25.37%
MFSM
+3.21%
FCUS vs MFSM - Annual Returns (2022 - 2026)
Returns include dividend reinvestment.
| Year | FCUS | MFSM |
|---|---|---|
| 2026 | +18.71% | +1.33% |
| 2025 | +12.74% | +5.20% |
| 2024 | +33.88% | -1.30% |
| 2023 | +23.29% | N/A |
| 2022 | +0.00% | N/A |
FCUS vs MFSM Drawdown Comparison
The maximum drawdown for FCUS was -39.89%, occurring on Apr 8, 2025. Recovery took 175 trading sessions.
The maximum drawdown for MFSM was -3.86%, occurring on Apr 11, 2025. Recovery took 129 trading sessions.
The current FCUS drawdown is -17.29%. The current MFSM drawdown is -1.16%.
| Rank | FCUS | MFSM |
|---|---|---|
| #1 | -39.89% Feb 18, 2025 - Oct 28, 2025 | -3.86% Mar 3, 2025 - Sep 5, 2025 |
| #2 | -23.49% Jun 3, 2026 - Jul 16, 2026 | -2.65% Feb 26, 2026 - Jun 26, 2026 |
| #3 | -17.70% Nov 3, 2025 - Jan 6, 2026 | -2.10% Dec 9, 2024 - Feb 25, 2025 |
| #4 | -15.54% May 28, 2024 - Sep 23, 2024 | -1.16% Jul 6, 2026 - Jul 21, 2026 |
| #5 | -14.99% Feb 25, 2026 - Apr 22, 2026 | -0.40% Jan 15, 2026 - Jan 26, 2026 |
| #6 | -13.36% Mar 25, 2024 - May 15, 2024 | -0.32% Nov 11, 2025 - Nov 28, 2025 |
| #7 | -13.32% Dec 6, 2024 - Feb 4, 2025 | -0.26% Nov 28, 2025 - Dec 18, 2025 |
| #8 | -13.01% Sep 1, 2023 - Dec 1, 2023 | -0.24% Oct 27, 2025 - Nov 11, 2025 |
| #9 | -10.70% Mar 3, 2023 - Jul 12, 2023 | -0.22% Sep 15, 2025 - Oct 1, 2025 |
| #10 | -7.53% May 11, 2026 - Jun 2, 2026 | -0.18% Sep 8, 2025 - Sep 10, 2025 |
| #11 | -7.20% Jul 31, 2023 - Sep 1, 2023 | -0.17% Dec 18, 2025 - Dec 24, 2025 |
| #12 | -6.98% Jan 28, 2026 - Feb 11, 2026 | -0.14% Jun 29, 2026 - Jul 6, 2026 |
| #13 | -6.03% Dec 27, 2023 - Jan 22, 2024 | -0.12% Jan 7, 2026 - Jan 9, 2026 |
| #14 | -5.07% Feb 15, 2024 - Feb 26, 2024 | -0.08% Sep 11, 2025 - Sep 15, 2025 |
| #15 | -4.21% Feb 15, 2023 - Mar 3, 2023 | -0.05% Oct 1, 2025 - Oct 6, 2025 |
Correlation
Correlation between FCUS and MFSM is 0.92 which considered as a very strong positive correlation - the stocks move almost identically together.
0.92
-101
Dividend Comparison (2024 - 2026)
FCUS vs MFSM dividend yield comparison.
| Year | FCUS | MFSM |
|---|---|---|
| 2026 | 0.00% | 1.74% |
| 2025 | 4.33% | 3.53% |
| 2024 | 11.19% | 0.23% |
Select Stocks to Compare
Popular: FCUS vs SPYMFSM vs SPY
More Comparisons
Compare with similar stocks