FLUD vs MFSV

Comparison between FRANKLIN ULTRA SHORT BOND ETF (FLUD, ETF) and MFS ACTIVE VALUE ETF (MFSV, ETF).

FLUD vs MFSV - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	FLUD(ETF)	MFSV(ETF)
Net Assets	$562M	$561M
Expense Ratio	0.15%	0.44%
Max Drawdown	2.89%	13.09%
Sharpe Ratio	0.07	1.15
5Y Beta	0.00	0.59
P/E Ratio	N/A	20.75
Forward P/E	N/A	18.30
PEG Ratio	N/A	0.47
5Y Dividends CAGR	21.40%	N/A
5Y EPS CAGR	N/A	14.50%
Debt to Equity	N/A	75.17%
P/S Ratio	N/A	1.83
P/B Ratio	N/A	3.48

Net Assets

Winner

FLUD

$562M

MFSV

$561M

Expense Ratio

Winner

FLUD

0.15%

MFSV

0.44%

Max Drawdown

Winner

FLUD

2.89%

MFSV

13.09%

Sharpe Ratio

FLUD

0.07

Winner

MFSV

1.15

5Y Beta

Winner

FLUD

0.00

MFSV

0.59

P/E Ratio

FLUD

N/A

MFSV

20.75

Forward P/E

FLUD

N/A

MFSV

18.30

PEG Ratio

FLUD

N/A

MFSV

0.47

5Y Dividends CAGR

FLUD

21.40%

MFSV

N/A

5Y EPS CAGR

FLUD

N/A

MFSV

14.50%

Debt to Equity

FLUD

N/A

MFSV

75.17%

P/S Ratio

FLUD

N/A

MFSV

1.83

P/B Ratio

FLUD

N/A

MFSV

3.48

FLUD vs MFSV - Historical Returns

Returns include dividend reinvestment.

Period	FLUD	MFSV
1 month	+0.37%	+1.46%
3 months	+0.87%	+7.24%
6 months	+1.60%	+7.41%
1 year	+4.08%	+16.97%
5 years(CAGR)	+3.76%	N/A
Max(CAGR)	+3.26%	+12.54%

FLUD

+0.37%

Winner

MFSV

+1.46%

FLUD

+0.87%

Winner

MFSV

+7.24%

FLUD

+1.60%

Winner

MFSV

+7.41%

FLUD

+4.08%

Winner

MFSV

+16.97%

5Y(CAGR)

FLUD

+3.76%

MFSV

N/A

Max(CAGR)

FLUD

+3.26%

Winner

MFSV

+12.54%

FLUD vs MFSV - Annual Returns (2020 - 2026)

Returns include dividend reinvestment.

Year	FLUD	MFSV
2026	+2.23%	+12.14%
2025	+5.04%	+13.80%
2024	+5.42%	-4.64%
2023	+5.96%	N/A
2022	+0.18%	N/A
2021	+0.07%	N/A
2020	+0.77%	N/A

FLUD vs MFSV Drawdown Comparison

The maximum drawdown for FLUD was -1.66%, occurring on Jun 14, 2022. Recovery took 349 trading sessions.

The maximum drawdown for MFSV was -12.74%, occurring on Apr 8, 2025. Recovery took 82 trading sessions.

The current FLUD drawdown is -0.05%. The current MFSV drawdown is -0.93%.

Rank	FLUD	MFSV
#1	-1.66% Aug 24, 2021 - Jan 12, 2023	-12.74% Feb 28, 2025 - Jun 27, 2025
#2	-0.65% Mar 13, 2023 - Apr 11, 2023	-6.34% Mar 2, 2026 - Jun 4, 2026
#3	-0.59% Nov 25, 2024 - Jan 15, 2025	-5.49% Dec 5, 2024 - Jan 27, 2025
#4	-0.44% Oct 17, 2025 - Nov 18, 2025	-3.45% Oct 27, 2025 - Nov 28, 2025
#5	-0.40% Oct 7, 2024 - Oct 15, 2024	-2.97% Jul 25, 2025 - Aug 20, 2025
#6	-0.36% Feb 5, 2021 - Jun 24, 2021	-2.48% Oct 3, 2025 - Oct 27, 2025
#7	-0.31% Aug 8, 2025 - Aug 19, 2025	-1.78% Jan 16, 2026 - Feb 4, 2026
#8	-0.30% Sep 25, 2024 - Oct 1, 2024	-1.66% Jul 3, 2025 - Jul 23, 2025
#9	-0.30% Sep 19, 2024 - Sep 23, 2024	-1.62% Jul 28, 2026 - Aug 3, 2026
#10	-0.30% Mar 25, 2026 - Apr 1, 2026	-1.50% Jan 6, 2026 - Jan 9, 2026
#11	-0.29% Sep 5, 2025 - Sep 11, 2025	-1.40% Aug 22, 2025 - Sep 11, 2025
#12	-0.28% Jun 6, 2024 - Jun 25, 2024	-1.36% Aug 14, 2026 - Aug 20, 2026
#13	-0.28% Apr 4, 2025 - Apr 22, 2025	-1.31% Dec 15, 2025 - Dec 24, 2025
#14	-0.27% Aug 7, 2024 - Aug 26, 2024	-1.22% Jun 16, 2026 - Jul 1, 2026
#15	-0.26% Sep 22, 2025 - Oct 7, 2025	-1.21% Feb 11, 2026 - Feb 26, 2026